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)
2024/1110.560.234.94109.282.8331.58N/A-
2024/1010.540.489.8498.722.6131.7N/A-
2024/910.49-1.819.9688.181.831.280.74-
2024/810.685.547.4677.69-0.2230.860.75-
2024/710.120.534.0467.02-1.3530.00.77-
2024/610.062.447.0256.9-2.2529.530.69-
2024/59.821.86-4.6846.84-4.0428.560.71-
2024/49.646.11-5.4537.01-3.8726.620.76-
2024/39.0915.19-4.3727.37-3.327.370.67-
2024/27.89-24.07-11.3318.28-2.7627.820.66-
2024/110.398.884.9210.394.9230.00.61-
2023/129.54-5.17-10.53115.81-19.7429.20.66-
2023/1110.064.91-7.34106.27-20.4828.40.68-
2023/109.599.74-19.0896.21-21.6428.270.68-
2023/98.74-12.03-25.4186.61-21.9228.40.75-
2023/89.942.18-17.9277.87-21.529.060.74-
2023/79.723.41-25.2767.94-22.029.430.73-
2023/69.4-8.76-27.1858.21-21.4329.910.77-
2023/510.311.04-18.9448.81-20.2130.010.76-
2023/410.27.32-16.0338.5-20.5428.60.8-
2023/39.56.8-25.0728.3-22.0528.30.83-
2023/28.9-10.15-18.8918.8-20.4429.470.8-
2023/19.9-7.15-21.789.9-21.7831.430.75-
2022/1210.67-1.78-15.62144.3112.8133.380.74-
2022/1110.86-8.38-11.57133.6515.9334.430.71-
2022/1011.861.160.46122.7919.2135.680.69-
2022/911.72-3.193.78110.9321.6336.840.72-
2022/812.11-6.979.0399.2124.1538.030.7-
2022/713.010.7619.4587.1126.638.640.68-
2022/612.911.5618.9574.0927.9437.780.69-
2022/512.724.6626.1761.1830.0137.550.69-
2022/412.15-4.2224.348.4631.0635.80.72-
2022/312.6815.6128.7136.3133.4936.310.67-
2022/210.97-13.3540.2323.6336.236.270.67-
2022/112.660.1432.8912.6632.8937.580.65-
2021/1212.642.9332.54127.9232.1736.720.6-
2021/1112.284.0837.08115.2832.1335.370.62-
2021/1011.84.541.33103.031.5634.190.64-
2021/911.291.6929.6691.230.433.290.61-
2021/811.11.9145.0779.9130.532.850.61-
2021/710.890.3442.3368.828.4231.830.63-
2021/610.867.7235.8457.9126.130.710.6-
2021/510.083.1220.9747.0524.0529.70.62-
2021/49.77-0.8221.2936.9824.9227.450.67-
2021/39.8525.9626.9327.226.2827.20.59-
2021/27.82-17.8915.217.3525.9126.890.6-
2021/19.53-0.1136.329.5336.3228.020.57-
2020/129.546.4515.4796.783.8326.850.54-
2020/118.967.3111.8487.242.726.020.55-
2020/108.35-4.122.3878.281.7524.710.58-
2020/98.7113.785.0769.931.6824.020.55-
2020/87.650.0-5.2661.231.2123.30.57-
2020/77.65-4.22-8.2653.572.2123.980.55-
2020/67.99-4.066.045.924.1924.380.53-
2020/58.333.3910.4937.933.8224.150.54-
2020/48.063.788.4129.62.0922.610.58-
2020/37.7614.32-3.1621.54-0.0821.540.62-
2020/26.79-2.8316.3413.781.7322.040.6-
2020/16.99-15.38-9.326.99-9.320.0N/A-
2019/128.263.112.7693.2-4.740.0N/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
2024/110.392023/19.92022/112.662021/19.532020/16.99
2024/27.892023/28.92022/210.972021/27.822020/26.79
2024/39.092023/39.52022/312.682021/39.852020/37.76
2024/49.642023/410.22022/412.152021/49.772020/48.06
2024/59.822023/510.312022/512.722021/510.082020/58.33
2024/610.062023/69.42022/612.912021/610.862020/67.99
2024/710.122023/79.722022/713.012021/710.892020/77.65
2024/810.682023/89.942022/812.112021/811.12020/87.65
2024/910.492023/98.742022/911.722021/911.292020/98.71
2024/1010.542023/109.592022/1011.862021/1011.82020/108.35
2024/1110.562023/1110.062022/1110.862021/1112.282020/118.96
N/AN/A2023/129.542022/1210.672021/1212.642020/129.54
  • 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: 52.6%
合約負債 QoQ YoY
24Q3 (20)2.0-9.09-28.32
24Q2 (19)2.2-14.73-19.71
24Q1 (18)2.58-3.73-10.1
23Q4 (17)2.68-3.94-19.03
23Q3 (16)2.791.828.56
23Q2 (15)2.74-4.5339.8
23Q1 (14)2.87-13.29102.11
22Q4 (13)3.3128.79160.63
22Q3 (12)2.5731.12149.51
22Q2 (11)1.9638.03139.02
22Q1 (10)1.4211.8184.42
21Q4 (9)1.2723.3149.02
21Q3 (8)1.0325.6198.08
21Q2 (7)0.826.4946.43
21Q1 (6)0.7750.984.05
20Q4 (5)0.51-1.92-28.17
20Q3 (4)0.52-7.140.0
20Q2 (3)0.56-24.320.0
20Q1 (2)0.744.230.0
19Q4 (1)0.710.00.0

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