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)
2024/114.625.960.5951.262.6813.53N/A-
2024/104.36-4.24-4.046.642.8913.7N/A-
2024/94.55-4.96-1.2442.283.6614.190.6-
2024/84.79-1.271.6737.734.2914.830.58-
2024/74.85-6.477.9132.944.6814.930.57-
2024/65.195.9310.4928.094.1414.660.56-
2024/54.96.913.5122.92.814.10.58-
2024/44.58-0.919.6818.012.6113.060.63-
2024/34.6219.66-4.2113.430.413.430.58-
2024/23.86-21.86-15.198.813.0212.990.6-
2024/14.9418.1823.84.9423.813.720.57-
2023/124.18-8.87-4.654.1-14.3913.310.63-
2023/114.591.11-3.1949.92-15.1213.740.61-
2023/104.54-1.495.145.33-16.1613.860.6-
2023/94.61-2.14-5.3740.79-18.0113.810.57-
2023/84.714.783.436.18-19.3813.90.57-
2023/74.5-4.24-5.0231.47-21.9513.920.57-
2023/64.69-0.74-1.6726.97-24.2113.60.62-
2023/54.7313.28-13.8222.28-27.713.730.62-
2023/44.18-13.47-31.8217.55-30.7113.560.63-
2023/34.835.93-30.5213.37-30.3513.370.71-
2023/24.5514.06-13.188.55-30.2512.930.74-
2023/13.99-8.93-43.023.99-43.0213.120.73-
2022/124.38-7.53-32.1663.19-10.8713.450.73-
2022/114.749.78-30.3258.81-8.7413.930.7-
2022/104.32-11.31-26.054.07-6.1913.740.71-
2022/94.876.93-20.4549.75-3.9614.160.79-
2022/84.55-3.75-21.5344.88-1.7414.060.8-
2022/74.73-0.87-18.1540.321.1315.00.75-
2022/64.77-13.0-8.2735.594.416.390.88-
2022/55.49-10.38-10.9130.816.6818.560.77-
2022/46.12-11.825.5525.3311.4618.320.78-
2022/36.9532.388.8219.213.4919.20.65-
2022/25.25-25.141.3512.2616.3118.720.67-
2022/17.018.4930.777.0130.7720.280.62-
2021/126.46-5.0719.6170.945.0219.10.47-
2021/116.8116.5839.3264.4448.1818.770.48-
2021/105.84-4.6631.6457.6449.317.770.51-
2021/96.125.4745.0351.851.5917.710.56產品價格上漲,客戶需要量增加
2021/85.810.3935.1945.6752.5116.790.59產品價格上漲,客戶需求增加
2021/75.7811.129.1439.8755.4117.150.58產品價格上漲,客戶需求增加
2021/65.2-15.5125.5834.0960.9717.170.63產品價格上漲
2021/56.166.1781.6828.8869.5818.350.59產品價格上漲
2021/45.8-9.0958.4122.7266.5717.360.62客戶需求量增加,產品價格上漲
2021/36.3823.2965.7416.9269.5716.920.46客戶需求量增加,產品價格上漲
2021/25.18-3.4197.9710.5471.9815.940.49客戶需求量增加,產品價格上漲
2021/15.36-0.7552.635.3652.6315.650.5客戶需求量增加,產品價格上漲
2020/125.410.5647.3748.891.5114.720.4-
2020/114.8810.1525.9843.49-2.2513.540.44-
2020/104.435.0318.4438.6-4.9512.950.46-
2020/94.22-1.68-6.5734.17-7.3312.990.32-
2020/84.29-4.16.5729.95-7.4312.920.32-
2020/74.488.0326.5325.65-9.4312.010.34-
2020/64.1422.22-0.2721.18-14.5611.20.35-
2020/53.39-7.42-25.2417.03-17.4410.90.36-
2020/43.66-4.88-17.4613.64-15.2410.130.39-
2020/33.8547.27-3.319.98-14.49.980.59-
2020/22.61-25.53-23.86.13-20.159.790.6-
2020/13.51-4.17-17.23.51-17.20.0N/A-
2019/123.66-5.49-9.3748.16-10.310.0N/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
2024/14.942023/13.992022/17.012021/15.362020/13.51
2024/23.862023/24.552022/25.252021/25.182020/22.61
2024/34.622023/34.832022/36.952021/36.382020/33.85
2024/44.582023/44.182022/46.122021/45.82020/43.66
2024/54.92023/54.732022/55.492021/56.162020/53.39
2024/65.192023/64.692022/64.772021/65.22020/64.14
2024/74.852023/74.52022/74.732021/75.782020/74.48
2024/84.792023/84.712022/84.552021/85.812020/84.29
2024/94.552023/94.612022/94.872021/96.122020/94.22
2024/104.362023/104.542022/104.322021/105.842020/104.43
2024/114.622023/114.592022/114.742021/116.812020/114.88
N/AN/A2023/124.182022/124.382021/126.462020/125.4
  • 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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