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)
2024/100.516.37-13.354.71-14.271.41N/A-
2024/90.43-12.2-40.44.21-14.371.360.21-
2024/80.4910.49-9.693.78-9.911.380.2-
2024/70.44-2.18-10.683.29-9.951.340.21-
2024/60.452.04-19.652.85-9.831.360.17-
2024/50.44-5.24-22.852.4-7.711.440.16-
2024/40.47-11.98-1.531.96-3.421.470.16-
2024/30.5312.14-4.331.49-4.01.490.14-
2024/20.47-2.71-4.250.96-3.821.690.12-
2024/10.49-33.31-3.390.49-3.391.750.12-
2023/120.7335.0640.86.7629.831.840.11-
2023/110.54-6.169.546.0328.621.830.11-
2023/100.58-19.9630.375.4930.861.830.11-
2023/90.7233.0461.024.9130.921.750.13本期因專案驗收,致一次性硬體銷售增加
2023/80.549.2818.214.226.861.60.14-
2023/70.49-12.019.263.6628.241.630.14-
2023/60.56-2.0225.053.1629.771.610.14-
2023/50.5720.9424.352.630.841.60.14-
2023/40.47-14.4829.392.0332.81.520.15-
2023/30.5512.2330.51.5533.881.550.13-
2023/20.49-1.8345.111.035.831.510.13-
2023/10.5-2.827.810.527.811.510.13-
2022/120.525.08-8.655.2112.131.450.17-
2022/110.4911.6737.684.6915.021.380.17-
2022/100.44-1.1415.034.1912.841.340.18-
2022/90.45-2.3332.123.7512.591.320.14-
2022/80.4610.2626.043.3110.391.320.14-
2022/70.41-7.73-19.72.858.231.320.14-
2022/60.45-2.5716.842.4415.051.280.13-
2022/50.4625.8427.561.9914.651.250.14-
2022/40.37-13.752.211.5311.241.130.15-
2022/30.4224.797.141.1614.441.160.16-
2022/20.34-13.5315.350.7319.141.30.14-
2022/10.39-30.5422.620.3922.621.320.14-
2021/120.5758.3928.654.6413.71.310.1-
2021/110.36-6.694.64.0811.891.090.12-
2021/100.3811.0626.223.7212.641.090.12-
2021/90.35-4.742.213.3411.521.220.22-
2021/80.36-29.7619.813.012.71.260.21-
2021/70.5234.256.722.6311.781.260.21-
2021/60.386.364.042.1213.091.10.19-
2021/50.360.8318.061.7315.321.130.19-
2021/40.36-12.2217.831.3815.621.060.2-
2021/30.4138.3924.941.0214.861.020.25-
2021/20.3-8.090.550.629.031.030.25-
2021/10.32-23.1118.190.3218.191.080.24-
2020/120.4222.06-43.04.061.221.060.27本月營收較去年同期減少,主係去年同期純網銀專案完成簽約,依照IFRS專案工時一次性認列營收較高所致。
2020/110.3412.585.753.6411.110.980.29-
2020/100.3-10.0613.183.311.690.940.31-
2020/90.3411.6518.553.011.551.120.24-
2020/80.3-37.4330.232.6610.711.160.23-
2020/70.4830.8780.452.368.621.160.23係本月認列硬體收入較去年同期增加
2020/60.3720.7-22.271.87-1.50.980.29-
2020/50.310.6433.631.55.430.940.3-
2020/40.3-6.9328.781.20.020.920.3-
2020/30.3311.37-36.460.89-7.050.890.27-
2020/20.298.0328.850.5726.941.30.18-
2020/10.27-62.9224.940.2724.941.330.18-
2019/120.73126.4766.644.0115.430.0N/A係本月專案收入較去年同期增加。
2019/110.3220.49-25.283.288.010.0N/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
2024/10.492023/10.52022/10.392021/10.322020/10.27
2024/20.472023/20.492022/20.342021/20.32020/20.29
2024/30.532023/30.552022/30.422021/30.412020/30.33
2024/40.472023/40.472022/40.372021/40.362020/40.3
2024/50.442023/50.572022/50.462021/50.362020/50.31
2024/60.452023/60.562022/60.452021/60.382020/60.37
2024/70.442023/70.492022/70.412021/70.522020/70.48
2024/80.492023/80.542022/80.462021/80.362020/80.3
2024/90.432023/90.722022/90.452021/90.352020/90.34
2024/100.52023/100.582022/100.442021/100.382020/100.3
N/AN/A2023/110.542022/110.492021/110.362020/110.34
N/AN/A2023/120.732022/120.522021/120.572020/120.42
  • 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: 12.68%
合約負債 QoQ YoY
24Q3 (20)0.2717.3912.5
24Q2 (19)0.2321.059.52
24Q1 (18)0.19-13.64-9.52
23Q4 (17)0.22-8.33-8.33
23Q3 (16)0.2414.294.35
23Q2 (15)0.210.0-4.55
23Q1 (14)0.21-12.5-4.55
22Q4 (13)0.244.3526.32
22Q3 (12)0.234.550.0
22Q2 (11)0.220.015.79
22Q1 (10)0.2215.79-8.33
21Q4 (9)0.19-17.39-17.39
21Q3 (8)0.2321.05-11.54
21Q2 (7)0.19-20.83-45.71
21Q1 (6)0.244.35-33.33
20Q4 (5)0.23-11.54-20.69
20Q3 (4)0.26-25.710.0
20Q2 (3)0.35-2.780.0
20Q1 (2)0.3624.140.0
19Q4 (1)0.290.00.0

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。