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)
2024/110.16-35.2210.931.52-15.150.53N/A-
2024/100.2490.32278.191.36-17.40.5N/A增加土方工程營收
2024/90.131.38-27.751.12-29.40.380.55-
2024/80.13-0.23-28.660.99-29.610.440.47-
2024/70.13-33.46-2.030.86-29.740.410.52-
2024/60.19113.45-24.180.74-32.990.420.43-
2024/50.09-37.99-39.740.55-35.580.410.44-
2024/40.14-16.970.970.46-34.710.350.51-
2024/30.17345.14-50.510.32-43.730.320.6減少土方工程營收
2024/20.04-62.82-22.780.14-32.60.260.74-
2024/10.1-9.15-35.640.1-35.640.360.53-
2023/120.11-19.07-57.821.91-57.420.320.4減少土方工程營收
2023/110.14120.82-71.811.79-57.390.380.34減少土方工程營收
2023/100.06-63.64-85.081.65-55.430.420.31減少土方工程營收
2023/90.180.11-60.871.58-51.520.480.17減少土方工程營收
2023/80.1837.0-67.041.41-50.020.560.14減少土方工程營收
2023/70.13-48.5-57.411.23-46.020.530.15減少土方工程營收
2023/60.2569.64-34.51.1-44.270.540.06-
2023/50.153.91-64.30.85-46.610.640.05減少土方工程營收
2023/40.14-59.31-71.780.7-40.420.540.06減少土方工程營收
2023/30.35594.6216.750.56-17.130.560.53-
2023/20.05-69.01-76.030.21-43.890.480.62減少土方工程營收
2023/10.16-40.45-4.00.16-4.00.940.32-
2022/120.27-45.92-15.514.4839.431.210.32-
2022/110.516.8914.774.245.571.390.28-
2022/100.43-4.643.053.751.091.420.27增加土方工程營收
2022/90.45-15.6746.323.2760.991.290.44增加土方工程營收
2022/80.5477.0240.12.8263.621.220.47增加土方工程營收
2022/70.3-20.7927.422.2870.351.10.52增加土方工程營收
2022/60.38-7.5398.781.9879.621.30.46增加土方工程營收
2022/50.41-17.8584.541.5975.561.220.49增加土方工程營收
2022/40.568.32217.811.1872.621.010.59增加土方工程營收
2022/30.342.5614.550.6828.890.680.94-
2022/20.2124.12103.280.3843.030.70.91增加土方工程營收
2022/10.17-47.594.560.174.560.930.69-
2021/120.32-26.5336.243.21515.541.180.47增加土方工程營收
2021/110.444.95383.732.89913.971.170.47增加土方工程營收
2021/100.4235.39441.732.451162.021.110.5增加土方工程營收
2021/90.31-19.261837.892.031638.220.930.43增加土方工程營收
2021/80.3861.0961.031.721606.660.810.49增加土方工程營收
2021/70.2423.55906.091.341966.110.650.61增加土方工程營收
2021/60.19-14.152310.151.12574.550.570.63增加土方工程營收
2021/50.2241.4610038.00.912638.160.640.56增加土方工程營收
2021/40.16-39.32806.580.682109.940.520.69增加土方工程營收
2021/30.26152.995152.310.533797.850.530.27增加土方工程營收
2021/20.1-36.155246.110.263007.740.50.28增加土方工程營收
2021/10.16-31.712355.920.162355.920.490.29增加土方工程營收
2020/120.24160.82727.510.52199.720.40.54增加土方工程營收
2020/110.0917.53222.110.2895.890.181.2增加土方工程營收
2020/100.08384.31682.960.1965.540.131.7增加土方工程營收
2020/90.02-55.7950.660.128.810.084.63增加土方工程營收
2020/80.0452.66325.730.14.220.075.17增加土方工程營收
2020/70.02195.9823.140.06-26.610.0310.35-
2020/60.01261.08-17.470.04-40.440.0311.57-
2020/50.0-87.34-68.380.03-44.170.0212.98被動元件營收減少
2020/40.02251.512.780.03-40.940.0213.13-
2020/30.0157.51-69.840.01-63.480.0123.74被動元件營收減少
2020/20.0-70.66-59.190.01-58.330.048.62被動元件營收減少
2020/10.01-76.99-58.140.01-58.140.0N/A被動元件營收減少
2019/120.031.52125.010.17-50.20.0N/A主動元件營收減少
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
2024/10.12023/10.162022/10.172021/10.162020/10.01
2024/20.042023/20.052022/20.212021/20.12020/20.0
2024/30.172023/30.352022/30.32021/30.262020/30.0
2024/40.142023/40.142022/40.52021/40.162020/40.02
2024/50.092023/50.152022/50.412021/50.222020/50.0
2024/60.192023/60.252022/60.382021/60.192020/60.01
2024/70.132023/70.132022/70.32021/70.242020/70.02
2024/80.132023/80.182022/80.542021/80.382020/80.04
2024/90.132023/90.182022/90.452021/90.312020/90.02
2024/100.242023/100.062022/100.432021/100.422020/100.08
2024/110.162023/110.142022/110.52021/110.442020/110.09
N/AN/A2023/120.112022/120.272021/120.322020/120.24
  • 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: 1.42%
合約負債 QoQ YoY
24Q3 (20)0.090.00.0
24Q2 (19)0.090.00.0
24Q1 (18)0.090.00.0
23Q4 (17)0.090.00.0
23Q3 (16)0.090.00.0
23Q2 (15)0.090.00.0
23Q1 (14)0.090.00.0
22Q4 (13)0.090.00.0
22Q3 (12)0.090.00.0
22Q2 (11)0.090.00.0
22Q1 (10)0.090.00.0
21Q4 (9)0.090.00.0
21Q3 (8)0.090.00.0
21Q2 (7)0.090.00.0
21Q1 (6)0.090.00.0
20Q4 (5)0.090.00.0
20Q3 (4)0.090.00.0
20Q2 (3)0.090.00.0
20Q1 (2)0.090.00.0
19Q4 (1)0.090.00.0

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