. 愛玩股

   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)
2024/104.1224.8849.2331.6917.6410.58N/A-
2024/93.34.420.527.5714.0310.050.0-
2024/83.16-11.8614.8824.2713.210.090.0-
2024/73.597.3331.3421.1112.969.780.0-
2024/63.3417.224.4417.529.818.970.0-
2024/52.852.666.8714.186.858.680.0-
2024/42.78-9.068.4211.336.858.590.0-
2024/33.0510.937.028.556.358.550.0-
2024/22.750.336.775.55.978.230.0-
2024/12.740.545.192.745.198.230.0-
2023/122.73-1.03.2132.435.278.250.0-
2023/112.76-0.193.6829.75.468.260.0-
2023/102.760.842.9426.945.658.250.0-
2023/92.74-0.466.5824.185.968.220.0-
2023/82.750.757.1121.445.888.170.0-
2023/72.731.78.2218.695.718.080.0-
2023/62.690.645.415.965.297.920.0-
2023/52.674.150.3813.275.278.080.0-
2023/42.56-10.244.510.66.577.990.0-
2023/32.8510.678.658.047.258.040.0-
2023/22.58-1.147.425.196.57.830.0-
2023/12.61-1.345.592.615.597.910.0-
2022/122.64-0.5410.8630.89.967.990.01-
2022/112.66-0.9111.9928.169.887.910.01-
2022/102.684.4114.6425.59.677.820.01-
2022/92.570.024.2122.829.117.660.01-
2022/82.571.88.2920.259.767.640.01-
2022/72.52-0.956.8117.689.987.730.01-
2022/62.55-4.1417.7915.1510.537.660.0-
2022/52.668.4313.0212.619.177.740.0-
2022/42.45-6.686.629.958.187.480.0-
2022/32.639.4213.737.58.77.50.0-
2022/22.4-2.825.224.876.177.260.0-
2022/12.473.587.112.477.117.230.0-
2021/122.380.457.5528.019.217.10.0-
2021/112.371.437.325.639.377.180.0-
2021/102.34-5.086.6723.259.597.180.0-
2021/92.473.9412.4220.919.927.20.0-
2021/82.370.419.5218.459.66.90.0-
2021/72.369.228.3616.079.616.880.0-
2021/62.16-8.020.4913.719.836.810.01-
2021/52.352.2813.0111.5511.776.960.01-
2021/42.3-0.4510.879.211.466.890.01-
2021/32.311.249.096.911.656.90.0-
2021/22.28-1.0810.944.5912.996.80.0-
2021/12.314.0115.12.3115.16.740.0-
2020/122.220.219.2825.656.866.620.0-
2020/112.210.839.323.436.636.60.0-
2020/102.190.038.3121.226.366.550.0-
2020/92.191.267.619.026.146.540.0-
2020/82.17-0.648.5316.835.956.50.0-
2020/72.181.2910.1114.665.586.410.0-
2020/62.153.447.2912.484.836.310.0-
2020/52.080.357.6410.334.336.270.0-
2020/42.07-2.052.28.253.536.250.0-
2020/32.122.956.596.183.986.180.0-
2020/22.062.638.024.062.676.090.0-
2020/12.0-1.24-2.292.0-2.296.060.0-
2019/122.030.235.4824.05.610.0N/A-
2019/112.02-0.074.4221.975.620.0N/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
2024/12.742023/12.612022/12.472021/12.312020/12.0
2024/22.752023/22.582022/22.42021/22.282020/22.06
2024/33.052023/32.852022/32.632021/32.312020/32.12
2024/42.782023/42.562022/42.452021/42.32020/42.07
2024/52.852023/52.672022/52.662021/52.352020/52.08
2024/63.342023/62.692022/62.552021/62.162020/62.15
2024/73.592023/72.732022/72.522021/72.362020/72.18
2024/83.162023/82.752022/82.572021/82.372020/82.17
2024/93.32023/92.742022/92.572021/92.472020/92.19
2024/104.122023/102.762022/102.682021/102.342020/102.19
N/AN/A2023/112.762022/112.662021/112.372020/112.21
N/AN/A2023/122.732022/122.642021/122.382020/122.22
  • 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: 18.49%
合約負債 QoQ YoY
24Q3 (20)1.44336.36269.23
24Q2 (19)0.3332.0-26.67
24Q1 (18)0.25-30.56-41.86
23Q4 (17)0.36-7.69-32.08
23Q3 (16)0.39-13.33-29.09
23Q2 (15)0.454.6540.62
23Q1 (14)0.43-18.8759.26
22Q4 (13)0.53-3.6435.9
22Q3 (12)0.5571.8857.14
22Q2 (11)0.3218.52-17.95
22Q1 (10)0.27-30.773.85
21Q4 (9)0.3911.4344.44
21Q3 (8)0.35-10.2620.69
21Q2 (7)0.3950.034.48
21Q1 (6)0.26-3.7-10.34
20Q4 (5)0.27-6.93.85
20Q3 (4)0.290.00.0
20Q2 (3)0.290.00.0
20Q1 (2)0.2911.540.0
19Q4 (1)0.260.00.0

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