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)
2024/113.59-7.61-8.4139.59-3.0710.4N/A-
2024/103.8932.714.036.0-2.510.51N/A-
2024/92.93-20.72-22.6332.11-3.239.911.05-
2024/83.6912.47-4.1529.18-0.7410.11.03-
2024/73.285.24-9.8725.49-0.2210.061.03-
2024/63.12-14.64-9.2422.211.3710.371.09-
2024/53.661.62-5.7519.083.3511.01.02-
2024/43.6-3.864.1215.435.7710.881.03-
2024/33.745.66-2.2511.836.2911.831.17-
2024/23.54-22.110.948.0910.7712.151.14-
2024/14.5511.9219.854.5519.8512.531.1-
2023/124.063.641.8844.93.3511.721.15-
2023/113.924.91-13.2540.843.511.441.17-
2023/103.74-1.28-2.0336.925.6711.381.18-
2023/93.78-1.79-12.533.196.6211.281.01-
2023/83.855.7611.129.49.710.941.04-
2023/73.645.969.6225.559.4910.961.04-
2023/63.44-11.3510.4121.99.4710.770.84-
2023/53.8812.2827.4218.469.311.160.81-
2023/43.45-9.7515.2414.595.3210.790.84-
2023/33.839.134.0211.132.5811.130.87-
2023/23.51-7.537.487.31.8311.290.86-
2023/13.79-4.84-2.883.79-2.8812.30.79-
2022/123.99-11.75-3.6543.453.7112.320.72-
2022/114.5218.4710.9839.464.5112.660.7-
2022/103.81-11.828.334.943.7311.610.77-
2022/94.3324.727.2831.133.211.120.81-
2022/83.474.3616.2126.80.149.910.91-
2022/73.326.732.8623.33-1.879.480.95-
2022/63.112.29-13.2920.01-2.619.160.99-
2022/53.041.54-25.7316.89-0.359.720.93-
2022/43.0-18.534.9413.857.739.940.91-
2022/33.6812.754.9710.858.5310.851.02-
2022/23.26-16.458.427.1710.4611.310.98-
2022/13.91-5.5912.223.9112.2212.120.91-
2021/124.141.64-5.8641.89-4.1411.730.81-
2021/114.0715.616.637.75-3.9410.990.87-
2021/103.523.62-14.2833.68-5.089.90.96-
2021/93.413.85-18.7430.16-3.879.611.02-
2021/82.98-7.62-22.3626.76-1.599.811.0-
2021/73.23-10.03-11.2323.781.8210.920.9-
2021/63.59-12.38-6.7920.544.2310.551.18-
2021/54.143.535.4816.956.9110.461.19-
2021/42.86-18.5123.0712.850.189.371.33-
2021/33.5116.463.8810.0-4.8710.01.0-
2021/23.01-13.52-4.016.49-9.0110.890.92-
2021/13.48-20.82-12.943.48-12.9411.70.86-
2020/124.415.1116.9343.713.6812.320.56-
2020/113.82-7.0410.4339.313.3312.110.57-
2020/104.11-1.7517.5135.4913.6512.140.57-
2020/94.188.7835.8931.3813.1611.670.71-
2020/83.845.6226.3827.1910.3211.340.73-
2020/73.64-5.531.5123.358.0610.520.78-
2020/63.8527.3552.1319.719.379.20.73主要係因為海外市場對於COVID-19疫情的管制陸續解封所致。
2020/53.0330.35-6.9415.862.378.720.77-
2020/42.32-31.21-29.5112.834.858.830.76-
2020/33.377.61.4910.5117.5110.510.77-
2020/23.14-21.5626.187.1326.9910.890.74-
2020/14.06.3527.624.027.620.0N/A-
2019/123.768.718.3338.44-14.410.0N/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
2024/14.552023/13.792022/13.912021/13.482020/14.0
2024/23.542023/23.512022/23.262021/23.012020/23.14
2024/33.742023/33.832022/33.682021/33.512020/33.37
2024/43.62023/43.452022/43.02021/42.862020/42.32
2024/53.662023/53.882022/53.042021/54.12020/53.03
2024/63.122023/63.442022/63.112021/63.592020/63.85
2024/73.282023/73.642022/73.322021/73.232020/73.64
2024/83.692023/83.852022/83.472021/82.982020/83.84
2024/92.932023/93.782022/94.332021/93.42020/94.18
2024/103.892023/103.742022/103.812021/103.522020/104.11
2024/113.592023/113.922022/114.522021/114.072020/113.82
N/AN/A2023/124.062022/123.992021/124.142020/124.4
  • 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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