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)
2024/310.551.65-0.2433.188.6333.18N/A0.140.35-
2024/210.38-15.218.8322.6313.3331.99N/A0.090.21-
2024/112.2430.7917.4412.2417.4432.44N/A0.120.12-
2023/129.36-13.62-21.28127.959.029.740.00.041.16-
2023/1110.8413.62-6.84118.5912.4131.210.00.081.12-
2023/109.54-11.94-7.1107.7514.831.940.00.081.04-
2023/910.83-6.3852.7698.2117.4934.130.00.10.96本月營收較去年增52.77%,主要係權益法投資大中票券認列廉價購買利益205百萬、金融商品收益增加290百萬及淨利息收益減少85百萬。
2023/811.57-1.282.4987.3814.2235.490.00.140.86-
2023/711.72-3.8813.9975.8116.2634.10.00.150.72-
2023/612.219.8330.7964.0916.6833.550.00.130.57-
2023/510.18-8.913.3651.8913.831.930.00.090.44-
2023/411.175.628.9541.7216.6731.290.00.110.35-
2023/310.5810.922.0330.5419.7730.540.00.070.24-
2023/29.54-8.536.0519.9618.6131.860.00.070.17-
2023/110.43-12.336.1610.436.1633.950.00.10.1-
2022/1211.892.2199.0117.388.7333.80.00.111.03本月營收淨額較去年同期增加99.00%,主要係金融商品收益較去年同期增加327百萬元及去年同期認列訴訟賠償損失315百萬元。
2022/1111.6413.3124.73105.493.4428.990.00.130.92-
2022/1010.2744.817.5193.861.328.650.00.070.78-
2022/97.09-37.18-20.5683.59-0.3828.660.00.030.71-
2022/811.299.7917.3676.52.0130.90.00.10.68-
2022/710.2810.276.6665.21-0.2329.450.00.10.58-
2022/69.32-5.29-2.5754.92-1.4329.430.00.070.47-
2022/59.85-3.9812.2545.6-1.1928.770.00.10.4-
2022/410.2518.2912.0535.75-4.3525.930.00.120.31-
2022/38.6723.65-8.325.5-9.6725.50.00.070.18-
2022/27.01-28.6-23.8416.83-10.3622.810.00.050.11-
2022/19.8264.312.599.822.5925.120.00.060.06-
2021/125.98-35.93-29.88107.95-4.0124.040.00.020.81-
2021/119.336.75-0.06101.97-1.8926.990.00.090.79-
2021/108.74-2.12-5.5492.65-2.0727.280.00.090.7-
2021/98.93-7.1914.483.91-1.728.190.00.070.61-
2021/89.62-0.21-8.2874.98-3.3228.830.00.050.54-
2021/79.640.72-9.6165.36-2.5427.980.00.090.49-
2021/69.579.11-5.555.72-1.2127.490.00.050.4-
2021/58.77-4.15-20.4946.15-0.2727.380.00.040.35-
2021/49.15-3.2-25.6337.386.0527.810.00.080.3-
2021/39.452.69243.228.2323.0528.230.00.080.22本月營收淨額較去年同期增加243%,主要係去年新冠肺炎疫情嚴重影響金融市場行情致金融商品評價損失增加,本年度市場行情穩定復甦。
2021/29.21-3.82-3.9718.78-6.9827.30.00.060.15-
2021/19.5712.29-9.719.57-9.7127.430.00.090.09-
2020/128.52-8.68-6.31112.47-3.9827.110.0-0.070.72-
2020/119.330.897.6103.95-3.7826.390.00.080.78-
2020/109.2518.54-10.4594.61-4.7827.540.00.050.7-
2020/97.8-25.6-7.8985.36-4.1228.960.00.040.65-
2020/810.49-1.666.3777.56-3.7231.280.00.070.61-
2020/710.675.313.6167.07-5.1331.830.00.10.54-
2020/610.13-8.19-7.8456.41-6.6233.470.00.120.45-
2020/511.03-10.3422.4846.28-6.3526.090.00.080.33-
2020/412.31346.7334.1735.25-12.7824.650.00.150.25-
2020/32.75-71.26-74.9622.94-26.5622.940.0-0.080.1本月營收淨額較去年同期減少74.96%,主要係新冠肺炎疫情嚴重影響金融市場行情,致金融商品評價損失增加。
2020/29.59-9.5612.8920.19-0.2629.280.00.070.17-
2020/110.616.52-9.7610.6-9.7628.370.00.10.1-
2019/129.14.870.96117.134.4828.10.00.031.05-
2019/118.67-16.02-14.51108.044.7827.480.00.061.02-
2019/1010.3321.9220.7599.366.8928.660.00.10.97-
2019/98.47-14.07-8.1389.035.4928.630.00.050.87-
2019/89.86-4.223.0680.567.1631.140.00.090.82-
2019/710.29-6.33-9.3670.77.7630.290.00.090.73-
2019/610.9922.026.8560.4111.3429.170.00.130.63-
2019/59.01-1.79-5.1449.4212.390.0N/A0.080.51-
2019/49.17-16.621.1640.4117.230.0N/A0.090.43-
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
2024/112.242023/110.432022/19.822021/19.572020/110.6
2024/210.382023/29.542022/27.012021/29.212020/29.59
2024/310.552023/310.582022/38.672021/39.452020/32.75
N/AN/A2023/411.172022/410.252021/49.152020/412.31
N/AN/A2023/510.182022/59.852021/58.772020/511.03
N/AN/A2023/612.22022/69.322021/69.572020/610.13
N/AN/A2023/711.722022/710.282021/79.642020/710.67
N/AN/A2023/811.572022/811.292021/89.622020/810.49
N/AN/A2023/910.832022/97.092021/98.932020/97.8
N/AN/A2023/109.542022/1010.272021/108.742020/109.25
N/AN/A2023/1110.842022/1111.642021/119.332020/119.33
N/AN/A2023/129.362022/1211.892021/125.982020/128.52
  • 每季的合約負債通常會反應在未來半年到一年後的營收

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。