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)
2024/101.2641.41-5.5510.03-5.582.95N/A-
2024/90.8912.41-13.338.76-5.582.651.49-
2024/80.79-17.46-34.867.87-4.622.641.5-
2024/70.969.634.467.080.622.841.39-
2024/60.88-12.27-18.396.110.042.881.55-
2024/51.00.2-17.025.243.983.071.46-
2024/41.0-6.50.754.2310.63.141.42-
2024/31.07-0.713.53.2414.043.241.39-
2024/21.08-1.3818.82.1714.313.061.47-
2024/11.0922.6110.211.0910.213.111.45-
2023/120.89-21.26-10.8712.64-4.133.361.47-
2023/111.13-15.47-9.111.75-3.583.51.42-
2023/101.3429.761.1410.62-2.953.591.38-
2023/91.03-15.52-8.839.28-3.513.171.89-
2023/81.2232.37-7.798.25-2.813.221.87-
2023/70.92-14.34-7.587.03-1.893.21.88-
2023/61.08-10.8-20.426.11-0.973.271.97-
2023/51.2121.6614.345.044.483.142.06-
2023/40.995.33-1.743.831.712.842.28-
2023/30.943.93-16.482.842.992.842.55-
2023/20.91-8.5113.861.916.482.892.5-
2023/10.99-0.8518.980.9918.983.232.24-
2022/121.0-19.69-4.0313.195.813.562.26-
2022/111.24-5.946.7612.196.713.72.18-
2022/101.3216.9519.0710.946.73.782.14-
2022/91.13-14.554.889.625.23.452.61-
2022/81.3232.6623.338.495.243.672.45-
2022/71.0-26.24-13.027.172.473.42.65-
2022/61.3528.1529.246.175.53.422.69-
2022/51.064.54-3.174.820.343.192.88-
2022/41.01-10.47-5.833.761.372.933.14-
2022/31.1341.715.542.754.292.753.34-
2022/20.8-4.40.681.633.442.673.45-
2022/10.83-20.036.230.836.233.043.03-
2021/121.04-10.6515.612.467.673.322.58-
2021/111.164.916.3711.427.03.352.55-
2021/101.113.014.0510.266.033.262.62-
2021/91.080.461.259.156.283.31.81-
2021/81.07-6.4410.458.076.993.271.83-
2021/71.159.5925.377.06.483.281.82-
2021/61.05-3.9812.565.853.433.211.74-
2021/51.091.6759.654.81.633.231.73經銷商回補庫存
2021/41.070.3441.013.71-8.162.931.91-
2021/31.0735.181.652.64-19.542.642.11-
2021/20.790.85-36.071.57-29.522.472.25-
2021/10.78-12.98-21.390.78-21.392.682.07-
2020/120.9-10.06-9.6311.57-16.222.971.93-
2020/111.0-6.2-2.4710.67-16.733.131.83-
2020/101.070.24-10.929.67-17.973.11.85-
2020/91.069.60.898.61-18.772.951.96-
2020/80.976.18-25.057.54-20.952.822.06-
2020/70.91-1.59-25.256.57-20.32.532.29-
2020/60.9336.17-22.055.65-19.442.372.28-
2020/50.68-10.19-43.644.73-18.912.492.17-
2020/40.76-27.66-26.634.04-12.423.051.78-
2020/31.05-14.98-15.823.28-8.313.281.45-
2020/21.2424.0213.492.23-4.293.231.48-
2020/11.00.03-19.871.0-19.873.021.58-
2019/121.0-2.94-9.0813.81-6.680.0N/A-
2019/111.03-14.32-19.712.82-6.480.0N/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
2024/11.092023/10.992022/10.832021/10.782020/11.0
2024/21.082023/20.912022/20.82021/20.792020/21.24
2024/31.072023/30.942022/31.132021/31.072020/31.05
2024/41.02023/40.992022/41.012021/41.072020/40.76
2024/51.02023/51.212022/51.062021/51.092020/50.68
2024/60.882023/61.082022/61.352021/61.052020/60.93
2024/70.962023/70.922022/71.02021/71.152020/70.91
2024/80.792023/81.222022/81.322021/81.072020/80.97
2024/90.892023/91.032022/91.132021/91.082020/91.06
2024/101.262023/101.342022/101.322021/101.112020/101.07
N/AN/A2023/111.132022/111.242021/111.162020/111.0
N/AN/A2023/120.892022/121.02021/121.042020/120.9
  • 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: 0.75%
合約負債 QoQ YoY
24Q3 (20)0.0620.0-25.0
24Q2 (19)0.05-16.67-28.57
24Q1 (18)0.06-14.29-14.29
23Q4 (17)0.07-12.5-22.22
23Q3 (16)0.0814.2914.29
23Q2 (15)0.070.0-12.5
23Q1 (14)0.07-22.22-30.0
22Q4 (13)0.0928.570.0
22Q3 (12)0.07-12.540.0
22Q2 (11)0.08-20.033.33
22Q1 (10)0.111.1166.67
21Q4 (9)0.0980.080.0
21Q3 (8)0.05-16.67150.0
21Q2 (7)0.060.00
21Q1 (6)0.0620.00
20Q4 (5)0.05150.00
20Q3 (4)0.0200.0

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