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)
2024/101.2-15.42-29.4814.53-14.174.11N/A-
2024/91.41-5.66-24.213.33-12.474.470.3-
2024/81.5-3.74-13.1111.92-10.834.810.28-
2024/71.56-11.19-21.6910.42-10.494.910.27-
2024/61.759.23-10.868.87-8.194.950.26-
2024/51.60.69-21.287.11-7.54.570.29-
2024/41.5916.35-16.735.51-2.543.830.34-
2024/31.3758.64-7.793.924.713.920.56-
2024/20.86-48.74-24.772.5512.954.010.55-
2024/11.6814.852.031.6852.035.110.43本期出貨量增加。
2023/121.47-24.9611.220.35-31.125.120.61-
2023/111.9515.3234.7718.88-33.15.510.57-
2023/101.7-9.08-17.7716.93-36.785.280.59-
2023/91.868.13-0.2115.23-38.365.580.77-
2023/81.72-13.24-16.3513.37-41.485.680.76-
2023/71.991.08-6.7911.65-43.985.990.72-
2023/61.97-3.52-18.939.66-48.235.921.01-
2023/52.046.51-32.267.69-52.615.441.1本期出貨量減少。
2023/41.9128.84-43.275.65-57.244.551.32本期出貨量減少。
2023/31.4929.42-57.613.74-62.023.742.15本期出貨量減少
2023/21.153.59-60.652.26-64.453.572.25本期出貨量減少
2023/11.11-16.02-67.691.11-67.693.882.07本期出貨量減少
2022/121.32-9.05-54.9929.55-12.234.831.98本期出貨量減少
2022/111.45-29.64-56.728.23-8.165.381.78本期出貨量減少。
2022/102.0610.33-35.1526.78-2.225.991.6-
2022/91.87-9.36-39.0324.722.096.061.5-
2022/82.06-3.33-32.2622.858.056.621.37-
2022/72.13-12.07-24.4620.7914.837.571.2-
2022/62.43-19.39-9.7818.6622.18.810.76-
2022/53.01-10.812.616.2328.99.890.68-
2022/43.37-3.7326.4413.2233.39.790.68-
2022/33.520.1536.739.8535.829.850.57-
2022/22.92-14.9342.186.3435.329.280.61-
2022/13.4316.9729.983.4329.989.710.58-
2021/122.93-12.4954.8533.6770.959.460.48本期出貨量增加。
2021/113.355.3786.830.7472.669.590.47本期出貨量增加。
2021/103.183.7277.9527.3971.079.290.49本期出貨量增加。
2021/93.060.776.7324.2170.218.930.49本期出貨量增加。
2021/83.047.891.3221.1569.38.550.52本期出貨量增加。
2021/72.825.080.718.166.098.180.54本期出貨量增加。
2021/62.690.6155.6315.2863.658.030.48本期出貨量增加。
2021/52.670.1657.4512.5965.477.90.49本期出貨量增加。
2021/42.674.0965.019.9267.777.280.53本期出貨量增加
2021/32.5624.9472.867.2568.817.250.44本期出貨量增加。
2021/22.05-22.23111.034.6966.676.580.48本期出貨量增加。
2021/12.6439.3543.252.6443.256.320.5-
2020/121.895.5573.9519.724.215.470.49本期銷售量增加。
2020/111.790.385.5917.820.545.310.5-
2020/101.793.0112.616.0122.485.110.52-
2020/91.739.019.1914.2223.854.890.56-
2020/81.591.816.2912.4926.24.880.56-
2020/71.56-9.555.7710.929.754.990.55-
2020/61.731.7947.829.3434.865.040.46-
2020/51.74.9633.887.6132.234.80.48-
2020/41.629.0530.755.9131.774.070.56-
2020/31.4852.5356.734.332.154.30.53本月營收較去年同期增加主係因出貨量增加所致。
2020/20.97-47.2112.362.8122.063.90.58-
2020/11.8469.2127.891.8427.894.630.49-
2019/121.09-35.9223.5815.8631.970.0N/A-
2019/111.77.0443.1914.7732.630.0N/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
2024/11.682023/11.112022/13.432021/12.642020/11.84
2024/20.862023/21.152022/22.922021/22.052020/20.97
2024/31.372023/31.492022/33.52021/32.562020/31.48
2024/41.592023/41.912022/43.372021/42.672020/41.62
2024/51.62023/52.042022/53.012021/52.672020/51.7
2024/61.752023/61.972022/62.432021/62.692020/61.73
2024/71.562023/71.992022/72.132021/72.822020/71.56
2024/81.52023/81.722022/82.062021/83.042020/81.59
2024/91.412023/91.862022/91.872021/93.062020/91.73
2024/101.22023/101.72022/102.062021/103.182020/101.79
N/AN/A2023/111.952022/111.452021/113.352020/111.79
N/AN/A2023/121.472022/121.322021/122.932020/121.89
  • 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: 1.15%
合約負債 QoQ YoY
24Q3 (20)0.08-20.014.29
24Q2 (19)0.111.11150.0
24Q1 (18)0.09-10.050.0
23Q4 (17)0.142.86400.0
23Q3 (16)0.0775.0-36.36
23Q2 (15)0.04-33.33-33.33
23Q1 (14)0.06200.0100.0
22Q4 (13)0.02-81.82-94.12
22Q3 (12)0.1183.33-50.0
22Q2 (11)0.06100.0-50.0
22Q1 (10)0.03-91.18-88.89
21Q4 (9)0.3454.5554.55
21Q3 (8)0.2283.33-8.33
21Q2 (7)0.12-55.56-45.45
21Q1 (6)0.2722.73-3.57
20Q4 (5)0.22-8.33-29.03
20Q3 (4)0.249.090.0
20Q2 (3)0.22-21.430.0
20Q1 (2)0.28-9.680.0
19Q4 (1)0.310.00.0

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