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)
2024/1117.2412.0918.38149.884.5346.99N/A-
2024/1015.387.0924.46133.63.7144.01N/A-
2024/914.360.695.76118.221.5142.010.49-
2024/814.266.558.46103.850.9439.740.52-
2024/713.3910.6912.6189.59-0.1540.640.51-
2024/612.09-20.23-7.6676.2-2.142.820.43-
2024/515.16-2.5615.8964.11-0.9743.490.43-
2024/415.5621.915.4248.95-5.2435.040.53-
2024/312.7689.97-18.7433.39-9.5133.390.53-
2024/26.72-51.68-49.9820.62-2.6733.340.53-
2024/113.919.3179.2813.9179.2841.190.43茲因去年適逢農曆過年導致工作天數減少,故營收降低。
2023/1212.72-12.6710.16156.1-18.2539.640.4-
2023/1114.5717.85-1.56143.38-20.0840.50.39-
2023/1012.36-8.99-13.01128.82-21.739.090.4-
2023/913.583.26-16.28116.46-22.538.620.44-
2023/813.1510.63-26.31102.88-23.2538.140.45-
2023/711.89-9.24-31.9289.73-23.3738.070.45-
2023/613.10.11-31.9377.84-21.8840.940.4-
2023/513.08-11.36-35.7964.74-19.4743.550.37-
2023/414.76-6.03-12.0451.66-13.9443.90.37-
2023/315.7116.93-17.0936.9-14.6736.90.49-
2023/213.4373.216.8321.19-12.7832.740.56-
2023/17.76-32.82-39.397.76-39.3934.10.53-
2022/1211.55-21.96-33.07190.962.9240.550.56-
2022/1114.84.14-14.05179.416.6145.230.51-
2022/1014.21-12.42-20.74164.538.9248.280.47-
2022/916.22-9.1-12.33150.2812.8851.530.46-
2022/817.852.219.19134.0616.9554.550.44-
2022/717.46-9.2511.31117.119.1557.080.42-
2022/619.24-5.5524.9599.6420.6456.40.55-
2022/520.3721.430.3480.419.6556.10.55-
2022/416.78-11.425.1960.0316.4147.230.66-
2022/318.9564.7817.3743.2421.4443.240.72-
2022/211.5-10.1576.4724.324.8241.550.75不銹鋼價上漲及出貨量成長
2022/112.8-25.81-1.1712.8-1.1747.270.66-
2021/1217.250.2-2.68185.5226.6152.390.56-
2021/1117.22-3.9616.12168.2730.6453.650.55-
2021/1017.93-3.1243.67151.0632.5352.780.56-
2021/918.513.230.52133.1331.1750.540.56-
2021/816.354.218.21114.6331.2747.430.6-
2021/715.691.8627.5998.2833.7346.720.61-
2021/615.4-1.4838.1982.5934.9646.980.6-
2021/515.63-2.0152.1967.1934.2447.730.59與去年同期差異主因係因疫情趨緩且重要子公司建錩(中国)精密不銹鋼營運漸入佳境,因此整體營收較去年大幅成長。
2021/415.95-1.1747.5351.5629.638.610.73-
2021/316.14147.762.7835.6122.8735.610.68-
2021/26.52-49.6863.9219.4646.6337.190.65全球疫情影響
2021/112.95-26.9539.2412.9539.2445.50.53-
2020/1217.7319.58-9.43146.52-13.5245.030.4-
2020/1114.8318.81-17.54128.8-14.0541.480.44-
2020/1012.48-11.98-12.15113.97-13.5840.480.45-
2020/914.182.52-8.83101.49-13.7540.30.43-
2020/813.8312.46-0.8487.32-14.537.260.46-
2020/712.2910.321.4973.49-16.6633.710.51-
2020/611.148.49-26.7361.2-19.5532.230.47-
2020/510.27-5.01-34.3850.05-17.7636.790.42-
2020/410.81-31.143.7539.78-12.030.490.5-
2020/315.7295.129.1728.98-16.6928.980.57-
2020/23.97-57.26-46.9213.27-34.9432.850.5-
2020/19.3-52.49-27.999.3-27.990.0N/A-
2019/1219.578.8731.85169.442.980.0N/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
2024/113.912023/17.762022/112.82021/112.952020/19.3
2024/26.722023/213.432022/211.52021/26.522020/23.97
2024/312.762023/315.712022/318.952021/316.142020/315.7
2024/415.562023/414.762022/416.782021/415.952020/410.81
2024/515.162023/513.082022/520.372021/515.632020/510.27
2024/612.092023/613.12022/619.242021/615.42020/611.14
2024/713.392023/711.892022/717.462021/715.692020/712.29
2024/814.262023/813.152022/817.852021/816.352020/813.83
2024/914.362023/913.582022/916.222021/918.52020/914.18
2024/1015.382023/1012.362022/1014.212021/1017.932020/1012.48
2024/1117.242023/1114.572022/1114.82021/1117.222020/1114.83
N/AN/A2023/1212.722022/1211.552021/1217.252020/1217.73
  • 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: 13.17%
合約負債 QoQ YoY
24Q3 (20)2.4425.77101.65
24Q2 (19)1.9413.4527.63
24Q1 (18)1.71-7.07-9.04
23Q4 (17)1.8452.07-31.85
23Q3 (16)1.21-20.39-48.73
23Q2 (15)1.52-19.15-63.46
23Q1 (14)1.88-30.37-46.29
22Q4 (13)2.714.41-11.76
22Q3 (12)2.36-43.27-53.45
22Q2 (11)4.1618.8637.75
22Q1 (10)3.514.3836.19
21Q4 (9)3.06-39.6476.88
21Q3 (8)5.0767.8875.43
21Q2 (7)3.0217.5170.62
21Q1 (6)2.5748.5551.18
20Q4 (5)1.73-40.14-19.91
20Q3 (4)2.8963.280.0
20Q2 (3)1.774.120.0
20Q1 (2)1.7-21.30.0
19Q4 (1)2.160.00.0

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