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)
2024/100.6323.113.115.09-6.511.65N/A-
2024/90.511.81-9.934.46-7.731.540.45-
2024/80.5-3.772.123.94-7.431.530.45-
2024/70.524.949.923.44-8.681.540.45-
2024/60.5-3.974.392.92-11.371.490.41-
2024/50.528.92-8.362.42-14.051.480.41-
2024/40.48-1.95-3.511.9-15.481.350.45-
2024/30.4927.07-13.331.42-18.851.420.34-
2024/20.38-31.0-43.950.94-21.451.490.33-
2024/10.550.28.640.558.641.70.29-
2023/120.55-7.29-19.336.590.61.760.32-
2023/110.6-2.46-5.236.042.931.780.31-
2023/100.617.53-7.385.443.911.670.33-
2023/90.5715.44-7.794.835.541.540.34-
2023/80.493.57-6.894.267.621.450.37-
2023/70.48-0.33-4.83.779.861.520.35-
2023/60.48-15.7-5.563.2912.371.540.33-
2023/50.5714.696.922.8116.111.620.31-
2023/40.49-11.94-0.562.2518.681.740.29-
2023/30.56-17.8110.731.7525.531.750.4-
2023/20.6833.7560.731.1933.941.880.38本月增減百分比50%以上,主係因1月過年期間,延後至2月出貨。
2023/10.51-25.69.520.519.521.830.39-
2022/120.698.931.746.5525.391.980.53-
2022/110.63-4.6727.65.8724.681.910.55-
2022/100.667.0539.095.2424.341.810.58-
2022/90.6216.5745.124.5822.471.650.66-
2022/80.535.8925.323.9619.561.540.71-
2022/70.5-1.139.653.4318.711.540.71-
2022/60.51-4.5539.992.9320.411.530.65-
2022/50.536.6635.342.4217.01.530.65-
2022/40.5-1.9322.181.8912.721.430.7-
2022/30.5119.2816.461.49.71.40.68-
2022/20.42-8.8512.590.896.21.410.67-
2022/10.47-10.50.970.470.971.480.64-
2021/120.525.48-7.95.23-6.531.490.59-
2021/110.493.9-6.354.71-6.381.390.63-
2021/100.4811.69-10.84.21-6.381.320.67-
2021/90.430.67-5.843.74-5.781.30.61-
2021/80.42-7.33-11.933.31-5.781.240.65-
2021/70.4626.21.242.89-4.811.210.66-
2021/60.36-7.72-12.972.43-5.861.160.65-
2021/50.39-3.7-14.32.07-4.51.230.61-
2021/40.41-6.53-0.231.68-1.891.220.62-
2021/30.4315.322.211.27-2.41.270.57-
2021/20.38-18.26-14.980.84-4.641.40.51-
2021/10.46-18.385.880.465.881.550.46-
2020/120.577.2510.115.593.711.630.45-
2020/110.53-1.03-2.885.033.041.510.48-
2020/100.5317.91-1.914.53.781.460.5-
2020/90.45-5.847.653.974.61.380.49-
2020/80.486.5214.283.514.221.350.51-
2020/70.458.47-6.973.032.791.320.51-
2020/60.42-9.13-0.472.584.71.280.48-
2020/50.4612.16.542.175.761.290.47-
2020/40.41-4.231.781.715.551.280.48-
2020/30.43-4.07-0.891.36.791.30.48-
2020/20.441.7925.070.8810.951.390.45-
2020/10.44-15.11-0.470.44-0.471.490.42-
2019/120.51-5.46.765.390.870.0N/A-
2019/110.54-0.04-21.54.880.290.0N/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
2024/10.552023/10.512022/10.472021/10.462020/10.44
2024/20.382023/20.682022/20.422021/20.382020/20.44
2024/30.492023/30.562022/30.512021/30.432020/30.43
2024/40.482023/40.492022/40.52021/40.412020/40.41
2024/50.522023/50.572022/50.532021/50.392020/50.46
2024/60.52023/60.482022/60.512021/60.362020/60.42
2024/70.522023/70.482022/70.52021/70.462020/70.45
2024/80.52023/80.492022/80.532021/80.422020/80.48
2024/90.512023/90.572022/90.622021/90.432020/90.45
2024/100.632023/100.612022/100.662021/100.482020/100.53
N/AN/A2023/110.62022/110.632021/110.492020/110.53
N/AN/A2023/120.552022/120.692021/120.522020/120.57
  • 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: 1.93%
合約負債 QoQ YoY
24Q3 (20)0.0912.550.0
24Q2 (19)0.08-11.1114.29
24Q1 (18)0.0912.512.5
23Q4 (17)0.0833.33-63.64
23Q3 (16)0.06-14.29-53.85
23Q2 (15)0.07-12.5-61.11
23Q1 (14)0.08-63.64-60.0
22Q4 (13)0.2269.234.76
22Q3 (12)0.13-27.7885.71
22Q2 (11)0.18-10.0200.0
22Q1 (10)0.2-4.76185.71
21Q4 (9)0.21200.0162.5
21Q3 (8)0.0716.670.0
21Q2 (7)0.06-14.29-14.29
21Q1 (6)0.07-12.5-30.0
20Q4 (5)0.0814.290.0
20Q3 (4)0.070.00.0
20Q2 (3)0.07-30.00.0
20Q1 (2)0.125.00.0
19Q4 (1)0.080.00.0

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。