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)
2024/1110.649.19-20.97113.42-15.7930.59N/A-
2024/109.74-4.62-10.88102.79-15.2130.03N/A-
2024/910.211.35-18.1493.05-15.6430.51.22-
2024/810.08-1.31-16.0682.83-15.3231.771.17-
2024/710.21-11.04-13.4372.75-15.2232.161.16-
2024/611.489.65-16.3962.54-15.532.251.13-
2024/510.471.58-7.5551.07-15.331.21.17-
2024/410.3-1.22-9.140.6-17.0930.411.2-
2024/310.437.88-23.2730.29-19.4930.291.27-
2024/29.67-5.11-24.3719.86-17.3633.931.13-
2024/110.19-27.56-9.3910.19-9.3937.721.02-
2023/1214.074.531.48148.76-9.2538.460.97-
2023/1113.4623.13-9.97134.69-10.2436.871.01-
2023/1010.93-12.39-28.01121.23-10.2735.411.05-
2023/912.483.94-12.53110.3-8.0236.281.08-
2023/812.011.78-13.9297.82-7.4137.531.05-
2023/711.8-14.08-14.785.82-6.4236.851.06-
2023/613.7321.240.6874.02-4.9536.391.04-
2023/511.32-0.12-16.4760.29-6.1536.261.05-
2023/411.34-16.62-14.8148.97-3.3937.721.01-
2023/313.66.344.2437.630.6637.630.99-
2023/212.7913.676.9224.03-1.2537.90.98-
2023/111.25-18.87-9.1511.25-9.1540.060.93-
2022/1213.86-7.2729.57163.9334.7444.00.8-
2022/1114.95-1.5341.17150.0735.2344.40.79-
2022/1015.196.4444.61135.1134.6143.40.81-
2022/914.272.2837.42119.9333.4442.040.79-
2022/813.950.8630.75105.6632.9241.410.8-
2022/713.831.429.0991.7133.2541.020.81-
2022/613.640.5941.4277.8834.0240.50.76-
2022/513.561.8544.6964.2532.5539.910.77-
2022/413.312.0339.1550.6929.6438.310.8-
2022/313.049.0733.9237.3826.5637.380.79-
2022/211.96-3.4223.3224.3422.9435.040.84-
2022/112.3815.7222.5812.3822.5833.670.87-
2021/1210.71.029.42121.661.9431.790.91-
2021/1110.590.867.96110.961.2731.470.92-
2021/1010.51.155.62100.370.6131.550.91-
2021/910.38-2.679.2689.870.0631.760.89-
2021/810.67-0.4210.7679.49-1.0231.020.91-
2021/710.7111.092.6568.82-2.6329.720.95-
2021/69.642.91-7.0658.11-3.5528.571.01-
2021/59.37-2.03-9.6948.47-2.8228.671.01-
2021/49.56-1.8-6.139.1-1.0129.01.0-
2021/39.740.44-2.9529.540.7529.541.02-
2021/29.7-4.0-4.5419.82.6829.581.02-
2021/110.13.2910.7310.110.7329.691.02-
2020/129.78-0.312.33119.352.5629.531.01-
2020/119.81-1.3110.81109.572.5829.251.01-
2020/109.944.6311.0399.761.8429.071.02-
2020/99.5-1.337.9789.820.9129.570.97-
2020/89.63-7.7128.0180.320.1430.440.95-
2020/710.430.5735.8570.69-2.7331.180.92-
2020/610.370.08.960.25-7.330.940.94-
2020/510.371.859.8649.88-10.0830.60.95-
2020/410.191.496.0939.5-14.1730.380.96-
2020/310.04-1.19-20.7829.32-19.5129.321.04-
2020/210.1611.350.919.28-18.8428.841.06-
2020/19.12-4.54-33.369.12-33.360.0N/A-
2019/129.567.94-31.02116.36-28.860.0N/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
2024/110.192023/111.252022/112.382021/110.12020/19.12
2024/29.672023/212.792022/211.962021/29.72020/210.16
2024/310.432023/313.62022/313.042021/39.742020/310.04
2024/410.32023/411.342022/413.312021/49.562020/410.19
2024/510.472023/511.322022/513.562021/59.372020/510.37
2024/611.482023/613.732022/613.642021/69.642020/610.37
2024/710.212023/711.82022/713.832021/710.712020/710.43
2024/810.082023/812.012022/813.952021/810.672020/89.63
2024/910.212023/912.482022/914.272021/910.382020/99.5
2024/109.742023/1010.932022/1015.192021/1010.52020/109.94
2024/1110.642023/1113.462022/1114.952021/1110.592020/119.81
N/AN/A2023/1214.072022/1213.862021/1210.72020/129.78
  • 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: 29.47%
合約負債 QoQ YoY
24Q3 (20)11.43-32.171.24
24Q2 (19)16.85-19.76111.95
24Q1 (18)21.0-6.75157.35
23Q4 (17)22.5299.47186.51
23Q3 (16)11.2942.0150.94
23Q2 (15)7.95-2.5770.6
23Q1 (14)8.163.82597.44
22Q4 (13)7.865.08518.9
22Q3 (12)7.4860.52230.97
22Q2 (11)4.66298.29130.69
22Q1 (10)1.17-7.87-26.88
21Q4 (9)1.27-43.81-17.53
21Q3 (8)2.2611.8873.85
21Q2 (7)2.0226.2519.53
21Q1 (6)1.63.90
20Q4 (5)1.5418.460
20Q3 (4)1.3-23.080.0
20Q2 (3)1.6900.0

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