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)
2024/106.72-13.9-2.7388.718.222.4N/A0.111.36-
2024/97.81-0.692.5381.999.2126.690.00.091.25-
2024/87.86-28.59-2.7774.189.9628.320.00.121.16-
2024/711.0116.5729.8766.3111.728.050.00.171.04-
2024/69.4524.51-9.9955.38.6725.50.00.150.87-
2024/57.59-10.330.6445.8513.5224.050.00.10.72-
2024/48.465.7720.6138.2716.4825.050.00.110.62-
2024/38.0-6.9-7.2129.815.3629.80.00.10.51-
2024/28.59-34.952.3221.826.6628.150.00.160.41-
2024/113.21108.1449.8513.2149.8526.670.00.250.25-
2023/126.35-10.72-83.8295.44-21.3220.370.0-0.061.31本月較去年同期營收變動超過50%,係2022年12月前子公司臺工銀租賃與日盛國際租賃合併,認列採權益法投資處分利益新台幣32億。
2023/117.112.8632.4989.098.5521.640.00.111.37-
2023/106.91-9.240.0981.986.8722.620.00.081.26-
2023/97.62-5.837.9875.077.5524.180.00.11.18-
2023/88.09-4.62-19.5567.457.527.060.00.121.08-
2023/78.48-19.2-5.0959.3712.6626.520.00.120.96-
2023/610.539.2322.8150.8916.2925.050.00.170.84-
2023/57.547.4618.040.3914.723.180.00.110.67-
2023/47.02-18.6319.9532.8513.9724.030.00.110.56-
2023/38.622.6723.3425.8412.4525.840.00.140.45-
2023/28.4-4.7510.017.217.6956.440.00.150.31-
2023/18.82-77.525.588.825.5853.410.00.160.16-
2022/1239.23631.08406.6121.330.2251.50.01.052.16本月較去年同期營業收入變動超過50%,係原子公司臺工銀租賃與日盛國際租賃合併,認列採權益法投資處分利益約新台幣32億
2022/115.37-22.29-29.7782.07-3.919.320.00.041.1-
2022/106.91-2.09-6.376.71-1.3624.010.00.071.07-
2022/97.05-29.85-3.8769.8-0.8426.040.00.071.0-
2022/810.0512.5127.8462.75-0.4827.540.00.160.93-
2022/78.944.556.8152.69-4.5223.870.00.140.77-
2022/68.5533.786.1743.76-6.5520.780.00.130.63-
2022/56.399.23-0.6835.21-9.1919.230.00.060.49-
2022/45.85-16.33-37.0528.82-10.8820.470.00.060.43-
2022/36.99-8.42-14.322.97-0.3422.970.00.090.37-
2022/27.63-8.5726.5415.987.323.730.00.140.28-
2022/18.357.82-5.798.35-5.7923.730.00.140.14-
2021/127.741.3419.5993.1515.722.760.00.081.39-
2021/117.643.677.0785.415.3622.350.00.111.31-
2021/107.370.448.3677.7616.2522.570.00.111.2-
2021/97.34-6.6921.9470.3917.1423.570.00.111.09-
2021/87.86-5.995.0263.0516.6124.280.00.110.98-
2021/78.373.926.9355.1918.4722.850.00.130.87-
2021/68.0525.1324.9746.8320.823.770.00.120.74-
2021/56.43-30.76-6.138.7819.9723.880.00.10.62-
2021/49.2913.9139.9632.3426.9823.480.00.150.52-
2021/38.1635.2134.5823.0522.4123.050.00.130.38-
2021/26.03-31.940.3314.916.6421.370.00.090.25-
2021/18.8636.8831.158.8631.1522.480.00.150.15-
2020/126.48-9.26-6.4580.5-3.1420.410.00.051.01-
2020/117.144.9222.5974.03-2.8419.960.00.110.96-
2020/106.813.039.566.89-4.9520.310.00.110.85-
2020/96.02-19.643.0260.09-6.3521.330.00.070.75-
2020/87.49-4.2810.0354.07-7.2921.750.00.130.67-
2020/77.8221.4511.1946.58-9.5721.110.00.120.55-
2020/66.44-5.97-3.7638.76-12.8619.930.00.070.42-
2020/56.853.19-13.5532.32-14.4719.550.00.10.36-
2020/46.649.53-12.6925.47-14.7218.710.00.090.26-
2020/36.060.81-18.0618.83-15.4118.830.00.040.17-
2020/26.01-11.03-17.5112.77-14.0919.690.00.050.13-
2020/16.76-2.37-10.796.76-10.7919.50.00.080.08-
2019/126.9218.90.7983.126.150.0N/A0.040.89-
2019/115.82-6.27-12.2976.26.660.0N/A0.020.85-
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
2024/113.212023/18.822022/18.352021/18.862020/16.76
2024/28.592023/28.42022/27.632021/26.032020/26.01
2024/38.02023/38.622022/36.992021/38.162020/36.06
2024/48.462023/47.022022/45.852021/49.292020/46.64
2024/57.592023/57.542022/56.392021/56.432020/56.85
2024/69.452023/610.52022/68.552021/68.052020/66.44
2024/711.012023/78.482022/78.942021/78.372020/77.82
2024/87.862023/88.092022/810.052021/87.862020/87.49
2024/97.812023/97.622022/97.052021/97.342020/96.02
2024/106.722023/106.912022/106.912021/107.372020/106.8
N/AN/A2023/117.112022/115.372021/117.642020/117.14
N/AN/A2023/126.352022/1239.232021/127.742020/126.48
  • 每季的合約負債通常會反應在未來半年到一年後的營收

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