. 愛玩股

   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)
2024/102.310.82-3.221.26-3.166.46N/A-
2024/92.07-1.07-5.0118.96-3.166.280.41-
2024/82.09-1.160.9216.89-2.936.30.41-
2024/72.121.520.8914.8-3.456.180.42-
2024/62.095.68-6.112.68-4.146.020.42-
2024/51.970.74-4.4810.59-3.745.70.45-
2024/41.9611.320.818.62-3.575.380.47-
2024/31.765.94-15.386.66-4.796.660.4-
2024/21.66-48.59-9.654.89-0.317.030.38-
2024/13.2351.635.283.235.287.440.36-
2023/122.132.561.726.16-6.046.580.54-
2023/112.08-12.34-6.4724.03-6.676.630.54-
2023/102.378.752.3821.95-6.696.630.54-
2023/92.185.1-9.2319.58-7.686.360.56-
2023/82.07-1.19-22.1617.4-7.496.40.56-
2023/72.1-5.522.915.32-5.066.390.56-
2023/62.227.5-2.2313.23-6.226.230.58-
2023/52.076.34-3.311.0-6.986.090.59-
2023/41.94-6.5611.658.93-7.85.860.61-
2023/32.0813.1111.246.99-12.066.990.56-
2023/21.84-40.0913.984.91-19.237.010.56-
2023/13.0746.47-31.233.07-31.237.390.53-
2022/122.1-5.68-22.8527.85-11.286.640.72-
2022/112.22-4.04-27.4725.75-10.186.940.69-
2022/102.32-3.59-23.4223.53-8.117.380.65-
2022/92.4-9.86-26.5821.21-6.067.110.66-
2022/82.6730.6210.3818.81-2.596.980.67-
2022/72.04-10.24-2.2616.14-4.446.450.72-
2022/62.276.3212.6214.1-4.756.150.67-
2022/52.1422.7911.9611.83-7.495.750.71-
2022/41.74-6.9-6.079.69-10.915.230.78-
2022/31.8715.89-11.287.95-11.97.950.57-
2022/21.61-63.86-27.396.08-12.098.80.51-
2022/14.4764.34-4.854.47-4.8510.250.44-
2021/122.72-11.3316.1131.392.618.810.56-
2021/113.061.3-10.2128.671.499.360.53-
2021/103.02-7.5623.7325.613.18.710.57-
2021/93.2735.530.7522.580.857.780.52-
2021/82.4115.64-1.3419.310.876.520.62-
2021/72.093.43-15.0316.891.196.020.68-
2021/62.025.69-25.7114.814.05.780.63-
2021/51.913.01-18.6512.7911.05.870.62-
2021/41.85-12.07-25.3310.8818.66.180.59-
2021/32.11-5.137.39.0234.99.020.4-
2021/22.22-52.6441.166.9246.389.260.39-
2021/14.69100.5648.994.6948.9910.450.35-
2020/122.34-31.4314.9230.59-9.818.20.61-
2020/113.4139.6152.9428.25-11.399.110.55特販營收增加
2020/102.44-24.731.3524.83-16.238.140.61-
2020/93.2532.735.5522.39-17.798.150.46-
2020/82.45-0.394.4419.14-22.937.620.49-
2020/72.46-9.55-10.3916.69-25.797.520.49-
2020/62.7215.73-12.8314.24-27.937.550.51-
2020/52.35-5.44-31.2411.52-30.756.80.56-
2020/42.4826.36-22.039.17-30.636.020.63-
2020/31.9624.79-31.686.69-33.356.690.52-
2020/21.57-50.01-44.474.72-34.036.760.51-
2020/13.1554.69-27.183.15-27.187.420.47-
2019/122.04-8.75-40.0333.9213.620.0N/A-
2019/112.23-7.47-39.2131.8820.510.0N/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
2024/13.232023/13.072022/14.472021/14.692020/13.15
2024/21.662023/21.842022/21.612021/22.222020/21.57
2024/31.762023/32.082022/31.872021/32.112020/31.96
2024/41.962023/41.942022/41.742021/41.852020/42.48
2024/51.972023/52.072022/52.142021/51.912020/52.35
2024/62.092023/62.222022/62.272021/62.022020/62.72
2024/72.122023/72.12022/72.042021/72.092020/72.46
2024/82.092023/82.072022/82.672021/82.412020/82.45
2024/92.072023/92.182022/92.42021/93.272020/93.25
2024/102.32023/102.372022/102.322021/103.022020/102.44
N/AN/A2023/112.082022/112.222021/113.062020/113.41
N/AN/A2023/122.132022/122.12021/122.722020/122.34
  • 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: 0.63%
合約負債 QoQ YoY
24Q3 (20)0.04-20.0-33.33
24Q2 (19)0.05150.025.0
24Q1 (18)0.02-33.330.0
23Q4 (17)0.03-50.00.0
23Q3 (16)0.0650.050.0
23Q2 (15)0.04100.0-20.0
23Q1 (14)0.02-33.33-60.0
22Q4 (13)0.03-25.0-25.0
22Q3 (12)0.04-20.0-69.23
22Q2 (11)0.050.0-61.54
22Q1 (10)0.0525.0-75.0
21Q4 (9)0.04-69.23-85.71
21Q3 (8)0.130.0-7.14
21Q2 (7)0.13-35.0-18.75
21Q1 (6)0.2-28.5781.82
20Q4 (5)0.28100.0180.0
20Q3 (4)0.14-12.50.0
20Q2 (3)0.1645.450.0
20Q1 (2)0.1110.00.0
19Q4 (1)0.10.00.0

免責聲明

本網站所有資料僅供參考，如使用者依本資料交易發生交易損失需自行負責，本網站對資料內容錯誤﹑更新延誤不負任何責任。