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)
2024/1012.8641.1993.32101.8510.2134.19N/A本期較去年同期增加主要係本期銷售量較去年同期明顯增加
2024/99.11-25.58.4788.993.7632.030.95-
2024/812.2214.2340.3179.883.2532.390.94-
2024/710.713.0329.9367.66-1.4431.910.95-
2024/69.47-19.3922.6256.95-5.7230.80.81-
2024/511.7422.4713.7647.49-9.8730.550.81-
2024/49.594.03-11.6835.74-15.6326.410.94-
2024/39.2221.29-19.2326.15-16.9926.150.74-
2024/27.6-18.59-37.4916.93-15.7224.240.8-
2024/19.3427.8217.69.3417.623.990.81-
2023/127.3-0.72-23.23107.07-23.821.310.88-
2023/117.3610.59-41.5899.76-23.8422.40.83-
2023/106.65-20.77-45.2992.41-21.9623.760.79-
2023/98.4-3.63-18.485.76-19.2925.340.84-
2023/88.715.78-19.8777.36-19.3824.670.87-
2023/78.246.6713.0568.65-19.3226.280.81-
2023/67.72-25.21-19.5460.41-22.3528.90.9-
2023/510.32-4.92-23.1352.69-22.7532.60.8-
2023/410.86-4.86-24.7642.37-22.6534.430.75-
2023/311.41-6.11-28.5831.51-21.931.510.86-
2023/212.1653.152.3120.09-17.5129.610.92-
2023/17.94-16.55-36.397.94-36.3930.040.9-
2022/129.51-24.46-23.32140.52-16.4234.270.64-
2022/1112.593.57-18.53131.01-15.8735.040.63-
2022/1012.1618.18-27.13118.41-15.5733.320.66-
2022/910.29-5.37-40.39106.25-14.0128.450.91-
2022/810.8749.24-35.1695.96-9.7327.760.94-
2022/77.29-24.08-56.7885.09-4.9730.310.86因市場需求減少,本期銷售單價及銷售數量均較去年同期明顯減少。
2022/69.6-28.54-37.6777.817.0437.461.01-
2022/513.43-6.94-9.7768.2119.0643.850.86-
2022/414.43-9.6822.7754.7829.1842.30.89-
2022/315.9834.522.3940.3431.6540.340.9-
2022/211.88-4.7971.0824.3638.5136.770.99受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2022/112.480.5917.2612.4817.2640.350.9-
2021/1212.41-19.7445.01168.1355.2644.550.89受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/1115.46-7.3582.23155.7256.1449.410.8受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/1016.69-3.32133.47140.2653.7150.720.78受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/917.262.9366.93123.5846.9450.890.71受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/816.77-0.5371.37106.3244.1349.030.74受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/716.869.4885.0289.5539.9747.150.77受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/615.43.4455.0972.6932.4842.040.55受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/514.8926.6263.957.2927.4939.70.58受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/411.76-9.9657.8242.418.2631.760.73受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/313.0687.9925.1830.647.8930.640.77-
2021/26.95-34.74-30.3417.59-2.1426.140.9-
2021/110.6424.3832.9910.6432.9927.680.85-
2020/128.560.856.15108.29-12.3224.190.9-
2020/118.4818.6910.7699.73-13.6125.970.84-
2020/107.15-30.87-28.0891.25-15.3427.270.8-
2020/910.345.66-15.2984.1-14.0529.240.78-
2020/89.797.39-16.473.76-13.8728.830.79-
2020/79.11-8.22-17.4263.97-13.4728.120.81-
2020/69.939.31-3.8254.86-12.7826.460.87-
2020/59.0821.92-10.0244.93-14.5426.960.86-
2020/47.45-28.58-35.135.85-15.6127.850.83-
2020/310.434.61-23.3628.4-8.428.40.85-
2020/29.9724.5817.7417.973.326.030.93-
2020/18.0-0.71-10.388.0-10.3823.721.02-
2019/128.065.23-18.42123.51-16.990.0N/A-
2019/117.66-22.93-34.75115.45-16.890.0N/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
2024/19.342023/17.942022/112.482021/110.642020/18.0
2024/27.62023/212.162022/211.882021/26.952020/29.97
2024/39.222023/311.412022/315.982021/313.062020/310.43
2024/49.592023/410.862022/414.432021/411.762020/47.45
2024/511.742023/510.322022/513.432021/514.892020/59.08
2024/69.472023/67.722022/69.62021/615.42020/69.93
2024/710.72023/78.242022/77.292021/716.862020/79.11
2024/812.222023/88.712022/810.872021/816.772020/89.79
2024/99.112023/98.42022/910.292021/917.262020/910.34
2024/1012.862023/106.652022/1012.162021/1016.692020/107.15
N/AN/A2023/117.362022/1112.592021/1115.462020/118.48
N/AN/A2023/127.32022/129.512021/1212.412020/128.56
  • 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: 0.51%
合約負債 QoQ YoY
24Q3 (20)0.18100.080.0
24Q2 (19)0.090.0-25.0
24Q1 (18)0.09-18.18-52.63
23Q4 (17)0.1110.057.14
23Q3 (16)0.1-16.67-28.57
23Q2 (15)0.12-36.8471.43
23Q1 (14)0.19171.435.56
22Q4 (13)0.07-50.0-22.22
22Q3 (12)0.14100.0180.0
22Q2 (11)0.07-61.11-22.22
22Q1 (10)0.18100.0260.0
21Q4 (9)0.0980.0125.0
21Q3 (8)0.05-44.44-64.29
21Q2 (7)0.0980.028.57
21Q1 (6)0.0525.0-16.67
20Q4 (5)0.04-71.4333.33
20Q3 (4)0.14100.00.0
20Q2 (3)0.0716.670.0
20Q1 (2)0.06100.00.0
19Q4 (1)0.030.00.0

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