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)
2024/117.47.2937.1874.9823.6721.08N/A-
2024/106.91.6937.0967.5822.3621.2N/A-
2024/96.78-9.8230.9260.6820.8822.140.74-
2024/87.52-4.024.3853.919.7222.840.71-
2024/77.834.6847.4946.3819.022.480.72-
2024/67.484.545.338.5514.5121.50.84-
2024/57.164.4521.6231.078.9420.110.89-
2024/46.8512.388.2223.915.6517.991.0-
2024/36.121.1-1.0317.054.6517.050.88-
2024/25.04-14.84-6.4310.958.1115.790.95-
2024/15.9122.324.615.9124.6116.140.93-
2023/124.84-10.34-3.2565.46-27.4815.260.89-
2023/115.397.22-2.1160.63-28.9115.60.87-
2023/105.03-2.87-16.2855.23-30.7616.260.84-
2023/95.18-14.32-24.9950.2-31.9416.541.03-
2023/86.0513.82-25.1945.02-32.6516.511.03-
2023/75.313.13-37.5638.98-33.6816.351.04-
2023/65.15-12.52-42.4833.66-33.0217.371.06-
2023/55.89-7.05-35.1428.51-30.9718.381.0-
2023/46.332.76-30.8622.63-29.817.881.03-
2023/36.1614.5-27.5316.29-29.3816.291.12-
2023/25.3813.4-19.1510.13-30.4515.131.21-
2023/14.75-5.04-39.974.75-39.9715.261.2-
2022/125.0-9.29-19.5690.2818.7416.521.0-
2022/115.51-8.28-23.1885.2822.1518.430.9-
2022/106.01-12.98-9.2279.7727.3421.00.79-
2022/96.91-14.5511.7273.7631.6623.490.73-
2022/88.08-5.028.1766.8534.1325.540.67-
2022/78.51-4.9821.2858.7735.026.540.65-
2022/68.95-1.3630.6150.2737.6327.190.71-
2022/59.08-0.9233.5641.3139.2526.750.72-
2022/49.167.7249.8632.2340.9524.330.79-
2022/38.5127.7329.8923.0737.723.070.86-
2022/26.66-15.7943.5714.5742.720.780.96-
2022/17.9127.2341.987.9141.9821.30.93-
2021/126.21-13.3734.1176.0356.9420.010.91.美國經濟復甦,需求增加。2.本期銅價維持高檔,使得售價提高。3.去年同期受疫情影響,基期較低。
2021/117.178.3753.6169.8159.3519.970.91.美國經濟復甦,需求增加。2.本期銅價維持高檔,使得售價提高。3.去年同期受疫情影響,基期較低。
2021/106.627.146.3762.6460.0419.110.941.美國經濟復甦,需求增加。2.本期銅價維持高檔,使得售價提高。3.去年同期受疫情影響,基期較低。
2021/96.18-1.9637.1656.0261.8219.50.841.美國經濟復甦,需求增加。2.本期銅價維持高檔,使得售價提高。3.去年同期受疫情影響,基期較低。
2021/86.3-10.1244.8449.8465.5120.170.811.美國經濟復甦,需求增加。2.本期銅價持續上漲,使得售價提高。3.去年同期受疫情影響,基期較低。
2021/77.012.3282.343.5469.020.670.791.美國及東南亞地區經濟復甦,需求增加。2.本期銅價持續上漲,使得售價提高。3.去年同期受疫情影響,基期較低。
2021/66.860.85121.9736.5266.6719.770.781.美國及東南亞地區經濟復甦,需求增加。2.本期銅價持續上漲,使得售價提高。3.去年同期受疫情影響,基期較低。
2021/56.811.17145.6129.6757.619.460.791.美國及東南亞地區經濟復甦,需求增加。2.本期銅價持續上漲,使得售價提高。3.去年同期受疫情影響,基期較低。
2021/46.11-6.6259.3522.8742.4317.30.89因前期受COVID19影響收入下滑,而本期經濟復甦,需求增加,加上銅價上漲,故本期較前期大幅增加。
2021/36.5541.1941.8716.7537.1116.750.74-
2021/24.64-16.7220.7610.2134.2214.840.84-
2021/15.5720.1847.955.5747.9514.870.84-
2020/124.63-0.7824.3248.44-2.1313.830.88-
2020/114.673.2616.8243.81-4.2813.70.89-
2020/104.520.3613.0539.14-6.313.380.91-
2020/94.513.5215.9834.62-8.3512.710.79-
2020/84.3513.124.5230.11-11.1411.290.88-
2020/73.8524.59-9.9325.76-13.349.71.03-
2020/63.0911.59-24.3621.91-13.919.690.94-
2020/52.77-27.87-36.6718.82-11.9111.220.81-
2020/43.84-16.87-10.5916.06-5.5512.290.74-
2020/34.6220.18-4.1912.22-3.8412.220.83-
2020/23.842.0213.397.6-3.6311.330.9-
2020/13.760.98-16.433.76-16.430.0N/A-
2019/123.73-6.76-13.5949.5-2.280.0N/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
2024/15.912023/14.752022/17.912021/15.572020/13.76
2024/25.042023/25.382022/26.662021/24.642020/23.84
2024/36.12023/36.162022/38.512021/36.552020/34.62
2024/46.852023/46.332022/49.162021/46.112020/43.84
2024/57.162023/55.892022/59.082021/56.82020/52.77
2024/67.482023/65.152022/68.952021/66.862020/63.09
2024/77.832023/75.312022/78.512021/77.012020/73.85
2024/87.522023/86.052022/88.082021/86.32020/84.35
2024/96.782023/95.182022/96.912021/96.182020/94.51
2024/106.92023/105.032022/106.012021/106.622020/104.52
2024/117.42023/115.392022/115.512021/117.172020/114.67
N/AN/A2023/124.842022/125.02021/126.212020/124.63
  • 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
合約負債 QoQ YoY

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