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)
2024/1115.645.234.73161.43.6645.58N/A-
2024/1014.86-1.452.38145.763.5544.68N/A-
2024/915.082.316.81130.93.6844.680.12-
2024/814.74-0.822.03115.823.2943.980.13-
2024/714.863.323.83101.083.4743.940.13-
2024/614.38-2.15-0.2486.223.4143.40.12-
2024/514.72.672.2171.844.1843.480.12-
2024/414.32-1.022.9957.144.742.730.13-
2024/314.463.75.9442.825.2842.820.13-
2024/213.95-3.21-0.4628.364.9543.380.13-
2024/114.41-4.0410.7914.4110.7944.360.13-
2023/1215.020.588.39170.7111.1844.460.12-
2023/1114.932.879.92155.6911.4643.560.12-
2023/1014.512.8113.68140.7611.6343.070.12-
2023/914.12-2.2612.55126.2511.442.870.13-
2023/814.440.9211.06112.1311.2543.170.13-
2023/714.31-0.7414.8297.6911.2843.110.13-
2023/614.420.2513.3883.3810.742.70.13-
2023/514.383.4513.168.9610.1541.940.13-
2023/413.91.8111.3354.579.441.570.14-
2023/313.65-2.568.4340.678.7640.670.14-
2023/214.017.7316.727.028.9240.880.14-
2023/113.01-6.111.6213.011.6240.440.14-
2022/1213.851.991.59153.538.6140.20.14-
2022/1113.586.3913.59139.689.3638.890.15-
2022/1012.771.799.33126.098.9338.310.15-
2022/912.54-3.567.46113.338.8838.010.14-
2022/813.014.3415.38100.789.0638.190.14-
2022/712.46-1.9811.1187.788.1837.90.14-
2022/612.720.013.6975.327.7137.920.14-
2022/512.721.839.4362.66.5737.790.14-
2022/412.49-0.836.349.885.8737.080.14-
2022/312.594.863.5837.45.7337.40.13-
2022/212.01-6.187.0924.816.8538.440.13-
2022/112.8-6.146.6312.86.6338.390.13-
2021/1213.6414.059.16141.353.1237.270.14-
2021/1111.962.43.56127.712.5235.30.15-
2021/1011.680.053.09115.752.4134.620.16-
2021/911.673.54-1.52104.082.3334.160.18-
2021/811.270.48-1.1392.412.8433.670.18-
2021/711.220.280.6881.143.4234.020.18-
2021/611.18-3.74-5.3869.923.8834.550.17-
2021/511.62-1.072.9258.735.8535.520.17-
2021/411.75-3.374.6347.116.635.110.17-
2021/312.168.4211.4435.377.2735.370.2-
2021/211.21-6.590.6423.215.235.710.2-
2021/112.0-3.929.8612.09.8636.040.2-
2020/1212.498.194.71137.062.1935.360.13-
2020/1111.551.942.32124.571.9534.720.14-
2020/1011.33-4.434.06113.031.9134.580.14-
2020/911.853.959.43101.71.6734.390.12-
2020/811.42.33-2.3389.850.7334.360.12-
2020/711.14-5.750.0378.451.234.250.12-
2020/611.824.76.3667.311.3934.340.11-
2020/511.290.570.8255.490.3933.420.11-
2020/411.232.912.4544.20.2833.270.11-
2020/310.91-2.08-1.8932.97-0.4232.970.11-
2020/211.141.966.0222.060.3133.990.11-
2020/110.92-8.42-4.9110.92-4.910.0N/A-
2019/1211.935.72-6.48134.120.130.0N/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
2024/114.412023/113.012022/112.82021/112.02020/110.92
2024/213.952023/214.012022/212.012021/211.212020/211.14
2024/314.462023/313.652022/312.592021/312.162020/310.91
2024/414.322023/413.92022/412.492021/411.752020/411.23
2024/514.72023/514.382022/512.722021/511.622020/511.29
2024/614.382023/614.422022/612.722021/611.182020/611.82
2024/714.862023/714.312022/712.462021/711.222020/711.14
2024/814.742023/814.442022/813.012021/811.272020/811.4
2024/915.082023/914.122022/912.542021/911.672020/911.85
2024/1014.862023/1014.512022/1012.772021/1011.682020/1011.33
2024/1115.642023/1114.932022/1113.582021/1111.962020/1111.55
N/AN/A2023/1215.022022/1213.852021/1213.642020/1212.49
  • 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: 33.24%
合約負債 QoQ YoY
24Q3 (20)15.0-3.041.35
24Q2 (19)15.47-0.322.45
24Q1 (18)15.525.015.22
23Q4 (17)14.78-0.143.57
23Q3 (16)14.8-1.995.71
23Q2 (15)15.12.377.63
23Q1 (14)14.753.363.8
22Q4 (13)14.271.939.6
22Q3 (12)14.0-0.216.95
22Q2 (11)14.03-1.276.61
22Q1 (10)14.219.14-10.06
21Q4 (9)13.02-0.531.48
21Q3 (8)13.09-0.53-0.68
21Q2 (7)13.16-16.71-0.38
21Q1 (6)15.823.1518.35
20Q4 (5)12.83-2.66-0.39
20Q3 (4)13.18-0.230.0
20Q2 (3)13.21-1.050.0
20Q1 (2)13.353.650.0
19Q4 (1)12.880.00.0

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