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)
2024/118.7414.2914.678.131.5323.5N/A-
2024/107.657.66.1269.380.122.43N/A-
2024/97.11-7.32-0.9361.74-0.5922.290.75-
2024/87.672.112.4354.63-0.5521.710.77-
2024/77.5115.0715.2346.96-1.0221.130.79-
2024/66.53-7.93-20.7239.45-3.6120.690.79-
2024/57.090.21-0.5432.920.6920.290.8-
2024/47.0715.469.1125.831.0419.080.85-
2024/36.134.21-12.3418.76-1.718.760.84-
2024/25.88-12.9-0.2212.634.4519.210.82-
2024/16.752.548.96.758.920.960.75-
2023/126.58-13.7-7.2483.524.821.420.7-
2023/117.635.836.9276.945.9822.010.68-
2023/107.210.44-5.4369.315.8821.870.68-
2023/97.18-4.1610.1462.117.3721.180.82-
2023/87.4914.8712.1654.937.0122.240.78-
2023/76.52-20.83-1.3947.446.2421.880.79-
2023/68.2315.514.4140.937.5721.850.75-
2023/57.139.945.9332.695.9820.60.8-
2023/46.48-7.24-0.2125.565.9919.370.85-
2023/36.9918.622.4519.088.2819.080.88-
2023/25.89-4.9314.4612.0911.9619.190.88-
2023/16.2-12.659.696.29.6920.430.82-
2022/127.1-0.525.0479.716.4821.850.74-
2022/117.13-6.3924.9972.617.7321.270.76-
2022/107.6216.9936.7165.4616.9920.810.78-
2022/96.51-2.41-0.657.8414.8119.80.89-
2022/86.680.9819.5851.3317.1120.480.86-
2022/76.61-8.1418.5344.6516.7520.540.85-
2022/67.26.9425.5638.0416.4520.420.75-
2022/56.733.5519.1930.8514.5120.050.77-
2022/46.5-4.757.6224.1213.2718.470.83-
2022/36.8232.5113.0117.6215.5117.620.79-
2022/25.15-8.8921.5210.817.1517.550.8-
2022/15.65-16.3513.435.6513.4318.110.77-
2021/126.7618.368.0368.4220.2818.040.64-
2021/115.712.3711.061.6621.7917.840.65-
2021/105.57-14.945.2355.9623.0117.710.65-
2021/96.5517.4127.1450.3825.3517.710.63-
2021/85.580.0916.0243.8325.0916.890.66-
2021/75.58-2.6820.8138.2426.5316.950.66-
2021/65.731.5132.0932.6727.5617.410.59-
2021/55.65-6.4854.9626.9426.6417.720.58去年受到疫情而封城的影響,對出貨衝擊較大,今年因各地陸續解封,疫情影響較小,使得5月營收較去年同期增加超過50%。
2021/46.040.027.4121.2920.7916.310.63-
2021/36.0442.524.715.2518.3515.250.6-
2021/24.24-14.959.689.2214.5315.470.59-
2021/14.98-20.3419.014.9819.0116.380.56-
2020/126.2521.6219.156.88-2.8716.690.47-
2020/115.14-2.94-3.4250.63-5.0415.590.5-
2020/105.32.76-0.6345.49-5.2215.260.51-
2020/95.157.143.0940.19-5.7914.580.58-
2020/84.814.22-2.0935.03-6.9713.770.61-
2020/74.626.39-5.1530.22-7.7112.60.67-
2020/64.3419.08-10.4225.61-8.1512.720.75-
2020/53.64-23.11-30.4221.27-7.6813.220.73-
2020/44.74-2.11-3.1817.63-0.9913.440.71-
2020/34.8425.33-13.6112.89-0.1612.890.74-
2020/23.86-7.72-2.078.0510.1513.30.72-
2020/14.19-20.2724.54.1924.50.0N/A-
2019/125.25-1.3848.0358.5749.220.0N/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
2024/16.752023/16.22022/15.652021/14.982020/14.19
2024/25.882023/25.892022/25.152021/24.242020/23.86
2024/36.132023/36.992022/36.822021/36.042020/34.84
2024/47.072023/46.482022/46.52021/46.042020/44.74
2024/57.092023/57.132022/56.732021/55.652020/53.64
2024/66.532023/68.232022/67.22021/65.732020/64.34
2024/77.512023/76.522022/76.612021/75.582020/74.62
2024/87.672023/87.492022/86.682021/85.582020/84.81
2024/97.112023/97.182022/96.512021/96.552020/95.15
2024/107.652023/107.212022/107.622021/105.572020/105.3
2024/118.742023/117.632022/117.132021/115.712020/115.14
N/AN/A2023/126.582022/127.12021/126.762020/126.25
  • 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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