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)
2024/100.329.5811.342.36-12.970.76N/A-
2024/90.23-2.061.372.06-15.640.770.45-
2024/80.24-22.752.361.83-17.390.780.45-
2024/70.325.6935.281.59-19.680.780.45-
2024/60.245.7519.51.29-26.710.670.52-
2024/50.2316.78-15.761.05-32.740.670.52-
2024/40.2-20.65-35.110.82-36.330.570.61-
2024/30.2595.85-43.680.62-36.710.620.47-
2024/20.13-49.02-52.50.37-31.070.510.56訂單減少
2024/10.2577.23-10.480.25-10.480.570.51-
2023/120.14-21.47-59.853.03-48.650.590.56訂單減少
2023/110.18-33.65-56.862.89-47.950.670.49訂單減少
2023/100.2717.98-40.612.71-47.230.730.45-
2023/90.23-1.1-48.732.44-47.870.680.59-
2023/80.232.08-58.282.21-47.780.660.61訂單減少
2023/70.2311.03-60.21.98-46.210.70.57訂單減少
2023/60.2-25.46-44.431.76-43.670.780.58-
2023/50.27-10.04-33.661.56-43.571.010.44-
2023/40.3-31.13-54.31.28-45.31.010.45訂單減少
2023/30.4465.2-35.710.98-41.770.980.58-
2023/20.27-3.92-45.310.54-45.90.890.64-
2023/10.28-20.51-46.460.28-46.461.040.55-
2022/120.35-15.62-53.445.9-21.331.210.49訂單減少
2022/110.41-8.66-30.695.55-17.761.310.45-
2022/100.451.86-37.05.14-16.511.450.41-
2022/90.44-19.51-36.674.68-13.811.560.42-
2022/80.55-2.631.844.24-10.431.480.45-
2022/70.5755.05-29.323.69-12.011.340.49-
2022/60.37-11.02-37.663.12-7.931.440.58-
2022/50.41-38.02-41.252.76-1.731.760.48-
2022/40.66-3.1132.62.3511.351.830.46-
2022/30.6840.5324.661.694.761.690.5-
2022/20.49-5.9549.661.0-5.51.750.49-
2022/10.52-30.88-29.830.52-29.831.860.46-
2021/120.7525.6222.197.50.632.060.44-
2021/110.6-16.98-8.446.75-1.292.010.45-
2021/100.722.3923.546.15-0.531.960.46-
2021/90.729.4312.535.43-3.032.040.46-
2021/80.54-32.4340.474.73-4.971.930.48-
2021/70.836.7610.034.19-8.782.080.45-
2021/60.59-16.1511.943.39-12.321.780.53-
2021/50.739.89-1.012.81-16.111.750.54-
2021/40.5-8.91-17.242.11-20.151.370.69-
2021/30.5568.71-5.561.61-21.011.610.42-
2021/20.32-55.9-46.531.06-27.161.670.41-
2021/10.7420.37-13.310.74-13.312.00.34-
2020/120.61-5.88-32.577.45-15.181.840.34-
2020/110.6512.03-20.726.84-13.171.850.34-
2020/100.58-6.72-42.06.19-12.291.590.4-
2020/90.6261.56-12.185.6-7.381.740.32-
2020/80.39-47.07-52.384.98-6.741.640.34訂單減少
2020/70.7339.1415.924.61.391.960.28-
2020/60.52-25.85-19.53.87-0.931.830.32-
2020/50.7116.95-13.033.352.771.890.31-
2020/40.63.94-4.732.648.011.790.32-
2020/30.58-4.48-14.152.0412.472.040.3-
2020/20.61-28.5142.751.4628.312.370.26-
2020/10.85-6.3719.660.8519.662.580.24-
2019/120.9110.6635.588.7819.350.0N/A-
2019/110.82-18.0476.637.8717.730.0N/A訂單增加
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
2024/10.252023/10.282022/10.522021/10.742020/10.85
2024/20.132023/20.272022/20.492021/20.322020/20.61
2024/30.252023/30.442022/30.682021/30.552020/30.58
2024/40.22023/40.32022/40.662021/40.52020/40.6
2024/50.232023/50.272022/50.412021/50.72020/50.71
2024/60.242023/60.22022/60.372021/60.592020/60.52
2024/70.32023/70.232022/70.572021/70.82020/70.73
2024/80.242023/80.232022/80.552021/80.542020/80.39
2024/90.232023/90.232022/90.442021/90.72020/90.62
2024/100.32023/100.272022/100.452021/100.722020/100.58
N/AN/A2023/110.182022/110.412021/110.62020/110.65
N/AN/A2023/120.142022/120.352021/120.752020/120.61
  • 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

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。