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)
2024/101.19-1.77-24.3912.89-21.493.68N/A-
2024/91.21-6.13-28.9811.7-21.193.830.81-
2024/81.29-3.89-26.2310.49-20.183.970.78-
2024/71.34-0.96-25.39.21-19.263.990.78-
2024/61.353.45-23.447.87-18.134.030.78-
2024/51.31-5.11-24.46.52-16.943.960.8-
2024/41.388.06-6.15.21-14.843.810.83-
2024/31.279.92-25.783.84-17.593.840.87-
2024/21.16-17.56-26.772.56-12.813.940.84-
2024/11.412.113.421.413.424.260.78-
2023/121.38-6.84-9.6919.276.834.420.770.449.85-
2023/111.48-5.77-16.7517.898.354.750.720.089.41-
2023/101.57-7.74-10.9116.4211.375.010.680.869.33-
2023/91.7-2.48-1.6114.8514.45.230.771.08.55-
2023/81.74-2.680.1113.1516.865.30.761.247.55-
2023/71.791.4915.4111.4119.925.280.761.026.31-
2023/61.762.1514.179.6120.84.960.981.275.29-
2023/51.7317.8619.117.8522.44.910.990.714.02-
2023/41.47-14.5813.46.1223.374.761.021.173.31-
2023/31.728.4618.54.6626.884.661.140.972.14-
2023/21.5816.4278.932.9432.344.461.191.211.17因去年2月有春節年假,所以去年營業額較低
2023/11.36-10.841.551.361.554.661.14-0.04-0.04-
2022/121.52-14.1215.7918.0419.615.061.040.810.61-
2022/111.770.8333.5916.5119.985.261.0-0.469.81-
2022/101.761.8845.2314.7418.535.231.01.2910.27-
2022/91.73-0.7725.4612.9815.645.021.042.038.97-
2022/81.7412.1823.1111.2514.274.841.081.146.94-
2022/71.550.414.419.5112.794.551.150.875.81-
2022/61.556.5716.977.9612.484.291.191.24.93-
2022/51.4512.2113.626.4111.444.191.220.283.74-
2022/41.29-10.744.754.9610.823.621.411.073.46-
2022/31.4563.7719.133.6713.143.671.281.252.39-
2022/20.88-33.92-1.622.229.543.541.330.531.14-
2022/11.341.6518.441.3418.443.981.180.610.61-
2021/121.32-0.9222.4715.0824.023.860.990.465.95-
2021/111.339.6129.9913.7624.173.920.970.435.48-
2021/101.21-11.9815.7512.4323.584.00.950.595.05-
2021/91.38-2.6320.6711.2224.494.150.790.684.49-
2021/81.414.2527.099.8525.054.090.80.473.81-
2021/71.362.6516.28.4324.713.950.830.593.33-
2021/61.323.5113.517.0826.493.830.750.672.75-
2021/51.283.4613.865.7529.93.730.770.482.08-
2021/41.231.516.034.4835.333.350.860.311.6-
2021/31.2235.2336.973.2444.483.240.810.621.29-
2021/20.9-20.4419.522.0349.393.10.850.280.67-
2021/11.135.1186.461.1386.463.230.820.390.39去年因COVID-19疫情及春節假期影響,導致去年營收較今年減少。
2020/121.075.1531.0212.16-4.253.140.820.424.77-
2020/111.02-2.3812.8611.08-6.683.210.80.584.36-
2020/101.05-8.243.5610.06-8.293.30.780.393.78-
2020/91.142.540.369.01-9.53.420.770.173.39-
2020/81.11-4.67-0.977.87-10.773.440.760.63.22-
2020/71.170.284.556.76-12.23.450.760.582.62-
2020/61.163.834.665.59-15.043.350.740.262.04-
2020/51.125.431.284.43-19.053.070.80.771.78-
2020/41.0619.82-10.493.31-24.212.70.910.211.0-
2020/30.8918.01-24.442.25-29.332.251.140.180.8-
2020/20.7524.11-15.821.36-32.22.181.180.260.61-
2020/10.61-26.13-45.390.61-45.392.331.10.350.35-
2019/120.82-9.41-18.7712.7-4.040.0N/A0.015.53-
2019/110.91-10.42-18.5311.88-2.830.0N/A0.45.52-
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
2024/11.412023/11.362022/11.342021/11.132020/10.61
2024/21.162023/21.582022/20.882021/20.92020/20.75
2024/31.272023/31.722022/31.452021/31.222020/30.89
2024/41.382023/41.472022/41.292021/41.232020/41.06
2024/51.312023/51.732022/51.452021/51.282020/51.12
2024/61.352023/61.762022/61.552021/61.322020/61.16
2024/71.342023/71.792022/71.552021/71.362020/71.17
2024/81.292023/81.742022/81.742021/81.412020/81.11
2024/91.212023/91.72022/91.732021/91.382020/91.14
2024/101.192023/101.572022/101.762021/101.212020/101.05
N/AN/A2023/111.482022/111.772021/111.332020/111.02
N/AN/A2023/121.382022/121.522021/121.322020/121.07
  • 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: 0.12%
合約負債 QoQ YoY
24Q3 (20)0.01-66.670
24Q2 (19)0.03200.0-57.14
24Q1 (18)0.010-90.91

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