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)
2024/100.431.031.064.64-2.821.34N/A-
2024/90.42-13.82-5.364.22-3.21.361.79-
2024/80.498.594.973.79-2.951.491.63-
2024/70.45-18.278.263.3-4.031.511.62-
2024/60.559.098.12.85-5.721.491.75-
2024/50.5115.8-5.892.3-8.531.441.81-
2024/40.44-12.37-12.921.79-9.251.282.04-
2024/30.545.46-17.351.36-8.01.361.84-
2024/20.34-33.56-35.630.86-1.541.421.76-
2024/10.52-8.7651.90.5251.91.61.56去年1月為過年期間出貨天數減少
2023/120.578.13-12.375.87-27.651.511.65-
2023/110.5223.92-10.245.3-28.981.391.8-
2023/100.42-5.38-35.884.78-30.561.331.87-
2023/90.45-4.41-24.444.35-30.01.331.8-
2023/80.4711.99-35.433.91-30.581.391.71-
2023/70.42-18.39-19.083.44-29.871.461.63-
2023/60.51-5.03-15.393.03-31.131.551.51-
2023/50.547.16-23.492.51-33.641.641.42-
2023/40.5-16.83-29.781.98-35.951.641.43-
2023/30.613.28-41.371.48-37.811.481.63-
2023/20.5356.797.080.87-35.081.521.59-
2023/10.34-47.37-59.870.34-59.871.571.54過年期間出貨天數減少
2022/120.6510.76-20.428.11-4.021.891.38-
2022/110.58-11.47-23.737.46-2.271.831.42-
2022/100.6611.49-2.266.880.11.971.32-
2022/90.59-18.31-14.266.220.361.831.68-
2022/80.7240.334.765.632.191.841.67-
2022/70.51-14.66-27.794.911.821.821.69-
2022/60.6-14.13-11.464.396.962.021.56-
2022/50.7-1.64-10.353.7910.632.451.29-
2022/40.71-30.564.123.0916.862.241.41-
2022/31.03106.9229.842.3721.332.371.03-
2022/20.5-41.24-3.191.3415.532.151.13-
2022/10.854.3430.340.8530.342.421.01-
2021/120.816.1617.068.4511.482.251.07-
2021/110.7613.4428.27.6410.922.131.13-
2021/100.67-2.213.536.879.282.051.17-
2021/90.69-0.1710.656.28.842.091.34-
2021/80.69-3.2722.895.518.612.081.35-
2021/70.714.63-8.684.826.842.181.29-
2021/60.68-13.0511.344.1110.092.151.16-
2021/50.7814.2435.173.439.842.261.1-
2021/40.69-13.47.912.644.061.991.25-
2021/30.7954.278.621.962.771.961.25-
2021/20.51-20.88-17.811.16-0.861.861.31-
2021/10.65-6.2818.470.6518.471.941.26-
2020/120.6916.273.177.58-8.921.881.03-
2020/110.60.462.636.88-9.981.811.07-
2020/100.59-4.68-18.226.29-11.021.781.09-
2020/90.6210.85-12.25.7-10.191.960.99-
2020/80.56-28.13-20.715.07-9.941.950.99-
2020/70.7827.5914.094.51-8.391.970.98-
2020/60.615.54-2.423.73-12.021.831.2-
2020/50.58-8.79-24.073.12-13.691.951.13-
2020/40.64-12.83-18.492.54-10.91.991.11-
2020/30.7316.72-2.81.9-8.041.91.25-
2020/20.6314.059.191.17-11.031.841.28-
2020/10.55-18.38-26.540.55-26.541.81.32-
2019/120.6715.6610.788.321.850.0N/A-
2019/110.58-19.95-9.277.651.140.0N/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
2024/10.522023/10.342022/10.852021/10.652020/10.55
2024/20.342023/20.532022/20.52021/20.512020/20.63
2024/30.52023/30.62022/31.032021/30.792020/30.73
2024/40.442023/40.52022/40.712021/40.692020/40.64
2024/50.512023/50.542022/50.72021/50.782020/50.58
2024/60.552023/60.512022/60.62021/60.682020/60.61
2024/70.452023/70.422022/70.512021/70.712020/70.78
2024/80.492023/80.472022/80.722021/80.692020/80.56
2024/90.422023/90.452022/90.592021/90.692020/90.62
2024/100.432023/100.422022/100.662021/100.672020/100.59
N/AN/A2023/110.522022/110.582021/110.762020/110.6
N/AN/A2023/120.572022/120.652021/120.812020/120.69
  • 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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