. 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)
2024/102.274.4918.0820.7916.946.73N/A-
2024/92.17-5.3319.3218.5216.86.690.11-
2024/82.292.9519.9416.3516.476.60.11-
2024/72.237.116.8514.0615.926.380.11-
2024/62.080.4915.4411.8315.756.160.11-
2024/52.072.7213.139.7515.826.010.11-
2024/42.014.6417.277.6816.565.610.12-
2024/31.9315.0910.455.6716.315.670.09-
2024/21.67-19.2410.793.7419.575.640.09-
2024/12.078.9927.752.0727.755.890.09-
2023/121.9-0.718.5821.5914.635.740.1-
2023/111.91-0.3620.3219.6915.255.650.1-
2023/101.925.5919.2617.7814.735.650.1-
2023/91.82-4.8315.615.8614.215.640.09-
2023/81.910.2910.1614.0414.035.620.09-
2023/71.915.818.7312.1314.675.540.09-
2023/61.8-1.5114.4810.2213.945.350.09-
2023/51.836.4815.998.4213.825.290.09-
2023/41.72-1.4313.746.5913.244.970.1-
2023/31.7415.4411.344.8713.064.870.11-
2023/21.51-6.8824.983.1314.044.880.11-
2023/11.62-7.355.451.625.454.960.1-
2022/121.7510.0113.8318.8420.614.950.12-
2022/111.59-1.2413.0117.0921.364.780.12-
2022/101.612.3420.7415.522.284.920.12-
2022/91.57-9.324.713.8922.464.910.1-
2022/81.748.142.8412.3122.184.910.1-
2022/71.612.0229.510.5819.354.760.1-
2022/61.57-0.2129.128.9717.74.660.11-
2022/51.584.4125.267.415.534.650.11-
2022/41.51-3.5110.825.8213.154.280.11-
2022/31.5729.5816.624.3113.994.310.11-
2022/21.21-21.4310.822.7512.544.280.11-
2022/11.540.013.931.5413.934.480.11-
2021/121.549.2217.1215.625.474.280.11-
2021/111.415.58.8514.084.344.00.12-
2021/101.335.7-0.1912.673.863.810.13-
2021/91.263.88-4.3511.344.363.720.09-
2021/81.21-1.98-9.4410.085.563.670.09-
2021/71.241.71-6.848.868.023.720.09-
2021/61.22-3.19-0.667.6210.893.840.08-
2021/51.26-7.623.766.413.413.960.08-
2021/41.361.5425.25.1416.053.790.08-
2021/31.3423.1316.523.7813.073.780.1-
2021/21.09-19.224.852.4411.253.750.1-
2021/11.352.817.031.3517.033.950.09-
2020/121.311.5119.1314.8114.193.940.1-
2020/111.29-3.279.8813.4913.733.950.1-
2020/101.341.315.4112.214.164.00.1-
2020/91.32-1.6418.7910.8614.03.990.11-
2020/81.340.8212.779.5413.373.90.11-
2020/71.338.4718.288.213.473.770.11-
2020/61.231.1212.86.8712.593.530.12-
2020/51.2111.469.095.6512.543.450.13-
2020/41.09-5.491.964.4313.523.280.13-
2020/31.1510.7914.33.3417.873.340.11-
2020/21.04-9.8428.612.1919.843.290.12-
2020/11.154.6512.911.1512.913.430.11-
2019/121.1-6.368.2712.9714.370.0N/A-
2019/111.181.5814.2711.8614.970.0N/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
2024/12.072023/11.622022/11.542021/11.352020/11.15
2024/21.672023/21.512022/21.212021/21.092020/21.04
2024/31.932023/31.742022/31.572021/31.342020/31.15
2024/42.012023/41.722022/41.512021/41.362020/41.09
2024/52.072023/51.832022/51.582021/51.262020/51.21
2024/62.082023/61.82022/61.572021/61.222020/61.23
2024/72.232023/71.912022/71.612021/71.242020/71.33
2024/82.292023/81.912022/81.742021/81.212020/81.34
2024/92.172023/91.822022/91.572021/91.262020/91.32
2024/102.272023/101.922022/101.612021/101.332020/101.34
N/AN/A2023/111.912022/111.592021/111.412020/111.29
N/AN/A2023/121.92022/121.752021/121.542020/121.31
  • 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: 5.31%
合約負債 QoQ YoY
24Q3 (20)0.1623.0823.08
24Q2 (19)0.130.00.0
24Q1 (18)0.13-7.140.0
23Q4 (17)0.147.6916.67
23Q3 (16)0.130.08.33
23Q2 (15)0.130.08.33
23Q1 (14)0.138.33-23.53
22Q4 (13)0.120.0-20.0
22Q3 (12)0.120.0-7.69
22Q2 (11)0.12-29.419.09
22Q1 (10)0.1713.3354.55
21Q4 (9)0.1515.3836.36
21Q3 (8)0.1318.1818.18
21Q2 (7)0.110.010.0
21Q1 (6)0.110.022.22
20Q4 (5)0.110.022.22
20Q3 (4)0.1110.00.0
20Q2 (3)0.111.110.0
20Q1 (2)0.090.00.0
19Q4 (1)0.090.00.0

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