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)
2024/1110.54-60.8990.8295.86103.3543.82N/A本月及本年度增減百分比達50%以上,係因本期認列信華段建案營建收入
2024/1026.95325.06387.4985.32105.0139.75N/A本月及本年度增減百分比達50%以上,係因本期認列建案營建收入及出售寶元段土地收入(已於113/7/26取處公告)。
2024/96.34-1.9516.8458.3861.7519.011.07本年度增減百分比達50%以上,係因個案銷售狀況良好及認列建案營建收入及出售道路地收入
2024/86.474.3520.7752.0469.6918.8911.14本年度增減百分比達50%以上,係因個案銷售狀況良好及認列建案營建收入及出售道路地收入
2024/76.2-0.5420.2945.5780.0417.6711.91本年度增減百分比達50%以上,係因個案銷售狀況良好及認列建案營建收入及出售道路地收入
2024/66.2318.888.7939.3795.3116.68.89本年度增減百分比達50%以上,係因個案銷售狀況良好及認列建案營建收入及出售道路地收入
2024/55.242.2921.0233.14129.6415.939.26本年度增減百分比達50%以上,係因個案銷售狀況良好及認列建案營建收入及出售道路地收入
2024/45.12-8.0140.7727.9188.1417.848.27本年度增減百分比達50%以上,係因個案銷售狀況良好及認列建案營建收入及出售道路地收入
2024/35.57-22.080.4722.78252.4922.785.97本月及本年度增減百分比達50%以上,係因個案銷售狀況良好
2024/27.14-29.05254.0717.21409.7647.612.86本月及本年度增減百分比達50%以上,係因個案銷售狀況良好及本期認列建案營建收入及出售道路地收入
2024/110.07-66.89640.8810.07640.8845.992.96本月及本年度增減百分比達50%以上,係因個案銷售狀況良好及本期認列創研段建案營建收入
2023/1230.4450.62336.6477.5452.2741.453.25本月及本年度增減百分比達50%以上,係因個案銷售狀況良好及本期認列創研段建案營建收入
2023/115.52-0.111.3847.147.2316.488.18-
2023/105.531.8720.8441.626.716.318.26-
2023/95.431.3351.9136.094.8215.939.18本月增減百分比達50%以上,係因個案銷售狀況良好
2023/85.353.9428.1130.66-0.6216.239.01-
2023/75.15-10.0551.0525.31-5.1215.219.62本月增減百分比達50%以上,係因個案銷售狀況良好
2023/65.7332.2467.6820.16-13.3513.710.3本月增減百分比達50%以上,係因個案銷售狀況良好
2023/54.3318.989.5714.43-27.2911.0612.76-
2023/43.6417.91-26.449.68-39.098.7416.14-
2023/33.0953.01-37.06.46-40.996.4621.13-
2023/22.0248.45-40.13.38-44.2210.3413.21-
2023/11.36-80.48-49.381.36-49.3813.2810.28-
2022/126.9640.46-26.7150.92-16.4516.497.77-
2022/114.968.37-54.3643.96-14.5613.19.78本月增減百分比達50%以上,係因去年同期認列悅大建設股份有限公司營建收入所致
2022/104.5728.06-27.8339.0-3.9112.3310.39-
2022/93.57-14.53-11.9834.430.5111.1610.77-
2022/84.1822.5510.4830.862.1911.010.92-
2022/73.41-0.158.2726.681.010.7811.15-
2022/63.42-13.580.7123.270.0112.329.29-
2022/53.95-20.1220.419.85-0.0913.88.29-
2022/44.950.9916.7215.9-4.1513.218.65-
2022/34.945.4814.8610.95-11.3210.9510.04-
2022/23.3725.43-29.536.05-25.1415.557.07-
2022/12.68-71.74-18.792.68-18.7923.054.77-
2021/129.5-12.5377.1260.9666.3526.73.9本月及本年度增減百分比達50%以上,係因個案銷售狀況良好及悅大建設股份有限公司於本期認列收入
2021/1110.8671.37146.9951.4564.5121.264.9本月及本年度增減百分比達50%以上,係因個案銷售狀況良好及悅大建設股份有限公司於本期認列收入
