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)
2024/102.182.167.8420.84-9.746.61N/A-
2024/92.14-6.80.318.66-11.436.780.11-
2024/82.29-2.57-0.1716.52-12.766.80.11-
2024/72.359.3311.4714.23-14.496.660.12-
2024/62.15-0.23-6.7911.88-18.266.150.37-
2024/52.1617.35-7.39.73-20.435.970.38-
2024/41.84-6.69-6.497.57-23.525.340.42-
2024/31.9728.94-23.265.73-27.745.730.06-
2024/21.53-31.49-47.183.76-29.895.840.06-
2024/12.237.27-9.622.23-9.626.310.06-
2023/122.084.2-30.6327.17-5.036.10.29-
2023/112.0-1.42-34.8325.09-2.036.150.28-
2023/102.02-4.97-37.0523.12.416.450.27-
2023/92.13-7.25-32.5421.078.986.540.12-
2023/82.38.8-26.8218.9417.096.720.12-
2023/72.11-8.58-21.9416.6427.666.750.12-
2023/62.31-0.771.5414.5340.656.60.36-
2023/52.3318.3731.212.2251.696.860.35因客戶需求上升,致收入增加
2023/41.97-23.4215.279.957.477.430.32因客戶需求上升,致收入增加
2023/32.57-11.2545.347.9373.27.930.32因客戶需求上升,致收入增加
2023/22.8917.23119.465.3690.78.360.3因客戶需求上升,致收入增加
2023/12.47-17.6665.32.4765.38.530.29因客戶需求上升,致收入增加
2022/123.0-2.189.728.6143.219.280.31因客戶需求上升,致收入增加
2022/113.06-4.7799.4825.6139.219.440.3因客戶需求上升,致收入增加
2022/103.221.8390.3722.5533.739.510.3因客戶需求上升,致收入增加
2022/93.160.671.5419.3327.429.00.48因客戶需求上升,致收入增加
2022/83.1416.0653.8716.1821.338.120.53因客戶需求上升,致收入增加
2022/72.718.9229.9813.0415.456.750.64-
2022/62.2728.22.3110.3312.175.750.28-
2022/51.773.9911.078.0615.35.250.3-
2022/41.71-3.4525.286.2816.564.790.33-
2022/31.7733.9921.34.5813.614.580.77-
2022/21.32-11.6916.412.819.264.390.81-
2022/11.49-5.523.641.493.644.610.77-
2021/121.582.94-3.0819.988.424.80.67-
2021/111.54-9.12-2.9818.49.535.070.64-
2021/101.69-8.2413.1816.8610.845.570.58-
2021/91.84-9.7513.0215.1710.585.960.15-
2021/82.04-1.9627.2213.3310.256.340.14-
2021/72.08-6.3825.6311.297.665.90.15-
2021/62.2239.1852.419.214.295.180.17因客戶需求增加
2021/51.617.32.856.99-5.224.410.2-
2021/41.36-6.52-17.575.39-7.373.950.23-
2021/31.4628.59-8.784.03-3.334.030.54-
2021/21.13-21.38-19.732.570.034.20.52-
2021/11.44-11.6424.071.4424.074.650.47-
2020/121.633.0312.518.4313.064.710.22-
2020/111.586.013.6916.813.124.70.22-
2020/101.49-8.365.4215.2114.24.720.22-
2020/91.631.5819.6713.7215.244.890.42-
2020/81.6-3.1816.3412.0914.674.720.43-
2020/71.6613.5718.3610.4914.424.670.44-
2020/61.46-6.078.638.8313.714.660.55-
2020/51.55-5.9913.447.3714.774.80.54-
2020/41.653.4428.565.8215.124.660.55-
2020/31.613.1517.54.1710.554.170.71-
2020/21.4121.5345.312.576.634.020.74-
2020/11.16-19.88-19.421.16-19.424.140.72-
2019/121.45-5.03-0.3316.3-8.370.0N/A-
2019/111.537.797.5514.85-9.080.0N/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
2024/12.232023/12.472022/11.492021/11.442020/11.16
2024/21.532023/22.892022/21.322021/21.132020/21.41
2024/31.972023/32.572022/31.772021/31.462020/31.6
2024/41.842023/41.972022/41.712021/41.362020/41.65
2024/52.162023/52.332022/51.772021/51.62020/51.55
2024/62.152023/62.312022/62.272021/62.222020/61.46
2024/72.352023/72.112022/72.72021/72.082020/71.66
2024/82.292023/82.32022/83.142021/82.042020/81.6
2024/92.142023/92.132022/93.162021/91.842020/91.63
2024/102.182023/102.022022/103.222021/101.692020/101.49
N/AN/A2023/112.02022/113.062021/111.542020/111.58
N/AN/A2023/122.082022/123.02021/121.582020/121.63
  • 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: 0.25%
合約負債 QoQ YoY
24Q3 (20)0.030.00.0
24Q2 (19)0.0350.0-40.0
24Q1 (18)0.020.0-71.43
23Q4 (17)0.02-33.33-80.0
23Q3 (16)0.03-40.0-75.0
23Q2 (15)0.05-28.57-64.29
23Q1 (14)0.07-30.0133.33
22Q4 (13)0.1-16.6766.67
22Q3 (12)0.12-14.290
22Q2 (11)0.14366.670
22Q1 (10)0.03-50.00
21Q4 (9)0.0600

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