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)
2024/101.65-3.433.4517.188.495.27N/A-
2024/91.71-10.2429.8415.536.375.630.88-
2024/81.91-5.3511.1313.824.045.640.88-
2024/72.0117.0329.8211.912.995.560.89-
2024/61.72-5.9516.079.9-1.165.110.98-
2024/51.8317.3727.988.18-4.165.190.96-
2024/41.56-13.41-5.476.35-10.634.591.09-
2024/31.845.98-24.484.79-12.194.791.08-
2024/21.23-29.63-22.042.99-2.644.621.12-
2024/11.757.618.021.7518.024.871.06-
2023/121.639.256.4918.96-8.534.361.25-
2023/111.4920.413.6817.33-9.734.051.35-
2023/101.24-6.02-11.8315.84-11.454.271.28-
2023/91.32-23.17-26.5714.6-11.414.581.24-
2023/81.7210.5525.713.28-9.564.751.2-
2023/71.554.63-7.2111.56-13.174.461.27-
2023/61.483.76.5210.01-14.034.561.22-
2023/51.43-13.3-26.728.53-16.825.461.02-
2023/41.65-30.83-14.47.1-14.495.620.99-
2023/32.3850.711.995.45-14.525.450.99-
2023/21.586.53-6.863.07-24.084.61.17-
2023/11.49-2.9-36.581.49-36.584.331.25-
2022/121.5316.622.1720.72-6.644.251.5-
2022/111.31-6.62-10.1219.2-7.274.511.41-
2022/101.4-21.73-19.8217.88-7.064.561.39-
2022/91.7931.51-8.0916.48-5.784.831.38-
2022/81.36-18.39-18.1214.68-5.494.431.51-
2022/71.6720.13-9.7713.32-3.975.021.33-
2022/61.39-28.67-16.211.65-3.085.271.32-
2022/51.951.27-3.7610.26-0.976.221.11-
2022/41.93-17.58-13.618.31-0.295.961.16-
2022/32.3437.6214.216.384.576.381.14-
2022/21.7-27.465.984.04-0.295.541.31-
2022/12.3456.44-4.392.34-4.395.31.37-
2021/121.52.58-30.3222.210.994.711.62-
2021/111.46-16.7-21.4720.715.965.161.48-
2021/101.75-10.27-10.9819.2420.325.371.42-
2021/91.9517.1511.1817.4924.715.471.27-
2021/81.67-10.07-7.515.5426.645.181.34-
2021/71.8511.57-16.6613.8732.525.541.25-
2021/61.66-18.08-0.112.0245.85.921.11-
2021/52.03-9.0849.0910.3657.46.311.04主因終端市場需求旺盛,新品成功開發上市所致。
2021/42.238.9785.78.3359.565.881.12主因終端市場需求旺盛,新品成功開發上市所致。
2021/32.0527.7120.646.151.756.10.95主因終端市場需求旺盛,新品成功開發上市所致。
2021/21.6-34.5765.054.0574.486.20.94終端市場需求旺盛,線材及不織布產品營收皆明顯成長。
2021/12.4514.0181.242.4581.246.460.9主要因時序進入旺季,線材及不織布產品營收皆明顯成長;耀億越南產能稼動已漸上軌道,長興雅康寧亦開始貢獻營收所致。
2020/122.1515.6214.1320.0-1.05.970.94-
2020/111.86-5.579.2717.85-2.565.581.0-
2020/101.9712.0730.4515.99-3.775.531.01-
2020/91.76-2.540.614.02-7.195.780.91-
2020/81.8-18.975.8112.27-8.215.690.92-
2020/72.2233.7446.5610.47-10.255.251.0-
2020/61.6622.25-10.78.24-18.754.221.31-
2020/51.3613.23-4.946.58-20.564.261.3-
2020/41.2-29.2-34.365.22-23.823.871.43-
2020/31.774.73-8.144.02-19.984.021.32-
2020/20.97-28.15-14.632.32-26.874.21.26-
2020/11.35-28.19-33.71.35-33.74.931.07-
2019/121.8810.69-23.1520.20.370.0N/A-
2019/111.712.72-6.3418.323.630.0N/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
2024/11.752023/11.492022/12.342021/12.452020/11.35
2024/21.232023/21.582022/21.72021/21.62020/20.97
2024/31.82023/32.382022/32.342021/32.052020/31.7
2024/41.562023/41.652022/41.932021/42.232020/41.2
2024/51.832023/51.432022/51.952021/52.032020/51.36
2024/61.722023/61.482022/61.392021/61.662020/61.66
2024/72.012023/71.552022/71.672021/71.852020/72.22
2024/81.912023/81.722022/81.362021/81.672020/81.8
2024/91.712023/91.322022/91.792021/91.952020/91.76
2024/101.652023/101.242022/101.42021/101.752020/101.97
N/AN/A2023/111.492022/111.312021/111.462020/111.86
N/AN/A2023/121.632022/121.532021/121.52020/122.15
  • 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: 1.24%
合約負債 QoQ YoY
24Q3 (20)0.07-36.36-22.22
24Q2 (19)0.1137.510.0
24Q1 (18)0.0833.33-20.0
23Q4 (17)0.06-33.33-45.45
23Q3 (16)0.09-10.0-40.0
23Q2 (15)0.10.0-23.08
23Q1 (14)0.1-9.09-61.54
22Q4 (13)0.11-26.67-42.11
22Q3 (12)0.1515.38-25.0
22Q2 (11)0.13-50.0-50.0
22Q1 (10)0.2636.84271.43
21Q4 (9)0.19-5.0137.5
21Q3 (8)0.2-23.08100.0
21Q2 (7)0.26271.430
21Q1 (6)0.07-12.50
20Q4 (5)0.08-20.00
20Q3 (4)0.100.0

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