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)
2024/32.9141.670.618.09-0.018.09N/A-
2024/22.06-34.06-20.915.18-0.368.18N/A-
2024/13.123.7820.233.1220.238.99N/A-
2023/123.014.93-6.6735.11-31.718.570.96-
2023/112.865.98-21.9432.1-33.398.560.96-
2023/102.7-9.76-33.7529.24-34.338.640.95-
2023/93.01.91-11.3626.54-34.399.020.99-
2023/82.94-4.83-39.3423.54-36.499.490.94-
2023/73.09-10.71-19.7520.6-36.069.670.92-
2023/63.4610.85-32.9917.51-38.279.421.01-
2023/53.129.89-44.3414.05-39.458.861.07-
2023/42.84-1.97-13.5910.93-37.898.341.14-
2023/32.911.35-46.748.09-43.468.091.28-
2023/22.60.24-30.475.2-41.468.421.23-
2023/12.6-19.44-49.472.6-49.479.491.09-
2022/123.22-12.22-35.2451.42-3.6110.970.94-
2022/113.67-10.05-28.0548.2-0.3611.130.93-
2022/104.0820.73-7.4844.532.8912.310.84-
2022/93.38-30.25-38.540.454.0712.070.95-
2022/84.8525.895.4137.0711.0813.860.83-
2022/73.85-25.44-15.5232.2211.9914.620.79-
2022/65.16-7.9225.3428.3717.1714.060.92-
2022/55.6170.6327.7123.2115.4914.330.9-
2022/43.29-39.57-17.5117.612.0812.471.04-
2022/35.4445.3622.514.3222.1414.320.97-
2022/23.74-27.1535.78.8821.9113.851.0-
2022/15.143.2313.515.1413.5115.210.91-
2021/124.98-2.488.3253.3511.9614.491.01-
2021/115.115.6721.4948.3812.3515.010.98-
2021/104.41-19.7436.1143.2811.3614.51.01-
2021/95.519.5554.0538.869.1114.650.92本月營收較去年同期增加主係本月出貨增加所致。
2021/84.60.8931.033.374.1113.271.02-
2021/74.5610.6-1.1628.770.813.071.04-
2021/64.12-6.18-5.3524.221.1812.490.97-
2021/54.3910.25.2320.12.6312.810.95-
2021/43.98-10.26-11.8615.711.9311.181.08-
2021/34.4461.03-2.8911.727.6611.720.84-
2021/22.76-39.06-2.717.2815.311.870.83-
2021/14.52-1.4829.974.5229.9713.320.74-
2020/124.599.379.1447.65-6.212.030.75-
2020/114.229.591.043.06-7.5911.010.82-
2020/103.24-9.17-29.0538.86-8.4310.320.87-
2020/93.571.67-20.8735.62-5.9411.690.81-
2020/83.51-23.88-14.1132.05-3.9212.470.76-
2020/74.615.92-0.3428.54-2.513.130.72-
2020/64.354.3111.1523.93-2.9113.040.77-
2020/54.17-7.7-6.6819.58-5.5613.260.75-
2020/44.52-1.124.1115.41-5.2511.930.84-
2020/34.5761.322.7710.89-8.6710.890.88-
2020/22.83-18.58-4.336.32-15.4810.520.91-
2020/13.48-17.27-22.813.48-22.8111.850.81-
2019/124.211.21-14.2550.8-7.7912.930.67-
2019/114.16-8.97-15.3946.59-7.1613.230.65-
2019/104.571.29-10.0642.44-6.2713.160.65-
2019/94.5110.351.9837.87-5.7913.220.6-
2019/84.09-11.68-15.6233.36-6.7512.630.63-
2019/74.6318.14-2.3729.28-5.3613.010.61-
2019/63.92-12.42-7.4824.65-5.912.730.61-
2019/54.472.97-1.620.73-5.60.0N/A-
2019/44.34-2.39-10.2916.26-6.640.0N/A-
股價
長短期營收
營收年增率
存貨銷售比
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
2024/13.122023/12.62022/15.142021/14.522020/13.48
2024/22.062023/22.62022/23.742021/22.762020/22.83
2024/32.912023/32.92022/35.442021/34.442020/34.57
N/AN/A2023/42.842022/43.292021/43.982020/44.52
N/AN/A2023/53.122022/55.612021/54.392020/54.17
N/AN/A2023/63.462022/65.162021/64.122020/64.35
N/AN/A2023/73.092022/73.852021/74.562020/74.61
N/AN/A2023/82.942022/84.852021/84.62020/83.51
N/AN/A2023/93.02022/93.382021/95.52020/93.57
N/AN/A2023/102.72022/104.082021/104.412020/103.24
N/AN/A2023/112.862022/113.672021/115.12020/114.2
N/AN/A2023/123.012022/123.222021/124.982020/124.59
  • 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: 6.9%
合約負債 QoQ YoY
23Q4 (20)1.26-7.35-4.55
23Q3 (19)1.36-21.39-27.66
23Q2 (18)1.736.79-21.36
23Q1 (17)1.6222.73-17.77
22Q4 (16)1.32-29.79-5.71
22Q3 (15)1.88-14.5526.17
22Q2 (14)2.211.68-7.95
22Q1 (13)1.9740.71-16.17
21Q4 (12)1.4-6.04-51.72
21Q3 (11)1.49-37.66-43.56
21Q2 (10)2.391.767.13
21Q1 (9)2.35-18.97235.71
20Q4 (8)2.99.853525.0
20Q3 (7)2.6484.622833.33
20Q2 (6)1.43104.291091.67
20Q1 (5)0.7775.0536.36
19Q4 (4)0.08-11.110.0
19Q3 (3)0.09-25.00.0
19Q2 (2)0.129.090.0
19Q1 (1)0.110.00.0

每月營收相關資訊

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。