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)
2024/111.02-1.212.011.46-12.123.05N/A-
2024/101.044.74-13.0910.44-13.33.2N/A-
2024/90.99-15.91-29.699.4-13.323.270.81-
2024/81.186.34-14.918.41-10.883.350.79-
2024/71.113.07-17.417.23-10.193.20.82-
2024/61.074.65-13.366.13-8.753.080.9-
2024/51.034.14-14.555.06-7.713.030.92-
2024/40.98-3.6-16.394.03-5.792.860.97-
2024/31.0219.47-14.653.05-1.773.051.0-
2024/20.85-26.97-7.512.036.312.791.09-
2024/11.1752.319.351.1719.352.941.03-
2023/120.77-23.38-29.1413.81-7.852.961.11-
2023/111.0-15.84-9.9313.04-6.193.60.91-
2023/101.19-15.262.412.04-5.863.980.83-
2023/91.411.7624.4410.85-6.694.130.79-
2023/81.383.2229.229.44-10.043.960.82-
2023/71.348.1217.498.06-14.53.780.86-
2023/61.243.210.616.72-18.913.620.91-
2023/51.21.9-5.725.48-22.313.570.92-
2023/41.18-1.59-14.794.28-25.973.31.0-
2023/31.229.47-24.543.1-29.483.11.13-
2023/20.92-5.75-30.151.9-32.262.991.17-
2023/10.98-9.58-34.140.98-34.143.181.1-
2022/121.08-2.61-12.5614.99-12.153.361.11-
2022/111.11-4.31-22.9913.9-12.113.411.09-
2022/101.162.96-21.7712.79-11.023.361.11-
2022/91.135.67-24.0611.62-9.783.341.11-
2022/81.07-6.13-34.1610.49-7.913.441.08-
2022/71.14-7.4-25.389.42-3.543.641.02-
2022/61.23-3.29-24.968.280.493.890.91-
2022/51.27-7.9-12.17.056.824.240.83-
2022/41.38-12.848.115.7812.144.290.82-
2022/31.5919.849.354.413.464.40.75-
2022/21.32-11.1319.822.8115.924.050.81-
2022/11.4920.0412.671.4912.674.180.79-
2021/121.24-14.244.2217.0632.064.170.74-
2021/111.45-2.7914.4515.8234.894.420.7-
2021/101.49-0.0516.8114.3737.364.60.67-
2021/91.49-8.3817.8612.8840.24.640.59-
2021/81.626.3838.0911.3943.764.790.57-
2021/71.53-6.8931.769.7744.754.620.59-
2021/61.6413.2978.418.2447.454.370.49去年同期係因Covid-19影響,本期因市場需求增加。
2021/51.4513.2794.986.641.354.180.51主係去年同期適逢新冠肺炎疫情蔓延全球,本公司受客戶停工影響延緩出貨;本年度客戶狀況穩定,故本月營業額較去年同期增加。
2021/41.28-11.8545.25.1531.213.830.56-
2021/31.4531.3246.673.8827.173.880.51-
2021/21.1-16.4420.362.4317.813.620.54-
2021/11.3211.0415.771.3215.773.780.52-
2020/121.19-5.820.0612.9216.223.730.49-
2020/111.26-0.782.2711.7318.163.80.48-
2020/101.270.8513.610.4620.423.710.5-
2020/91.267.3335.589.1921.430.0N/A-
2020/81.180.035.557.9319.440.0N/A-
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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
2024/11.172023/10.982022/11.492021/11.322020/81.18
2024/20.852023/20.922022/21.322021/21.12020/91.26
2024/31.022023/31.22022/31.592021/31.452020/101.27
2024/40.982023/41.182022/41.382021/41.282020/111.26
2024/51.032023/51.22022/51.272021/51.452020/121.19
2024/61.072023/61.242022/61.232021/61.64N/AN/A
2024/71.112023/71.342022/71.142021/71.53N/AN/A
2024/81.182023/81.382022/81.072021/81.62N/AN/A
2024/90.992023/91.412022/91.132021/91.49N/AN/A
2024/101.042023/101.192022/101.162021/101.49N/AN/A
2024/111.022023/111.02022/111.112021/111.45N/AN/A
N/AN/A2023/120.772022/121.082021/121.24N/AN/A
  • 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: 1.46%
合約負債 QoQ YoY
24Q3 (20)0.0716.670.0
24Q2 (19)0.0620.0-14.29
24Q1 (18)0.0525.00.0
23Q4 (17)0.04-42.86-50.0
23Q3 (16)0.070.0-36.36
23Q2 (15)0.0740.00.0
23Q1 (14)0.05-37.5-28.57
22Q4 (13)0.08-27.2714.29
22Q3 (12)0.1157.1422.22
22Q2 (11)0.070.0-12.5
22Q1 (10)0.070.00.0
21Q4 (9)0.07-22.22-22.22
21Q3 (8)0.0912.528.57
21Q2 (7)0.0814.2933.33
21Q1 (6)0.07-22.220
20Q4 (5)0.0928.570
20Q3 (4)0.0716.670.0
20Q2 (3)0.0600.0

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