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)
2024/1119.050.369.1214.286.6158.5N/A-
2024/1018.98-7.35-0.61195.246.3759.99N/A-
2024/920.48-0.265.82176.267.1961.250.9-
2024/820.541.526.18155.787.3760.460.92-
2024/720.232.721.12135.247.5558.570.95-
2024/619.695.588.72115.028.7756.281.0-
2024/518.653.998.195.328.7755.181.02-
2024/417.94-3.532.8176.678.9457.210.98-
2024/318.59-10.0914.9358.7410.9658.740.92-
2024/220.686.2529.2440.149.2159.940.9-
2024/119.46-1.69-6.2219.46-6.2256.720.95-
2023/1219.813.422.26220.7913.3656.350.95-
2023/1117.46-8.5712.99200.9914.5855.90.95-
2023/1019.09-1.3415.08183.5314.7457.790.92-
2023/919.350.0714.59164.4414.758.70.86-
2023/819.34-3.319.59145.0814.7157.450.88-
2023/720.010.4411.3125.7415.5455.370.91-
2023/618.114.9719.99105.7416.3852.810.96-
2023/517.25-1.0926.6687.6315.6650.871.0-
2023/417.447.8316.2370.3813.2549.621.02-
2023/316.181.110.3952.9312.352.930.95-
2023/216.0-22.914.0136.7613.1656.120.9-
2023/120.767.221.3920.7621.3955.560.91-
2022/1219.3625.3218.39194.7611.4851.40.97-
2022/1115.45-6.884.29175.410.7748.931.02-
2022/1016.59-1.771.84159.9511.4451.130.97-
2022/916.89-4.2915.0143.3612.6752.510.85-
2022/817.65-1.820.34126.4712.3650.710.88-
2022/717.9719.0641.12108.8311.1746.690.96-
2022/615.0910.8146.2890.856.6943.721.0-
2022/513.62-9.243.7675.761.2343.281.01-
2022/415.012.423.5562.140.6945.040.97-
2022/314.65-4.744.3747.13-0.1847.130.96-
2022/215.38-10.02-2.2932.48-2.148.830.93-
2022/117.14.55-1.9317.1-1.9348.260.94-
2021/1216.3510.390.34174.69-0.3947.450.93-
2021/1114.81-9.062.2158.34-0.4745.790.96-
2021/1016.2910.919.3143.53-0.7445.640.97-
2021/914.690.14-0.79127.24-1.8942.080.92-
2021/814.6615.15-12.34112.55-2.0337.721.03-
2021/712.7323.42-20.9197.89-0.2736.181.07-
2021/610.32-21.39-28.2685.153.7637.941.1-
2021/513.13-9.43-0.5774.8410.5741.661.0-
2021/414.493.2322.6361.7113.2744.280.94-
2021/314.04-10.8313.9747.2210.6847.220.93-
2021/215.74-9.6912.1733.189.3449.480.89-
2021/117.436.986.9117.436.9148.220.91-
2020/1216.312.4412.84175.3911.0945.690.89-
2020/1114.49-2.7415.2159.0910.9144.20.92-
2020/1014.90.6613.06144.610.546.440.88-
2020/914.8-11.58.79129.710.2147.630.79-
2020/816.733.8919.56114.8910.447.210.8-
2020/716.111.9416.1798.168.9743.690.87-
2020/614.388.958.0182.067.6739.40.87-
2020/513.211.75.4867.687.5937.340.92-
2020/411.82-4.06-4.8254.488.1238.170.9-
2020/312.32-12.231.8142.6612.3542.660.82-
2020/214.04-13.938.8130.3417.2944.780.78-
2020/116.3112.9225.7216.3125.720.0N/A-
2019/1214.4414.7910.19157.8812.090.0N/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
2024/119.462023/120.762022/117.12021/117.432020/116.31
2024/220.682023/216.02022/215.382021/215.742020/214.04
2024/318.592023/316.182022/314.652021/314.042020/312.32
2024/417.942023/417.442022/415.012021/414.492020/411.82
2024/518.652023/517.252022/513.622021/513.132020/513.2
2024/619.692023/618.112022/615.092021/610.322020/614.38
2024/720.232023/720.02022/717.972021/712.732020/716.1
2024/820.542023/819.342022/817.652021/814.662020/816.73
2024/920.482023/919.352022/916.892021/914.692020/914.8
2024/1018.982023/1019.092022/1016.592021/1016.292020/1014.9
2024/1119.052023/1117.462022/1115.452021/1114.812020/1114.49
N/AN/A2023/1219.82022/1219.362021/1216.352020/1216.3
  • 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: 8.48%
合約負債 QoQ YoY
24Q3 (20)0.892.30.0
24Q2 (19)0.87-4.4-5.43
24Q1 (18)0.910.0-10.78
23Q4 (17)0.912.25-7.14
23Q3 (16)0.89-3.26-3.26
23Q2 (15)0.92-9.88.24
23Q1 (14)1.024.0825.93
22Q4 (13)0.986.5240.0
22Q3 (12)0.928.2437.31
22Q2 (11)0.854.9454.55
22Q1 (10)0.8115.7176.09
21Q4 (9)0.74.48112.12
21Q3 (8)0.6721.82103.03
21Q2 (7)0.5519.5766.67
21Q1 (6)0.4639.3943.75
20Q4 (5)0.330.06.45
20Q3 (4)0.330.00.0
20Q2 (3)0.333.120.0
20Q1 (2)0.323.230.0
19Q4 (1)0.310.00.0

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