. 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)
2024/102.8436.04-6.0722.92-8.746.9N/A-
2024/92.095.83-10.4120.08-9.15.951.42-
2024/81.974.32-9.6517.99-8.935.871.44-
2024/71.89-5.84-9.9916.02-8.846.151.37-
2024/62.01-10.66-2.3514.13-8.686.71.2-
2024/52.25-8.06-6.3712.12-9.656.931.16-
2024/42.459.21-4.289.87-10.367.181.12-
2024/32.24-10.27-10.677.43-12.27.431.31-
2024/22.5-7.333.15.19-12.847.951.23-
2024/12.69-2.38-23.772.69-23.778.551.14-
2023/122.76-11.02-20.1130.97-7.778.881.07-
2023/113.12.5311.8528.21-6.368.461.12-
2023/103.0229.76-21.5325.11-8.27.541.26-
2023/92.336.72-20.322.09-6.026.611.75-
2023/82.183.93-20.4319.76-3.996.341.82-
2023/72.12.14-21.2217.57-1.466.561.76-
2023/62.06-14.34-6.7515.472.017.011.48-
2023/52.4-6.022.3313.423.57.461.39-
2023/42.551.9217.5911.010.147.481.38-
2023/32.513.56-8.578.46-4.158.461.37-
2023/22.42-31.49-0.685.95-2.159.411.23-
2023/13.532.3-3.143.53-3.149.761.19-
2022/123.4524.572.2733.58-9.9810.081.2-
2022/112.77-28.06-30.1330.13-11.29.551.26-
2022/103.8531.79-13.9427.36-8.699.521.27-
2022/92.926.54-3.2823.5-7.778.341.77-
2022/82.742.9-10.8420.58-8.377.621.94-
2022/72.6720.8921.8117.83-7.986.842.16-
2022/62.2112.3817.315.17-11.776.342.29-
2022/51.96-9.65-23.7712.96-15.356.882.11-
2022/42.17-20.76-26.7911.0-13.647.351.97-
2022/32.7412.51-7.458.83-9.658.831.76-
2022/22.44-33.19-19.046.08-10.619.461.64-
2022/13.658.02-3.923.65-3.9210.991.41-
2021/123.38-14.89-7.9237.31-7.4411.821.25-
2021/113.97-11.4-4.9833.93-7.3911.471.29-
2021/104.4848.13-2.8229.96-7.710.581.4-
2021/93.02-1.78-18.6725.48-8.518.291.93-
2021/83.0840.60.2522.46-6.947.152.24-
2021/72.1916.42-24.8819.38-7.996.642.41-
2021/61.88-26.97-33.1717.19-5.287.421.81-
2021/52.58-13.22-22.5515.31-0.178.511.58無
2021/42.970.165.8512.746.028.941.5無
2021/32.96-1.576.399.776.079.771.4無
2021/23.01-20.7137.436.815.9310.471.31-
2021/13.83.52-10.353.8-10.3511.641.17-
2020/123.67-12.17-14.7140.31-20.1912.451.12-
2020/114.18-9.38-22.1636.64-20.712.51.11-
2020/104.6123.96-6.0132.46-20.5111.41.22-
2020/93.7221.07-11.9927.86-22.499.71.59無
2020/83.075.35-11.4324.14-23.898.81.75無
2020/72.913.57-8.0521.07-25.419.051.7無
2020/62.81-15.37-12.9418.15-27.618.941.57-
2020/53.3318.61-12.8715.34-29.788.911.57-
2020/42.80.67-31.5612.01-33.367.781.8-
2020/32.7827.14-39.579.21-33.899.211.67-
2020/22.19-48.28-44.336.43-31.0810.731.43-
2020/14.24-1.52-21.414.24-21.4113.91.1-
2019/124.3-19.84-17.4650.51-17.820.0N/A-
2019/115.379.42-12.1346.21-17.850.0N/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
2024/12.692023/13.532022/13.652021/13.82020/14.24
2024/22.52023/22.422022/22.442021/23.012020/22.19
2024/32.242023/32.512022/32.742021/32.962020/32.78
2024/42.452023/42.552022/42.172021/42.972020/42.8
2024/52.252023/52.42022/51.962021/52.582020/53.33
2024/62.012023/62.062022/62.212021/61.882020/62.81
2024/71.892023/72.12022/72.672021/72.192020/72.91
2024/81.972023/82.182022/82.742021/83.082020/83.07
2024/92.092023/92.332022/92.922021/93.022020/93.72
2024/102.842023/103.022022/103.852021/104.482020/104.61
N/AN/A2023/113.12022/112.772021/113.972020/114.18
N/AN/A2023/122.762022/123.452021/123.382020/123.67
  • 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: 5.99%
合約負債 QoQ YoY
24Q3 (20)0.635.0-1.56
24Q2 (19)0.6-7.69-10.45
24Q1 (18)0.658.33-7.14
23Q4 (17)0.6-6.25-6.25
23Q3 (16)0.64-4.48-4.48
23Q2 (15)0.67-4.29-1.47
23Q1 (14)0.79.38-1.41
22Q4 (13)0.64-4.48-8.57
22Q3 (12)0.67-1.47-14.1
22Q2 (11)0.68-4.23-11.69
22Q1 (10)0.711.43-14.46
21Q4 (9)0.7-10.26-7.89
21Q3 (8)0.781.31.3
21Q2 (7)0.77-7.234.05
21Q1 (6)0.839.21-14.43
20Q4 (5)0.76-1.31.33
20Q3 (4)0.774.050.0
20Q2 (3)0.74-23.710.0
20Q1 (2)0.9729.330.0
19Q4 (1)0.750.00.0

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