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)
2024/100.35-7.6119.683.4514.471.11N/A-
2024/90.38-1.9836.623.113.911.160.68-
2024/80.39-3.3352.42.7211.341.170.68本月營收大幅增加係客戶需求增加所致。
2024/70.44.0741.42.336.61.150.68-
2024/60.383.2815.541.941.451.080.7-
2024/50.3712.669.391.55-1.511.010.75-
2024/40.337.19-15.451.18-4.510.880.86-
2024/30.3126.6-4.640.850.520.850.85-
2024/20.24-19.24-9.430.543.70.830.87-
2024/10.34.917.480.317.480.890.8-
2023/120.29-6.66-15.453.61-17.740.890.84-
2023/110.315.21-19.03.32-17.940.880.85-
2023/100.295.46-21.193.01-17.830.820.9-
2023/90.289.33-26.192.72-17.450.811.15-
2023/80.25-10.31-29.432.44-16.330.871.07-
2023/70.28-14.96-24.632.19-14.490.950.98-
2023/60.33-2.21-14.871.91-12.761.060.88-
2023/50.34-12.93-12.371.58-12.31.050.88-
2023/40.3920.890.561.24-12.280.980.95-
2023/30.3220.24-9.650.85-17.160.851.18-
2023/20.274.76-14.810.52-21.180.861.16-
2023/10.26-24.5-26.910.26-26.910.971.03-
2022/120.34-10.58-7.234.38-2.251.091.07-
2022/110.382.364.274.04-1.811.121.03-
2022/100.37-1.22-1.63.67-2.41.11.05-
2022/90.374.53-11.233.29-2.491.111.04-
2022/80.36-4.2-7.952.92-1.241.121.02-
2022/70.37-3.95-0.542.56-0.221.151.0-
2022/60.390.657.892.19-0.171.160.95-
2022/50.39-0.0718.381.8-1.761.130.98-
2022/40.398.65.011.41-6.151.061.05-
2022/30.3613.38-7.611.02-9.791.021.03-
2022/20.31-10.11-7.030.66-10.911.031.02-
2022/10.35-4.17-14.130.35-14.131.080.97-
2021/120.370.5119.34.4819.951.110.8-
2021/110.36-3.42.664.1220.01.160.76-
2021/100.38-10.885.423.7622.01.190.74-
2021/90.428.3912.083.3824.181.190.62-
2021/80.393.5132.052.9626.121.130.66-
2021/70.384.232.372.5725.271.060.69-
2021/60.3610.444.512.1924.131.060.59-
2021/50.33-11.366.771.8328.91.080.57-
2021/40.37-4.4610.161.535.01.090.57-
2021/30.3914.0922.581.1345.711.130.49-
2021/20.34-16.9842.230.7561.471.050.53主係因市場需求較去年同期成長所致
2021/10.4133.1481.90.4181.91.070.52因去年農曆春節在1月份工作天數減少所致
2020/120.31-13.5113.143.742.381.020.61-
2020/110.35-0.8120.43.431.521.090.57-
2020/100.36-5.258.093.08-0.271.030.6-
2020/90.3827.6929.942.72-1.280.960.67-
2020/80.33.76-9.442.34-4.950.930.69-
2020/70.28-17.72-10.482.05-4.260.940.68-
2020/60.3512.8313.281.76-3.180.990.72-
2020/50.31-8.55-9.481.42-6.490.960.74-
2020/40.346.31-5.751.11-5.630.890.8-
2020/30.3232.37-4.360.78-5.580.780.9-
2020/20.246.173.050.46-6.40.730.95-
2020/10.22-17.17-14.720.22-14.720.790.89-
2019/120.27-7.9522.553.652.530.0N/A-
2019/110.29-10.95-8.683.381.210.0N/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
2024/10.32023/10.262022/10.352021/10.412020/10.22
2024/20.242023/20.272022/20.312021/20.342020/20.24
2024/30.312023/30.322022/30.362021/30.392020/30.32
2024/40.332023/40.392022/40.392021/40.372020/40.34
2024/50.372023/50.342022/50.392021/50.332020/50.31
2024/60.382023/60.332022/60.392021/60.362020/60.35
2024/70.42023/70.282022/70.372021/70.382020/70.28
2024/80.392023/80.252022/80.362021/80.392020/80.3
2024/90.382023/90.282022/90.372021/90.422020/90.38
2024/100.352023/100.292022/100.372021/100.382020/100.36
N/AN/A2023/110.312022/110.382021/110.362020/110.35
N/AN/A2023/120.292022/120.342021/120.372020/120.31
  • 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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