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)
2024/1015.77-2.57-3.43156.4-8.1248.26N/A-
2024/916.19-0.69-7.93140.63-8.6247.340.18-
2024/816.39.73-5.45124.45-8.746.210.18-
2024/714.85-1.34-9.58108.16-9.1646.240.18-
2024/615.06-7.77-6.4193.29-9.146.870.16-
2024/516.335.43-6.778.23-9.6248.230.16-
2024/415.49-5.64-9.2861.91-10.3546.370.17-
2024/316.4113.42-8.1946.42-10.746.420.18-
2024/214.47-6.87-11.1930.01-12.0346.770.18-
2024/115.54-7.29-12.8215.54-12.8249.280.17-
2023/1216.76-1.26-5.53203.974.5350.070.17-
2023/1116.983.963.89187.225.5350.890.17-
2023/1016.33-7.11-5.76170.245.6951.150.17-
2023/917.581.97-0.93153.897.0551.250.2-
2023/817.244.94-0.52136.328.1749.760.2-
2023/716.432.10.36119.079.5450.020.2-
2023/616.09-8.063.45102.6411.1550.660.18-
2023/517.52.5213.4286.5612.7352.450.17-
2023/417.07-4.5133.6769.0612.5351.240.17-
2023/317.889.7110.5551.987.152.00.16-
2023/216.29-8.594.4734.125.4251.860.16-
2023/117.830.446.3317.836.3351.910.16-
2022/1217.758.591.55195.13-1.7651.420.18-
2022/1116.34-5.72.08177.4-2.0751.240.18-
2022/1017.33-1.363.32161.07-2.4752.230.18-
2022/917.571.372.3143.59-3.2251.270.2-
2022/817.335.881.61126.02-3.9349.250.21-
2022/716.375.25-1.45108.69-4.7547.350.21-
2022/615.550.79-2.592.33-5.3143.750.22-
2022/515.4320.82-7.1676.78-5.8544.370.22-
2022/412.77-21.02-21.1361.37-5.4844.540.22-
2022/316.173.68-4.5148.53-0.4148.530.18-
2022/215.6-6.960.9132.361.7749.830.17-
2022/116.76-4.062.5716.762.5750.240.17-
2021/1217.479.151.38198.631.150.250.15-
2021/1116.01-4.56-7.85181.161.0549.950.15-
2021/1016.77-2.33-3.97165.152.051.00.15-
2021/917.170.69-7.2148.372.7350.840.15-
2021/817.062.68-6.1131.194.1749.620.15-
2021/716.614.120.74114.135.8949.180.15-
2021/615.95-4.035.2597.516.8448.770.14-
2021/516.622.6511.2181.567.1749.750.14-
2021/416.19-4.3914.6864.936.1848.580.14-
2021/316.949.5813.9148.743.6348.730.14-
2021/215.45-5.4312.2531.8-1.1149.030.14-
2021/116.34-5.17-11.1716.34-11.1750.950.13-
2020/1217.23-0.78-12.58196.47-15.2252.070.14-
2020/1117.37-0.55-6.24179.27-15.4553.350.13-
2020/1017.47-5.62-9.07161.9-16.3354.140.13-
2020/918.511.89-5.8144.43-17.1253.160.14-
2020/818.1610.17-8.62125.94-18.5249.810.15-
2020/716.498.78-14.99107.77-19.9746.590.16-
2020/615.151.4-20.2891.27-20.8244.220.14-
2020/514.955.85-25.376.1-20.9443.930.15-
2020/414.12-5.02-26.1761.15-19.842.750.15-
2020/314.877.99-24.9747.02-17.6847.030.16-
2020/213.77-25.17-22.0332.15-13.8251.880.14-
2020/118.4-6.67-6.3718.4-6.3756.640.13-
2019/1219.726.41-3.21231.77-3.920.0N/A-
2019/1118.53-3.55-0.54212.03-4.00.0N/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
2024/115.542023/117.832022/116.762021/116.342020/118.4
2024/214.472023/216.292022/215.62021/215.452020/213.77
2024/316.412023/317.882022/316.172021/316.942020/314.87
2024/415.492023/417.072022/412.772021/416.192020/414.12
2024/516.332023/517.52022/515.432021/516.622020/514.95
2024/615.062023/616.092022/615.552021/615.952020/615.15
2024/714.852023/716.432022/716.372021/716.612020/716.49
2024/816.32023/817.242022/817.332021/817.062020/818.16
2024/916.192023/917.582022/917.572021/917.172020/918.51
2024/1015.772023/1016.332022/1017.332021/1016.772020/1017.47
N/AN/A2023/1116.982022/1116.342021/1116.012020/1117.37
N/AN/A2023/1216.762022/1217.752021/1217.472020/1217.23
  • 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: 69.06%
合約負債 QoQ YoY
24Q3 (20)12.431.3-5.83
24Q2 (19)12.27-3.16-4.51
24Q1 (18)12.67-3.06-4.16
23Q4 (17)13.07-0.98-1.58
23Q3 (16)13.22.72-7.95
23Q2 (15)12.85-2.8-5.79
23Q1 (14)13.22-0.45-7.75
22Q4 (13)13.28-7.39-5.75
22Q3 (12)14.345.132.21
22Q2 (11)13.64-4.82-3.88
22Q1 (10)14.331.7-0.83
21Q4 (9)14.090.43-1.61
21Q3 (8)14.03-1.13-9.25
21Q2 (7)14.19-1.8-8.63
21Q1 (6)14.450.91-6.83
20Q4 (5)14.32-7.37-4.85
20Q3 (4)15.46-0.450.0
20Q2 (3)15.530.130.0
20Q1 (2)15.513.060.0
19Q4 (1)15.050.00.0

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