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)
2024/108.81-10.96-7.4193.09-3.7127.25N/A-
2024/99.8915.736.7784.28-3.3128.130.55-
2024/88.55-11.7-5.174.39-4.5127.60.56-
2024/79.683.33-0.7265.84-4.4328.550.54-
2024/69.37-1.330.3356.16-5.0429.220.45-
2024/59.5-8.33.0346.79-6.0528.910.45-
2024/410.3614.32-0.7337.29-8.1226.540.49-
2024/39.0627.13-15.5226.93-10.6726.930.43-
2024/27.13-33.7-28.3817.87-8.027.340.43-
2024/110.7513.5413.3810.7513.3829.430.4-
2023/129.472.69-7.86115.37-8.2628.20.45-
2023/119.22-3.11-14.7105.9-8.2928.00.45-
2023/109.512.67-12.5796.69-7.6327.790.46-
2023/99.272.85-22.787.17-7.0628.030.49-
2023/89.01-7.62-23.2577.91-4.7728.10.49-
2023/79.754.44-22.2168.9-1.6728.310.49-
2023/69.341.3-32.2959.142.7928.990.46-
2023/59.22-11.6519.4349.813.8630.380.44-
2023/410.43-2.777.1140.5912.6631.110.43去年因上海停工之影響,大陸營收減少。
2023/310.727.787.3930.150.0630.150.5-
2023/29.954.9511.4619.43-3.5629.70.51-
2023/19.48-7.74-15.519.48-15.5130.560.5-
2022/1210.27-4.93-20.8125.76-7.3731.960.56-
2022/1110.81-0.68-11.5115.49-5.9533.680.53-
2022/1010.88-9.222.15104.68-5.3434.610.52-
2022/911.992.116.1593.8-6.1336.260.54-
2022/811.74-6.388.8281.81-7.738.070.51-
2022/712.54-9.087.3970.07-9.9934.050.57-
2022/613.7978.6921.4257.53-13.0627.40.62-
2022/57.7231.01-26.8243.74-20.223.590.72-
2022/45.89-41.0-51.0836.02-18.6324.80.68本月因上海停工之影響,大陸營收減少。
2022/39.9911.86-13.3130.13-6.530.130.55-
2022/28.93-20.443.7720.15-2.733.120.5-
2022/111.22-13.51-7.3111.22-7.3136.410.45-
2021/1212.976.22-2.7135.774.8335.840.46-
2021/1112.2114.648.13122.85.734.160.48-
2021/1010.65-5.66-3.58110.595.4332.730.51-
2021/911.294.68-8.2999.936.533.760.46-
2021/810.79-7.61-9.3788.648.7333.820.46-
2021/711.682.79-0.5577.8511.8333.580.47-
2021/611.367.68-4.7866.1814.3433.950.45-
2021/510.55-12.42-2.1454.8219.3134.110.45-
2021/412.044.559.2644.2725.8832.170.48-
2021/311.5233.9224.532.2333.4732.230.46-
2021/28.6-28.9487.1120.7139.0534.040.43109年2月因新冠病毒疫情影響,大陸營收減少。
2021/112.11-9.2117.5912.1117.5936.730.4-
2020/1213.3318.069.22129.51-4.835.680.41-
2020/1111.292.226.81116.18-6.1934.660.42-
2020/1011.05-10.271.92104.88-7.435.270.42-
2020/912.313.457.6893.83-8.3935.960.38-
2020/811.91.377.3481.52-10.4135.570.38-
2020/711.74-1.57-2.4369.62-12.8734.450.39-
2020/611.9310.67-1.4157.88-14.7333.730.41-
2020/510.78-2.21-6.7145.95-17.6131.050.44-
2020/411.0219.12-4.935.17-20.4624.870.55-
2020/39.25101.27-16.324.14-26.024.140.62-
2020/24.6-55.34-52.114.89-30.9627.10.55本月因新冠病毒疫情影響,大陸營收減少。
2020/110.29-15.67-14.0210.29-14.0233.080.45-
2019/1212.2115.46-8.71136.05-5.150.0N/A-
2019/1110.57-2.45-10.96123.84-4.790.0N/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
2024/110.752023/19.482022/111.222021/112.112020/110.29
2024/27.132023/29.952022/28.932021/28.62020/24.6
2024/39.062023/310.722022/39.992021/311.522020/39.25
2024/410.362023/410.432022/45.892021/412.042020/411.02
2024/59.52023/59.222022/57.722021/510.552020/510.78
2024/69.372023/69.342022/613.792021/611.362020/611.93
2024/79.682023/79.752022/712.542021/711.682020/711.74
2024/88.552023/89.012022/811.742021/810.792020/811.9
2024/99.892023/99.272022/911.992021/911.292020/912.31
2024/108.812023/109.512022/1010.882021/1010.652020/1011.05
N/AN/A2023/119.222022/1110.812021/1112.212020/1111.29
N/AN/A2023/129.472022/1210.272021/1212.972020/1213.33
  • 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: 15.71%
合約負債 QoQ YoY
24Q3 (20)3.7126.1934.42
24Q2 (19)2.94-15.03-14.04
24Q1 (18)3.4620.98-10.36
23Q4 (17)2.863.62-31.08
23Q3 (16)2.76-19.3-32.02
23Q2 (15)3.42-11.4-31.46
23Q1 (14)3.86-6.99-25.19
22Q4 (13)4.152.22-10.56
22Q3 (12)4.06-18.64-6.88
22Q2 (11)4.99-3.2932.36
22Q1 (10)5.1611.2125.85
21Q4 (9)4.646.42-0.64
21Q3 (8)4.3615.6519.45
21Q2 (7)3.77-8.0534.16
21Q1 (6)4.1-12.2110.22
20Q4 (5)4.6727.951.52
20Q3 (4)3.6529.890.0
20Q2 (3)2.81-24.460.0
20Q1 (2)3.72-19.130.0
19Q4 (1)4.60.00.0

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