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)
2024/100.757.36-16.57.32-3.052.11N/A-
2024/90.74.36-18.616.57-1.242.050.43-
2024/80.67-2.12-9.975.871.322.110.42-
2024/70.68-9.68-4.085.212.982.170.4-
2024/60.762.84-15.234.524.132.230.44-
2024/50.74-0.683.083.779.142.250.44-
2024/40.74-4.9222.463.0310.722.190.45-
2024/30.7816.010.72.297.392.290.46-
2024/20.67-20.431.161.5111.22.810.38-
2024/10.84-34.72-0.810.84-0.813.170.33-
2023/121.2925.2249.759.8713.33.220.39-
2023/111.0315.0111.158.589.32.780.46-
2023/100.94.6413.497.559.052.50.51-
2023/90.8615.4522.586.658.482.310.55-
2023/80.744.2712.25.86.662.350.54-
2023/70.71-20.18-2.175.065.892.320.54-
2023/60.8925.0827.824.347.352.210.51-
2023/50.7117.989.743.453.082.090.54-
2023/40.6-21.81-8.032.741.481.890.59-
2023/30.7751.1112.592.134.542.130.6-
2023/20.51-39.81-7.951.360.472.220.58-
2023/10.85-1.446.330.856.332.640.49-
2022/120.86-7.05-4.138.717.02.580.53-
2022/110.9317.4315.617.858.392.420.57-
2022/100.7913.016.536.927.492.150.64-
2022/90.75.67-1.636.137.612.090.58-
2022/80.66-9.09-2.215.448.932.090.58-
2022/70.734.2816.394.7710.682.080.59-
2022/60.77.3927.434.059.712.00.53-
2022/50.65-1.138.993.356.621.990.54-
2022/40.66-4.272.92.76.061.90.56-
2022/30.6923.5211.152.047.122.040.59-
2022/20.56-30.461.681.365.192.250.54-
2022/10.8-11.147.780.87.782.50.48-
2021/120.912.0927.148.146.222.440.54-
2021/110.88.218.687.244.092.250.58-
2021/100.744.3419.916.443.552.130.62-
2021/90.715.067.425.71.742.010.58-
2021/80.688.27.194.990.981.850.63-
2021/70.6314.17-10.854.310.071.770.66-
2021/60.55-8.14-14.763.692.21.780.5-
2021/50.6-6.65-6.153.145.871.850.49-
2021/40.643.39-0.312.549.151.80.5-
2021/30.6213.018.381.9112.741.910.37-
2021/20.55-26.2922.731.2910.232.00.36-
2021/10.744.812.530.742.532.190.32-
2020/120.71-4.18-14.777.674.412.060.0-
2020/110.7419.3912.626.966.852.020.0-
2020/100.62-6.522.96.226.211.910.01-
2020/90.664.8414.65.66.581.990.01-
2020/80.63-10.01-13.044.945.591.970.01-
2020/70.79.1713.24.319.021.980.01-
2020/60.641.1310.363.618.241.920.01-
2020/50.64-0.8510.942.977.791.80.01-
2020/40.6422.79-4.92.336.961.610.01-
2020/30.5217.1615.021.6912.281.690.01-
2020/20.45-38.4212.271.1711.092.00.01-
2020/10.72-12.8710.380.7210.382.210.0-
2019/120.8326.6215.327.34-3.840.0N/A-
2019/110.669.09-27.176.51-5.840.0N/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
2024/10.842023/10.852022/10.82021/10.742020/10.72
2024/20.672023/20.512022/20.562021/20.552020/20.45
2024/30.782023/30.772022/30.692021/30.622020/30.52
2024/40.742023/40.62022/40.662021/40.642020/40.64
2024/50.742023/50.712022/50.652021/50.62020/50.64
2024/60.762023/60.892022/60.72021/60.552020/60.64
2024/70.682023/70.712022/70.732021/70.632020/70.7
2024/80.672023/80.742022/80.662021/80.682020/80.63
2024/90.72023/90.862022/90.72021/90.712020/90.66
2024/100.752023/100.92022/100.792021/100.742020/100.62
N/AN/A2023/111.032022/110.932021/110.82020/110.74
N/AN/A2023/121.292022/120.862021/120.92020/120.71
  • 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: 4.12%
合約負債 QoQ YoY
24Q3 (20)0.25-3.85-24.24
24Q2 (19)0.26-13.33-55.17
24Q1 (18)0.3-14.29-31.82
23Q4 (17)0.356.06-7.89
23Q3 (16)0.33-43.1-29.79
23Q2 (15)0.5831.8234.88
23Q1 (14)0.4415.79-2.22
22Q4 (13)0.38-19.15-20.83
22Q3 (12)0.479.3-7.84
22Q2 (11)0.43-4.44377.78
22Q1 (10)0.45-6.25309.09
21Q4 (9)0.48-5.88336.36
21Q3 (8)0.51466.67537.5
21Q2 (7)0.09-18.1880.0
21Q1 (6)0.110.037.5
20Q4 (5)0.1137.5120.0
20Q3 (4)0.0860.00.0
20Q2 (3)0.05-37.50.0
20Q1 (2)0.0860.00.0
19Q4 (1)0.050.00.0

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