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)
2024/1182.13-3.63-8.22942.61-7.35256.54N/A-
2024/1085.23-4.43-10.52860.48-7.27271.21N/A-
2024/989.18-7.87-6.71775.25-6.9278.660.34-
2024/896.84.44-0.14686.07-6.92274.110.34-
2024/792.689.5-4.2589.27-7.95261.70.36-
2024/684.630.29-16.3496.59-8.62252.310.37-
2024/584.391.31-17.47411.96-6.86253.430.37-
2024/483.29-2.87-16.38327.57-3.67240.370.39-
2024/385.7520.22-6.59244.281.58244.280.37-
2024/271.33-18.19-6.65158.536.64245.320.37-
2024/187.20.4620.7187.220.71263.480.35-
2023/1286.79-3.011.721104.290.42271.540.31-
2023/1189.49-6.0515.041017.49-0.42280.350.31-
2023/1095.26-0.3638.6928.01-1.7287.810.3-
2023/995.61-1.3754.93832.75-4.86289.30.32市場需求提升以及公司積極擴展業務,致營收較去年同期成長。
2023/896.940.1948.52737.14-9.4294.820.31-
2023/796.75-4.3240.91640.2-14.45300.130.3-
2023/6101.12-1.123.95543.45-20.04302.990.35-
2023/5102.252.64-6.9442.32-26.05293.680.36-
2023/499.618.49-19.14340.07-30.35267.840.39-
2023/391.8120.14-26.37240.46-34.14240.460.44-
2023/276.415.78-34.82148.65-38.17226.340.47-
2023/172.23-7.02-41.3572.23-41.35227.710.47-
2022/1277.69-0.12-34.621099.57-18.77224.20.54-
2022/1177.7913.18-35.531021.88-17.24208.220.58-
2022/1068.7211.37-45.41944.09-15.26195.70.61-
2022/961.71-5.46-52.28875.37-11.42195.640.88市場價格下跌及出貨量減少所致
2022/865.27-4.93-49.45813.66-5.26215.510.8-
2022/768.66-15.84-45.07748.392.55260.070.66-
2022/681.58-25.72-29.54679.7312.39314.610.6-
2022/5109.84-10.84-4.05598.1522.32357.730.53-
2022/4123.2-1.211.14488.3130.38365.140.52-
2022/3124.76.3530.85365.1238.47365.120.45-
2022/2117.25-4.8134.53240.4242.79359.260.45-
2022/1123.173.6451.64123.1751.64362.680.45市場需求提升以及公司積極擴展業務,致營收較去年同期成長。
2021/12118.84-1.5162.651353.6669.3365.420.39市場需求提升以及公司積極擴展業務,致營收較去年同期成長。
2021/11120.67-4.1659.211234.8169.96375.90.38市場需求提升以及公司積極擴展業務,致營收較去年同期成長。
2021/10125.91-2.6366.381114.1571.22384.380.37市場需求提升以及公司積極擴展業務,致營收較去年同期成長。
2021/9129.320.1362.17988.2371.85383.460.32市場需求提升以及公司積極擴展業務,致營收較去年同期成長。
2021/8129.153.3277.31858.9273.41369.930.33市場需求提升以及公司積極擴展業務,致營收較去年同期成長。
2021/7124.997.9485.34729.7772.74355.270.35市場需求提升以及公司積極擴展業務,致營收較去年同期成長。
2021/6115.81.1597.8604.7870.35341.110.32市場需求提升以及公司積極擴展業務,致營收較去年同期成長。
2021/5114.483.2884.28488.9864.93320.610.34市場需求提升以及公司積極擴展業務,致營收較去年同期成長。
2021/4110.8416.3169.36374.559.8293.280.37市場需求提升以及公司積極擴展業務,致營收較去年同期成長。
2021/395.299.3463.96263.6756.09263.670.37市場需求提升以及公司積極擴展業務,致營收較去年同期成長。
2021/287.157.2959.61168.3751.97241.430.4市場需求提升以及公司積極擴展業務,致營收較去年同期成長。
2021/181.2211.1744.5481.2244.54230.070.42-
2020/1273.06-3.5935.14799.5624.2224.530.36-
2020/1175.790.1438.18726.4923.2231.210.35-
2020/1075.68-5.0934.29650.721.66228.250.36-
2020/979.749.4842.03575.0320.18220.010.35-
2020/872.838.030.81495.2917.27198.810.39-
2020/767.4415.224.56422.4515.21188.10.41-
2020/658.54-5.7612.7355.0113.6186.10.51-
2020/562.12-5.0711.11296.4813.77185.680.51-
2020/465.4412.618.55234.3514.5178.160.53-
2020/358.126.4411.51168.9113.01168.910.52-
2020/254.6-2.8318.27110.7913.81164.850.53-
2020/156.193.949.7856.199.780.0N/A-
2019/1254.06-1.425.89643.7217.390.0N/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
2024/187.22023/172.232022/1123.172021/181.222020/156.19
2024/271.332023/276.412022/2117.252021/287.152020/254.6
2024/385.752023/391.812022/3124.72021/395.292020/358.12
2024/483.292023/499.612022/4123.22021/4110.842020/465.44
2024/584.392023/5102.252022/5109.842021/5114.482020/562.12
2024/684.632023/6101.122022/681.582021/6115.82020/658.54
2024/792.682023/796.752022/768.662021/7124.992020/767.44
2024/896.82023/896.942022/865.272021/8129.152020/872.83
2024/989.182023/995.612022/961.712021/9129.322020/979.74
2024/1085.232023/1095.262022/1068.722021/10125.912020/1075.68
2024/1182.132023/1189.492022/1177.792021/11120.672020/1175.79
N/AN/A2023/1286.792022/1277.692021/12118.842020/1273.06
  • 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: 20.57%
合約負債 QoQ YoY
24Q3 (20)12.5286.875.56
24Q2 (19)6.7-10.07-33.07
24Q1 (18)7.4510.04-15.05
23Q4 (17)6.77-42.92-0.88
23Q3 (16)11.8618.4863.59
23Q2 (15)10.0114.1416.53
23Q1 (14)8.7728.424.05
22Q4 (13)6.83-5.796.55
22Q3 (12)7.25-15.641.88
22Q2 (11)8.5921.5214.65
22Q1 (10)7.0710.398.6
21Q4 (9)6.4125.4483.67
21Q3 (8)5.1187.18308.8
21Q2 (7)2.73-23.31110.0
21Q1 (6)3.562.01159.85
20Q4 (5)3.49179.2472.13
20Q3 (4)1.25-3.850.0
20Q2 (3)1.3-5.110.0
20Q1 (2)1.37124.590.0
19Q4 (1)0.610.00.0

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