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)
2024/1010.82-2.571.33107.799.0932.94N/A-
2024/911.10.775.6396.9710.0233.01.37-
2024/811.021.27-0.2885.8710.6232.671.39-
2024/710.880.9612.674.8512.4332.021.42-
2024/610.773.910.5163.9812.432.091.41-
2024/510.37-5.273.3653.215.1632.551.39-
2024/410.95-2.6118.1642.8318.4330.981.46-
2024/311.2427.7510.3331.8918.5331.891.38-
2024/28.8-25.761.0820.6523.5332.491.35-
2024/111.850.0747.9111.8547.9135.11.25-
2023/1211.843.7828.04122.26.4834.071.24-
2023/1111.415.468.6110.364.5932.741.29-
2023/1010.822.948.8498.954.1532.371.3-
2023/910.51-4.82-2.788.133.631.21.37-
2023/811.0414.41.6877.624.5131.421.36-
2023/79.65-10.025.9366.575.030.411.41-
2023/610.736.954.3156.924.8430.021.48-
2023/510.038.2829.2846.194.9729.481.51-
2023/49.26-9.0625.7536.16-0.2228.151.58-
2023/310.1917.044.0526.9-6.8526.91.72-
2023/28.78.620.2216.71-12.4525.891.79-
2023/18.01-12.66-23.028.01-23.0227.731.67-
2022/129.17-12.97-2.89114.6812.529.61.59-
2022/1110.546.6412.38105.5114.0731.291.51-
2022/109.89-9.0218.9494.9614.2631.671.49-
2022/910.87-0.4628.3985.0813.7431.091.58-
2022/810.9217.2530.2474.2111.8830.331.61-
2022/79.31-7.879.4663.299.2227.161.8-
2022/610.1130.623.1953.989.1825.231.89-
2022/57.744.77-3.7843.886.3924.781.92-
2022/47.39-23.54-10.6536.148.8625.731.85-
2022/39.6611.236.0728.7515.3328.751.52-
2022/28.68-16.5622.419.0920.6628.531.53-
2022/110.4110.2919.2410.4119.2429.231.5-
2021/129.440.66.39101.9215.527.131.47-
2021/119.3812.863.292.4916.5226.161.52-
2021/108.31-1.79-9.4583.1118.2425.161.58-
2021/98.460.96-6.5874.7922.425.531.54-
2021/88.38-3.4314.2166.3327.4525.091.57-
2021/78.688.1212.1857.9529.6324.751.59-
2021/68.03-0.1216.6249.2733.2824.341.49-
2021/58.04-2.839.2341.2437.0925.421.43-
2021/48.27-9.1894.6433.236.5824.471.482020年4月因新冠肺炎影響營收,今年客戶需求及訂單明顯回升。
2021/39.1128.3742.1624.9324.2824.931.27-
2021/27.09-18.7220.615.8215.924.781.28-
2021/18.73-2.4912.338.7312.3326.771.19-
2020/128.95-1.5411.9388.32-11.0127.221.08-
2020/119.09-0.927.4979.37-13.0227.331.08-
2020/109.181.37.2870.28-15.1125.571.15-
2020/99.0623.465.1261.1-17.724.171.17-
2020/87.34-5.6-6.7852.04-20.6921.961.29-
2020/77.7713.46-3.6144.7-22.5920.41.39-
2020/66.8518.64-11.6836.93-25.6716.981.65-
2020/55.7732.52-30.3130.08-28.2516.411.71-
2020/44.36-30.57-46.224.31-27.7516.541.7-
2020/36.286.27-36.219.95-21.919.951.52-
2020/25.9-24.0-12.6913.67-12.9421.711.4-
2020/17.77-3.25-13.147.77-13.1424.261.25-
2019/128.03-5.040.6399.29-8.410.0N/A-
2019/118.46-1.09-7.0491.25-9.120.0N/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
2024/111.852023/18.012022/110.412021/18.732020/17.77
2024/28.82023/28.72022/28.682021/27.092020/25.9
2024/311.242023/310.192022/39.662021/39.112020/36.28
2024/410.952023/49.262022/47.392021/48.272020/44.36
2024/510.372023/510.032022/57.742021/58.042020/55.77
2024/610.772023/610.732022/610.112021/68.032020/66.85
2024/710.882023/79.652022/79.312021/78.682020/77.77
2024/811.022023/811.042022/810.922021/88.382020/87.34
2024/911.12023/910.512022/910.872021/98.462020/99.06
2024/1010.822023/1010.822022/109.892021/108.312020/109.18
N/AN/A2023/1111.412022/1110.542021/119.382020/119.09
N/AN/A2023/1211.842022/129.172021/129.442020/128.95
  • 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
合約負債 QoQ YoY

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