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)
2024/102.12-17.54-13.5523.6224.746.96N/A-
2024/92.5713.0227.3721.530.446.780.8-
2024/82.2717.36-7.918.9330.866.460.84-
2024/71.94-13.94-4.5116.6638.846.640.82-
2024/62.25-8.2922.5314.7247.667.560.72-
2024/52.45-14.0631.1612.4753.337.340.74客戶所需產品增加
2024/42.8640.5179.410.0259.967.450.73客戶所需產品增加
2024/32.03-20.7825.447.1653.337.160.78客戶所需產品增加
2024/22.570.0762.935.1368.147.350.76客戶所需產品增加
2024/12.5615.3273.72.5673.77.30.762023年1月適逢農曆春節及2024年1月客戶所需產品增加
2023/122.22-11.6935.4523.67-1.27.190.81-
2023/112.522.7356.0821.45-3.896.980.84客戶所需產品增加
2023/102.4521.511.8818.93-8.576.930.84-
2023/92.02-18.285.0316.48-10.996.510.93-
2023/82.4721.6820.0914.46-12.846.330.96-
2023/72.0310.43-13.3412.0-17.495.741.06-
2023/61.84-1.83-14.479.97-18.295.31.12-
2023/51.8717.54-5.658.13-19.115.081.17-
2023/41.59-1.75-19.436.26-22.414.791.24-
2023/31.622.89-28.514.67-23.384.671.24-
2023/21.576.68-13.863.05-20.344.691.24-
2023/11.48-10.07-26.261.48-26.264.731.23-
2022/121.641.75-14.0223.963.725.441.12-
2022/111.61-26.35-13.7122.325.315.721.06-
2022/102.1914.0519.4920.717.166.160.99-
2022/91.92-6.56-21.6918.525.866.311.03-
2022/82.05-12.1911.6616.610.366.541.0-
2022/72.348.9816.7614.5410.186.471.01-
2022/62.158.27-2.3512.29.06.111.09-
2022/51.980.375.8210.0511.786.221.07-
2022/41.98-12.8215.268.0713.346.071.09-
2022/32.2723.9812.296.112.746.11.07-
2022/21.83-8.6733.563.8313.05.741.14-
2022/12.04.85-0.922.0-0.925.781.13-
2021/121.912.1223.9623.14.925.611.15-
2021/111.871.9920.4121.193.496.151.04-
2021/101.83-25.2512.3519.322.16.121.05-
2021/92.4533.2418.0317.491.136.31.02-
2021/81.84-8.187.8515.04-1.166.041.06-
2021/72.0-8.86-15.2913.2-2.36.081.05-
2021/62.217.3529.0411.190.455.791.05-
2021/51.879.32-24.58.99-4.715.611.08-
2021/41.71-15.06-2.287.122.345.11.19-
2021/32.0247.4610.455.413.915.411.0-
2021/21.37-32.25-16.413.390.364.931.09-
2021/12.0231.1916.172.0216.175.111.05-
2020/121.54-0.8-31.0522.026.54.721.12-
2020/111.55-4.83-20.2520.4811.055.261.01-
2020/101.63-21.475.4318.9214.755.410.98-
2020/92.0821.7412.3417.2915.716.150.92-
2020/81.71-27.89-12.0115.2216.195.780.98-
2020/72.3738.8530.5813.5121.096.550.86-
2020/61.7-31.346.4411.1419.255.941.0-
2020/52.4841.537.029.4421.96.060.98-
2020/41.75-3.995.366.9617.285.221.13-
2020/31.8311.5930.865.221.935.20.99-
2020/21.64-5.8459.963.3817.595.610.92108年2月適逢春節。
2020/11.74-22.14-5.881.74-5.885.920.87-
2019/122.2314.748.8120.676.820.0N/A-
2019/111.9525.8233.618.446.580.0N/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
2024/12.562023/11.482022/12.02021/12.022020/11.74
2024/22.572023/21.572022/21.832021/21.372020/21.64
2024/32.032023/31.622022/32.272021/32.022020/31.83
2024/42.862023/41.592022/41.982021/41.712020/41.75
2024/52.452023/51.872022/51.982021/51.872020/52.48
2024/62.252023/61.842022/62.152021/62.22020/61.7
2024/71.942023/72.032022/72.342021/72.02020/72.37
2024/82.272023/82.472022/82.052021/81.842020/81.71
2024/92.572023/92.022022/91.922021/92.452020/92.08
2024/102.122023/102.452022/102.192021/101.832020/101.63
N/AN/A2023/112.522022/111.612021/111.872020/111.55
N/AN/A2023/122.222022/121.642021/121.912020/121.54
  • 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: 7.22%
合約負債 QoQ YoY
24Q3 (20)0.64357.14-3.03
24Q2 (19)0.14-67.44-68.18
24Q1 (18)0.43-36.76138.89
23Q4 (17)0.683.03209.09
23Q3 (16)0.6650.065.0
23Q2 (15)0.44144.44158.82
23Q1 (14)0.18-18.18157.14
22Q4 (13)0.22-45.0214.29
22Q3 (12)0.4135.29566.67
22Q2 (11)0.17142.86142.86
22Q1 (10)0.070.016.67
21Q4 (9)0.0716.670.0
21Q3 (8)0.06-14.29-33.33
21Q2 (7)0.0716.6716.67
21Q1 (6)0.06-14.290.0
20Q4 (5)0.07-22.2240.0
20Q3 (4)0.0950.00.0
20Q2 (3)0.060.00.0
20Q1 (2)0.0620.00.0
19Q4 (1)0.050.00.0

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