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)
2024/100.4739.71-18.34.91-7.171.23N/A-
2024/90.34-20.24-37.064.44-5.811.360.66-
2024/80.42-29.18-16.834.1-1.791.590.56-
2024/70.63.9212.73.680.281.640.55-
2024/60.5721.4817.83.08-1.811.530.54-
2024/50.47-1.8-9.372.5-5.421.520.55-
2024/40.48-14.8914.872.03-4.451.50.55-
2024/30.5724.43.881.55-9.21.550.55-
2024/20.45-13.77-23.590.98-15.351.60.53-
2024/10.53-14.1-6.670.53-6.671.730.49-
2023/120.614.95-13.986.49-10.481.780.5-
2023/110.591.4719.475.87-10.091.70.52-
2023/100.587.62-13.095.29-12.491.620.55-
2023/90.545.39-18.194.71-12.421.570.67-
2023/80.51-4.03-18.774.17-11.621.530.69-
2023/70.538.62-26.813.66-10.531.540.69-
2023/60.49-6.54-15.853.13-7.031.430.76-
2023/50.5224.4839.682.65-5.21.490.73-
2023/40.42-23.03-27.552.13-12.131.560.7-
2023/30.54-8.51-11.921.71-7.281.710.64-
2023/20.65.321.351.16-4.931.880.59-
2023/10.57-20.83-10.760.57-10.761.770.62-
2022/120.7145.7719.527.2514.961.870.64-
2022/110.49-26.18-26.56.5314.481.810.66-
2022/100.661.322.976.0419.911.940.61-
2022/90.664.6412.575.3819.542.010.66-
2022/80.63-13.5335.244.7220.581.930.69-
2022/70.7224.8841.174.118.611.680.79-
2022/60.5855.146.453.3714.681.530.89-
2022/50.37-35.44-13.832.7916.541.570.87-
2022/40.58-6.426.052.4223.261.780.76-
2022/30.625.2925.371.8429.891.840.8-
2022/20.59-7.2732.491.2232.311.820.81-
2022/10.636.0432.140.6332.141.90.77-
2021/120.6-10.36-14.236.37.761.80.67-
2021/110.6723.50.715.710.731.790.68-
2021/100.54-7.25-14.345.0412.211.580.76-
2021/90.5825.7118.514.516.551.560.76-
2021/80.46-9.74-7.473.9216.261.520.78-
2021/70.51-5.821.253.4520.41.490.8-
2021/60.5425.57120.082.9424.511.520.73去年同期受新冠肺炎影響,致收入減少
2021/50.43-20.54179.732.413.331.470.76去年同期受新冠肺炎影響,致營收減少
2021/40.5510.6278.851.960.161.480.76去年同期受新冠肺炎影響,4月份營收銳減所致
2021/30.4911.26-27.91.42-14.351.420.79-
2021/20.44-7.52-9.660.92-4.791.620.69-
2021/10.48-31.170.20.480.21.840.61-
2020/120.75.2533.975.85-17.311.990.49-
2020/110.665.0314.25.15-21.381.780.55-
2020/100.6328.32-1.474.49-24.831.620.6-
2020/90.49-1.84-16.163.86-27.631.50.77-
2020/80.5-1.23-17.93.37-29.051.250.92-
2020/70.51104.7-25.02.87-30.690.911.27-
2020/60.2559.61-59.922.36-31.80.711.68因新冠肺炎疫情影響,國外客戶調節存貨,致訂單銳減
2020/50.16-49.19-77.372.11-25.71.141.04因新冠肺炎疫情影響,國外客戶調節庫存,致訂單銳減。
2020/40.31-55.4-45.81.96-9.311.480.8-
2020/30.6839.424.711.653.551.650.65-
2020/20.492.5822.820.972.741.490.72-
2020/10.48-7.97-12.00.48-12.01.580.68-
2019/120.52-10.28-2.357.070.770.0N/A-
2019/110.58-9.38-6.546.551.030.0N/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
2024/10.532023/10.572022/10.632021/10.482020/10.48
2024/20.452023/20.62022/20.592021/20.442020/20.49
2024/30.572023/30.542022/30.622021/30.492020/30.68
2024/40.482023/40.422022/40.582021/40.552020/40.31
2024/50.472023/50.522022/50.372021/50.432020/50.16
2024/60.572023/60.492022/60.582021/60.542020/60.25
2024/70.62023/70.532022/70.722021/70.512020/70.51
2024/80.422023/80.512022/80.632021/80.462020/80.5
2024/90.342023/90.542022/90.662021/90.582020/90.49
2024/100.472023/100.582022/100.662021/100.542020/100.63
N/AN/A2023/110.592022/110.492021/110.672020/110.66
N/AN/A2023/120.612022/120.712021/120.62020/120.7
  • 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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