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)
2024/110.16.96-16.31.1917.70.29N/A-
2024/100.09-14.047.11.121.990.28N/A-
2024/90.112.8928.391.0123.50.340.39-
2024/80.09-35.64-12.50.9122.970.340.38-
2024/70.1434.3313.510.8128.820.360.36-
2024/60.11-9.0138.650.6732.610.350.48-
2024/50.12-11.468.520.5731.540.370.45-
2024/40.134.0542.560.4539.190.340.5-
2024/30.1348.0449.190.3237.830.320.31-
2024/20.09-19.4728.460.1931.230.280.36-
2024/10.1125.0733.550.1133.550.30.33-
2023/120.08-25.3735.31.1-29.330.280.43-
2023/110.1136.8855.871.01-32.050.280.43產品需求增加所致
2023/100.083.04-36.860.9-36.560.270.45-
2023/90.08-23.06-39.410.82-36.530.310.48-
2023/80.1-16.5-26.720.74-36.20.310.49-
2023/70.1364.0814.630.63-37.530.310.49-
2023/60.08-28.78-45.350.51-43.850.280.72-
2023/50.1116.3-30.870.43-43.580.280.7-
2023/40.098.89-13.280.32-46.830.240.82-
2023/30.0827.47-61.990.23-53.960.230.87客戶需求減少
2023/20.07-16.28-47.240.15-47.520.210.96-
2023/10.0826.71-47.740.08-47.740.210.93-
2022/120.06-14.03-49.941.55-22.120.270.94-
2022/110.07-44.55-56.721.49-20.260.340.74客戶需求減少
2022/100.13-1.12-25.11.42-16.650.410.61-
2022/90.13-6.95-45.931.29-15.680.390.7-
2022/80.1430.62-27.51.15-9.870.390.69-
2022/70.11-21.77-30.071.01-6.670.40.67-
2022/60.14-9.921.60.9-2.720.40.72-
2022/50.1645.883.410.76-3.470.480.6-
2022/40.11-52.260.320.61-5.090.460.64-
2022/30.2276.9126.540.5-6.170.50.58-
2022/20.13-17.07-7.250.28-22.280.40.72-
2022/10.1521.39-31.490.15-31.490.450.65-
2021/120.13-25.68-41.642.0-31.070.470.62-
2021/110.17-4.03-49.061.87-30.220.590.49-
2021/100.18-28.62-21.71.7-27.570.620.47-
2021/90.2524.776.891.53-28.190.60.38-
2021/80.225.99-30.021.28-32.440.490.47-
2021/70.1613.66-49.51.08-32.870.440.52-
2021/60.14-8.31-40.510.93-28.920.390.79-
2021/50.1541.51-1.480.79-26.420.430.72-
2021/40.11-39.78-22.640.64-30.550.420.74-
2021/30.1829.66-28.890.53-31.930.530.58-
2021/20.14-38.75-17.070.36-33.330.570.54-
2021/10.223.41-40.480.22-40.480.770.4-
2020/120.21-35.14-30.882.9-34.130.770.45-
2020/110.3347.51-4.252.68-34.370.780.45-
2020/100.22-2.56-48.672.35-37.150.740.48-
2020/90.23-18.31-46.992.13-35.630.820.54-
2020/80.28-9.08-46.071.9-33.910.820.53-
2020/70.3133.91-40.721.61-31.210.690.63-
2020/60.2351.82-56.271.3-28.490.520.81受疫情影響致營收減少
2020/50.1511.12-48.471.07-17.150.540.78-
2020/40.14-44.65-54.710.92-7.890.550.77受疫情影響致營收減少
2020/30.2551.2325.420.7812.430.780.5-
2020/20.16-56.04-5.960.547.30.850.46-
2020/10.3720.114.40.3714.40.0N/A-
2019/120.31-10.1631.74.4-11.350.0N/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
2024/10.112023/10.082022/10.152021/10.222020/10.37
2024/20.092023/20.072022/20.132021/20.142020/20.16
2024/30.132023/30.082022/30.222021/30.182020/30.25
2024/40.132023/40.092022/40.112021/40.112020/40.14
2024/50.122023/50.112022/50.162021/50.152020/50.15
2024/60.112023/60.082022/60.142021/60.142020/60.23
2024/70.142023/70.132022/70.112021/70.162020/70.31
2024/80.092023/80.12022/80.142021/80.22020/80.28
2024/90.12023/90.082022/90.132021/90.252020/90.23
2024/100.092023/100.082022/100.132021/100.182020/100.22
2024/110.12023/110.112022/110.072021/110.172020/110.33
N/AN/A2023/120.082022/120.062021/120.132020/120.21
  • 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: 0.43%
合約負債 QoQ YoY
24Q3 (20)0.0350.050.0
24Q2 (19)0.020.00.0
24Q1 (18)0.020.0-33.33
23Q4 (17)0.020.0-33.33
23Q3 (16)0.020.00.0
23Q2 (15)0.02-33.33100.0
23Q1 (14)0.030.0200.0
22Q4 (13)0.0350.050.0
22Q3 (12)0.02100.00.0
22Q2 (11)0.010.0-50.0
22Q1 (10)0.01-50.0-50.0
21Q4 (9)0.020.00.0
21Q3 (8)0.020.0-33.33
21Q2 (7)0.020.00.0
21Q1 (6)0.020.0100.0
20Q4 (5)0.02-33.330.0
20Q3 (4)0.0350.00.0
20Q2 (3)0.02100.00.0
20Q1 (2)0.01-50.00.0
19Q4 (1)0.020.00.0

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