. 愛玩股

   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)
2024/30.5128.38-16.31.639.71.63N/A-
2024/20.4-44.255.261.1227.971.62N/A-
2024/10.7242.1245.470.7245.471.75N/A-
2023/120.51-4.81-3.826.0722.641.550.9-
2023/110.533.7320.195.5625.791.530.91-
2023/100.514.8615.055.0326.411.530.91-
2023/90.49-7.5713.264.5227.841.480.9-
2023/80.5313.6133.064.0329.861.630.82-
2023/70.46-27.045.963.529.391.60.83-
2023/60.6427.4551.83.0433.921.550.82因受到流感、腸病毒及新冠疫情影響，相關藥品出貨量增加，及反映原物料上漲調整藥品售價，使得6月單月營收較去年同期大幅成長。
2023/50.520.1932.22.429.871.530.83-
2023/40.42-32.2812.891.929.271.410.9-
2023/30.6161.4769.91.4934.731.490.77112年3月單月合併營收較去年同期成長69.90%，係因自112年3月起部分產品調整售價及市場需求量增加，以致營收成長。
2023/20.38-22.979.970.8717.621.40.81-
2023/10.49-6.0424.280.4924.281.460.78-
2022/120.5318.9641.524.9520.211.410.9-
2022/110.44-0.726.494.4218.11.320.96-
2022/100.443.2328.933.9817.231.271.0-
2022/90.438.5822.433.5415.911.271.07-
2022/80.4-9.5220.143.115.061.251.08-
2022/70.444.5136.322.7114.351.241.1-
2022/60.4210.9931.332.2710.91.171.16-
2022/50.382.639.151.857.121.111.22-
2022/40.371.914.01.476.621.081.26-
2022/30.364.516.871.14.361.11.21-
2022/20.35-12.948.090.743.181.111.2-
2022/10.46.98-0.730.4-0.731.121.2-
2021/120.376.33-4.464.11-2.951.061.37-
2021/110.351.212.03.74-2.81.051.4-
2021/100.34-1.963.183.39-4.11.031.42-
2021/90.356.5410.873.05-4.861.01.52-
2021/80.332.660.882.7-6.590.971.58-
2021/70.320.68-21.352.37-7.540.991.55-
2021/60.32-7.741.742.05-4.920.991.46-
2021/50.357.1921.751.73-6.061.011.43-
2021/40.32-4.46-14.181.38-11.150.981.47-
2021/30.345.71-22.41.06-10.181.061.46-
2021/20.32-20.05-18.110.72-3.011.111.39-
2021/10.42.9713.740.413.741.11.4-
2020/120.3924.65-18.484.24-0.311.031.53-
2020/110.31-6.75-13.423.851.980.961.64-
2020/100.335.33-17.573.543.60.981.61-
2020/90.32-3.054.063.216.451.051.34-
2020/80.33-19.96-4.122.896.721.051.34-
2020/70.4130.2521.042.568.291.011.4-
2020/60.3110.4-1.312.156.160.971.45-
2020/50.28-24.44-18.341.847.561.11.29-
2020/40.38-13.628.721.5514.181.21.17-
2020/30.4411.5630.731.1816.051.180.97-
2020/20.3911.0376.980.748.871.220.94109年2月單月合併營收較去年同期成長76.99%，係因108年2月適逢年節假期，營收較低所致
2020/10.35-26.19-23.720.35-23.721.190.96-
2019/120.4832.3848.814.253.251.241.07-
2019/110.36-11.227.923.78-0.581.071.24-
2019/100.4133.0-8.313.42-1.391.051.26-
2019/90.3-10.68-0.813.01-0.380.981.36-
2019/80.341.04-0.552.71-0.331.01.34-
2019/70.346.194.692.37-0.31.01.33-
2019/60.32-8.64-16.022.03-1.091.011.25-
2019/50.350.62.241.712.290.0N/A-
2019/40.353.8610.171.362.30.0N/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
2024/10.722023/10.492022/10.42021/10.42020/10.35
2024/20.42023/20.382022/20.352021/20.322020/20.39
2024/30.512023/30.612022/30.362021/30.342020/30.44
N/AN/A2023/40.422022/40.372021/40.322020/40.38
N/AN/A2023/50.52022/50.382021/50.352020/50.28
N/AN/A2023/60.642022/60.422021/60.322020/60.31
N/AN/A2023/70.462022/70.442021/70.322020/70.41
N/AN/A2023/80.532022/80.42021/80.332020/80.33
N/AN/A2023/90.492022/90.432021/90.352020/90.32
N/AN/A2023/100.512022/100.442021/100.342020/100.33
N/AN/A2023/110.532022/110.442021/110.352020/110.31
N/AN/A2023/120.512022/120.532021/120.372020/120.39
  • 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: 1.57%
合約負債 QoQ YoY
23Q4 (20)0.070.00.0
23Q3 (19)0.070.00.0
23Q2 (18)0.070.00.0
23Q1 (17)0.070.0-36.36
22Q4 (16)0.070.0-12.5
22Q3 (15)0.070.0-12.5
22Q2 (14)0.07-36.360.0
22Q1 (13)0.1137.522.22
21Q4 (12)0.080.060.0
21Q3 (11)0.0814.2914.29
21Q2 (10)0.07-22.22-12.5
21Q1 (9)0.0980.050.0
20Q4 (8)0.05-28.57-28.57
20Q3 (7)0.07-12.50.0
20Q2 (6)0.0833.33-11.11
20Q1 (5)0.06-14.290.0
19Q4 (4)0.070.00.0
19Q3 (3)0.07-22.220.0
19Q2 (2)0.0950.00.0
19Q1 (1)0.060.00.0

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