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)
2024/113.0511.4734.430.5211.18.87N/A-0.110.48-
2024/102.74-10.959.8427.479.08.95N/A-0.110.59去年本公司因歲修及景氣低迷關係,以致與前年相比營業額下降;今年度因景氣稍微好轉,營業額稍有提升。
2024/93.08-2.078.0824.735.298.851.35-
2024/83.1419.08-3.4321.654.98.851.36-0.010.78-
2024/72.64-14.12-6.2418.516.468.591.40.020.79-
2024/63.076.5916.6815.878.918.611.20.040.77-
2024/52.888.55.7912.87.28.271.25-0.030.73-
2024/42.65-3.063.639.927.627.721.34-0.010.75-
2024/32.7417.526.987.279.167.271.68-0.010.77-
2024/22.335.9319.534.5310.517.341.670.780.77-
2024/12.2-21.632.342.22.347.281.68-0.0-0.0-
2023/122.8123.5344.5830.28-14.916.791.43-0.06-0.66-
2023/112.2732.579.7727.47-18.346.831.42-0.05-0.59-
2023/101.71-39.75-31.0725.2-20.187.811.24-0.1-0.54-
2023/92.85-12.514.2523.48-19.258.911.26-0.15-0.44-
2023/83.2515.614.4620.64-22.398.71.29-0.02-0.3-
2023/72.816.88-17.6817.39-25.958.171.38-0.06-0.28-
2023/62.63-3.35-1.1614.58-27.367.921.77-0.04-0.22-
2023/52.726.29-21.4111.94-31.377.841.79-0.1-0.18-
2023/42.560.06-36.169.22-33.847.071.98-0.11-0.08-
2023/32.5631.31-38.786.66-32.916.662.490.090.03-
2023/21.95-9.29-23.94.1-28.636.042.75-0.04-0.05-
2023/12.1510.7-32.432.15-32.436.162.7-0.01-0.01-
2022/121.94-6.2-45.7435.58-11.836.52.81-0.010.9212月本公司鋼鐵產品增減金額達-54.22%,主係因:(一)俄烏戰爭影響、(二)中國疫情影響、(三)歐美通膨影響、(四)高庫存待去化
2022/112.07-16.76-37.433.64-8.537.052.590.00.93-
2022/102.49-0.13-6.9631.57-5.688.092.260.050.93-
2022/92.49-20.0-13.1829.09-5.569.022.330.080.88-
2022/83.11-8.914.3726.6-4.789.192.290.140.8-
2022/73.4228.3310.6423.48-6.859.542.210.210.65-
2022/62.66-23.15-34.7920.07-9.2910.141.610.120.45-
2022/53.46-13.65-6.2917.4-3.5211.661.40.10.33-
2022/44.01-4.04-1.2513.94-2.8110.761.520.120.23-
2022/34.1863.2310.19.93-3.429.931.860.050.11-
2022/22.56-19.46-16.685.74-11.369.321.980.030.07-
2022/13.18-11.1-6.553.18-6.5510.071.830.040.04-
2021/123.588.21-2.1140.3615.549.562.40.131.45-
2021/113.3123.716.5336.7817.618.852.590.091.32-
2021/102.67-6.81-18.7633.4718.838.262.780.071.23-
2021/92.875.39-12.6730.823.88.682.730.081.16-
2021/82.72-11.87-36.8427.9329.359.892.40.11.08-
2021/73.09-24.377.325.2145.8510.872.180.120.98-
2021/64.0810.4367.8722.1253.5511.851.450.120.87鋼市行情上漲,價格提高
2021/53.7-9.0169.2218.0450.6411.561.490.180.75鋼市行情上漲,價格提高
2021/44.066.9990.8214.3446.510.941.570.20.57鋼市行情上漲,價格提高
2021/33.823.5145.9910.2834.1710.281.650.130.37-
2021/23.08-9.679.776.4828.0910.141.670.130.23-
2021/13.4-6.8850.833.450.8310.161.670.10.1鋼市行情上漲,價格提高
2020/123.6617.7826.1834.93-11.6710.051.080.110.18-
2020/113.1-5.66-0.4931.27-14.669.681.12-0.00.08-
2020/103.290.1733.0528.17-15.9810.880.990.070.08-
2020/93.28-23.7728.0924.88-19.8910.471.10.020.0-
2020/84.3149.7316.5921.59-24.219.621.20.1-0.02-
2020/72.8818.31-14.1317.29-30.297.51.540.06-0.12-
2020/62.4311.32-32.0214.41-32.816.751.360.03-0.18-
2020/52.192.6-32.1311.97-32.976.921.32-0.02-0.21-
2020/42.13-18.13-37.229.79-33.167.531.22-0.05-0.19-
2020/32.6-7.12-41.917.66-31.937.661.19-0.04-0.14-
2020/22.824.1-15.925.06-25.337.961.15-0.06-0.1-
2020/12.26-22.1-34.442.26-34.440.0N/A-0.04-0.04-
2019/122.9-7.11-17.1739.55-20.760.0N/A-0.06-0.35-
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
2024/12.22023/12.152022/13.182021/13.42020/12.26
2024/22.332023/21.952022/22.562021/23.082020/22.8
2024/32.742023/32.562022/34.182021/33.82020/32.6
2024/42.652023/42.562022/44.012021/44.062020/42.13
2024/52.882023/52.722022/53.462021/53.72020/52.19
2024/63.072023/62.632022/62.662021/64.082020/62.43
2024/72.642023/72.812022/73.422021/73.092020/72.88
2024/83.142023/83.252022/83.112021/82.722020/84.31
2024/93.082023/92.852022/92.492021/92.872020/93.28
2024/102.742023/101.712022/102.492021/102.672020/103.29
2024/113.052023/112.272022/112.072021/113.312020/113.1
N/AN/A2023/122.812022/121.942021/123.582020/123.66
  • 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: 1.59%
合約負債 QoQ YoY
24Q3 (20)0.71-12.35-12.35
24Q2 (19)0.813.85-14.74
24Q1 (18)0.78-11.36-4.88
23Q4 (17)0.888.640.0
23Q3 (16)0.81-14.741.25
23Q2 (15)0.9515.851.06
23Q1 (14)0.82-6.82-7.87
22Q4 (13)0.8810.0-6.38
22Q3 (12)0.8-14.890.0
22Q2 (11)0.945.6214.63
22Q1 (10)0.89-5.325.95
21Q4 (9)0.9417.59.3
21Q3 (8)0.8-2.441.27
21Q2 (7)0.82-2.38134.29
21Q1 (6)0.84-2.33460.0
20Q4 (5)0.868.86330.0
20Q3 (4)0.79125.710.0
20Q2 (3)0.35133.330.0
20Q1 (2)0.15-25.00.0
19Q4 (1)0.20.00.0

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