玩股撇步(動畫小學堂)  

  • 大部份公司都有淡旺季, 所以通常是看年增率
  • 如果是成長期(在炒新的成長動能)的公司或景氣從谷底翻揚, 就可以觀察月增率
  • 漲很多的股票要留意營收年增率或月增率大幅減少, 又或者是合約負債已經開始減少
  • 留意短期平均營收向上或向下穿越長期平均營收
  • 觀察累計營收年增率的累計增加或虧損收斂
每月營收 (營收搶先看自結損益)
年/月營收月增率(%)去年同期年增率(%)累計營收累計營收年增率(%)近三月累計營收存貨銷售比自結稅前EPS自結稅前累計EPS備註(年增率變動50%需說明原因)
2024/106.37-12.9111.2769.4811.0622.7N/A-
2024/97.32-18.76-0.4663.111.0424.430.6-
2024/89.0111.2222.6855.7812.7524.560.6-
2024/78.18.6725.0546.7711.0222.550.65-
2024/67.456.613.7938.678.4720.630.75-
2024/56.9913.17.7231.229.6519.810.78-
2024/46.18-6.9414.0524.2310.2217.250.89-
2024/36.6450.120.6218.058.9618.050.72-
2024/24.42-36.59-9.7711.414.517.460.75-
2024/16.9815.1638.056.9838.0520.020.65-
2023/126.06-13.169.4575.595.0618.770.67-
2023/116.9821.85.3369.534.720.060.63-
2023/105.73-22.09-14.7762.554.6320.430.61-
2023/97.350.1332.1656.837.0821.180.59-
2023/87.3413.3680.5549.474.1521.00.6本月增加百分比達50%以上,係因伸興對宇隆具有控制力,自111年9月份起將宇隆併入合併營收並編制合併報表。
2023/76.48-9.7950.0642.13-3.020.150.62本月增加百分比達50%以上,係因伸興對宇隆具有控制力,自111年9月份起將宇隆併入合併營收並編制合併報表。
2023/67.1810.66-18.1935.65-8.8619.090.68-
2023/56.4919.7515.428.47-6.1518.510.7-
2023/45.42-17.910.2121.98-11.0616.920.77-
2023/36.634.61-17.4916.56-16.3516.560.9-
2023/24.9-2.9713.349.96-15.5715.490.97-
2023/15.05-8.69-32.335.05-32.3317.210.87-
2022/125.54-16.422.6671.95-6.8818.880.85-
2022/116.62-1.4443.4166.41-7.618.910.85-
2022/106.7220.8102.1959.79-11.116.350.98本月增加百分比達50%以上,係因伸興持有宇隆21.56%股權且具有控制力,自111年9月份起將宇隆併入合併營收並編制合併報表。
2022/95.5636.7862.2753.06-17.013.951.28本月增加百分比達50%以上,係因伸興持有宇隆21.56%股權且具有控制力,自111年9月份起將宇隆併入合併營收並編制合併報表。
2022/84.07-5.776.3447.5-21.4917.161.04-
2022/74.32-50.82-50.1843.43-23.3718.720.95本月減少百分比達50%以上,係因歐美縫紉機調整庫存而需求減少
2022/68.7856.118.0539.12-18.5319.320.51-
2022/55.6214.37-12.5830.34-23.9418.540.53-
2022/44.92-38.54-38.5624.71-26.1317.240.57-
2022/38.084.93-14.319.8-22.2119.80.67-
2022/24.33-42.07-31.3911.8-26.817.190.77-
2022/17.4738.52-23.857.47-23.8517.480.76-
2021/125.3916.74-3.6677.2710.9213.341.19-
2021/114.6238.94-33.2771.8812.211.371.4-
2021/103.32-3.04-50.9767.2617.710.581.5本月越南子公司伸興責任有限公司因COVID-19疫情影響降載生產
2021/93.43-10.35-51.1363.9326.9515.920.9本月越南子公司伸興責任有限公司因COVID-19疫情影響部份停工
2021/83.82-55.86-53.0860.5139.620.620.7本月越南子公司伸興責任有限公司因COVID-19疫情影響部份停工
2021/78.676.6617.8956.6861.0723.220.62本月增加百分比達50%以上,係因歐美縫紉機需求增加
