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)
2024/100.836.0912.748.284.672.54N/A-
2024/90.78-16.7319.697.453.852.611.31-
2024/80.933.588.056.672.272.751.24-
2024/70.9-1.2619.395.741.392.631.3-
2024/60.9112.2325.464.84-1.382.541.33-
2024/50.810.26-1.843.92-6.052.451.38-
2024/40.81-1.4821.563.11-7.12.241.51-
2024/30.8237.35-18.812.3-14.242.31.4-
2024/20.6-31.4-31.691.47-11.452.141.5-
2024/10.8730.6211.120.8711.122.421.33-
2023/120.67-23.46-27.789.45-38.862.281.39-
2023/110.8719.49-25.998.78-39.572.261.4-
2023/100.7312.62-39.167.91-40.772.251.41-
2023/90.65-24.83-52.187.17-40.932.270.91客戶調整庫存,導致訂單減少。
2023/80.8614.45-33.296.52-39.512.350.88-
2023/70.763.75-43.45.66-40.362.310.9-
2023/60.73-12.19-50.754.9-39.872.220.98客戶調整庫存,導致訂單減少。
2023/50.8324.17-36.114.18-37.462.510.86-
2023/40.67-34.21-54.563.35-37.782.560.85客戶調整庫存,導致訂單減少。
2023/31.0115.57-25.582.68-31.482.680.78-
2023/20.8811.6-22.191.67-34.642.590.8-
2023/10.79-15.11-44.540.79-44.542.90.72-
2022/120.93-21.56-24.4615.46-0.743.310.7-
2022/111.18-1.76-7.2614.531.283.740.62-
2022/101.2-11.48-13.5413.352.113.860.6-
2022/91.364.877.7212.153.983.990.73-
2022/81.3-2.89-1.6910.793.524.110.71-
2022/71.33-9.72-8.099.494.284.110.71-
2022/61.4813.92-3.798.166.634.250.75-
2022/51.3-11.68-15.176.689.264.130.77-
2022/41.477.7412.795.3817.413.960.8-
2022/31.3620.8411.343.9119.253.910.8-
2022/21.13-20.4624.822.5523.963.770.83-
2022/11.4215.6123.291.4223.293.920.8-
2021/121.23-3.79.315.5829.983.890.74-
2021/111.27-8.4123.5714.3532.123.930.74-
2021/101.3910.2914.8613.0733.023.970.73-
2021/91.26-4.39.6411.6835.574.030.77-
2021/81.32-9.224.610.4239.574.310.72-
2021/71.45-5.5156.669.142.044.520.69本月營收較去年同期增加係因出貨量增加所致
2021/61.540.4578.277.6539.574.370.68本月營收較去年同期增加係因出貨量增加所致
2021/51.5317.4262.156.1132.344.060.73本月營收較去年同期增加係因出貨量增加所致
2021/41.36.3635.244.5824.693.430.87-
2021/31.2235.4720.153.2820.943.280.76-
2021/20.9-21.439.842.0621.423.180.78-
2021/11.152.532.391.1532.393.30.75-
2020/121.128.8631.2911.98-0.063.370.56-
2020/111.03-14.8711.1510.86-2.463.390.55-
2020/101.215.2814.889.83-3.73.420.55-
2020/91.158.7620.478.62-5.843.140.56-
2020/81.0614.15-4.417.47-8.912.850.62-
2020/70.937.52-21.516.41-9.622.730.65-
2020/60.86-8.63-8.075.48-7.242.770.64-
2020/50.94-2.05-3.54.62-7.082.930.6-
2020/40.96-5.5-2.933.68-7.962.810.63-
2020/31.0223.85-11.22.71-9.622.710.66-
2020/20.82-5.313.591.69-8.652.550.7-
2020/10.871.65-17.840.87-17.842.650.67-
2019/120.86-7.8314.4111.9916.060.0N/A-
2019/110.93-12.012.7511.1316.190.0N/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
2024/10.872023/10.792022/11.422021/11.152020/10.87
2024/20.62023/20.882022/21.132021/20.92020/20.82
2024/30.822023/31.012022/31.362021/31.222020/31.02
2024/40.812023/40.672022/41.472021/41.32020/40.96
2024/50.812023/50.832022/51.32021/51.532020/50.94
2024/60.912023/60.732022/61.482021/61.542020/60.86
2024/70.92023/70.762022/71.332021/71.452020/70.93
2024/80.932023/80.862022/81.32021/81.322020/81.06
2024/90.782023/90.652022/91.362021/91.262020/91.15
2024/100.832023/100.732022/101.22021/101.392020/101.21
N/AN/A2023/110.872022/111.182021/111.272020/111.03
N/AN/A2023/120.672022/120.932021/121.232020/121.12
  • 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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