. 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)
2024/91.01-12.03-4.429.158.23.29N/A-
2024/81.152.0224.628.1410.03.43N/A-
2024/71.13-2.0830.366.997.923.39N/A-
2024/61.153.4430.325.874.463.331.28-
2024/51.114.6340.54.71-0.353.131.36-
2024/41.0610.97-13.933.6-8.572.71.57-
2024/30.9640.89-6.022.54-6.122.541.71-
2024/20.68-24.4-30.241.58-6.182.531.72-
2024/10.9-4.9326.910.926.912.91.5-
2023/120.95-10.24-11.1411.48-10.823.021.41-
2023/111.053.745.8810.53-10.83.131.35-
2023/101.02-3.96-13.219.48-12.333.01.41-
2023/91.0614.71.898.46-12.232.851.64-
2023/80.926.72-11.387.4-13.932.671.75-
2023/70.86-2.1-20.856.48-14.292.541.84-
2023/60.8811.52-12.025.61-13.182.911.7-
2023/50.79-35.91-26.434.73-13.393.051.62-
2023/41.2421.1834.133.94-10.193.231.53-
2023/31.024.58-18.972.7-21.972.72.01-
2023/20.9737.52-8.761.68-23.682.751.98-
2023/10.71-33.44-37.70.71-37.72.771.96-
2022/121.076.95-7.6712.876.313.231.56-
2022/111.0-14.96-0.3311.817.793.211.58-
2022/101.1712.756.8610.818.63.251.55-
2022/91.04-0.24-13.489.648.823.171.61-
2022/81.04-4.6810.758.612.313.141.63-
2022/71.098.8111.367.5612.533.171.61-
2022/61.0-6.732.826.4712.733.01.52-
2022/51.0816.8511.865.4614.773.261.4-
2022/40.92-26.79-13.864.3915.53.251.4-
2022/31.2617.7627.153.4727.023.471.21-
2022/21.07-6.140.82.2126.943.361.25-
2022/11.14-1.3616.211.1416.213.291.28-
2021/121.1515.46-4.5912.1122.553.251.23-
2021/111.0-8.811.4110.9526.343.31.21-
2021/101.1-8.7247.489.9529.543.241.23-
2021/91.227.7114.878.8627.613.121.24-
2021/80.94-4.1613.027.6629.872.91.34-
2021/70.980.4615.476.7232.642.921.33-
2021/60.981.4622.625.7436.13.011.2-
2021/50.96-10.0235.44.7639.243.021.2-
2021/41.078.0663.883.840.252.821.28因去年同期受新型冠狀病毒影響造成低基期所致。
2021/30.9930.428.02.7332.742.731.19-
2021/20.76-22.59.491.7435.62.951.1-
2021/10.98-19.0266.350.9866.353.171.02本月合併營收增加，係受客戶需求增加及工作天數較去年同期增加所致。
2020/121.2122.726.689.88-8.152.940.99-
2020/110.9932.611.198.67-9.92.771.05-
2020/100.74-28.9-27.017.68-11.152.621.11-
2020/91.0525.6630.56.94-9.032.731.21-
2020/80.83-2.08-7.025.9-13.672.481.33-
2020/70.856.68-0.065.06-14.672.361.4-
2020/60.812.03-19.944.21-17.122.161.56-
2020/50.718.89-15.613.42-16.432.141.57-
2020/40.65-15.59-38.322.71-16.642.121.59-
2020/30.7711.55-15.032.05-6.172.051.59-
2020/20.6917.7413.51.280.112.421.35-
2020/10.59-48.07-12.090.59-12.092.71.21-
2019/121.1316.4118.2910.762.473.130.99-
2019/110.97-4.3528.799.620.880.0N/A-
2019/101.0227.127.78.65-1.520.0N/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
2024/10.92023/10.712022/11.142021/10.982020/10.59
2024/20.682023/20.972022/21.072021/20.762020/20.69
2024/30.962023/31.022022/31.262021/30.992020/30.77
2024/41.062023/41.242022/40.922021/41.072020/40.65
2024/51.112023/50.792022/51.082021/50.962020/50.71
2024/61.152023/60.882022/61.02021/60.982020/60.8
2024/71.132023/70.862022/71.092021/70.982020/70.85
2024/81.152023/80.922022/81.042021/80.942020/80.83
2024/91.012023/91.062022/91.042021/91.22020/91.05
N/AN/A2023/101.022022/101.172021/101.12020/100.74
N/AN/A2023/111.052022/111.02021/111.02020/110.99
N/AN/A2023/120.952022/121.072021/121.152020/121.21
  • 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: 1.25%
合約負債 QoQ YoY
24Q2 (20)0.04-33.33-33.33
24Q1 (19)0.06-25.0-53.85
23Q4 (18)0.0860.0-27.27
23Q3 (17)0.05-16.67-50.0
23Q2 (16)0.06-53.85-57.14
23Q1 (15)0.1318.18-27.78
22Q4 (14)0.1110.0-8.33
22Q3 (13)0.1-28.57-23.08
22Q2 (12)0.14-22.2227.27
22Q1 (11)0.1850.020.0
21Q4 (10)0.12-7.69-14.29
21Q3 (9)0.1318.1818.18
21Q2 (8)0.11-26.671000.0
21Q1 (7)0.157.1450.0
20Q4 (6)0.1427.27100.0
20Q3 (5)0.111000.083.33
20Q2 (4)0.01-90.00.0
20Q1 (3)0.142.860.0
19Q4 (2)0.0716.670.0
19Q3 (1)0.060.00.0

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