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)
2024/103.31-5.62-23.135.74-20.299.97N/A-
2024/93.5111.59-18.4632.43-19.998.960.75-
2024/83.1536.84-35.4728.92-20.177.910.85-
2024/72.3-6.41-44.9325.77-17.798.040.84-
2024/62.46-25.03-42.2823.47-13.6210.480.65-
2024/53.28-30.93-40.5621.01-8.2912.340.56-
2024/44.759.88-0.6517.731.9212.190.56-
2024/34.3238.11-17.2112.992.912.990.73-
2024/23.13-43.54-9.628.6717.0912.780.74-
2024/15.5434.7440.555.5440.5515.060.63-
2023/124.11-23.9711.2954.3721.3613.830.7-
2023/115.4125.4423.850.2522.2614.030.69-
2023/104.310.0720.1144.8522.0813.50.72-
2023/94.31-11.6810.3340.5322.2913.360.69-
2023/84.8816.7729.1136.2323.8913.310.7-
2023/74.18-1.8933.8631.3523.1213.950.66-
2023/64.26-22.824.7727.1721.6214.550.46-
2023/55.5215.4332.0522.9121.0515.510.43-
2023/44.78-8.4322.6417.417.9413.460.5-
2023/35.2250.7943.4112.6216.2512.620.53-
2023/23.46-12.1913.967.42.5511.10.6-
2023/13.946.69-5.723.94-5.7212.00.56-
2022/123.69-15.43-16.9944.8-18.8911.650.66-
2022/114.3721.79.1141.1-19.0611.860.65-
2022/103.59-8.07-14.3436.73-21.4711.270.68-
2022/93.93.34-13.4733.14-22.1710.80.65-
2022/83.7821.07-2.3929.24-23.2110.310.68-
2022/73.12-8.55-33.9725.46-25.5610.710.65-
2022/63.41-18.29-18.4422.34-24.2111.490.73-
2022/54.187.2-6.7118.93-25.1711.710.71-
2022/43.97.07-23.3314.75-29.1410.570.79-
2022/33.6419.82-33.3910.86-31.0110.860.93-
2022/23.04-27.366.577.22-29.7411.670.86-
2022/14.18-6.06-43.694.18-43.6912.630.8-
2021/124.4511.17-20.9355.23-9.2712.640.77-
2021/114.0-4.46-33.8150.78-8.0812.710.77-
2021/104.19-7.14-35.8446.78-4.9212.570.77-
2021/94.5116.58-28.9142.59-0.1813.110.67-
2021/83.87-18.1-30.5538.084.8312.780.69-
2021/74.7312.96-12.7334.2111.2413.390.66-
2021/64.18-6.55-21.0129.4816.3713.740.68-
2021/54.48-11.88-1.7925.326.2615.020.63-
2021/45.08-6.981.9520.8234.5313.390.7-
2021/35.4691.7322.5715.7450.0115.740.52訂單增加
2021/22.85-61.6232.8410.2770.2715.90.51訂單增加
2021/17.4231.8990.927.4290.9219.10.43訂單增加
2020/125.63-6.9318.0360.8821.6218.210.42-
2020/116.05-7.3921.8855.2522.018.930.41-
2020/106.532.8847.9249.222.0118.450.42-
2020/96.3513.935.3442.6718.8317.340.42-
2020/85.572.930.2136.3216.3516.290.45-
2020/75.422.2424.2630.7514.1415.270.48-
2020/65.316.1835.4225.3312.1914.840.47-
2020/54.56-8.5118.220.037.314.00.5-
2020/44.9811.8238.415.474.4911.590.6-
2020/34.46107.7915.6710.49-6.410.490.68-
2020/22.14-44.84-12.896.03-17.9610.80.66-
2020/13.89-18.45-20.523.89-20.5213.620.52-
2019/124.77-3.92.8150.0530.80.0N/A-
2019/114.9612.39-0.9245.2934.660.0N/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
2024/15.542023/13.942022/14.182021/17.422020/13.89
2024/23.132023/23.462022/23.042021/22.852020/22.14
2024/34.322023/35.222022/33.642021/35.462020/34.46
2024/44.752023/44.782022/43.92021/45.082020/44.98
2024/53.282023/55.522022/54.182021/54.482020/54.56
2024/62.462023/64.262022/63.412021/64.182020/65.3
2024/72.32023/74.182022/73.122021/74.732020/75.42
2024/83.152023/84.882022/83.782021/83.872020/85.57
2024/93.512023/94.312022/93.92021/94.512020/96.35
2024/103.312023/104.312022/103.592021/104.192020/106.53
N/AN/A2023/115.412022/114.372021/114.02020/116.05
N/AN/A2023/124.112022/123.692021/124.452020/125.63
  • 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: 9.62%
合約負債 QoQ YoY
24Q3 (20)1.42149.121675.0
24Q2 (19)0.57-1.72128.0
24Q1 (18)0.5838.126.09
23Q4 (17)0.42425.0-55.32
23Q3 (16)0.08-68.0-89.61
23Q2 (15)0.25-45.65-32.43
23Q1 (14)0.46-51.06-39.47
22Q4 (13)0.9422.0838.24
22Q3 (12)0.77108.1111.59
22Q2 (11)0.37-51.32-50.67
22Q1 (10)0.7611.76-8.43
21Q4 (9)0.68-1.45-31.31
21Q3 (8)0.69-8.0-46.51
21Q2 (7)0.75-9.64-43.18
21Q1 (6)0.83-16.16-46.1
20Q4 (5)0.99-23.26-38.12
20Q3 (4)1.29-2.270.0
20Q2 (3)1.32-14.290.0
20Q1 (2)1.54-3.750.0
19Q4 (1)1.60.00.0

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