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)
2024/3164.1510.760.49476.279.23476.27N/A-
2024/2148.19-9.65.01312.1214.46431.55N/A-
2024/1163.9337.2624.6163.9324.6464.0N/A-
2023/12119.43-33.88-2.821829.651.41491.550.68-
2023/11180.64-5.6521.671710.231.72553.220.6-
2023/10191.485.7340.231529.59-0.2541.520.62-
2023/9181.17.1939.41338.11-4.16489.180.74-
2023/8168.9421.4134.461157.01-8.63451.310.8-
2023/7139.14-2.856.93988.07-13.37420.960.86-
2023/6143.233.34-13.18848.93-15.99412.920.8-
2023/5138.595.71-12.88705.7-16.54433.020.76-
2023/4131.1-19.73-16.0567.11-17.38435.540.76-
2023/3163.3315.74-8.14436.01-17.79436.010.67-
2023/2141.117.25-5.1272.67-22.66395.570.73-
2023/1131.567.05-35.46131.56-35.46402.920.72-
2022/12122.9-17.22-20.751804.11-10.6407.90.72-
2022/11148.478.73-25.171681.21-9.75414.910.71-
2022/10136.545.1-31.471532.75-7.92392.090.75-
2022/9129.913.39-32.351396.21-4.71385.660.8-
2022/8125.64-3.43-32.01266.3-0.55420.730.73-
2022/7130.12-21.13-10.411140.664.79454.190.68-
2022/6164.983.695.951010.557.13480.160.8-
2022/5159.11.931.5845.577.36493.00.78-
2022/4156.08-12.223.51686.478.82482.60.8-
2022/3177.8219.570.31530.3910.48530.390.88-
2022/2148.7-27.0512.17352.5716.44507.660.92-
2022/1203.8731.4519.76203.8719.76557.370.84-
2021/12155.09-21.8324.522018.137.75552.760.69-
2021/11198.42-0.4127.091863.0138.98589.70.64-
2021/10199.253.7643.981664.5940.54576.070.66-
2021/9192.033.9140.781465.3440.09522.070.68-
2021/8184.7927.2239.21273.3139.99485.740.73-
2021/7145.25-6.714.941088.5240.12457.690.77-
2021/6155.7-0.6612.99943.2747.75463.220.7-
2021/5156.743.9543.14787.5757.31484.780.67營收增加50%以上,係市場需求持續暢旺所致
2021/4150.77-14.9442.12630.8261.28460.590.7營收增加60%以上,係市場需求持續暢旺所致
2021/3177.2633.7171.96480.0568.41480.050.55營收增加60%以上,係市場需求持續暢旺所致
2021/2132.56-22.1263.05302.7966.4427.330.61營收增加達60%以上,係市場需求暢旺所致
2021/1170.2336.6869.11170.2369.11450.890.58營收增加達69.11%,係市場需求暢旺所致
2020/12124.54-20.2237.01465.0221.58419.050.66-
2020/11156.1212.8140.091340.4820.32430.910.64-
2020/10138.391.4517.171184.3618.13407.540.67-
2020/9136.42.7516.371045.9718.26407.560.62-
2020/8132.75-4.0817.12909.5718.54408.950.62-
2020/7138.40.4441.81776.8218.79385.70.66-
2020/6137.825.8460.84638.4114.75353.380.6宅經濟帶動需求、新品上市
2020/5109.53.2121.15500.626.36318.660.67-
2020/4106.082.9124.22391.122.85290.460.74-
2020/3103.0826.79-0.96285.04-3.33285.040.72-
2020/281.3-19.23-1.41181.96-4.63272.860.75-
2020/1100.6610.73-7.08100.66-7.08303.00.68-
2019/1290.9-18.4222.061204.911.64320.450.7-
2019/11111.44-5.645.831114.010.27346.750.65-
2019/10118.110.760.191002.57-0.3348.660.65-
2019/9117.213.4111.11884.46-0.37328.140.67-
2019/8113.3416.1327.14767.25-1.92296.60.74-
2019/797.5913.915.68653.91-5.65273.640.8-
2019/685.67-5.20.43556.32-7.4261.440.76-
2019/590.385.83-7.99470.65-8.690.0N/A-
2019/485.39-17.95-14.12380.27-8.860.0N/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
2024/1163.932023/1131.562022/1203.872021/1170.232020/1100.66
2024/2148.192023/2141.112022/2148.72021/2132.562020/281.3
2024/3164.152023/3163.332022/3177.822021/3177.262020/3103.08
N/AN/A2023/4131.12022/4156.082021/4150.772020/4106.08
N/AN/A2023/5138.592022/5159.12021/5156.742020/5109.5
N/AN/A2023/6143.232022/6164.982021/6155.72020/6137.8
N/AN/A2023/7139.142022/7130.122021/7145.252020/7138.4
N/AN/A2023/8168.942022/8125.642021/8184.792020/8132.75
N/AN/A2023/9181.12022/9129.912021/9192.032020/9136.4
N/AN/A2023/10191.482022/10136.542021/10199.252020/10138.39
N/AN/A2023/11180.642022/11148.472021/11198.422020/11156.12
N/AN/A2023/12119.432022/12122.92021/12155.092020/12124.54
  • 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: 2.4%
合約負債 QoQ YoY
23Q4 (20)2.03-62.89-84.35
23Q3 (19)5.47-8.07-1.44
23Q2 (18)5.95-30.0815.31
23Q1 (17)8.51-34.39112.75
22Q4 (16)12.97133.69184.43
22Q3 (15)5.557.560
22Q2 (14)5.1629.00
22Q1 (13)4.0-12.280
21Q4 (12)4.5600

每月營收相關資訊

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