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)
2024/100.12-20.81-37.131.34-33.630.38N/A-
2024/90.1525.75-3.031.23-33.280.440.57-
2024/80.12-34.37-26.951.08-35.970.430.58-
2024/70.1829.078.660.96-36.90.450.55-
2024/60.14-3.27-35.710.79-42.30.420.67-
2024/50.14-0.73-30.990.65-43.510.40.71-
2024/40.1425.41-48.990.51-46.20.360.78-
2024/30.117.24-47.950.37-45.050.370.87-
2024/20.11-29.83-57.20.26-43.650.460.72月上班日少,客戶庫存仍在去化中。
2024/10.15-24.66-27.560.15-27.560.560.57-
2023/120.2-3.27-11.842.43-21.00.590.53-
2023/110.2112.86-4.352.23-21.730.540.57-
2023/100.1822.14-27.242.02-23.160.490.63-
2023/90.15-5.26-44.221.84-22.730.470.77-
2023/80.16-2.37-40.071.69-19.990.530.68-
2023/70.16-23.64-40.791.53-17.120.580.62-
2023/60.213.82-30.631.37-13.00.690.55-
2023/50.2-26.62-11.761.15-8.740.70.54-
2023/40.2827.970.930.95-8.070.740.51-
2023/30.22-11.8-21.170.67-11.340.670.55-
2023/20.2518.7515.970.45-5.720.680.54-
2023/10.21-8.3-22.860.21-22.860.650.57-
2022/120.234.93-1.723.078.330.690.65-
2022/110.22-14.14-1.232.849.220.740.61-
2022/100.25-6.3522.52.6310.180.780.57-
2022/90.271.779.352.389.020.810.62-
2022/80.26-3.53-1.62.118.970.840.59-
2022/70.27-10.556.621.8410.680.810.62-
2022/60.3132.0845.141.5711.410.810.58-
2022/50.23-16.07-1.441.275.490.780.6-
2022/40.28-0.05-4.881.037.180.760.61-
2022/30.2829.7617.20.7612.370.760.5-
2022/20.21-21.017.490.489.780.710.53-
2022/10.2716.8111.660.2711.660.720.53-
2021/120.235.453.272.8321.370.650.53-
2021/110.226.4812.372.623.290.670.52-
2021/100.21-16.39-2.612.3924.390.720.49-
2021/90.25-8.4215.942.1827.730.770.38-
2021/80.274.5348.391.9329.40.740.39-
2021/70.2621.7643.291.6726.790.70.41-
2021/60.21-10.3116.081.4124.190.740.31-
2021/50.23-19.08.151.225.730.760.3-
2021/40.2923.1518.850.9630.910.720.32-
2021/30.2419.028.110.6736.880.670.36-
2021/20.2-17.9451.570.4442.110.660.36本月營運正常,與去年同期營收比較成長係因基期較低
2021/10.248.0435.180.2435.180.660.36-
2020/120.2214.73-15.732.34-3.70.630.4-
2020/110.19-7.71-17.162.11-2.230.620.41-
2020/100.21-0.472.911.92-0.410.60.41-
2020/90.2117.2-1.581.71-0.80.570.51-
2020/80.180.94-17.691.5-0.690.540.54-
2020/70.18-1.36-16.871.312.20.580.5-
2020/60.18-16.44-7.051.146.040.640.5-
2020/50.22-10.99-1.50.958.960.650.5-
2020/40.2432.7534.730.7412.490.560.57-
2020/30.1840.810.80.493.990.490.73-
2020/20.13-26.81-13.420.310.320.570.63-
2020/10.18-32.6513.50.1813.50.680.53-
2019/120.2612.7930.542.43-7.110.0N/A-
2019/110.2314.666.922.16-10.280.0N/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
2024/10.152023/10.212022/10.272021/10.242020/10.18
2024/20.112023/20.252022/20.212021/20.22020/20.13
2024/30.112023/30.222022/30.282021/30.242020/30.18
2024/40.142023/40.282022/40.282021/40.292020/40.24
2024/50.142023/50.22022/50.232021/50.232020/50.22
2024/60.142023/60.212022/60.312021/60.212020/60.18
2024/70.182023/70.162022/70.272021/70.262020/70.18
2024/80.122023/80.162022/80.262021/80.272020/80.18
2024/90.152023/90.152022/90.272021/90.252020/90.21
2024/100.122023/100.182022/100.252021/100.212020/100.21
N/AN/A2023/110.212022/110.222021/110.222020/110.19
N/AN/A2023/120.22022/120.232021/120.232020/120.22
  • 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
合約負債 QoQ YoY

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