2021/68.1226.2916.6848.0172.4722.560.67本月增加百分比達50%以上,係因歐美縫紉機需求增加
2021/56.43-19.6255.6339.8991.0823.770.64本月增加百分比達50%以上,係因歐美縫紉機需求增加
2021/48.0-14.2758.4933.4699.8323.650.64本月增加百分比達50%以上,係因歐美縫紉機需求增加
2021/39.3448.0489.9325.45117.6925.450.48本月增加百分比達50%以上,係因歐美縫紉機需求增加
2021/26.31-35.785.416.12137.8221.710.57本月增加百分比達50%以上,係因歐美縫紉機需求增加
2021/19.8175.25190.659.81190.6522.330.55本月增加百分比達50%以上,係因歐美縫紉機需求增加
2020/125.6-19.1320.0969.6617.3419.30.68-
2020/116.922.07101.0964.0617.1120.720.63本月增加百分比達50%以上,係因歐美縫紉機需求增加
2020/106.78-3.3448.8357.1411.4721.950.6-
2020/97.02-13.93-2.8250.367.8322.520.4-
2020/88.1510.8921.8943.349.7822.470.4-
2020/77.355.5719.5535.197.318.450.48-
2020/66.9668.4314.3827.844.4816.150.52-
2020/54.13-18.14-6.5920.881.5514.10.59-
2020/45.052.73-5.9916.743.7813.370.62-
2020/34.9244.523.6511.698.6711.690.51-
2020/23.40.7827.556.78-0.111.440.52-
2020/13.37-27.58-18.023.37-18.0211.480.52-
2019/124.6635.39-0.8859.36-11.00.0N/A-
2019/113.44-24.44-24.254.7-11.770.0N/A-
股價
長短期營收
營收年增率
由營收觀察是否有淡旺季的情況
年/月營收年/月營收年/月營收年/月營收年/月營收
2024/16.982023/15.052022/17.472021/19.812020/13.37
2024/24.422023/24.92022/24.332021/26.312020/23.4
2024/36.642023/36.62022/38.02021/39.342020/34.92
2024/46.182023/45.422022/44.922021/48.02020/45.05
2024/56.992023/56.492022/55.622021/56.432020/54.13
2024/67.452023/67.182022/68.782021/68.122020/66.96
2024/78.12023/76.482022/74.322021/78.672020/77.35
2024/89.012023/87.342022/84.072021/83.822020/88.15
2024/97.322023/97.352022/95.562021/93.432020/97.02
2024/106.372023/105.732022/106.722021/103.322020/106.78
N/AN/A2023/116.982022/116.622021/114.622020/116.92
N/AN/A2023/126.062022/125.542021/125.392020/125.6
  • 每季的合約負債通常會反應在未來半年到一年後的營收
合約負債-近20季, 最新合約負債佔股本: 17.43%
合約負債 QoQ YoY
24Q3 (20)1.1631.8270.59
24Q2 (19)0.8825.7146.67
24Q1 (18)0.70.02.94
23Q4 (17)0.72.940.0
23Q3 (16)0.6813.33-12.82
23Q2 (15)0.6-11.769.09
23Q1 (14)0.68-2.8688.89
22Q4 (13)0.7-10.26-5.41
22Q3 (12)0.7841.8239.29
22Q2 (11)0.5552.78-12.7
22Q1 (10)0.36-51.35-45.45
21Q4 (9)0.7432.14-10.84
21Q3 (8)0.56-11.1112.0
21Q2 (7)0.63-4.550.0
21Q1 (6)0.66-20.48340.0
20Q4 (5)0.8366.0492.86
20Q3 (4)0.5-20.630.0
20Q2 (3)0.63320.00.0
20Q1 (2)0.157.140.0
19Q4 (1)0.140.00.0

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