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)
2024/1011.922.1739.0197.0720.0434.82N/A-
2024/911.673.8721.3285.1517.7932.151.17-
2024/811.2321.4715.1573.4817.2528.541.32-
2024/79.2514.7758.0362.2517.6326.981.4主係因景氣回升,訂單較去年同期多。
2024/68.06-16.722.4953.012.6127.631.28-
2024/59.67-2.2234.3244.9411.029.681.19-
2024/49.89-2.1132.2135.275.9626.211.35-
2024/310.1162.798.725.38-1.6425.381.29-
2024/26.21-31.46-32.0215.27-7.4824.581.33-
2024/19.06-2.6522.939.0622.9326.831.22-
2023/129.3110.03-6.0198.63-19.9826.341.23-
2023/118.46-1.37-16.2289.32-21.226.651.22-
2023/108.58-10.82-17.2980.87-21.6827.951.16-
2023/99.62-1.4-10.4272.29-22.1725.221.37-
2023/89.7666.7-7.5362.67-23.7122.181.56-
2023/75.85-11.03-40.3952.92-26.0919.631.76-
2023/66.58-8.67-41.1547.06-23.8221.261.68-
2023/57.2-3.75-32.8440.49-19.9923.981.49-
2023/47.48-19.51-26.0933.29-16.5425.921.38-
2023/39.31.79-18.4325.8-13.2925.81.4-
2023/29.1323.946.2816.5-10.126.411.37-
2023/17.37-25.57-24.537.37-24.5327.371.32-
2022/129.9-1.92-8.76123.2617.4830.371.26-
2022/1110.1-2.635.08113.3620.5131.21.23-
2022/1010.37-3.418.35103.2622.2731.661.21-
2022/910.741.7629.4992.8924.0431.11.32-
2022/810.557.4631.5382.1523.3731.541.3-
2022/79.82-12.1721.3471.622.2531.721.29-
2022/611.184.2225.8361.7922.3932.031.29-
2022/510.725.9222.8250.6121.6632.251.28-
2022/410.13-11.1718.0539.8821.3530.121.37-
2022/311.432.6424.1629.7622.5129.761.4-
2022/28.59-11.9933.7418.3621.5129.211.42-
2022/19.77-10.0212.469.7712.4630.231.38-
2021/1210.8512.967.84104.9122.7930.031.38-
2021/119.610.3933.4394.0624.7927.471.51-
2021/109.5715.4213.6984.4523.8725.881.6-
2021/98.293.37-4.4374.8825.3124.41.66-
2021/88.02-0.8625.1966.5930.3624.991.62-
2021/78.09-8.9170.9458.5731.125.71.58去年度受疫情影響故營收大幅衰退。
2021/68.881.7283.6150.4826.3826.191.37去年度受疫情影響故營收大幅衰退。
2021/58.731.893.4941.618.4926.491.35去年度受疫情影響故營收大幅衰退。
2021/48.58-6.5765.0332.877.4324.181.48去年度受疫情影響故營收大幅衰退。
2021/39.1842.87-6.3524.29-4.3524.291.37-
2021/26.43-25.99-5.2415.11-3.0925.171.33-
2021/18.68-13.71-1.448.68-1.4425.951.29-
2020/1210.0639.75-6.7785.44-21.6825.681.25-
2020/117.2-14.45-32.3275.37-23.3224.291.32-
2020/108.42-2.97-25.0168.17-22.2223.51.37-
2020/98.6835.42-15.7659.76-21.8119.811.64-
2020/86.4135.35-36.0551.08-22.7615.982.04-
2020/74.73-2.16-41.5444.67-20.3814.082.31-
2020/64.847.19-39.9139.94-16.8214.552.3-
2020/54.51-13.16-48.1835.1-12.1619.511.72-
2020/45.2-46.98-36.2430.59-2.1321.781.54-
2020/39.844.565.5425.399.8925.391.36-
2020/26.78-23.039.2615.5912.8226.391.31-
2020/18.81-18.3815.738.8115.7330.251.14-
2019/1210.81.4625.64109.0919.730.0N/A-
2019/1110.64-5.2124.5398.319.110.0N/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
2024/19.062023/17.372022/19.772021/18.682020/18.81
2024/26.212023/29.132022/28.592021/26.432020/26.78
2024/310.112023/39.32022/311.42021/39.182020/39.8
2024/49.892023/47.482022/410.132021/48.582020/45.2
2024/59.672023/57.22022/510.722021/58.732020/54.51
2024/68.062023/66.582022/611.182021/68.882020/64.84
2024/79.252023/75.852022/79.822021/78.092020/74.73
2024/811.232023/89.762022/810.552021/88.022020/86.41
2024/911.672023/99.622022/910.742021/98.292020/98.68
2024/1011.922023/108.582022/1010.372021/109.572020/108.42
N/AN/A2023/118.462022/1110.12021/119.612020/117.2
N/AN/A2023/129.312022/129.92021/1210.852020/1210.06
  • 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: 2.01%
合約負債 QoQ YoY
24Q3 (20)0.8249.093.8
24Q2 (19)0.55-21.4327.91
24Q1 (18)0.714.7540.0
23Q4 (17)0.61-22.78-24.69
23Q3 (16)0.7983.72-24.04
23Q2 (15)0.43-14.0-37.68
23Q1 (14)0.5-38.27-56.9
22Q4 (13)0.81-22.1255.77
22Q3 (12)1.0450.7222.35
22Q2 (11)0.69-40.52-19.77
22Q1 (10)1.16123.0833.33
21Q4 (9)0.52-38.824.0
21Q3 (8)0.85-1.16107.32
21Q2 (7)0.86-1.150
21Q1 (6)0.8774.00
20Q4 (5)0.521.95-42.53
20Q3 (4)0.4100.0

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