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)
2024/32.694.98-6.487.85-9.07.85N/A-
2024/22.56-1.762.485.16-10.267.81N/A-
2024/12.61-1.5-20.032.61-20.037.93N/A-
2023/122.65-1.39-27.7434.61-48.468.290.0運價受市場供需影響,以致收入減少。
2023/112.68-9.41-35.1731.97-49.658.40.0運價受市場供需影響,以致收入減少。
2023/102.967.59-42.9529.28-50.668.580.0運價受市場供需影響,以致收入減少。
2023/92.75-3.94-54.6626.32-51.48.680.0運價受市場供需影響,以致收入減少。
2023/82.87-6.46-53.7823.57-50.998.930.0運價受市場供需影響,以致收入減少。
2023/73.062.01-54.9920.7-50.589.130.0運價受市場供需影響,以致收入減少。
2023/63.0-2.03-55.0217.64-49.729.010.0運價受市場供需影響,以致收入減少。
2023/53.074.23-51.3914.64-48.478.880.0運價受市場供需影響,以致收入減少。
2023/42.942.36-51.4111.57-47.648.310.0運價受市場供需影響,以致收入減少。
2023/32.8715.05-50.878.63-46.228.630.0運價受市場供需影響,以致收入減少。
2023/22.5-23.35-47.735.76-43.559.420.0-
2023/13.26-11.0-39.873.26-39.8711.060.0-
2022/123.66-11.53-34.4267.1621.3812.990.0-
2022/114.14-20.28-35.9963.527.6415.40.0-
2022/105.19-14.49-20.9259.3637.1517.460.0-
2022/96.07-2.07-2.8854.1747.5419.080.0-
2022/86.2-8.914.7648.0957.8919.690.0因整體運價上漲,致營收增加。
2022/76.811.9239.0941.8967.1919.790.0因整體運價上漲,致營收增加。
2022/66.685.8853.5435.0974.0119.040.0因整體運價上漲,致營收增加。
2022/56.314.243.2428.4179.6418.210.0因整體運價上漲,致營收增加。
2022/46.053.4876.8822.193.6916.680.0因整體運價上漲,致營收增加。
2022/35.8522.41102.0816.05100.8916.050.0因整體運價上漲,致營收增加。
2022/24.78-11.8193.4110.2100.2215.780.0因整體運價上漲,致營收增加。
2022/15.42-2.93106.645.42106.6417.470.0因整體運價上漲,致營收增加。
2021/125.58-13.66126.5955.33107.1518.620.0因整體運價上漲,致營收增加。
2021/116.47-1.51173.2649.74105.1719.280.0因整體運價上漲,致營收增加。
2021/106.575.01169.4343.2897.8118.220.0因整體運價上漲,致營收增加。
2021/96.2515.71176.9436.7188.8316.550.0因整體運價上漲,致營收增加。
2021/85.410.4125.6630.4677.2614.650.0因整體運價上漲,致營收增加。
2021/74.8912.52108.1425.0669.4213.650.0因整體運價上漲,致營收增加。
2021/64.35-1.22109.0120.1662.112.170.0因整體運價上漲,致營收增加。
2021/54.428.67123.715.8152.6710.720.0因整體運價上漲,致營收增加。
2021/43.4218.2271.6411.4136.018.790.0主係去年因COVID-19疫情影響而使營業收入大幅減少,今年因後疫情經濟復甦,整體運價上漲,致營收增加。
2021/32.8917.1546.17.9924.97.990.0-
2021/22.47-5.7823.65.0915.387.560.0-
2021/12.626.438.582.628.587.450.0-
2020/122.464.12-11.9126.71-29.797.270.0-
2020/112.37-2.89-22.6524.24-31.217.060.0-
2020/102.447.94-27.7221.88-32.027.090.0-
2020/92.26-5.7-32.0719.44-32.537.00.0-
2020/82.391.83-26.8517.18-32.596.830.0-
2020/72.3512.99-24.2914.79-33.436.40.0-
2020/62.085.71-32.6112.44-34.926.040.28-
2020/51.97-1.27-40.1210.36-35.365.940.28-
2020/41.990.63-35.698.39-34.135.970.28-
2020/31.98-0.87-38.56.39-33.636.390.3-
2020/22.0-17.23-31.884.41-31.197.210.26-
2020/12.42-13.66-30.62.42-30.68.270.23-
2019/122.8-8.57-23.5938.04-5.539.230.25-
2019/113.06-9.25-11.4235.25-3.729.760.24-
2019/103.371.44-4.9732.19-2.929.970.24-
2019/93.321.531.8428.82-2.679.70.0-
2019/83.275.39-2.1725.49-3.239.470.0-
2019/73.110.56-9.322.22-3.399.480.0-
2019/63.09-6.05-15.3719.11-2.359.480.0-
2019/53.296.033.4216.020.620.0N/A-
2019/43.1-3.77-6.3212.74-0.070.0N/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
2024/12.612023/13.262022/15.422021/12.622020/12.42
2024/22.562023/22.52022/24.782021/22.472020/22.0
2024/32.692023/32.872022/35.852021/32.892020/31.98
N/AN/A2023/42.942022/46.052021/43.422020/41.99
N/AN/A2023/53.072022/56.312021/54.42020/51.97
N/AN/A2023/63.02022/66.682021/64.352020/62.08
N/AN/A2023/73.062022/76.812021/74.892020/72.35
N/AN/A2023/82.872022/86.22021/85.42020/82.39
N/AN/A2023/92.752022/96.072021/96.252020/92.26
N/AN/A2023/102.962022/105.192021/106.572020/102.44
N/AN/A2023/112.682022/114.142021/116.472020/112.37
N/AN/A2023/122.652022/123.662021/125.582020/122.46
  • 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: 2.98%
合約負債 QoQ YoY
23Q4 (20)1.168.41-43.96
23Q3 (19)1.07-15.75-52.23
23Q2 (18)1.270-32.8

每月營收相關資訊

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