. 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)
2024/112.6613.6423.0925.025.927.23N/A-
2024/102.344.9813.7822.364.26.6N/A-
2024/92.239.8221.220.023.186.250.11-
2024/82.031.860.3617.791.296.050.11-
2024/71.99-1.582.015.761.416.150.11-
2024/62.03-4.994.2413.771.336.620.1-
2024/52.13-13.43-6.4911.740.847.060.09-
2024/42.46-0.2711.719.612.637.020.09-
2024/32.4718.44-2.757.15-0.167.150.09-
2024/22.08-19.7-9.644.681.266.890.09-
2024/12.617.512.142.612.146.970.09-
2023/122.212.23-0.3425.831.866.430.1-
2023/112.165.041.8523.622.076.060.1-
2023/102.0611.8312.5421.462.095.920.11-
2023/91.84-9.05-2.019.41.15.820.11-
2023/82.023.531.0517.571.435.920.11-
2023/71.950.57-2.2315.541.486.180.11-
2023/61.94-14.78-1.9713.592.046.430.1-
2023/52.283.427.5411.652.757.020.09-
2023/42.2-13.19-9.469.371.647.050.09-
2023/32.5410.042.577.165.637.160.08-
2023/22.31-0.338.394.627.396.840.09-
2023/12.324.416.412.326.416.650.09-
2022/122.224.49-0.7125.3610.316.170.1-
2022/112.1216.069.523.1411.495.830.11-
2022/101.83-2.624.4121.0211.75.710.11-
2022/91.88-6.215.6819.1912.455.880.11-
2022/82.00.168.0817.3213.235.980.11-
2022/72.00.8528.015.3113.946.10.1-
2022/61.98-6.5115.0613.3212.096.540.08-
2022/52.12-12.928.2611.3311.597.030.08-
2022/42.43-1.6513.649.2112.397.040.08-
2022/32.4816.2816.046.7811.946.780.07-
2022/22.13-2.1415.384.39.726.540.07-
2022/12.18-2.584.692.184.696.350.08-
2021/122.2315.2512.6622.99-0.565.920.08-
2021/111.9410.6710.0420.76-1.85.460.09-
2021/101.75-1.440.0218.82-2.885.380.09-
2021/91.78-4.093.0417.07-3.175.190.09-
2021/81.8518.6220.6715.29-3.845.140.1-
2021/71.56-9.34-11.1913.44-6.465.240.09-
2021/61.72-12.03-7.7411.88-5.85.820.09-
2021/51.96-8.596.7510.16-5.476.230.08-
2021/42.140.412.138.2-7.996.120.08-
2021/32.1315.62-15.456.06-11.16.060.09-
2021/21.84-11.21-11.493.92-8.555.910.09-
2021/12.084.83-5.772.08-5.775.820.09-
2020/121.9812.57-50.4923.12-5.775.490.1108年12月裝置工程依案件實際狀態調整認列收入。
2020/111.760.6-6.4121.142.935.230.11-
2020/101.751.53-6.5819.383.885.010.11-
2020/91.7212.31-3.8917.635.055.020.11-
2020/81.53-12.7-10.0315.96.125.160.1-
2020/71.76-5.817.7114.378.195.460.1-
2020/61.871.780.2312.618.265.80.1-
2020/51.83-12.55-12.510.749.796.450.09-
2020/42.1-16.87-3.628.9115.876.70.09-
2020/32.5221.0430.176.8123.576.810.09-
2020/22.08-5.4822.984.2919.988.290.07-
2020/12.21-44.9217.282.2117.280.0N/A-
2019/124.0112.81134.4124.5429.310.0N/A(1)裝置工程依案件實際狀態調整認列收入。(2)售氣收入估計變動，依期後抄表度數，驗證調整原自結估列用戶已使用尚未計費收入。
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
2024/12.62023/12.322022/12.182021/12.082020/12.21
2024/22.082023/22.312022/22.132021/21.842020/22.08
2024/32.472023/32.542022/32.482021/32.132020/32.52
2024/42.462023/42.22022/42.432021/42.142020/42.1
2024/52.132023/52.282022/52.122021/51.962020/51.83
2024/62.032023/61.942022/61.982021/61.722020/61.87
2024/71.992023/71.952022/72.02021/71.562020/71.76
2024/82.032023/82.022022/82.02021/81.852020/81.53
2024/92.232023/91.842022/91.882021/91.782020/91.72
2024/102.342023/102.062022/101.832021/101.752020/101.75
2024/112.662023/112.162022/112.122021/111.942020/111.76
N/AN/A2023/122.212022/122.222021/122.232020/121.98
  • 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: 63.63%
合約負債 QoQ YoY
24Q3 (20)10.3511.5321.48
24Q2 (19)9.283.6927.47
24Q1 (18)8.953.9525.0
23Q4 (17)8.611.0620.93
23Q3 (16)8.5217.0323.66
23Q2 (15)7.281.685.35
23Q1 (14)7.160.560.99
22Q4 (13)7.123.342.89
22Q3 (12)6.89-0.290.0
22Q2 (11)6.91-2.541.62
22Q1 (10)7.092.466.14
21Q4 (9)6.920.445.81
21Q3 (8)6.891.32-14.83
21Q2 (7)6.81.8-18.27
21Q1 (6)6.682.14-18.83
20Q4 (5)6.54-19.16-19.85
20Q3 (4)8.09-2.760.0
20Q2 (3)8.321.090.0
20Q1 (2)8.230.860.0
19Q4 (1)8.160.00.0

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