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)
2024/1089.47-8.9713.75959.9619.3289.9N/A
2024/998.3-3.7510.96870.4919.91307.520.48
2024/8102.13-4.6415.33772.1921.15311.460.48
2024/7107.14.7619.47670.0722.09313.160.47
2024/6102.23-1.5313.48562.9722.6306.740.45
2024/5103.823.1115.11460.7324.83294.90.47
2024/4100.6811.3821.84356.9127.98269.310.51
2024/390.415.5413.88256.2330.56256.230.47
2024/278.23-10.6926.25165.8341.88234.960.51
2024/187.626.7159.5387.659.53234.790.51
2023/1269.13-11.448.39951.79-14.85225.850.52
2023/1178.06-0.757.0882.66-16.26245.310.48
2023/1078.66-11.2-2.76804.6-17.99255.80.46
2023/988.590.04-7.56725.94-19.36266.780.55
2023/888.55-1.22-14.83637.35-20.77268.280.55
2023/789.65-0.48-8.43548.8-21.65269.920.55
2023/690.08-0.12-6.56459.16-23.79262.910.7
2023/590.199.15-13.69369.07-27.08252.20.73
2023/482.634.1-20.6278.88-30.56223.970.83
2023/379.3728.09-24.03196.25-34.04196.251.08
2023/261.9712.85-31.93116.88-39.46180.651.17
2023/154.91-13.89-46.1854.91-46.18191.641.11
2022/1263.77-12.58-30.511117.95.95217.621.17
2022/1172.96-9.8-20.561054.139.43249.691.02
2022/1080.89-15.59-10.19981.1712.59280.710.91
2022/995.84-7.82-1.85900.2815.22297.720.84
2022/8103.986.218.01804.4417.65298.30.84
2022/797.91.532.37700.4619.24298.820.83
2022/696.42-7.732.02602.5622.52304.990.65
2022/5104.510.4121.84506.1427.39313.070.63
2022/4104.07-0.433.21401.6328.92299.60.66
2022/3104.4914.7729.71297.5627.48297.560.59
2022/291.04-10.7629.55193.0726.31284.850.61
2022/1102.0311.1723.55102.0323.55285.660.61
2021/1291.78-0.0834.181055.0435.68273.70.6
2021/1191.851.9717.7963.2735.82279.570.59
2021/1090.07-7.7621.03871.4238.06283.990.58
2021/997.651.4319.47781.3540.34289.550.54
2021/896.270.6631.86683.743.93286.40.54
2021/795.631.1937.89587.4346.12275.90.56
2021/694.510.1855.46491.847.83258.390.51
2021/585.779.7949.79397.346.13244.440.53
2021/478.12-3.0241.17311.5345.15228.950.57
2021/380.5514.6348.34233.4146.53233.410.42
2021/270.27-14.937.58152.8545.6221.250.44
2021/182.5820.7353.282.5853.2229.010.43
2020/1268.4-12.3524.04777.5928.01220.840.39
2020/1178.034.8542.26709.228.4234.180.37
2020/1074.42-8.9530.87631.1726.87229.150.38
2020/981.7311.9538.49556.7526.36224.090.36
2020/873.05.2640.67475.0224.48203.140.39-
2020/769.3514.0840.04402.0121.93187.40.43
2020/660.796.1621.56332.6618.73173.380.55
2020/557.263.477.85271.8718.12166.90.57
2020/455.331.8913.57214.6121.2160.710.59
2020/354.36.3220.82159.2824.1159.280.52
2020/251.08-5.2438.89104.9825.86160.110.52
2020/153.9-2.2415.5953.915.59163.890.51
2019/1255.140.5240.41607.4432.610.0N/A
2019/1154.85-3.5335.41552.331.880.0N/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
2024/187.62023/154.912022/1102.032021/182.582020/153.9
2024/278.232023/261.972022/291.042021/270.272020/251.08
2024/390.42023/379.372022/3104.492021/380.552020/354.3
2024/4100.682023/482.632022/4104.072021/478.122020/455.33
2024/5103.822023/590.192022/5104.512021/585.772020/557.26
2024/6102.232023/690.082022/696.422021/694.52020/660.79
2024/7107.12023/789.652022/797.92021/795.632020/769.35
2024/8102.132023/888.552022/8103.982021/896.272020/873.0
2024/998.32023/988.592022/995.842021/997.652020/981.73
2024/1089.472023/1078.662022/1080.892021/1090.072020/1074.42
N/AN/A2023/1178.062022/1172.962021/1191.852020/1178.03
N/AN/A2023/1269.132022/1263.772021/1291.782020/1268.4
  • 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: 3.59%
合約負債 QoQ YoY
24Q3 (20)1.84-42.68-21.03
24Q2 (19)3.21-0.935.94
24Q1 (18)3.24-3.86-3.57
23Q4 (17)3.3744.64185.59
23Q3 (16)2.33-23.128.73
23Q2 (15)3.03-9.82-16.07
23Q1 (14)3.36184.75-8.2
22Q4 (13)1.18-34.81-44.08
22Q3 (12)1.81-49.86-16.2
22Q2 (11)3.61-1.3730.32
22Q1 (10)3.6673.460.83
21Q4 (9)2.11-2.31-37.2
21Q3 (8)2.16-22.02-31.86
21Q2 (7)2.77-23.69123.39
21Q1 (6)3.638.04140.4
20Q4 (5)3.365.99220.0
20Q3 (4)3.17155.650.0
20Q2 (3)1.24-17.880.0
20Q1 (2)1.5143.810.0
19Q4 (1)1.050.00.0

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