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)
2024/105.973.25-15.9756.192.8717.43N/A-
2024/95.781.67-2.150.235.6916.590.47-
2024/85.6810.76-3.8444.456.7915.90.49-
2024/75.130.763.4238.768.5516.350.48-
2024/65.09-16.94-8.3933.639.3816.380.48-
2024/56.1318.7210.8428.5413.317.210.46-
2024/45.16-12.711.9122.4113.9916.740.47-
2024/35.924.4614.317.2518.1817.250.37-
2024/25.66-0.227.7111.3420.3117.020.37-
2024/15.67-0.1813.745.6713.7418.950.34-
2023/125.68-25.1410.2967.97.4120.380.29-
2023/117.596.9524.3462.217.1520.60.28-
2023/107.120.39.1854.625.1318.910.31-
2023/95.9-0.13-12.8947.524.5516.770.36-
2023/85.9119.1316.6841.627.6116.430.37-
2023/74.96-10.748.3335.716.2416.050.38-
2023/65.560.510.1530.755.9116.150.34-
2023/55.539.1529.1325.195.0215.770.35-
2023/45.07-2.15.0919.66-0.2114.670.37-
2023/35.1716.720.0914.6-1.9314.60.4-
2023/24.43-11.12-9.729.42-3.014.580.4-
2023/14.99-3.23.854.993.8516.250.36-
2022/125.15-15.6113.5363.2112.9717.760.32-
2022/116.11-6.085.0958.0612.9219.380.29-
2022/106.5-4.0225.1751.9513.9218.340.31-
2022/96.7833.7812.0845.4512.4816.420.4-
2022/85.0610.616.3838.6712.5514.690.45-
2022/74.58-9.245.7533.6113.5413.910.47-
2022/65.0517.829.7229.0314.8714.150.48-
2022/54.28-11.16-3.3823.9916.0214.270.48-
2022/44.82-6.760.7619.721.3114.90.46-
2022/35.175.2721.7714.8829.8914.880.42-
2022/24.912.2458.889.7134.6814.250.44因代工訂單增加,故業績提升
2022/14.85.8116.534.816.5315.150.42-
2021/124.54-21.88-0.9555.9540.6315.540.37-
2021/115.8111.858.7351.4146.0417.050.34-
2021/105.19-14.0523.5245.652.7216.00.36因代工訂單增加,故業績提升
2021/96.0426.9758.7540.4157.5115.130.33因代工訂單增加,故業績提升
2021/84.769.9536.1934.3657.313.690.37因代工訂單增加,故業績提升
2021/74.33-5.8355.729.661.3213.360.38因代工訂單增加,故業績提升
2021/64.63.7357.7525.2762.3213.810.3因代工訂單增加,故業績提升
2021/54.43-7.3451.3220.6763.3713.460.31因代工訂單增加,故業績提升
2021/44.7812.6690.5316.2467.012.120.34因代工訂單增加,故業績提升
2021/34.2537.3670.5511.4658.8111.460.34因代工訂單增加,故業績提升
2021/23.09-25.0138.557.2152.6311.80.33因代工訂單增加,故業績提升
2021/14.12-10.0665.224.1265.2214.050.28因代工訂單增加,故業績提升
2020/124.58-14.2424.3439.7818.5714.130.28-
2020/115.3427.0854.035.217.8613.360.29由於大陸雙11銷售增長, 故帶動整體11月業績成長
2020/104.2110.4548.5229.8613.1111.510.34-
2020/93.818.9234.8225.658.8510.080.53-
2020/83.525.723.9821.845.329.190.58-
2020/72.78-4.59-4.7418.352.388.620.62-
2020/62.91-0.4818.6215.573.778.350.62-
2020/52.9316.6613.3412.650.867.930.66-
2020/42.510.856.159.72-2.377.230.72-
2020/32.4911.580.257.21-5.027.210.75-
2020/22.23-10.57-4.114.73-7.588.410.65-
2020/12.49-32.31-10.482.49-10.489.650.56-
2019/123.696.2135.7233.557.10.0N/A-
2019/113.4722.5629.2629.874.380.0N/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
2024/15.672023/14.992022/14.82021/14.122020/12.49
2024/25.662023/24.432022/24.912021/23.092020/22.23
2024/35.922023/35.172022/35.172021/34.252020/32.49
2024/45.162023/45.072022/44.822021/44.782020/42.51
2024/56.132023/55.532022/54.282021/54.432020/52.93
2024/65.092023/65.562022/65.052021/64.62020/62.91
2024/75.132023/74.962022/74.582021/74.332020/72.78
2024/85.682023/85.912022/85.062021/84.762020/83.5
2024/95.782023/95.92022/96.782021/96.042020/93.81
2024/105.972023/107.12022/106.52021/105.192020/104.21
N/AN/A2023/117.592022/116.112021/115.812020/115.34
N/AN/A2023/125.682022/125.152021/124.542020/124.58
  • 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: 13.72%
合約負債 QoQ YoY
24Q3 (20)1.070.0-15.75
24Q2 (19)1.0767.1921.59
24Q1 (18)0.64-26.44-24.71
23Q4 (17)0.87-31.511.54
23Q3 (16)1.2744.3232.29
23Q2 (15)0.883.536.02
23Q1 (14)0.858.9721.43
22Q4 (13)0.78-18.7521.88
22Q3 (12)0.9615.6612.94
22Q2 (11)0.8318.57-3.49
22Q1 (10)0.79.38-33.33
21Q4 (9)0.64-24.71-20.0
21Q3 (8)0.85-1.16-14.14
21Q2 (7)0.86-18.16.17
21Q1 (6)1.0531.2532.91
20Q4 (5)0.8-19.1912.68
20Q3 (4)0.9922.220.0
20Q2 (3)0.812.530.0
20Q1 (2)0.7911.270.0
19Q4 (1)0.710.00.0

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