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)
2024/115.87-1.7112.8367.1714.1617.85N/A-
2024/105.97-0.6716.7761.314.2918.43N/A-
2024/96.01-6.8-0.4455.3214.0319.550.32-
2024/86.45-8.9810.3449.3116.0920.060.32-
2024/77.098.6823.2742.8617.0120.30.31-
2024/66.52-2.523.6135.7715.8419.750.35-
2024/56.692.3617.6629.2514.2419.580.36-
2024/46.532.7336.7122.5613.2616.460.42-
2024/36.3678.314.1216.035.8616.030.35-
2024/23.57-41.53-28.669.677.0414.920.38-
2024/16.116.251.346.151.3416.550.34112年1月適逢農曆春節工作天數較少
2023/125.250.92-5.6364.08-12.3715.570.31-
2023/115.21.72-15.6158.83-12.9216.360.29-
2023/105.11-15.31-7.2753.63-12.6517.00.28-
2023/96.043.290.6448.51-13.1917.630.34-
2023/85.851.68-8.3542.48-14.8516.870.35-
2023/75.758.98-6.8336.63-15.816.710.35-
2023/65.28-7.2-16.1630.88-17.2815.740.36-
2023/55.6818.93-14.9325.6-17.5116.570.34-
2023/44.78-21.75-15.1119.92-18.2215.890.36-
2023/36.1122.16-16.2115.14-19.1615.140.45-
2023/25.024.035.049.03-21.0414.60.47-
2023/14.03-27.54-39.634.03-39.6315.760.43-
2022/125.56-9.74-17.1173.13-5.0117.240.39-
2022/116.1611.77-17.9467.57-3.8517.680.39-
2022/105.52-8.08-14.561.4-2.1717.90.38-
2022/96.0-5.93-17.655.89-0.7618.550.41-
2022/86.383.37-7.3249.891.7418.840.41-
2022/76.17-1.92-7.1243.513.2219.150.4-
2022/66.29-5.843.8837.345.1618.610.52-
2022/56.6818.689.9531.045.4219.60.5-
2022/45.63-22.76-12.7124.364.2417.680.55-
2022/37.2953.154.5218.7310.7118.730.48-
2022/24.76-28.7229.9111.4415.0518.150.49-
2022/16.68-0.516.376.686.3720.90.43-
2021/126.71-10.645.0176.9924.4820.680.43-
2021/117.5116.4531.9370.2826.7321.250.42-
2021/106.45-11.4118.5562.7726.1320.620.43-
2021/97.285.7917.056.3127.0620.810.42-
2021/86.883.5917.2949.0328.7119.590.45-
2021/76.649.712.6142.1530.7918.780.47-
2021/66.06-0.3330.035.534.8618.590.45-
2021/56.08-5.7914.929.4535.919.50.43-
2021/46.45-7.513.9923.3742.6917.090.49-
2021/36.9790.3556.3216.9257.8416.920.42109年3月因新冠肺炎肆虐,配合大陸當地政府停工防疫所致
2021/23.66-41.63120.829.9458.9316.340.43109年2月因新冠肺炎肆虐,配合大陸當地政府停工防疫所致
2021/16.28-1.7836.596.2836.5918.370.39-
2020/126.3912.2615.2861.85-5.8917.530.35-
2020/115.694.6410.4255.45-7.8417.360.35-
2020/105.44-12.57-4.9949.76-9.5517.530.35-
2020/96.226.0624.2744.32-10.0817.990.3-
2020/85.87-0.533.4538.09-13.9716.430.33-
2020/75.926.633.0632.23-16.5315.850.34-
2020/64.66-11.9-16.8526.33-19.9415.610.31-
2020/55.29-6.54-8.8621.67-20.5815.410.32-
2020/45.6626.84-5.6816.38-24.6811.780.42-
2020/34.46168.9-21.6410.72-31.9210.720.46-
2020/21.66-63.9-59.086.26-37.7411.80.42因新型冠狀毒肆虐,配合大陸當地政府停工防疫所致
2020/14.6-17.11-23.314.6-23.310.0N/A-
2019/125.557.53-6.9365.72-7.10.0N/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
2024/16.12023/14.032022/16.682021/16.282020/14.6
2024/23.572023/25.02022/24.762021/23.662020/21.66
2024/36.362023/36.112022/37.292021/36.972020/34.46
2024/46.532023/44.782022/45.632021/46.452020/45.66
2024/56.692023/55.682022/56.682021/56.082020/55.29
2024/66.522023/65.282022/66.292021/66.062020/64.66
2024/77.092023/75.752022/76.172021/76.642020/75.9
2024/86.452023/85.852022/86.382021/86.882020/85.87
2024/96.012023/96.042022/96.02021/97.282020/96.22
2024/105.972023/105.112022/105.522021/106.452020/105.44
2024/115.872023/115.22022/116.162021/117.512020/115.69
N/AN/A2023/125.252022/125.562021/126.712020/126.39
  • 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: 0.37%
合約負債 QoQ YoY
24Q3 (20)0.0740.040.0
24Q2 (19)0.05-16.67-28.57
24Q1 (18)0.06-60.0-40.0
23Q4 (17)0.15200.07.14
23Q3 (16)0.05-28.570.0
23Q2 (15)0.07-30.016.67
23Q1 (14)0.1-28.57-33.33
22Q4 (13)0.14180.0100.0
22Q3 (12)0.05-16.670.0
22Q2 (11)0.06-60.0-33.33
22Q1 (10)0.15114.2966.67
21Q4 (9)0.0740.016.67
21Q3 (8)0.05-44.44-44.44
21Q2 (7)0.090.0200.0
21Q1 (6)0.0950.00.0
20Q4 (5)0.06-33.330.0
20Q3 (4)0.09200.00.0
20Q2 (3)0.03-66.670.0
20Q1 (2)0.0950.00.0
19Q4 (1)0.060.00.0

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