. 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)
2024/102.66-6.540.4727.22-6.468.5N/A-
2024/92.85-4.55-14.424.56-7.158.390.43-
2024/82.9816.78-6.3721.71-6.118.280.43-
2024/72.56-6.83-5.0418.73-6.078.220.44-
2024/62.74-6.13-3.0716.17-6.238.040.48-
2024/52.9223.26-7.4513.43-6.858.080.48-
2024/42.37-14.97-9.0210.5-6.687.130.54-
2024/32.7941.74-5.218.13-5.978.130.47-
2024/21.97-41.74-21.465.34-6.377.960.48-
2024/13.3829.355.433.385.438.310.46-
2023/122.6112.23-3.4534.04-5.87.590.52-
2023/112.33-12.22-14.8931.43-5.998.30.48-
2023/102.65-20.38-11.8529.1-5.199.170.43-
2023/93.334.40.026.45-4.479.210.45-
2023/83.1918.44-4.6923.12-5.088.710.47-
2023/72.69-4.9-11.8119.94-5.158.680.48-
2023/62.83-10.382.2417.24-4.018.590.49-
2023/53.1621.176.5214.41-5.168.710.49-
2023/42.61-11.41-13.1911.26-7.998.050.53-
2023/32.9417.44-20.838.65-6.298.650.45-
2023/22.51-21.7817.885.713.498.390.47-
2023/13.219.37-5.523.2-5.528.620.46-
2022/122.68-1.83-51.0136.11-11.828.420.4851%主係子公司臺鹽綠能工程收入較去年同期減少所致
2022/112.73-9.098.1533.43-5.769.070.45-
2022/103.01-9.66-23.8730.7-6.839.680.42-
2022/93.33-0.5-25.1327.69-4.519.730.36-
2022/83.359.6-8.1824.36-0.789.170.39-
2022/73.0510.25-3.1621.020.58.780.4-
2022/62.77-6.63-11.7917.971.158.740.44-
2022/52.96-1.26-18.2315.23.939.680.39-
2022/43.0-19.2-3.0212.2311.248.840.43-
2022/33.7274.8928.09.2316.849.230.43-
2022/22.12-37.31-3.035.5210.3510.990.36-
2022/13.39-38.1120.813.3920.8111.390.34-
2021/125.48116.7644.040.9629.2611.950.33-
2021/112.53-36.010.035.4827.2510.920.36-
2021/103.95-11.1569.7132.9529.9612.040.33主係子公司臺鹽綠能隨工程完成程度所認列之工程收入增加，導致營收較去年同期增加。
2021/94.4522.0257.4129.025.9511.240.49主係子公司臺鹽綠能隨工程完成程度所認列之工程收入增加，導致營收較去年同期增加。
2021/83.6415.5941.5624.5621.559.930.55-
2021/73.150.4227.320.9118.639.920.56-
2021/63.14-13.4413.1417.7617.219.860.45-
2021/53.6317.145.5714.6218.129.630.46-
2021/43.16.6417.1211.011.218.190.54-
2021/32.932.4811.467.99.057.90.45-
2021/22.19-21.9-6.165.07.78.80.4-
2021/12.81-26.2321.752.8121.759.140.39-
2020/123.850.5341.5331.688.978.660.36-
2020/112.538.5712.0927.885.657.680.41-
2020/102.33-17.59-3.9725.355.057.720.41-
2020/92.829.749.6323.036.067.870.39-
2020/82.573.94-0.620.25.587.820.4-
2020/72.48-10.75-4.5917.636.557.740.4-
2020/62.7711.3620.7115.158.627.910.43-
2020/52.49-5.78-4.5312.386.247.740.44-
2020/42.641.4915.839.899.357.580.45-
2020/32.611.5310.017.247.167.240.41-
2020/22.341.3341.814.645.627.330.4-
2020/12.3-14.24-16.072.3-16.077.250.41-
2019/122.6919.223.1829.07-3.130.0N/A-
2019/112.25-6.981.1926.39-3.730.0N/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
2024/13.382023/13.22022/13.392021/12.812020/12.3
2024/21.972023/22.512022/22.122021/22.192020/22.34
2024/32.792023/32.942022/33.722021/32.92020/32.6
2024/42.372023/42.612022/43.02021/43.12020/42.64
2024/52.922023/53.162022/52.962021/53.632020/52.49
2024/62.742023/62.832022/62.772021/63.142020/62.77
2024/72.562023/72.692022/73.052021/73.152020/72.48
2024/82.982023/83.192022/83.352021/83.642020/82.57
2024/92.852023/93.332022/93.332021/94.452020/92.82
2024/102.662023/102.652022/103.012021/103.952020/102.33
N/AN/A2023/112.332022/112.732021/112.532020/112.53
N/AN/A2023/122.612022/122.682021/125.482020/123.8
  • 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: 4.5%
合約負債 QoQ YoY
24Q3 (20)0.9-7.22-8.16
24Q2 (19)0.975.432.11
24Q1 (18)0.92-6.12-16.36
23Q4 (17)0.980.0-3.92
23Q3 (16)0.983.16-11.71
23Q2 (15)0.95-13.64-21.49
23Q1 (14)1.17.8423.6
22Q4 (13)1.02-8.1129.11
22Q3 (12)1.11-8.26101.82
22Q2 (11)1.2135.96112.28
22Q1 (10)0.8912.66161.76
21Q4 (9)0.7943.64139.39
21Q3 (8)0.55-3.5196.43
21Q2 (7)0.5767.65103.57
21Q1 (6)0.343.0330.77
20Q4 (5)0.3317.8650.0
20Q3 (4)0.280.00.0
20Q2 (3)0.287.690.0
20Q1 (2)0.2618.180.0
19Q4 (1)0.220.00.0

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