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)
2024/100.45-0.532.174.3226.811.34N/A-
2024/90.451.5130.213.8726.221.330.43-
2024/80.440.6330.783.4225.711.340.43-
2024/70.44-3.4829.292.9724.991.350.42-
2024/60.461.733.592.5324.271.360.48-
2024/50.45-1.9330.862.0822.41.320.5-
2024/40.4611.9633.441.6320.251.230.54-
2024/30.4112.1623.021.1715.771.170.69-
2024/20.36-8.07.440.7612.211.10.74-
2024/10.416.4416.990.416.991.080.75-
2023/120.34-0.396.444.09-22.611.020.79-
2023/110.340.82.433.75-24.481.030.79-
2023/100.34-1.98-1.823.4-26.421.020.79-
2023/90.351.950.353.06-28.41.030.74-
2023/80.34-0.51-3.762.72-30.921.020.74-
2023/70.34-0.27-19.372.38-33.591.030.74-
2023/60.34-0.37-33.332.04-35.51.030.68-
2023/50.340.0-33.391.7-35.921.020.69-
2023/40.343.22-33.521.35-36.531.010.69-
2023/30.33-2.03-36.011.01-37.491.010.66-
2023/20.340.16-31.830.68-38.191.00.67-
2023/10.345.94-43.470.34-43.470.990.68-
2022/120.32-4.14-37.15.28-5.441.00.73-
2022/110.33-3.38-31.564.96-2.271.020.71-
2022/100.350.19-25.994.630.831.040.7-
2022/90.34-2.23-26.284.283.871.120.74-
2022/80.35-16.64-24.123.947.731.290.64-
2022/70.42-17.53-17.373.5812.371.450.57-
2022/60.51-0.461.463.1618.051.540.48-
2022/50.52-0.21.522.6521.911.550.48-
2022/40.52-0.6310.312.1328.131.530.48-
2022/30.524.3524.751.6235.11.620.48-
2022/20.5-16.9247.821.140.621.610.49-
2022/10.617.8735.160.635.161.60.49-
2021/120.514.2967.775.5847.211.460.54客戶需求增加
2021/110.494.4863.045.0845.421.420.56客戶需求增加
2021/100.47-0.254.474.5943.771.40.56客戶需求增加
2021/90.470.6331.624.1242.651.440.57-
2021/80.46-9.2235.53.6544.21.480.55-
2021/70.511.2662.343.1945.561.520.54受新冠肺炎影響,客戶需求增加
2021/60.51-0.456.112.6842.741.480.51受新冠肺炎影響,客戶需求增加
2021/50.518.4340.612.1739.951.390.55-
2021/40.4712.3843.281.6639.761.220.62-
2021/30.4223.6530.811.238.421.20.6-
2021/20.34-24.0437.890.7842.861.080.66-
2021/10.4446.3146.880.4446.881.050.69-
2020/120.31.359.323.7917.920.90.77-
2020/110.3-1.02.133.4918.730.960.73-
2020/100.3-14.960.673.1920.571.00.7-
2020/90.363.598.322.8923.121.010.0-
2020/80.348.757.482.5325.520.980.0-
2020/70.32-2.6125.092.1928.911.00.0-
2020/60.32-10.2934.361.8829.571.010.0-
2020/50.3610.4845.681.5528.621.010.0-
2020/40.332.643.771.1924.210.890.0-
2020/30.3230.3427.950.8618.130.860.0-
2020/20.24-19.09-0.210.5513.070.820.0-
2020/10.38.8926.740.326.740.870.0-
2019/120.28-5.3114.463.227.970.0N/A-
2019/110.29-2.4219.022.947.40.0N/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
2024/10.42023/10.342022/10.62021/10.442020/10.3
2024/20.362023/20.342022/20.52021/20.342020/20.24
2024/30.412023/30.332022/30.522021/30.422020/30.32
2024/40.462023/40.342022/40.522021/40.472020/40.33
2024/50.452023/50.342022/50.522021/50.512020/50.36
2024/60.462023/60.342022/60.512021/60.512020/60.32
2024/70.442023/70.342022/70.422021/70.512020/70.32
2024/80.442023/80.342022/80.352021/80.462020/80.34
2024/90.452023/90.352022/90.342021/90.472020/90.36
2024/100.452023/100.342022/100.352021/100.472020/100.3
N/AN/A2023/110.342022/110.332021/110.492020/110.3
N/AN/A2023/120.342022/120.322021/120.512020/120.3
  • 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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