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)
2024/111.8414.99-14.4123.68-16.825.36N/A-
2024/101.6-16.04-13.6721.83-17.025.47N/A-
2024/91.91-2.33-30.5120.23-17.275.789.74-
2024/81.961.97-34.1518.32-15.596.149.18-
2024/71.92-15.29-11.9416.36-12.656.468.72-
2024/62.26-0.81-41.6514.45-12.747.477.26-
2024/52.28-21.95-12.412.18-3.97.886.88-
2024/42.929.26-1.049.9-1.77.377.36-
2024/32.6851.32-14.246.98-1.976.988.56-
2024/21.77-30.14-5.244.37.610.685.59-
2024/12.53-60.2918.852.5318.8511.065.4-
2023/126.38196.03118.3334.8418.0310.394.95本期主係機電.營造工程較去年同期增加
2023/112.1515.98-23.028.467.026.767.6-
2023/101.86-32.42-47.9526.3110.557.576.79-
2023/92.75-7.44-5.2324.4520.877.896.45-
2023/82.9736.3855.9321.725.249.035.64主係本期營造工程收入較去年同期增加
2023/72.18-43.8729.9918.7321.458.665.88-
2023/63.8848.9121.1616.5620.419.444.51-
2023/52.61-11.8447.4512.6820.188.684.91-
2023/42.96-5.379.5810.0714.697.945.37主係本期營造工程收入較去年同期增加
2023/33.1267.236.187.12-0.267.127.22-
2023/21.87-12.3714.574.0-17.56.927.43-
2023/12.13-27.06-33.752.13-33.757.856.55-
2022/122.924.39-1.7829.52-18.349.294.68-
2022/112.8-21.598.9326.6-19.829.274.69-
2022/103.5723.0476.0523.8-22.248.375.19本期主係營造工程較去年同期增加
2022/92.952.367.9320.23-29.216.488.17本期主係機電.營造工程較去年同期增加
2022/81.913.69-43.9417.33-35.466.787.81-
2022/71.67-47.69-33.5215.43-34.236.647.97-
2022/63.281.23-53.8113.75-34.316.617.21主係本期機電及營造工程收入較去年同期減少
2022/51.777.36-34.0510.55-24.665.78.36-
2022/41.65-28.19-47.138.78-22.445.578.57-
2022/32.2940.67-25.537.14-13.087.146.15-
2022/21.63-49.33-46.684.84-5.617.825.61-
2022/13.228.1254.793.2254.798.765.01主係本期營造工程收入較去年同期增加
2021/122.9715.79-18.6436.15-30.727.575.21-
2021/112.5726.7-6.533.17-31.626.326.24-
2021/102.0317.37-57.4930.61-33.137.155.52主係109年10月認列營建收入,本期無此情形
2021/91.73-49.16-61.3328.58-30.37.645.72主係109年9月認列營建收入,本期無此情形
2021/83.434.81-42.9626.85-26.5112.853.4-
2021/72.52-63.65-59.523.45-23.312.133.61主係本期營建收入較去年減少
2021/66.93158.77-11.2220.94-14.0612.723.24-
2021/52.68-13.92-56.3314.0-15.398.874.65主係本期營建收入較去年減少
2021/43.111.14-33.1211.328.729.254.46-
2021/33.080.7224.778.2142.548.214.83-
2021/23.0647.0992.165.1355.848.794.52本期主係營造工程收入較去年同期增加
2021/12.08-43.1721.942.0821.948.484.68-
2020/123.6633.07-48.8452.18-7.2211.173.51-
2020/112.75-42.39-92.8648.52-1.1611.983.27主係108年11月出售板橋土地,本期無此情形
2020/104.776.76323.0545.77331.5715.192.58本期主係機電.營造工程及營建收入較去年同期增加
2020/94.47-25.0252.5541.0332.5916.642.02本期主係儀電.營造工程及營建收入較去年同期增加
2020/85.96-4.29243.5236.54344.9419.991.69本期主係機電工程及營建收入較去年同期增加
2020/76.22-20.32665.8530.58372.0720.171.67本期主係機電.營造工程及營建收入較去年同期增加
2020/67.8127.26761.8324.36329.9518.60.79本期主係機電.營造工程及營建收入較去年同期增加
2020/56.1431.841121.6916.55247.7213.261.11本期主係機電.營造工程及營建收入較去年同期增加
2020/44.6588.7441.7310.41144.618.711.69本期主係機電.營造工程及營建收入較去年同期增加
2020/32.4755.1162.595.7669.495.767.78本期主係機電工程及營造工程收入較去年同期增加
2020/21.59-6.6528.263.2975.0610.444.29主係本期營造工程收入較去年同期增加
2020/11.7-76.16165.491.7165.490.0N/A主係本期機電工程及營造工程收入較去年同期增加
2019/127.15-81.43720.1556.24425.230.0N/A主係本期機電及營造工程收入較去年同期增加
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
2024/12.532023/12.132022/13.222021/12.082020/11.7
2024/21.772023/21.872022/21.632021/23.062020/21.59
2024/32.682023/33.122022/32.292021/33.082020/32.47
2024/42.922023/42.962022/41.652021/43.112020/44.65
2024/52.282023/52.612022/51.772021/52.682020/56.14
2024/62.262023/63.882022/63.22021/66.932020/67.81
2024/71.922023/72.182022/71.672021/72.522020/76.22
2024/81.962023/82.972022/81.92021/83.42020/85.96
2024/91.912023/92.752022/92.92021/91.732020/94.47
2024/101.62023/101.862022/103.572021/102.032020/104.77
2024/111.842023/112.152022/112.82021/112.572020/112.75
N/AN/A2023/126.382022/122.922021/122.972020/123.66
  • 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: 13.26%
合約負債 QoQ YoY
24Q3 (20)3.1220.93-80.65
24Q2 (19)2.58-84.42-84.13
24Q1 (18)16.56348.78-44.34
23Q4 (17)3.69-77.11-86.0
23Q3 (16)16.12-0.86-55.99
23Q2 (15)16.26-45.34-55.42
23Q1 (14)29.7512.8641.0
22Q4 (13)26.36-28.0463.42
22Q3 (12)36.630.4448.06
22Q2 (11)36.4772.8458.22
22Q1 (10)21.130.8123.68
21Q4 (9)16.13-34.832.0
21Q3 (8)24.747.33108.07
21Q2 (7)23.0535.11822.0
21Q1 (6)17.0639.6113.06
20Q4 (5)12.222.78109.61
20Q3 (4)11.89375.60.0
20Q2 (3)2.5-83.430.0
20Q1 (2)15.09158.830.0
19Q4 (1)5.830.00.0

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