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)
2024/106.56-11.22-18.7878.056.6722.07N/A-
2024/97.39-9.02-16.6571.499.8424.690.29-
2024/88.12-11.44-8.1164.114.0125.070.29-
2024/79.1717.923.0655.9818.1426.160.27-
2024/67.78-15.547.246.817.2325.340.28-
2024/59.2110.3120.4939.0319.4625.890.27-
2024/48.350.1724.2229.8119.1422.110.32-
2024/38.3353.6112.0421.4717.2721.470.33-
2024/25.43-29.58-7.0913.1320.8520.180.35-
2024/17.79.3253.347.753.3422.230.32營收收入較去年同期增加,主要係因去年同期適逢農曆新年工作天數少,本期廠區工作天數增加所致。
2023/127.05-5.7933.2187.69-10.5922.610.32-
2023/117.48-7.3814.7880.65-13.0924.430.3-
2023/108.08-8.8934.0273.16-15.225.790.28-
2023/98.870.2919.6665.09-18.925.160.31-
2023/88.8418.617.3156.22-22.8223.550.33-
2023/77.452.71-22.5847.38-27.4522.350.35-
2023/67.26-5.07-32.339.92-28.2921.620.34-
2023/57.6413.73-20.5532.67-27.3421.80.34-
2023/46.72-9.64-12.4125.02-29.1820.00.37-
2023/37.4427.36-31.8818.3-33.8418.30.44-
2023/25.8416.23-20.6910.86-35.1116.160.5-
2023/15.02-5.02-46.445.02-46.4416.830.48-
2022/125.29-18.83-49.4498.09-3.7717.840.51-
2022/116.528.13-28.2792.81.4519.950.46-
2022/106.03-18.65-24.1986.284.7220.970.43-
2022/97.41-1.66-13.6480.257.8124.570.37-
2022/87.54-21.72-19.272.8410.6127.880.32-
2022/79.63-10.1815.3265.3115.5329.970.3-
2022/610.7211.429.7755.6815.5728.020.38-
2022/59.6225.3816.5444.9612.6328.220.38-
2022/47.67-29.72-12.1335.3411.6125.960.41-
2022/310.9248.2920.627.6720.6627.670.49-
2022/27.36-21.544.9816.7520.727.210.5-
2022/19.38-10.366.689.386.6828.930.47-
2021/1210.4715.1612.6101.945.527.50.47-
2021/119.0914.294.4491.474.7425.620.5-
2021/107.95-7.33-8.8382.384.7725.860.5-
2021/98.58-8.0-11.8874.436.4726.260.43-
2021/89.3311.7210.7865.859.4425.940.44-
2021/78.351.067.9956.539.2324.860.46-
2021/68.260.042.1748.189.4425.250.44-
2021/58.26-5.46-4.6739.9211.0826.040.43-
2021/48.73-3.54-13.6831.6616.0822.870.49-
2021/39.0578.271.6622.9333.6522.930.55-
2021/25.08-42.2493.4213.8768.1923.170.54營業收入較去年同期增加,主要係因本期客戶需求提升,且去年同期遇新冠肺炎,廠區工作天數較少所致。
2021/18.79-5.3856.418.7956.4126.790.47營業收入較去年同期增加,主要係因本期客戶需求提升,去年同期遇春節假期、又因新冠肺炎影響所致。
2020/129.296.8219.9496.6212.4826.720.36-
2020/118.7-0.2318.6187.3311.7427.160.36-
2020/108.72-10.4415.9978.6311.0326.880.36-
2020/99.7415.6629.0969.9110.4425.890.29-
2020/88.428.9212.9360.177.9224.230.31-
2020/77.73-4.388.5751.757.1424.480.31-
2020/68.08-6.6510.5244.026.926.860.28-
2020/58.66-14.428.8235.936.1127.690.27-
2020/410.1213.6142.5827.270.4921.650.35-
2020/38.91239.1722.5217.15-14.417.150.43-
2020/22.63-53.29-46.648.25-35.4216.00.46-
2020/15.62-27.44-28.395.62-28.3920.710.36-
2019/127.755.649.8385.9-2.480.0N/A-
2019/117.34-2.43-4.7578.15-3.550.0N/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
2024/17.72023/15.022022/19.382021/18.792020/15.62
2024/25.432023/25.842022/27.362021/25.082020/22.63
2024/38.332023/37.442022/310.922021/39.052020/38.91
2024/48.352023/46.722022/47.672021/48.732020/410.12
2024/59.212023/57.642022/59.622021/58.262020/58.66
2024/67.782023/67.262022/610.722021/68.262020/68.08
2024/79.172023/77.452022/79.632021/78.352020/77.73
2024/88.122023/88.842022/87.542021/89.332020/88.42
2024/97.392023/98.872022/97.412021/98.582020/99.74
2024/106.562023/108.082022/106.032021/107.952020/108.72
N/AN/A2023/117.482022/116.522021/119.092020/118.7
N/AN/A2023/127.052022/125.292021/1210.472020/129.29
  • 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
合約負債 QoQ YoY

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