. 愛玩股

   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)
2024/102.620.260.922.48-7.57.07N/A-
2024/92.16-6.51-16.1319.88-8.56.731.31-
2024/82.312.43-15.917.72-7.476.721.32-
2024/72.265.0110.9715.41-6.066.731.31-
2024/62.15-7.491.0813.15-8.476.661.36-
2024/52.326.3-3.3511.0-10.137.341.23-
2024/42.19-22.69-18.488.68-11.786.721.35-
2024/32.8366.084.426.49-9.286.491.48-
2024/21.7-13.16-26.193.66-17.626.921.39-
2024/11.96-39.79-8.391.96-8.397.951.21-
2023/123.2619.1624.5930.34.998.571.15-
2023/112.736.073.6827.043.047.891.25-
2023/102.58-0.0411.924.312.977.91.25-
2023/92.58-6.24-12.6721.732.07.361.48-
2023/82.7535.0315.6719.154.376.911.58-
2023/72.04-4.16-8.4816.42.686.571.66-
2023/62.12-11.63-18.7514.374.497.211.55-
2023/52.4-10.3313.1412.249.967.791.44-
2023/42.68-0.9531.979.849.27.71.46-
2023/32.7117.367.767.162.577.161.66-
2023/22.317.7711.084.45-0.347.11.67-
2023/12.14-19.32-10.292.14-10.297.431.6-
2022/122.650.6511.3128.8810.687.581.53-
2022/112.6415.2614.7526.2310.627.881.48-
2022/102.29-22.53-0.1323.5910.177.621.53-
2022/92.9524.1824.6621.311.417.581.51-
2022/82.385.5-7.8918.359.537.251.58-
2022/72.25-13.854.8515.9712.717.051.63-
2022/62.6219.8911.4913.7214.126.831.63-
2022/52.187.3424.511.1114.756.641.68-
2022/42.03-16.31-1.578.9212.66.541.7-
2022/32.4316.92-0.446.8917.596.891.39-
2022/22.08-12.9631.274.4630.466.821.41-
2022/12.391.4329.772.3929.777.041.37-
2021/122.352.4-8.926.1113.216.941.19-
2021/112.30.3-3.0423.7616.07.071.17-
2021/102.29-7.8914.021.4618.57.361.12-
2021/92.49-3.6717.419.1719.067.221.09-
2021/82.5820.1142.7116.6819.317.041.12-
2021/72.15-6.9112.5114.115.836.211.27-
2021/62.3131.7541.0611.9516.456.131.17-
2021/51.75-15.1418.19.6511.786.221.15-
2021/42.06-14.2416.587.8910.476.051.18-
2021/32.4152.1827.625.838.465.831.13-
2021/21.58-13.95-21.223.42-1.96.051.09-
2021/11.84-29.9524.351.8424.356.820.96-
2020/122.6311.515.823.07-9.616.970.9-
2020/112.3518.07-1.3520.45-12.096.470.97-
2020/101.99-5.85-11.218.09-13.325.921.06-
2020/92.1217.09-15.2416.1-13.575.861.05-
2020/81.81-6.54-14.2713.98-13.325.351.15-
2020/71.9420.13-15.5812.17-13.175.031.23-
2020/61.618.58-25.3210.24-12.74.841.42-
2020/51.48-15.23-7.298.63-9.865.141.34-
2020/41.75-8.23-14.377.14-10.375.671.21-
2020/31.91-5.03-24.475.39-9.05.391.32-
2020/22.0135.8324.13.492.485.821.23-
2020/11.48-36.61-17.121.48-17.126.21.15-
2019/122.33-2.26-15.9125.61-0.560.0N/A-
2019/112.396.62-3.1323.281.290.0N/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
2024/11.962023/12.142022/12.392021/11.842020/11.48
2024/21.72023/22.312022/22.082021/21.582020/22.01
2024/32.832023/32.712022/32.432021/32.412020/31.91
2024/42.192023/42.682022/42.032021/42.062020/41.75
2024/52.322023/52.42022/52.182021/51.752020/51.48
2024/62.152023/62.122022/62.622021/62.312020/61.61
2024/72.262023/72.042022/72.252021/72.152020/71.94
2024/82.312023/82.752022/82.382021/82.582020/81.81
2024/92.162023/92.582022/92.952021/92.492020/92.12
2024/102.62023/102.582022/102.292021/102.292020/101.99
N/AN/A2023/112.732022/112.642021/112.32020/112.35
N/AN/A2023/123.262022/122.652021/122.352020/122.63
  • 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: 3.31%
合約負債 QoQ YoY
24Q3 (20)0.4865.52-4.0
24Q2 (19)0.297.41-46.3
24Q1 (18)0.27-20.59-27.03
23Q4 (17)0.34-32.0-45.16
23Q3 (16)0.5-7.4125.0
23Q2 (15)0.5445.9545.95
23Q1 (14)0.37-40.32-31.48
22Q4 (13)0.6255.087.88
22Q3 (12)0.48.1153.85
22Q2 (11)0.37-31.48-2.63
22Q1 (10)0.5463.6445.95
21Q4 (9)0.3326.92-17.5
21Q3 (8)0.26-31.5836.84
21Q2 (7)0.382.731.03
21Q1 (6)0.37-7.542.31
20Q4 (5)0.4110.5366.67
20Q3 (4)0.19-34.480.0
20Q2 (3)0.2911.540.0
20Q1 (2)0.268.330.0
19Q4 (1)0.240.00.0

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