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)
2024/34.7723.9210.9812.851.7812.85N/A-
2024/23.85-8.92-9.158.08-2.9612.63N/A-
2024/14.23-6.943.444.233.4413.62N/A-
2023/124.54-6.125.1453.99-20.3114.380.26-
2023/114.84-3.1-12.3349.45-22.0514.730.26-
2023/105.02.16-6.444.61-22.9714.580.26-
2023/94.894.11-9.8239.61-24.6614.070.31-
2023/84.74.91-21.9734.72-26.3613.610.33-
2023/74.480.93-29.830.02-27.0113.120.34-
2023/64.445.53-31.2925.54-26.4912.910.34-
2023/54.2-1.66-33.2621.11-25.412.780.34-
2023/44.27-0.61-19.9916.9-23.1512.820.34-
2023/34.31.43-21.312.63-24.1612.630.36-
2023/24.243.7-16.188.33-25.5512.650.36-
2023/14.09-5.41-33.294.09-33.2913.930.33-
2022/124.32-21.73-28.1667.76-5.8515.180.35-
2022/115.523.44-5.263.44-3.8216.280.32-
2022/105.34-1.56-11.0957.91-3.6916.780.31-
2022/95.42-9.92-11.1852.57-2.8717.820.21-
2022/86.02-5.60.6147.15-1.8118.860.2-
2022/76.38-1.212.8141.13-2.1519.130.19-
2022/66.462.514.9134.75-3.0118.10.25-
2022/56.317.883.1528.29-4.6617.110.27-
2022/45.34-2.24-13.2322.0-6.6915.870.29-
2022/35.478.03-13.7216.65-4.3716.650.36-
2022/25.06-17.45-4.0811.190.9617.20.35-
2022/16.131.865.546.135.5417.970.33-
2021/126.023.279.5971.9815.9217.850.26-
2021/115.83-2.977.2165.9616.5417.940.26-
2021/106.0-1.6613.0660.1317.5318.10.26-
2021/96.112.0414.1154.1318.0518.290.24-
2021/85.98-3.539.3848.0218.5718.340.24-
2021/76.20.811.3342.0420.018.460.24-
2021/66.150.7913.7235.8321.6418.420.18-
2021/56.11-0.8411.1329.6823.4218.60.18-
2021/46.16-2.797.8423.5727.0617.770.19-
2021/36.3320.0914.2417.4235.6117.420.19-
2021/25.27-9.1658.2211.0851.8516.570.2因去年受疫情影響所致。
2021/15.815.7646.495.8146.4916.730.2-
2020/125.491.0316.4762.097.9616.230.2-
2020/115.432.3221.5856.67.216.10.21-
2020/105.31-0.7518.2851.165.8616.130.21-
2020/95.35-2.1811.7745.854.5916.390.22-
2020/85.47-1.819.5740.53.7116.450.22-
2020/75.572.9610.8535.032.8616.480.22-
2020/65.41-1.4911.9929.461.4716.620.21-
2020/55.49-3.7815.324.05-0.6216.750.21-
2020/45.712.9816.9418.55-4.5214.590.24-
2020/35.5466.324.3412.84-11.7312.840.26-
2020/23.33-15.9-20.377.3-20.9812.010.28-
2020/13.96-15.9-21.493.96-21.4913.150.25-
2019/124.715.47-6.4457.51-15.9513.670.21-
2019/114.47-0.46-13.6652.79-16.713.750.21-
2019/104.49-6.21-14.5548.32-16.9714.270.2-
2019/94.79-4.11-8.3743.84-17.2114.810.18-
2019/84.99-0.67-10.7839.05-18.1814.850.18-
2019/75.034.02-10.9434.05-19.1614.620.19-
2019/64.831.41-21.1129.03-20.4414.480.15-
2019/54.76-2.41-27.0824.2-20.30.0N/A-
2019/44.88-8.11-25.019.43-18.440.0N/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
2024/14.232023/14.092022/16.132021/15.812020/13.96
2024/23.852023/24.242022/25.062021/25.272020/23.33
2024/34.772023/34.32022/35.472021/36.332020/35.54
N/AN/A2023/44.272022/45.342021/46.162020/45.71
N/AN/A2023/54.22022/56.32021/56.112020/55.49
N/AN/A2023/64.442022/66.462021/66.152020/65.41
N/AN/A2023/74.482022/76.382021/76.22020/75.57
N/AN/A2023/84.72022/86.022021/85.982020/85.47
N/AN/A2023/94.892022/95.422021/96.112020/95.35
N/AN/A2023/105.02022/105.342021/106.02020/105.31
N/AN/A2023/114.842022/115.522021/115.832020/115.43
N/AN/A2023/124.542022/124.322021/126.022020/125.49
  • 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: 3.5%
合約負債 QoQ YoY
23Q4 (20)0.5150.0218.75
23Q3 (19)0.34-17.0778.95
23Q2 (18)0.41105.078.26
23Q1 (17)0.225.0-20.0
22Q4 (16)0.16-15.79-42.86
22Q3 (15)0.19-17.39-59.57
22Q2 (14)0.23-8.0-36.11
22Q1 (13)0.25-10.71-74.49
21Q4 (12)0.28-40.43-67.44
21Q3 (11)0.4730.56113.64
21Q2 (10)0.36-63.2771.43
21Q1 (9)0.9813.95390.0
20Q4 (8)0.86290.91-4.44
20Q3 (7)0.224.764.76
20Q2 (6)0.215.0-4.55
20Q1 (5)0.2-77.78-78.72
19Q4 (4)0.9328.570.0
19Q3 (3)0.21-4.550.0
19Q2 (2)0.22-76.60.0
19Q1 (1)0.940.00.0

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