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)
2024/100.25-3.25-19.732.62-15.070.73N/A-
2024/90.2613.51-0.262.37-14.550.772.01-
2024/80.23-21.95-33.472.12-16.00.722.16-
2024/70.2941.68-11.491.89-13.290.791.95-
2024/60.2-32.14-31.91.6-13.610.811.95-
2024/50.3-0.6-9.111.4-10.090.861.83-
2024/40.317.72-7.591.1-10.360.811.94-
2024/30.262.58-26.430.8-11.360.82.06-
2024/20.25-13.43-21.520.54-1.790.782.09-
2024/10.2918.2725.520.2925.520.812.03-
2023/120.24-10.841.353.6-0.440.831.9-
2023/110.27-11.09-3.513.36-0.570.841.87-
2023/100.3120.218.33.09-0.290.91.74-
2023/90.26-24.27-18.312.78-2.010.921.7-
2023/80.343.831.032.520.020.961.63-
2023/70.339.016.572.18-0.130.961.64-
2023/60.3-9.43-18.121.86-2.590.961.59-
2023/50.331.06-2.371.561.091.011.51-
2023/40.33-6.2812.181.232.071.01.53-
2023/30.359.4421.330.9-1.160.91.73-
2023/20.3238.4520.740.55-11.570.791.96-
2023/10.23-4.49-35.480.23-35.480.762.05-
2022/120.24-15.13-30.443.62-19.780.792.09-
2022/110.289.01-16.233.38-18.890.861.91-
2022/100.26-17.0-29.183.1-19.130.911.8-
2022/90.31-6.33-3.082.83-18.060.932.16-
2022/80.3419.84.822.52-19.610.982.05-
2022/70.28-23.44-12.232.18-22.380.982.04-
2022/60.377.9813.441.9-23.681.01.98-
2022/50.3416.13-10.911.54-29.190.922.15-
2022/40.291.36-37.241.2-33.060.842.34-
2022/30.298.91-29.940.91-31.60.912.2-
2022/20.26-26.02-35.430.62-32.340.972.07-
2022/10.362.97-29.850.36-29.851.041.92-
2021/120.352.18-15.964.511.091.051.74-
2021/110.34-7.83-17.614.172.821.031.77-
2021/100.3713.58-29.523.835.141.011.81-
2021/90.321.3-36.053.4610.940.962.01-
2021/80.320.3-26.713.1420.070.962.02-
2021/70.32-1.05-12.672.8229.461.021.9-
2021/60.32-15.215.772.537.971.171.56-
2021/50.38-18.18142.992.1742.011.261.45客戶需求增加
2021/40.4613.14244.411.7930.511.281.42客戶需求增加
2021/30.410.38-4.31.337.231.331.35-
2021/20.41-19.63-2.80.9213.341.331.35-
2021/10.5123.3630.810.5130.811.331.35-
2020/120.410.1823.494.46-10.611.351.4-
2020/110.41-21.1646.424.05-13.061.441.31-
2020/100.523.0642.473.64-16.881.471.29-
2020/90.5116.133.083.12-22.31.311.53-
2020/80.4419.5211.422.61-28.111.081.85-
2020/70.3731.17-2.82.17-32.890.82.5-
2020/60.2877.98-21.511.81-36.840.573.56-
2020/50.1615.95-67.021.53-39.00.722.82新冠肺炎疫情影響造成營收衰退
2020/40.13-68.56-73.271.37-32.470.982.06新冠肺炎疫情影響造成營收衰退
2020/30.431.96-12.451.24-19.021.241.56-
2020/20.428.15-3.680.81-22.121.141.69-
2020/10.3916.46-35.480.39-35.481.01.92-
2019/120.3318.79-7.474.998.730.0N/A-
2019/110.28-23.28-27.74.6610.120.0N/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
2024/10.292023/10.232022/10.362021/10.512020/10.39
2024/20.252023/20.322022/20.262021/20.412020/20.42
2024/30.262023/30.352022/30.292021/30.412020/30.43
2024/40.32023/40.332022/40.292021/40.462020/40.13
2024/50.32023/50.332022/50.342021/50.382020/50.16
2024/60.22023/60.32022/60.372021/60.322020/60.28
2024/70.292023/70.332022/70.282021/70.322020/70.37
2024/80.232023/80.342022/80.342021/80.322020/80.44
2024/90.262023/90.262022/90.312021/90.322020/90.51
2024/100.252023/100.312022/100.262021/100.372020/100.52
N/AN/A2023/110.272022/110.282021/110.342020/110.41
N/AN/A2023/120.242022/120.242021/120.352020/120.41
  • 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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