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)
2024/36.848.17-5.6219.993.9719.99N/A-
2024/26.33-7.256.6213.159.7820.07N/A-
2024/16.82-1.3912.896.8212.8921.27N/A-
2023/126.92-8.1311.9385.6311.8721.960.5-
2023/117.530.3-1.4278.7111.8623.040.48-
2023/107.51-6.08-0.3871.1813.4823.450.47-
2023/98.00.582.6663.6715.3723.710.46-
2023/87.952.3613.2355.6717.4622.670.48-
2023/77.7711.6729.2347.7318.221.750.5-
2023/66.95-1.0822.3339.9616.2720.730.52-
2023/57.034.1724.5333.0115.0721.030.51-
2023/46.75-6.9522.2825.9812.7519.930.54-
2023/37.2522.213.2819.239.7519.230.61-
2023/25.93-1.7914.2111.987.7218.160.65-
2023/16.04-2.232.026.042.0219.860.59-
2022/126.18-19.114.6376.5418.1421.360.64-
2022/117.641.3640.4170.3618.4622.970.6-
2022/107.54-3.243.0662.7216.2522.340.61-
2022/97.7910.9353.9655.1813.3420.820.62主要是去年同期因新冠肺炎疫情及產業缺料之影響以至於基期較低
2022/87.0216.8328.6947.48.6318.710.69-
2022/76.015.717.5440.385.7717.340.74-
2022/65.680.694.5834.375.4716.850.7-
2022/55.642.280.928.685.6417.560.67-
2022/45.52-13.791.4423.046.8717.120.69-
2022/36.423.218.5717.528.7117.520.61-
2022/25.2-12.263.2911.123.7416.510.64-
2022/15.929.844.145.924.1416.760.64-
2021/125.39-0.9-2.8964.7917.7316.10.65-
2021/115.443.27-10.0959.3920.0415.770.66-
2021/105.274.16-13.7253.9524.2415.780.66-
2021/95.06-7.27-20.6848.6830.4616.10.62-
2021/85.45-2.3713.5543.6341.016.480.6-
2021/75.592.831.0438.1746.0516.620.6-
2021/65.43-2.8463.9732.5848.9716.470.57主要是去年同期因新冠肺炎疫情以至於基期較低所影響
2021/55.592.8385.4327.1546.2916.430.58主要是去年同期因新冠肺炎疫情以至於基期較低所影響
2021/45.440.7527.7321.5638.715.870.6-
2021/35.47.335.5416.1242.8316.120.59-
2021/25.03-11.54124.310.7273.7716.270.58主要是去年同期因新冠肺炎疫情導致中國廠區延後復工基期較低所影響
2021/15.692.4144.895.6944.8917.290.55-
2020/125.55-8.2512.0755.03-11.317.710.54-
2020/116.05-0.8921.2349.48-13.3318.540.52-
2020/106.11-4.239.843.42-16.6417.290.55-
2020/96.3832.759.2237.32-19.8115.440.61-
2020/84.812.66-9.6230.94-23.9712.380.76-
2020/74.2628.63-21.7226.14-26.1310.590.89-
2020/63.319.87-39.0821.87-26.9310.590.67-
2020/53.02-29.16-41.4118.56-24.2112.390.58-
2020/44.26-16.74-18.3515.54-19.6311.620.61-
2020/35.12128.13.311.28-20.1311.280.68-
2020/22.24-42.86-40.546.17-32.7711.120.69-
2020/13.92-20.78-27.353.92-27.3513.870.55-
2019/124.95-0.75-10.662.04-14.215.510.44-
2019/114.99-10.24-16.2657.09-14.516.390.41-
2019/105.56-4.73-25.4452.1-14.3316.720.4-
2019/95.849.84-20.2246.54-12.7716.60.39-
2019/85.31-2.41-25.6540.7-11.5916.20.4-
2019/75.450.097.7635.38-9.016.040.41-
2019/65.445.67-5.0529.94-11.5115.810.47-
2019/55.15-1.28-19.1624.49-12.850.0N/A-
2019/45.225.34-10.0219.34-11.00.0N/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
2024/16.822023/16.042022/15.922021/15.692020/13.92
2024/26.332023/25.932022/25.22021/25.032020/22.24
2024/36.842023/37.252022/36.42021/35.42020/35.12
N/AN/A2023/46.752022/45.522021/45.442020/44.26
N/AN/A2023/57.032022/55.642021/55.592020/53.02
N/AN/A2023/66.952022/65.682021/65.432020/63.31
N/AN/A2023/77.772022/76.012021/75.592020/74.26
N/AN/A2023/87.952022/87.022021/85.452020/84.8
N/AN/A2023/98.02022/97.792021/95.062020/96.38
N/AN/A2023/107.512022/107.542021/105.272020/106.11
N/AN/A2023/117.532022/117.642021/115.442020/116.05
N/AN/A2023/126.922022/126.182021/125.392020/125.55
  • 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: 0.23%
合約負債 QoQ YoY
23Q4 (20)0.07-50.0-58.82
23Q3 (19)0.14-17.65100.0
23Q2 (18)0.17-10.53112.5
23Q1 (17)0.1911.76375.0
22Q4 (16)0.17142.86240.0
22Q3 (15)0.07-12.575.0
22Q2 (14)0.08100.033.33
22Q1 (13)0.04-20.0-20.0
21Q4 (12)0.0525.0-28.57
21Q3 (11)0.04-33.33-42.86
21Q2 (10)0.0620.00.0
21Q1 (9)0.05-28.570.0
20Q4 (8)0.070.016.67
20Q3 (7)0.0716.67-50.0
20Q2 (6)0.0620.0-62.5
20Q1 (5)0.05-16.67-37.5
19Q4 (4)0.06-57.140.0
19Q3 (3)0.14-12.50.0
19Q2 (2)0.16100.00.0
19Q1 (1)0.080.00.0

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