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)
2024/11236.824.753.022524.661.0663.99N/A-
2024/10226.0812.424.122287.840.79634.52N/A-
2024/9201.1-3.010.782061.760.44664.130.24-
2024/8207.34-18.91-9.31860.660.41696.930.23-
2024/7255.699.31-3.681653.321.77737.780.21-
2024/6233.89-5.764.11397.632.84704.390.22-
2024/5248.1911.643.821163.732.59714.760.22-
2024/4222.31-8.98-4.23915.542.26644.080.24-
2024/3244.2637.59-6.81693.234.54693.230.21-
2024/2177.52-34.6-18.39448.9811.96683.090.21-
2024/1271.4615.9547.97271.4647.97735.430.2-
2023/12234.111.844.462733.6613.56681.090.25-
2023/11229.865.869.062499.5614.49646.510.26-
2023/10217.128.814.652269.6915.08645.250.26-
2023/9199.53-12.71-1.122052.5816.3693.610.22-
2023/8228.6-13.8831.211853.0518.55718.750.21-
2023/7265.4718.1612.791624.4416.96729.190.21-
2023/6224.67-6.0111.711358.9717.82695.870.27-
2023/5239.052.9744.441134.319.11733.310.26-
2023/4232.15-11.4326.04895.2513.78711.80.27-
2023/3262.1120.4823.58663.110.03663.10.29-
2023/2217.5418.5830.73400.992.67625.090.3-
2023/1183.45-18.13-18.15183.45-18.15618.30.31-
2022/12224.16.3211.42407.12-0.74642.320.21-
2022/11210.761.5912.852183.02-1.83620.030.21-
2022/10207.462.823.21972.26-3.18583.480.23-
2022/9201.815.8326.041764.8-5.56611.380.2-
2022/8174.22-25.97-6.671562.99-8.52610.690.2-
2022/7235.3617.029.231388.78-8.75601.960.2-
2022/6201.1121.52-11.711153.42-11.71550.790.21-
2022/5165.49-10.14-22.43952.31-11.72561.770.2-
2022/4184.18-13.15-12.1786.82-9.07562.680.2-
2022/3212.0927.45-5.07602.63-8.11602.630.14-
2022/2166.4-25.750.28390.54-9.68591.690.15-
2022/1224.1311.42-15.89224.13-15.89612.040.14-
2021/12201.157.77.42425.086.02556.290.18-
2021/11186.7610.91-10.892223.935.9515.250.19-
2021/10168.385.17-17.452037.177.76515.160.19-
2021/9160.1-14.23-12.581868.7910.81562.240.15-
2021/8186.67-13.3628.921708.6813.66629.950.13-
2021/7215.46-5.41-6.951522.0112.03656.630.13-
2021/6227.816.779.961306.5415.94650.710.2-
2021/5213.361.8226.561078.7317.28646.330.2-
2021/4209.54-6.2112.66865.3815.2598.890.21-
2021/3223.4334.6515.57655.8416.04655.840.15-
2021/2165.93-37.734.99432.4116.28619.680.15-
2021/1266.4842.2924.62266.4824.62663.360.14-
2020/12187.27-10.651.442287.278.71600.870.2-
2020/11209.62.74-2.372100.09.41596.740.2-
2020/10204.011.384.371890.410.9531.940.22-
2020/9183.1526.484.361686.411.74559.520.15-
2020/8144.8-37.471.061503.2612.71583.530.14-
2020/7231.5811.788.931358.4614.12607.310.14-
2020/6207.1622.8816.151126.8815.25561.710.21-
2020/5168.58-9.35-6.38919.7315.05547.880.22-
2020/4185.98-3.79-4.55751.1521.28537.330.22-
2020/3193.3222.3321.52565.1733.14565.170.18-
2020/2158.03-26.0969.33371.8540.1556.470.18主係去年同期適逢農曆春節年假,工作天數較少。
2020/1213.8315.8224.26213.8324.260.0N/A-
2019/12184.61-14.0116.022103.8613.990.0N/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
2024/1271.462023/1183.452022/1224.132021/1266.482020/1213.83
2024/2177.522023/2217.542022/2166.42021/2165.932020/2158.03
2024/3244.262023/3262.112022/3212.092021/3223.432020/3193.32
2024/4222.312023/4232.152022/4184.182021/4209.542020/4185.98
2024/5248.192023/5239.052022/5165.492021/5213.362020/5168.58
2024/6233.892023/6224.672022/6201.112021/6227.812020/6207.16
2024/7255.692023/7265.472022/7235.362021/7215.462020/7231.58
2024/8207.342023/8228.62022/8174.222021/8186.672020/8144.8
2024/9201.12023/9199.532022/9201.82021/9160.12020/9183.15
2024/10226.082023/10217.122022/10207.462021/10168.382020/10204.0
2024/11236.822023/11229.862022/11210.762021/11186.762020/11209.6
N/AN/A2023/12234.112022/12224.12021/12201.152020/12187.27
  • 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: 32.45%
合約負債 QoQ YoY
24Q3 (20)18.086.232.79
24Q2 (19)17.021.929.95
24Q1 (18)16.71.3313.68
23Q4 (17)16.48-6.31-6.15
23Q3 (16)17.5913.637.19
23Q2 (15)15.485.38-12.84
23Q1 (14)14.69-16.34-8.98
22Q4 (13)17.567.018.13
22Q3 (12)16.41-7.626.62
22Q2 (11)17.7610.0419.76
22Q1 (10)16.14-0.6212.16
21Q4 (9)16.2425.31-13.06
21Q3 (8)12.96-12.61-16.49
21Q2 (7)14.833.06-2.63
21Q1 (6)14.39-22.97-4.95
20Q4 (5)18.6820.3630.08
20Q3 (4)15.521.90.0
20Q2 (3)15.230.590.0
20Q1 (2)15.145.430.0
19Q4 (1)14.360.00.0

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