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)
2024/102.33-7.29-3.7622.632.357.17N/A-
2024/92.517.334.3720.33.17.120.92-
2024/82.342.97-1.3617.792.926.630.98-
2024/72.2712.13.415.453.66.51.01-
2024/62.02-8.08-2.0313.183.646.241.17-
2024/52.29.64-1.6211.164.746.481.13-
2024/42.01-11.28-11.818.966.436.51.13-
2024/32.261.6-13.636.9513.216.951.05-
2024/22.23-9.1524.844.6833.256.691.09-
2024/12.4521.9641.952.4541.956.921.06-
2023/122.01-17.8973.126.57-11.586.881.07市場需求較同期穩定增加
2023/112.451.3839.5124.56-14.997.271.01-
2023/102.420.5431.9622.11-18.517.191.02-
2023/92.41.4336.5219.69-22.176.971.1-
2023/82.377.9520.8717.29-26.566.631.16-
2023/72.196.210.8414.92-30.876.51.18-
2023/62.07-7.7-26.412.72-34.436.581.29-
2023/52.24-1.71-39.410.65-35.797.141.19-
2023/42.28-13.11-28.98.41-34.756.691.27-
2023/32.6246.87-21.886.14-36.696.141.48-
2023/21.793.29-36.483.51-44.534.681.95-
2023/11.7348.72-50.951.73-50.954.651.96市場需求下降
2022/121.16-33.82-55.7430.05-3.564.752.08市場需求下降
2022/111.76-4.1-37.8628.891.235.351.85-
2022/101.834.01-35.0827.135.535.551.78-
2022/91.76-10.19-41.3625.310.545.91.59-
2022/81.96-9.92-29.1123.5418.386.941.35-
2022/72.18-22.48-13.1821.5826.068.681.08-
2022/62.81-24.016.4519.432.799.710.83-
2022/53.715.349.8516.5936.0310.260.78-
2022/43.2-4.5430.1312.932.529.370.86-
2022/33.3619.4233.129.6933.339.690.71-
2022/22.81-20.2333.016.3433.448.960.77-
2022/13.5234.233.793.5233.798.980.77-
2021/122.63-7.0824.6831.1619.818.270.61-
2021/112.830.1714.2128.5319.388.650.58-
2021/102.82-6.0311.9525.7119.988.590.59-
2021/93.08.5515.1222.8821.058.280.35-
2021/82.7710.3214.2219.8821.997.680.37-
2021/72.513.963.8917.1223.357.380.39-
2021/62.41-2.2123.214.6127.457.340.38-
2021/52.470.1325.6512.228.327.450.37-
2021/42.46-2.3520.959.7329.027.10.39-
2021/32.5219.3247.247.2732.07.270.4-
2021/22.11-19.7616.04.7525.126.850.43-
2021/12.6325.0733.552.6333.557.210.4-
2020/122.11-14.8812.726.0120.827.10.5-
2020/112.47-1.833.1623.921.597.60.47-
2020/102.52-3.3735.6821.4220.387.550.47-
2020/92.617.7149.7818.918.67.440.61-
2020/82.420.3444.0916.314.776.790.67-
2020/72.4123.2950.6913.8810.846.330.72客戶需求增加
2020/61.96-0.2625.5611.464.995.960.9-
2020/51.96-3.6129.799.51.565.710.94-
2020/42.0418.8715.167.54-3.865.570.96-
2020/31.71-5.99-7.465.51-9.45.511.08-
2020/21.82-7.63-4.373.79-10.255.661.05-
2020/11.975.54-15.071.97-15.075.71.05-
2019/121.870.56-11.1921.52-14.340.0N/A-
2019/111.860.05-13.7519.66-14.630.0N/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
2024/12.452023/11.732022/13.522021/12.632020/11.97
2024/22.232023/21.792022/22.812021/22.112020/21.82
2024/32.262023/32.622022/33.362021/32.522020/31.71
2024/42.012023/42.282022/43.22021/42.462020/42.04
2024/52.22023/52.242022/53.72021/52.472020/51.96
2024/62.022023/62.072022/62.812021/62.412020/61.96
2024/72.272023/72.192022/72.182021/72.512020/72.41
2024/82.342023/82.372022/81.962021/82.772020/82.42
2024/92.512023/92.42022/91.762021/93.02020/92.61
2024/102.332023/102.422022/101.832021/102.822020/102.52
N/AN/A2023/112.452022/111.762021/112.832020/112.47
N/AN/A2023/122.012022/121.162021/122.632020/122.11
  • 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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