. 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)
2024/100.63-36.45-12.5616.1517.182.36N/A-
2024/91.038.2753.515.5218.832.970.18客戶需求調整
2024/80.72-42.1217.5914.5217.013.410.16-
2024/71.25-13.213.2613.816.984.330.12-
2024/61.44-12.32-46.5712.5517.365.630.21-
2024/51.64-35.6924.2511.1138.875.120.23-
2024/42.55173.06161.599.4741.775.940.2客戶需求調整
2024/30.93-61.9-8.476.9221.296.920.32-
2024/22.45-30.63133.935.9927.777.60.29客戶需求調整
2024/13.53119.28-2.813.53-2.815.740.39-
2023/121.61171.57172.8815.998.262.931.21客戶需求調整
2023/110.59-18.25-37.1914.381.41.971.8-
2023/100.7311.5626.3913.784.161.991.78-
2023/90.655.9310.5513.063.152.370.36-
2023/80.61-44.2534.3112.412.794.410.19-
2023/71.1-59.0553.7411.791.545.110.17客戶需求調整
2023/62.69103.89-24.0110.69-1.314.990.17-
2023/51.3235.3711.278.09.73.320.25-
2023/40.97-4.4673.976.689.43.040.27客戶需求調整
2023/31.02-2.61-70.185.72.875.70.33客戶需求調整
2023/21.05-71.186.774.68120.675.270.36受客戶營業規模擴增致銷貨成長
2023/13.64515.71218.633.64218.635.170.37受客戶營業規模擴增致銷貨成長
2022/120.59-37.49-9.1914.7726.662.111.63-
2022/110.9464.5191.5514.1828.782.111.63受客戶需求增加致銷貨成長
2022/100.57-2.413.7613.2325.841.622.12-
2022/90.5928.69-33.0912.6627.061.760.8-
2022/80.46-36.1817.1712.0732.894.720.3-
2022/70.72-79.76-22.4811.6133.65.440.26-
2022/63.54198.59254.3410.83101.635.290.09因客戶營業規模擴增致營收成長
2022/51.19111.6566.137.2966.735.170.1因客戶營業規模擴增致營收成長
2022/40.56-83.6227.216.1166.854.960.1受客戶營業規模擴增致銷貨成長
2022/33.42248.74171.495.5572.275.550.1受客戶營業規模擴增致銷貨成長
2022/20.98-14.060.492.128.392.770.19本月受客戶業務需求增加致銷貨成長
2022/11.1475.46-15.251.14-15.250.0N/A-
2021/120.650.078.2211.6661.40.0N/A受主要客戶營業規模擴增致銷貨成長。
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股價
長短期營收
營收年增率
  • 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: 28.18%
合約負債 QoQ YoY
24Q3 (20)0.623.33-39.81
24Q2 (19)0.6-48.283.45
24Q1 (18)1.1627.4746.84
23Q4 (17)0.91-11.65160.0
23Q3 (16)1.0377.59186.11
23Q2 (15)0.58-26.583.57
23Q1 (14)0.79125.7179.55
22Q4 (13)0.35-2.78-5.41
22Q3 (12)0.36-35.71-49.3
22Q2 (11)0.5627.27-30.86
22Q1 (10)0.4418.9237.5
21Q4 (9)0.37-47.8923.33
21Q3 (8)0.71-12.350
21Q2 (7)0.81153.120
21Q1 (6)0.326.670
20Q4 (5)0.300

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