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)
2024/111.92-17.1154.0422.25101.475.97N/A本月出貨量較大及112年3月起新增合併主體三江電機
2024/102.3132.59210.2220.33107.497.32N/A本月出貨量較大及112年3月起新增合併主體三江電機
2024/91.74-46.63545.7618.0299.035.821.21本月出貨量較大及112年3月起新增合併主體三江電機
2024/83.27302.811192.6416.2885.35.431.29本月出貨量較大及112年3月起新增合併主體三江電機
2024/70.81-39.87-37.7113.0152.483.561.97112年3月起新增合併主體三江電機
2024/61.35-3.650.0512.268.734.661.64112年3月起新增合併主體三江電機
2024/51.4-26.78-36.5610.8584.495.481.4112年3月起新增合併主體三江電機
2024/41.91-11.5321.299.45157.35.91.3112年3月起新增合併主體三江電機
2024/32.1618.6728.917.53259.757.530.93112年3月起新增合併主體三江電機
2024/21.82-48.63815.695.371189.926.251.12112年3月起新增合併主體三江電機
2024/13.55301.181532.663.551532.665.681.23新增三江電機營業收入
2023/120.88-28.91251.4911.93268.972.873.07本年度新增三江電機營業收入
2023/111.2466.91312.6511.04270.442.263.9本年度新增三江電機營業收入
2023/100.75176.0184.579.8265.691.276.95本年度新增三江電機營業收入
2023/90.276.814.149.05274.481.834.19本年度新增三江電機營業收入
2023/80.25-80.59-2.688.78306.962.92.63本年度新增三江電機營業收入
2023/71.3-3.42342.448.53349.344.861.57本年度新增三江電機營業收入
2023/61.35-38.91492.277.23350.65.131.12本年度新增三江電機營業收入
2023/52.2139.98775.225.88327.165.461.05本年度新增三江電機營業收入
2023/41.58-5.97401.03.67226.63.451.66本年度新增三江電機營業收入
2023/31.68742.92470.252.09158.752.093.09新增三江電機營業收入
2023/20.2-8.41-3.610.42-19.160.679.69-
2023/10.22-13.28-29.570.22-29.570.778.4-
2022/120.25-16.88-37.13.23-16.520.810.81-
2022/110.315.1-4.592.98-14.180.820.8-
2022/100.261.01-2.372.68-15.140.780.85-
2022/90.26-0.19-10.412.42-16.330.810.95-
2022/80.26-11.75-12.362.16-16.990.780.98-
2022/70.2929.28-10.071.9-17.580.770.99-
2022/60.23-9.73-21.911.6-18.830.791.13-
2022/50.25-19.86-23.141.38-18.290.861.04-
2022/40.317.015.771.12-17.120.821.1-
2022/30.2942.47-32.130.81-23.560.810.9-
2022/20.21-33.08-12.510.52-17.610.910.8-
2022/10.31-22.56-20.710.31-20.711.020.71-
2021/120.426.094.333.8712.710.980.77-
2021/110.3217.7715.553.4713.760.870.87-
2021/100.27-7.3-6.23.1613.590.850.89-
2021/90.29-2.374.912.8915.860.910.91-
2021/80.3-9.4333.252.617.220.920.91-
2021/70.3312.2411.522.315.430.950.88-
2021/60.29-11.1429.451.9816.110.920.96-
2021/50.3310.2833.661.6814.071.060.83-
2021/40.3-31.344.471.3610.160.970.91-
2021/30.4383.6716.721.0611.881.060.73-
2021/20.24-39.35-8.510.638.751.010.76-
2021/10.391.922.80.3922.81.040.74-
2020/120.3839.6569.963.44-10.970.940.66本月增69.96%,主要是外銷增加
2020/110.27-4.4-26.93.05-15.970.840.74-
2020/100.293.68-26.212.78-14.720.780.79-
2020/90.2824.0-4.682.49-13.170.790.92-
2020/80.22-24.2-23.42.22-14.120.740.98-
2020/70.2930.29-15.162.0-12.940.760.95-
2020/60.23-8.25-17.171.7-12.550.760.97-
2020/50.25-13.8-37.391.48-11.80.90.81-
2020/40.28-23.29-34.781.23-3.970.910.8-
2020/30.3743.9511.430.9511.950.950.71-
2020/20.26-18.5829.540.5712.280.80.84-
2020/10.3241.031.30.321.30.0N/A-
2019/120.22-39.94-11.773.86-7.840.0N/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
2024/13.552023/10.222022/10.312021/10.392020/10.32
2024/21.822023/20.22022/20.212021/20.242020/20.26
2024/32.162023/31.682022/30.292021/30.432020/30.37
2024/41.912023/41.582022/40.312021/40.32020/40.28
2024/51.42023/52.212022/50.252021/50.332020/50.25
2024/61.352023/61.352022/60.232021/60.292020/60.23
2024/70.812023/71.32022/70.292021/70.332020/70.29
2024/83.272023/80.252022/80.262021/80.32020/80.22
2024/91.742023/90.272022/90.262021/90.292020/90.28
2024/102.312023/100.752022/100.262021/100.272020/100.29
2024/111.922023/111.242022/110.32021/110.322020/110.27
N/AN/A2023/120.882022/120.252021/120.42020/120.38
  • 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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