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)
2024/1130.1933.0747.61268.2130.9981.36N/A-
2024/1022.69-20.320.5238.0229.1576.8N/A-
2024/928.4711.0323.45215.3330.1376.211.84-
2024/825.6416.0434.39186.8631.2174.451.88-
2024/722.1-17.2627.23161.2130.7272.571.93-
2024/626.7112.3735.35139.1231.2975.991.74-
2024/523.77-6.8315.93112.4130.3670.811.87-
2024/425.5118.4647.3188.6434.8660.742.18-
2024/321.5357.2719.8263.1330.4163.131.88-
2024/213.69-50.92-7.9541.636.6762.891.89-
2024/127.931.0579.3327.979.3369.651.71增減百分比達50%以上主因為農曆春節假期月份差異。
2023/1221.294.086.54226.04-12.1860.571.91-
2023/1120.458.6329.77204.75-13.7662.351.86-
2023/1018.83-18.3522.15184.29-16.8660.971.9-
2023/923.0620.8719.96165.47-19.7759.511.79-
2023/819.089.86-3.9142.4-23.8656.181.9-
2023/717.37-11.99-18.13123.32-26.2357.61.85-
2023/619.73-3.75-25.34105.96-27.457.551.87-
2023/520.518.37-21.5486.23-27.8655.791.93-
2023/417.32-3.631.5865.72-29.6350.162.15-
2023/317.9720.81-42.8448.41-36.648.412.23-
2023/214.88-4.39-19.7430.43-32.2250.422.14-
2023/115.56-22.13-41.015.56-41.051.32.1-
2022/1219.9826.78-33.74257.41-17.951.162.23-
2022/1115.762.25-35.43237.43-16.2150.42.27-
2022/1015.41-19.82-40.88221.67-14.454.492.1-
2022/919.22-3.17-28.88206.26-11.4460.291.8-
2022/819.85-6.4-27.78187.03-9.1567.51.61-
2022/721.21-19.74-24.47167.18-6.2773.781.47-
2022/626.431.15-5.57145.96-2.8769.611.39-
2022/526.1353.2711.09119.53-2.2674.621.3-
2022/417.05-45.78-32.0993.4-5.4467.031.45-
2022/331.4569.6522.1776.353.6376.351.29-
2022/218.53-29.71-6.3744.91-6.3175.071.32-
2022/126.37-12.56-6.2726.37-6.2780.951.22-
2021/1230.1623.5613.22313.5517.680.651.17-
2021/1124.41-6.37-0.78283.3918.0977.521.22-
2021/1026.07-3.5419.55258.9820.2580.61.18-
2021/927.03-1.67-1.77232.920.3382.611.11-
2021/827.49-2.117.41205.8723.9983.571.1-
2021/728.090.3427.56178.3827.0179.61.16-
2021/627.9919.043.07150.2926.9176.621.14-
2021/523.52-6.310.79122.323.7274.361.17-
2021/425.1-2.467.0498.7727.2570.641.23-
2021/325.7430.0218.8673.6736.073.671.15-
2021/219.8-29.6445.9947.9347.4174.571.14-
2021/128.145.6148.4328.1448.4379.381.07-
2020/1226.648.2731.07266.621.2573.051.08-
2020/1124.612.8228.55239.9620.2573.941.07-
2020/1021.81-20.7530.04215.3619.3774.931.05-
2020/927.527.5224.49193.5518.2875.141.0-
2020/825.616.2412.1166.0317.3167.181.12-
2020/722.0212.543.67140.4318.3162.811.2-
2020/619.56-7.844.25118.4121.564.241.17-
2020/521.23-9.4739.6898.8525.6166.331.14-
2020/423.458.2946.9777.6222.2558.661.29-
2020/321.6559.76.054.1713.9554.171.34-
2020/213.56-28.4631.5232.5119.9452.841.37-
2020/118.96-6.7312.8418.9612.840.0N/A-
2019/1220.336.1933.79219.875.190.0N/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
2024/127.92023/115.562022/126.372021/128.142020/118.96
2024/213.692023/214.882022/218.532021/219.82020/213.56
2024/321.532023/317.972022/331.452021/325.742020/321.65
2024/425.512023/417.322022/417.052021/425.12020/423.45
2024/523.772023/520.52022/526.132021/523.522020/521.23
2024/626.712023/619.732022/626.432021/627.992020/619.56
2024/722.12023/717.372022/721.212021/728.092020/722.02
2024/825.642023/819.082022/819.852021/827.492020/825.6
2024/928.472023/923.062022/919.222021/927.032020/927.52
2024/1022.692023/1018.832022/1015.412021/1026.072020/1021.81
2024/1130.192023/1120.452022/1115.762021/1124.412020/1124.6
N/AN/A2023/1221.292022/1219.982021/1230.162020/1226.64
  • 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: 3.77%
合約負債 QoQ YoY
24Q3 (20)2.25177.7831.58
24Q2 (19)0.81-40.44-59.3
24Q1 (18)1.3617.24-15.53
23Q4 (17)1.16-32.16-52.07
23Q3 (16)1.71-14.07-24.34
23Q2 (15)1.9923.6-7.44
23Q1 (14)1.61-33.47-42.09
22Q4 (13)2.427.084.31
22Q3 (12)2.265.1220.21
22Q2 (11)2.15-22.6636.08
22Q1 (10)2.7819.8355.31
21Q4 (9)2.3223.451.63
21Q3 (8)1.8818.9960.68
21Q2 (7)1.58-11.73-26.85
21Q1 (6)1.7916.9935.61
20Q4 (5)1.5330.77-15.0
20Q3 (4)1.17-45.830.0
20Q2 (3)2.1663.640.0
20Q1 (2)1.32-26.670.0
19Q4 (1)1.80.00.0

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