2021/106.3456.266.940.5951.0114.187.35本月及本年度增減百分比達50%以上,係因個案銷售狀況良好及悅大建設股份有限公司於本期認列收入
2021/94.067.2716.9934.2548.410.999.35-
2021/83.7820.14.2930.1953.9610.329.96本年度增減百分比達50%以上,係因個案銷售狀況良好
2021/73.15-7.12-12.4626.4165.229.8210.46本年度增減百分比達50%以上,係因個案銷售狀況良好
2021/63.393.318.3823.2687.7910.917.79本年度增減百分比達50%以上,係因個案銷售狀況良好
2021/53.28-22.5753.9419.87114.8811.797.21本月及本年度增減百分比達50%以上,係因個案銷售狀況良好
2021/44.24-0.61145.1316.59133.1513.286.4本月及本年度增減百分比達50%以上,係因個案銷售狀況良好
2021/34.27-10.74121.0112.35129.312.355.2本月及本年度增減百分比達50%以上,係因個案銷售狀況良好
2021/24.7844.54171.828.08133.9213.454.77本月及本年度增減百分比達50%以上,係因個案銷售狀況良好
2021/13.31-38.3694.693.3194.6913.074.91本月及本年度增減百分比達50%以上,係因個案銷售狀況良好
2020/125.3621.9759.2736.64119.2113.563.21本月及本年度增減百分比達50%以上,係因個案銷售狀況良好。
2020/114.415.840.8431.28134.3311.663.73本年度增減百分比達50%以上,係因個案銷售狀況良好
2020/103.89.49142.0726.88162.8910.894.0本月及本年度增減百分比達50%以上,係因個案銷售狀況良好
2020/93.47-4.36102.3123.08166.6610.693.61本月及本年度增減百分比達50%以上,係因個案銷售狀況良好
2020/83.630.79217.9319.61182.5610.353.73本月及本年度增減百分比達50%以上,係因個案銷售狀況良好
2020/73.615.0168.4515.99175.618.864.35本月及本年度增減百分比達50%以上,係因個案銷售狀況良好
2020/63.1346.74220.7612.39177.766.994.89本月及本年度增減百分比達50%以上,係因個案銷售狀況良好
2020/52.1323.29163.779.25165.395.795.91本月及本年度增減百分比達50%以上,係因個案銷售狀況良好
2020/41.73-10.39129.787.12165.885.426.32本月及本年度增減百分比達50%以上,係因個案銷售狀況良好
2020/31.939.77194.765.39180.015.395.36本月及本年度增減百分比達50%以上,係因個案銷售狀況良好
2020/21.763.53119.993.46172.46.824.23本月及本年度增減百分比達50%以上,係因個案銷售狀況良好。
2020/11.7-49.58261.571.7261.570.0N/A本月增減百分比達50%以上,係因個案銷售狀況良好。
2019/123.377.85149.4216.7151.750.0N/A本月及本年度增減百分比達50%以上,係因個案銷售狀況良好。
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
2024/110.072023/11.362022/12.682021/13.312020/11.7
2024/27.142023/22.022022/23.372021/24.782020/21.76
2024/35.572023/33.092022/34.92021/34.272020/31.93
2024/45.122023/43.642022/44.952021/44.242020/41.73
2024/55.242023/54.332022/53.952021/53.282020/52.13
2024/66.232023/65.732022/63.422021/63.392020/63.13
2024/76.22023/75.152022/73.412021/73.152020/73.6
2024/86.472023/85.352022/84.182021/83.782020/83.63
2024/96.342023/95.432022/93.572021/94.062020/93.47
2024/1026.952023/105.532022/104.572021/106.342020/103.8
2024/1110.542023/115.522022/114.962021/1110.862020/114.4
N/AN/A2023/1230.42022/126.962021/129.52020/125.36
  • 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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