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)
2024/101.478.5618.6612.73-2.044.3N/A-
2024/91.35-8.336.0111.26-4.224.11.58-
2024/81.4816.32-5.879.91-5.473.91.66-
2024/71.279.984.758.43-5.43.861.67-
2024/61.15-19.79-8.127.16-6.993.711.64-
2024/51.4429.050.886.01-6.773.881.57-
2024/41.12-15.73-12.224.57-8.953.451.77-
2024/31.3231.12-1.993.45-7.853.451.79-
2024/21.01-9.73-28.442.13-11.153.251.9-
2024/11.12-0.513.631.1213.633.441.8-
2023/121.12-6.13-33.6115.32-43.693.561.58-
2023/111.2-3.33-30.6614.19-44.363.711.52-
2023/101.24-3.0-49.3213.0-45.354.091.38-
2023/91.28-18.61-49.4711.76-44.94.061.6通貨澎脹所導致的需求下滑,客戶庫存上升,致訂單及出貨減少
2023/81.5729.45-37.2610.48-44.284.041.6-
2023/71.21-3.53-58.658.91-45.363.91.66通貨澎脹所導致的需求下滑,客戶庫存上升,致出貨減少
2023/61.26-11.94-47.947.7-42.443.951.69-
2023/51.4312.29-37.096.44-41.244.051.66-
2023/41.27-5.91-43.045.02-42.324.031.66-
2023/31.35-4.26-39.23.75-42.073.751.96-
2023/21.4143.35-30.172.39-43.574.091.8-
2023/10.98-41.87-55.740.98-55.744.41.67通貨澎脹所導致的需求下滑,客戶庫存上升,致訂單及出貨減少
2022/121.69-1.95-26.1827.211.255.861.24-
2022/111.73-29.36-23.2725.5115.136.71.09-
2022/102.44-3.275.5123.7819.477.470.98-
2022/92.531.0417.9121.3421.317.961.07-
2022/82.5-14.6816.5718.8121.787.851.08-
2022/72.9321.4730.6916.3122.627.611.11-
2022/62.416.4118.5413.3820.986.911.48-
2022/52.271.6623.8910.9621.536.721.53-
2022/42.230.439.98.720.946.471.58-
2022/32.229.947.666.4725.276.471.47-
2022/22.02-9.1539.024.2437.016.541.46-
2022/12.22-3.0335.232.2235.236.771.41-
2021/122.291.9-2.7324.4514.556.861.42-
2021/112.25-2.8536.4922.1616.76.711.45-
2021/102.328.0936.1319.9114.826.611.48-
2021/92.14-0.112.0317.5912.56.531.31-
2021/82.15-4.3424.315.4512.576.421.33-
2021/72.2410.1719.2313.310.886.111.4-
2021/62.0411.2135.8811.069.335.91.26-
2021/51.83-9.8130.69.024.715.921.25-
2021/42.03-1.6226.567.19-0.315.551.34-
2021/32.0641.976.85.16-8.05.161.4-
2021/21.45-11.62-24.83.1-15.775.461.33-
2021/11.64-30.26-5.781.64-5.785.651.28-
2020/122.3643.0117.621.34-11.35.711.11-
2020/111.65-3.11-8.5918.99-13.935.261.2-
2020/101.7-11.04-10.8917.34-14.45.341.18-
2020/91.9110.83-4.215.63-14.775.521.09-
2020/81.73-8.24-14.3513.72-16.065.111.18-
2020/71.8825.56-18.8412.0-16.34.781.26-
2020/61.56.89-23.0810.11-15.814.51.39-
2020/51.4-12.6-42.198.62-14.44.941.26-
2020/41.6-16.97-11.497.21-5.585.471.14-
2020/31.93-0.04-11.345.61-3.745.611.05-
2020/21.9310.728.983.680.785.681.03-
2020/11.75-12.94-6.961.75-6.965.551.06-
2019/122.0111.15-9.9824.06-8.250.0N/A-
2019/111.8-5.55-5.6522.06-8.090.0N/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
2024/11.122023/10.982022/12.222021/11.642020/11.75
2024/21.012023/21.412022/22.022021/21.452020/21.93
2024/31.322023/31.352022/32.222021/32.062020/31.93
2024/41.122023/41.272022/42.232021/42.032020/41.6
2024/51.442023/51.432022/52.272021/51.832020/51.4
2024/61.152023/61.262022/62.412021/62.042020/61.5
2024/71.272023/71.212022/72.932021/72.242020/71.88
2024/81.482023/81.572022/82.52021/82.152020/81.73
2024/91.352023/91.282022/92.532021/92.142020/91.91
2024/101.472023/101.242022/102.442021/102.322020/101.7
N/AN/A2023/111.22022/111.732021/112.252020/111.65
N/AN/A2023/121.122022/121.692021/122.292020/122.36
  • 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

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。