. 愛玩股

   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)
2024/102.162.677.2819.77-13.376.15N/A-
2024/92.1112.43-6.4617.61-15.385.881.3-
2024/81.87-1.11-19.7515.5-16.465.871.3-
2024/71.9-9.87-17.9413.63-15.996.041.27-
2024/62.13.25-13.5911.73-15.666.121.21-
2024/52.043.12-17.679.63-16.15.991.24-
2024/41.98-0.16-16.437.59-15.675.781.28-
2024/31.988.05-18.465.62-15.45.621.26-
2024/21.831.37-19.333.64-13.635.21.36-
2024/11.8115.27-6.971.81-6.975.081.39-
2023/121.57-8.07-14.126.12.335.291.32-
2023/111.7-15.5-14.4624.533.65.971.17-
2023/102.02-10.4722.0522.835.256.611.06-
2023/92.25-3.546.3120.813.876.91.06-
2023/82.341.114.5118.563.587.081.04-
2023/72.31-5.09-5.9416.223.457.221.02-
2023/62.43-1.624.7813.915.27.271.12-
2023/52.474.684.5311.485.287.261.13-
2023/42.36-2.590.979.05.497.061.16-
2023/32.436.98.926.647.26.641.46-
2023/22.2716.9125.974.216.236.041.6-
2023/11.946.43-10.211.94-10.215.761.68-
2022/121.82-8.45-11.9925.56.25.471.89-
2022/111.9920.58-3.7823.687.915.761.8-
2022/101.65-22.02-14.4421.699.146.011.72-
2022/92.12-5.17-1.9420.0311.676.811.45-
2022/82.23-9.0-1.7317.9113.547.011.4-
2022/72.465.7313.6815.6816.117.151.38-
2022/62.32-1.8610.4713.2216.587.031.28-
2022/52.371.1213.7410.917.976.941.3-
2022/42.345.0713.718.5319.26.371.41-
2022/32.2323.6332.966.1921.416.191.37-
2022/21.8-16.6719.223.9615.766.041.4-
2022/12.164.3113.032.1613.036.311.34-
2021/122.070.088.124.010.596.081.19-
2021/112.077.2214.1921.94-0.066.161.17-
2021/101.93-10.622.7619.87-1.346.371.13-
2021/92.16-4.9612.3517.94-1.766.60.98-
2021/82.275.267.7415.78-3.436.540.99-
2021/72.162.753.9313.5-5.096.341.02-
2021/62.11.035.2411.34-6.636.240.99-
2021/52.081.09-0.349.24-8.975.811.06-
2021/42.0622.86-10.787.16-11.215.251.18-
2021/31.6810.85-22.25.1-11.375.11.15-
2021/21.51-20.994.043.42-4.95.341.1-
2021/11.91-0.23-10.951.91-10.955.641.04-
2020/121.925.725.8423.870.225.610.94-
2020/111.81-3.5-4.1521.95-0.235.620.94-
2020/101.88-2.29-18.4320.140.125.910.89-
2020/91.92-8.862.1318.262.526.110.94-
2020/82.111.549.2716.342.576.190.93-
2020/72.084.056.1214.231.656.160.93-
2020/62.0-4.3216.4112.150.926.390.91-
2020/52.09-9.5-7.6610.15-1.656.550.89-
2020/42.317.1414.068.060.035.910.98-
2020/32.1548.259.395.75-4.665.750.99-
2020/21.45-32.39-14.753.6-11.475.411.05-
2020/12.1518.59-9.12.15-9.15.850.97-
2019/121.81-4.2612.6323.8227.720.0N/A-
2019/111.89-17.8839.0722.0129.150.0N/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
2024/11.812023/11.942022/12.162021/11.912020/12.15
2024/21.832023/22.272022/21.82021/21.512020/21.45
2024/31.982023/32.432022/32.232021/31.682020/32.15
2024/41.982023/42.362022/42.342021/42.062020/42.31
2024/52.042023/52.472022/52.372021/52.082020/52.09
2024/62.12023/62.432022/62.322021/62.12020/62.0
2024/71.92023/72.312022/72.462021/72.162020/72.08
2024/81.872023/82.342022/82.232021/82.272020/82.11
2024/92.112023/92.252022/92.122021/92.162020/91.92
2024/102.162023/102.022022/101.652021/101.932020/101.88
N/AN/A2023/111.72022/111.992021/112.072020/111.81
N/AN/A2023/121.572022/121.822021/122.072020/121.92
  • 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: 5.1%
合約負債 QoQ YoY
24Q3 (20)0.220.0100.0
24Q2 (19)0.2246.67-8.33
24Q1 (18)0.15-6.25-21.05
23Q4 (17)0.1645.45-5.88
23Q3 (16)0.11-54.17-35.29
23Q2 (15)0.2426.32140.0
23Q1 (14)0.1911.76171.43
22Q4 (13)0.170.06.25
22Q3 (12)0.1770.0-10.53
22Q2 (11)0.142.8625.0
22Q1 (10)0.07-56.25-22.22
21Q4 (9)0.16-15.7945.45
21Q3 (8)0.19137.5111.11
21Q2 (7)0.08-11.110.0
21Q1 (6)0.09-18.1850.0
20Q4 (5)0.1122.22175.0
20Q3 (4)0.0912.50.0
20Q2 (3)0.0833.330.0
20Q1 (2)0.0650.00.0
19Q4 (1)0.040.00.0

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