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)
2024/111.62-2.33-8.7118.02-2.774.97N/A-
2024/101.66-2.53-13.9416.4-2.155.06N/A-
2024/91.7-0.114.2914.74-0.615.240.65-
2024/81.7-7.682.6913.04-1.225.210.65-
2024/71.8410.6210.2811.34-1.785.110.67-
2024/61.674.01.139.5-3.824.910.63-
2024/51.6-2.63-3.77.84-4.814.790.65-
2024/41.646.4316.656.23-5.14.470.69-
2024/31.5520.82-9.464.59-11.044.590.73-
2024/21.28-27.58-26.343.04-11.824.850.69-
2024/11.77-1.962.861.772.865.340.63-
2023/121.81.6810.8720.33-17.675.50.55-
2023/111.77-7.926.6818.53-19.685.320.57-
2023/101.9218.125.0516.76-21.725.210.58-
2023/91.63-1.65-9.4814.83-24.234.960.69-
2023/81.66-0.85-10.0213.21-25.724.970.69-
2023/71.671.44-6.3111.55-27.534.980.69-
2023/61.65-0.96-26.039.88-30.214.720.72-
2023/51.6617.94-31.318.23-30.994.780.71-
2023/41.41-17.39-46.036.57-30.94.850.7-
2023/31.71-1.7-30.545.16-25.185.160.67-
2023/21.741.13-15.443.45-22.25.080.68-
2023/11.725.67-28.031.72-28.035.00.69-
2022/121.62-2.16-22.4324.7-17.665.120.76-
2022/111.66-9.33-30.7423.07-17.35.290.73-
2022/101.831.77-19.0221.41-16.045.470.71-
2022/91.8-2.23-31.519.58-15.755.420.83-
2022/81.843.23-32.7717.78-13.745.850.77-
2022/71.78-19.91-33.3215.94-10.836.430.7-
2022/62.23-8.03-25.1514.16-6.877.260.63-
2022/52.42-7.32-9.8911.93-2.427.490.61-
2022/42.616.31-4.159.51-0.327.120.64-
2022/32.4619.661.516.91.26.90.65-
2022/22.05-13.922.434.441.026.530.68-
2022/12.3913.9-0.142.39-0.146.880.65-
2021/122.09-12.64-8.9329.9919.866.750.7-
2021/112.46.0-12.7927.922.777.290.65-
2021/102.26-13.9-2.7725.527.677.630.62-
2021/92.63-4.0323.4723.2431.688.040.6-
2021/82.742.3728.8320.6132.818.390.58-
2021/72.67-10.143.0917.8833.448.340.58-
2021/62.9710.7263.3515.231.888.390.6主係新增子公司、舊產品推廣及新產品發酵
2021/52.69-1.4255.6112.2325.977.830.64主係現有產品推廣及新產品發酵
2021/42.7312.5946.049.5419.567.150.7-
2021/32.4220.7520.16.8111.476.810.68-
2021/22.0-16.09-2.234.397.236.690.69-
2021/12.393.8716.722.3916.727.440.63-
2020/122.3-16.3424.6525.0215.367.380.5-
2020/112.7518.1848.9722.7214.57.20.51-
2020/102.339.3327.2619.9710.966.580.56-
2020/92.130.1221.2717.659.126.120.68-
2020/82.1313.7123.6515.527.645.810.72-
2020/71.872.6217.5413.45.475.420.77-
2020/61.825.4712.711.533.755.410.84-
2020/51.73-7.485.149.712.225.610.81-
2020/41.87-7.3916.077.981.615.930.76-
2020/32.02-1.71-3.496.11-2.16.110.66-
2020/22.050.181.594.1-1.45.940.68-
2020/12.0510.93-4.232.05-4.230.0N/A-
2019/121.85-0.02-11.9121.69-25.870.0N/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
2024/11.772023/11.722022/12.392021/12.392020/12.05
2024/21.282023/21.742022/22.052021/22.02020/22.05
2024/31.552023/31.712022/32.462021/32.422020/32.02
2024/41.642023/41.412022/42.612021/42.732020/41.87
2024/51.62023/51.662022/52.422021/52.692020/51.73
2024/61.672023/61.652022/62.232021/62.972020/61.82
2024/71.842023/71.672022/71.782021/72.672020/71.87
2024/81.72023/81.662022/81.842021/82.742020/82.13
2024/91.72023/91.632022/91.82021/92.632020/92.13
2024/101.662023/101.922022/101.832021/102.262020/102.33
2024/111.622023/111.772022/111.662021/112.42020/112.75
N/AN/A2023/121.82022/121.622021/122.092020/122.3
  • 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: 2.62%
合約負債 QoQ YoY
24Q3 (20)0.54-19.4-6.9
24Q2 (19)0.6734.06.35
24Q1 (18)0.5-32.43-25.37
23Q4 (17)0.7427.597.25
23Q3 (16)0.58-7.941.75
23Q2 (15)0.63-5.9714.55
23Q1 (14)0.67-2.948.89
22Q4 (13)0.6921.0546.81
22Q3 (12)0.573.6418.75
22Q2 (11)0.5522.2266.67
22Q1 (10)0.45-4.2660.71
21Q4 (9)0.47-2.08840.0
21Q3 (8)0.4845.45585.71
21Q2 (7)0.3317.861550.0
21Q1 (6)0.28460.0-24.32
20Q4 (5)0.05-28.57-79.17
20Q3 (4)0.07250.00.0
20Q2 (3)0.02-94.590.0
20Q1 (2)0.3754.170.0
19Q4 (1)0.240.00.0

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