. 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)
2024/102.316.985.5920.812.96.48N/A-
2024/91.97-11.04-11.4118.512.586.292.65-
2024/82.214.9411.4516.544.546.352.63-
2024/72.114.21-0.5214.323.556.182.7-
2024/62.02-1.09.1812.224.296.292.88-
2024/52.04-8.0-7.5410.193.376.342.86-
2024/42.227.1613.498.156.536.112.97-
2024/32.0713.97-2.025.934.145.933.2-
2024/21.82-10.591.543.857.795.913.21-
2024/12.03-0.9614.062.0314.066.143.09-
2023/122.050.16-1.4324.333.26.293.02-
2023/112.05-5.96-6.0522.273.656.452.94-
2023/102.18-1.8615.8120.224.756.392.97-
2023/92.2211.924.8918.043.556.333.24-
2023/81.99-6.334.1615.823.375.963.44-
2023/72.1214.398.8613.833.266.183.31-
2023/61.85-16.17-9.6211.712.36.023.48-
2023/52.2112.935.29.864.916.283.34-
2023/41.96-7.49-12.287.654.825.863.57-
2023/32.1218.125.685.6912.365.693.5-
2023/21.790.4336.213.5816.745.663.52-
2023/11.78-14.422.081.782.086.053.29-
2022/122.08-4.5213.1323.5723.36.153.03-
2022/112.1815.9226.7621.4924.396.183.01-
2022/101.88-11.1110.9719.324.125.913.15-
2022/92.1211.1425.9417.4225.745.972.85-
2022/81.91-2.1111.5515.325.715.92.88-
2022/71.95-5.0324.9713.428.026.12.79-
2022/62.05-2.432.911.4528.556.382.38-
2022/52.1-5.8340.19.427.646.342.39-
2022/42.2311.4546.657.324.465.552.73-
2022/32.052.2528.125.0616.685.062.85-
2022/21.32-24.731.383.0610.244.92.95-
2022/11.75-5.1618.01.7518.05.312.72-
2021/121.846.9820.0619.1218.415.262.5-
2021/111.721.4821.9517.2718.245.12.58-
2021/101.70.8745.8315.5517.845.092.58-
2021/91.68-1.5429.3813.8515.144.952.57-
2021/81.719.6643.712.1713.414.812.65-
2021/71.560.9810.4410.469.644.62.77-
2021/61.542.87-4.878.99.54.562.67-
2021/51.5-1.439.837.3613.084.582.66-
2021/41.52-2.627.765.8613.944.382.78-
2021/31.5620.4723.324.3416.284.342.67-
2021/21.3-12.387.082.7812.664.312.69-
2021/11.48-3.5118.061.4818.064.432.62-
2020/121.538.667.9416.14-3.234.112.49-
2020/111.4121.3521.1914.61-4.283.882.64-
2020/101.16-10.5-10.0613.2-6.383.652.8-
2020/91.39.34-7.7512.03-6.013.92.29-
2020/81.19-15.71-16.410.73-5.794.222.12-
2020/71.41-13.020.019.54-4.284.42.03-
2020/61.6218.792.048.13-4.994.42.14-
2020/51.37-3.29-5.696.51-6.64.042.33-
2020/41.4111.43-8.65.14-6.833.892.42-
2020/31.274.6-19.373.73-6.143.732.57-
2020/21.21-3.425.972.472.493.892.46-
2020/11.25-11.78-13.141.25-13.143.842.49-
2019/121.4222.00.2716.681.470.0N/A-
2019/111.17-9.93-0.6215.261.590.0N/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
2024/12.032023/11.782022/11.752021/11.482020/11.25
2024/21.822023/21.792022/21.322021/21.32020/21.21
2024/32.072023/32.122022/32.02021/31.562020/31.27
2024/42.222023/41.962022/42.232021/41.522020/41.41
2024/52.042023/52.212022/52.12021/51.52020/51.37
2024/62.022023/61.852022/62.052021/61.542020/61.62
2024/72.112023/72.122022/71.952021/71.562020/71.41
2024/82.212023/81.992022/81.912021/81.712020/81.19
2024/91.972023/92.222022/92.122021/91.682020/91.3
2024/102.32023/102.182022/101.882021/101.72020/101.16
N/AN/A2023/112.052022/112.182021/111.722020/111.41
N/AN/A2023/122.052022/122.082021/121.842020/121.53
  • 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: 510.53%
合約負債 QoQ YoY
24Q3 (20)30.28-1.82-9.56
24Q2 (19)30.84-4.462.05
24Q1 (18)32.28-3.0929.02
23Q4 (17)33.31-0.5147.85
23Q3 (16)33.4810.7978.46
23Q2 (15)30.2220.78113.57
23Q1 (14)25.0211.0593.2
22Q4 (13)22.5320.1121.75
22Q3 (12)18.7632.5885.19
22Q2 (11)14.159.2742.64
22Q1 (10)12.9527.4626.34
21Q4 (9)10.160.317.46
21Q3 (8)10.132.1213.31
21Q2 (7)9.92-3.2215.08
21Q1 (6)10.2518.518.36
20Q4 (5)8.65-3.243.47
20Q3 (4)8.943.710.0
20Q2 (3)8.62-0.460.0
20Q1 (2)8.663.590.0
19Q4 (1)8.360.00.0

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