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)
2024/100.7234.3742.296.2234.531.84N/A-
2024/90.54-6.2-1.865.533.571.780.98-
2024/80.58-12.96-5.814.9639.041.711.02-
2024/70.6639.4413.664.3848.311.840.95-
2024/60.47-32.61-20.623.7256.81.721.17本期出貨量增加所致。
2024/50.729.46116.293.2582.831.891.06本期出貨量增加所致。
2024/40.54-16.1539.192.5475.331.741.16本期出貨量增加所致。
2024/30.6518.3853.882.088.642.00.96本期出貨量增加所致。
2024/20.55-32.01112.211.35111.532.170.89本期出貨量增加所致。
2024/10.8-1.16111.070.8111.072.380.81本期出貨量增加所致。
2023/120.816.4575.256.237.822.090.97本期出貨量增加所致。
2023/110.7750.16145.835.3933.511.821.11本期出貨量增加所致。
2023/100.51-7.3349.734.6224.131.671.22-
2023/90.55-9.9622.414.1121.561.741.07-
2023/80.615.0150.053.5621.431.81.04本期出貨量增加所致。
2023/70.58-4.6346.12.9717.331.521.23-
2023/60.6187.55126.952.3911.951.331.15本期出貨量增加所致。
2023/50.33-16.6848.121.78-4.631.141.34-
2023/40.39-7.3-18.41.45-11.681.071.42-
2023/30.4263.2625.921.06-8.921.061.19-
2023/20.26-32.38-25.790.64-22.961.11.14-
2023/10.38-17.93-20.920.38-20.921.161.09-
2022/120.4649.330.194.5-35.161.121.22-
2022/110.31-8.53-44.694.04-37.691.11.24-
2022/100.34-24.23-56.213.72-37.031.21.14本期出貨量減少所致。
2022/90.4510.354.363.38-34.121.251.41-
2022/80.412.24-0.542.94-37.641.071.65-
2022/70.448.12-15.612.53-41.170.892.0-
2022/60.2722.41-56.042.13-44.330.972.22本期出貨量減少所致。
2022/50.22-54.1-59.291.86-42.11.032.08本期出貨量減少所致。
2022/40.4843.06-27.781.64-38.631.161.85-
2022/30.33-3.78-37.741.16-42.21.162.03-
2022/20.35-27.95-46.80.83-43.831.291.82-
2022/10.483.98-41.470.48-41.471.511.56-
2021/120.46-17.56-38.376.942.511.81.5-
2021/110.56-27.5910.856.487.621.771.53-
2021/100.7880.5835.375.927.321.621.68-
2021/90.435.16-46.435.144.061.312.51-
2021/80.41-13.24-45.814.7113.871.492.2-
2021/70.47-22.83-37.524.327.211.622.03-
2021/60.6113.34-12.723.8345.841.811.47-
2021/50.54-18.560.993.2267.161.741.54本期出貨量增加所致。
2021/40.6623.3186.682.6892.591.851.44本期出貨量增加所致。
2021/30.54-17.7861.442.0194.612.010.93本期出貨量增加所致。
2021/20.65-20.73134.11.48110.332.230.84本期出貨量增加所致。
2021/10.829.4994.660.8294.662.080.9本期出貨量增加所致。
2020/120.7548.2868.336.7759.271.831.1本期出貨量增加所致。
2020/110.51-11.5817.226.0258.211.891.07本期出貨量增加所致。
2020/100.57-28.5488.545.5163.472.130.94本期出貨量增加所致。
2020/90.86.39105.124.9460.992.310.59本期出貨量增加所致。
2020/80.760.0186.144.1354.532.210.62本期出貨量增加所致。
2020/70.767.8152.413.3848.871.990.68本期出貨量增加所致。
2020/60.731.15117.242.6233.161.590.87本期出貨量增加所致。
2020/50.5350.5141.011.9216.711.221.13-
2020/40.356.6424.11.399.470.971.43-
2020/30.3319.2224.571.045.211.041.1-
2020/20.28-34.08-2.690.7-1.991.150.99-
2020/10.42-5.31-1.520.42-1.521.30.87-
2019/120.453.2638.134.2521.080.0N/A-
2019/110.4342.2141.453.819.350.0N/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
2024/10.82023/10.382022/10.482021/10.822020/10.42
2024/20.552023/20.262022/20.352021/20.652020/20.28
2024/30.652023/30.422022/30.332021/30.542020/30.33
2024/40.542023/40.392022/40.482021/40.662020/40.35
2024/50.72023/50.332022/50.222021/50.542020/50.53
2024/60.472023/60.612022/60.272021/60.612020/60.7
2024/70.662023/70.582022/70.42021/70.472020/70.76
2024/80.582023/80.612022/80.412021/80.412020/80.76
2024/90.542023/90.552022/90.452021/90.432020/90.8
2024/100.722023/100.512022/100.342021/100.782020/100.57
N/AN/A2023/110.772022/110.312021/110.562020/110.51
N/AN/A2023/120.812022/120.462021/120.462020/120.75
  • 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: 2.05%
合約負債 QoQ YoY
24Q3 (20)0.09-10.080.0
24Q2 (19)0.1-16.6742.86
24Q1 (18)0.1220.020.0
23Q4 (17)0.1100.066.67
23Q3 (16)0.05-28.57-37.5
23Q2 (15)0.07-30.016.67
23Q1 (14)0.166.6711.11
22Q4 (13)0.06-25.020.0
22Q3 (12)0.0833.3333.33
22Q2 (11)0.06-33.330.0
22Q1 (10)0.0980.012.5
21Q4 (9)0.05-16.67-50.0
21Q3 (8)0.060.0-14.29
21Q2 (7)0.06-25.00.0
21Q1 (6)0.08-20.033.33
20Q4 (5)0.142.86233.33
20Q3 (4)0.0716.670.0
20Q2 (3)0.060.00.0
20Q1 (2)0.06100.00.0
19Q4 (1)0.030.00.0

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