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)
2024/102.8619.6829.1724.242.67.86N/A-
2024/92.39-8.861.0321.38-0.147.390.48-
2024/82.629.716.1719.0-0.287.050.51-
2024/72.3916.85-1.3516.38-1.247.250.49-
2024/62.04-27.61-12.1613.99-1.227.320.45-
2024/52.8214.7219.6211.950.927.840.42-
2024/42.46-3.7916.679.13-3.736.810.48-
2024/32.5642.16-6.026.67-9.566.670.41-
2024/21.8-22.29-29.434.11-11.636.70.41-
2024/12.31-10.629.922.319.927.310.38-
2023/122.597.54-16.6828.62-14.847.210.35-
2023/112.418.89-2.9326.03-14.656.980.36-
2023/102.21-6.3911.8923.63-15.687.040.36-
2023/92.36-4.23-20.5121.41-17.787.250.41-
2023/82.471.93-12.9319.05-17.437.210.41-
2023/72.424.047.3616.59-18.057.10.41-
2023/62.33-1.41-4.7114.17-21.246.790.43-
2023/52.3611.896.5811.84-23.837.190.4-
2023/42.11-22.51-29.179.48-28.887.380.39-
2023/32.726.74-34.227.37-28.87.370.5-
2023/22.5521.05-12.364.65-25.27.760.48-
2023/12.11-32.26-36.462.11-36.467.690.48-
2022/123.1125.2926.1833.61-3.677.560.38-
2022/112.4825.52-17.3930.5-5.937.430.39-
2022/101.98-33.5-41.728.02-4.767.780.37-
2022/92.974.891.3326.050.048.060.32-
2022/82.8325.78.7423.07-0.127.530.34-
2022/72.25-7.65-28.3720.24-1.256.910.37-
2022/62.4410.27-1.917.993.667.630.64-
2022/52.21-25.65-36.8815.554.69.330.52-
2022/42.98-28.037.613.3317.410.020.49-
2022/34.1442.2248.9610.3620.5610.360.37-
2022/22.91-12.2427.876.227.08.680.44-
2022/13.3134.53-6.43.31-6.48.780.43-
2021/122.46-17.97-28.3634.896.88.860.55-
2021/113.0-11.427.8832.4310.939.330.52-
2021/103.3915.628.8729.4311.258.930.54-
2021/92.9312.57-0.1326.049.318.680.43-
2021/82.61-17.21-7.2423.110.648.240.46-
2021/73.1526.475.3120.513.429.140.41-
2021/62.49-29.03-9.4917.3515.028.760.32-
2021/53.5126.7433.3814.8620.489.050.31-
2021/42.77-0.3722.5611.3616.997.820.35-
2021/32.7822.093.28.5915.38.590.37-
2021/22.27-35.76-8.275.8122.159.250.35-
2021/13.542.9755.223.5455.229.760.33主因本公司銷售價格調整及國際鎳價上漲客戶補單需求增加,且109年1月份為農曆春節,工作天數較少,故110年1月份銷售額增加。
2020/123.4423.5318.3632.6714.858.850.4-
2020/112.785.8124.4329.2314.458.350.42-
2020/102.63-10.4219.2926.4513.498.380.42-
2020/92.944.5533.0223.8212.898.730.46-
2020/82.81-5.998.1220.8810.538.550.47-
2020/72.998.6911.7918.0710.928.360.48-
2020/62.754.5726.1915.0810.757.630.32-
2020/52.6316.4511.8412.347.817.580.32-
2020/42.26-16.111.589.716.767.430.33-
2020/32.698.5117.777.458.447.450.34-
2020/22.488.738.534.763.797.660.33-
2020/12.28-21.47-18.432.28-18.437.420.34-
2019/122.929.8627.5928.44-7.260.0N/A-
2019/112.241.43-8.9625.54-10.060.0N/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
2024/12.312023/12.112022/13.312021/13.542020/12.28
2024/21.82023/22.552022/22.912021/22.272020/22.48
2024/32.562023/32.722022/34.142021/32.782020/32.69
2024/42.462023/42.112022/42.982021/42.772020/42.26
2024/52.822023/52.362022/52.212021/53.512020/52.63
2024/62.042023/62.332022/62.442021/62.492020/62.75
2024/72.392023/72.422022/72.252021/73.152020/72.99
2024/82.622023/82.472022/82.832021/82.612020/82.81
2024/92.392023/92.362022/92.972021/92.932020/92.94
2024/102.862023/102.212022/101.982021/103.392020/102.63
N/AN/A2023/112.412022/112.482021/113.02020/112.78
N/AN/A2023/122.592022/123.112021/122.462020/123.44
  • 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: 0.31%
合約負債 QoQ YoY
24Q3 (20)0.04-20.033.33
24Q2 (19)0.05-37.566.67
24Q1 (18)0.08700.0-52.94
23Q4 (17)0.01-66.67-85.71
23Q3 (16)0.030.0-70.0
23Q2 (15)0.03-82.350.0
23Q1 (14)0.17142.8654.55
22Q4 (13)0.07-30.0133.33
22Q3 (12)0.1233.3311.11
22Q2 (11)0.03-72.73-66.67
22Q1 (10)0.11266.6722.22
21Q4 (9)0.03-66.67-76.92
21Q3 (8)0.090.080.0
21Q2 (7)0.090.028.57
21Q1 (6)0.09-30.77800.0
20Q4 (5)0.13160.044.44
20Q3 (4)0.05-28.570.0
20Q2 (3)0.07600.00.0
20Q1 (2)0.01-88.890.0
19Q4 (1)0.090.00.0

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