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)
2024/33.0924.45-3.668.71-0.938.71N/A-
2024/22.48-20.93-13.165.620.628.23N/A-
2024/13.1419.9115.083.1415.088.69N/A-
2023/122.62-10.83-4.6436.45-11.958.550.7-
2023/112.93-1.992.4233.83-12.479.010.67-
2023/102.99-2.815.4630.9-13.669.260.65-
2023/93.08-3.186.8727.9-15.949.470.68-
2023/83.18-0.812.2124.82-18.119.480.68-
2023/73.213.76.2121.64-21.249.560.68-
2023/63.09-5.03-8.218.43-24.639.650.75-
2023/53.26-1.16-19.3215.34-27.259.760.74-
2023/43.32.82-23.3112.08-29.139.360.77-
2023/33.212.18-28.648.79-31.098.790.77-
2023/22.864.78-27.35.58-32.438.330.81-
2023/12.73-0.64-37.082.73-37.088.340.81-
2022/122.74-4.22-36.141.4-31.068.20.82-
2022/112.8610.47-36.8938.65-30.678.340.81-
2022/102.59-10.03-43.2135.79-30.128.310.81-
2022/92.881.65-43.1833.2-28.848.740.83-
2022/82.84-6.1-47.1930.31-27.099.220.78-
2022/73.02-10.37-43.8627.48-24.1110.430.69-
2022/63.37-16.54-38.9724.46-20.6611.70.67-
2022/54.04-6.04-26.1621.09-16.6612.830.61-
2022/44.3-4.32-18.6617.05-14.0512.720.62-
2022/34.4914.28-15.4912.75-12.3712.750.61-
2022/23.93-9.31-6.338.26-10.5812.560.62-
2022/14.330.9-14.114.33-14.1113.170.59-
2021/124.29-5.4-2.460.0515.5113.40.61-
2021/114.54-0.57-2.5155.7617.1614.180.58-
2021/104.57-9.990.0351.2219.315.010.55-
2021/95.07-5.51.1346.6521.5915.820.52-
2021/85.37-0.1915.4541.5824.6716.270.51-
2021/75.38-2.5713.6436.2126.1616.370.5-
2021/65.520.9829.630.8328.6416.270.46-
2021/55.473.4917.6325.3128.4316.070.47-
2021/45.28-0.624.0119.8431.7714.790.51-
2021/35.3226.6732.9314.5634.8314.560.5-
2021/24.2-16.8422.369.2435.9413.640.53-
2021/15.0514.6549.765.0549.7614.10.51客戶於農曆年前增加備貨所致
2020/124.4-5.5140.451.9919.4713.620.47-
2020/114.662.0234.6347.5917.8514.240.45-
2020/104.57-9.036.0642.9316.2814.230.45-
2020/95.027.8849.3438.3714.314.40.43-
2020/84.65-1.7643.8333.3510.413.640.46-
2020/74.7311.150.1928.76.3913.640.46本月合併營收較去年同期增加50.20%,主係大陸經濟活動重啟,需求回穩所致,但由於疫情尚未舒緩,未來仍需審慎應對。
2020/64.26-8.3427.7323.970.613.170.47-
2020/54.659.1124.1119.7-3.8112.910.48-
2020/44.266.5415.3415.06-10.0611.690.53-
2020/34.016.6-9.5110.8-17.2510.80.45-
2020/23.431.78-6.86.8-21.219.930.49-
2020/13.377.48-31.933.37-31.939.960.49-
2019/123.13-9.39-23.443.51-24.369.950.46-
2019/113.463.1-29.6540.38-24.4310.170.45-
2019/103.36-0.12-40.0836.92-23.99.950.46-
2019/93.363.89-45.2233.57-21.799.740.46-
2019/83.232.58-51.4330.21-17.889.720.46本月合併營收較去年同期減少51.43%,累計至8月營收較去年同期減少17.89%,主係受到中美貿易戰不確定性影響。
2019/73.15-5.5-49.3126.97-10.4710.230.44-
2019/63.34-10.94-40.5323.82-0.3810.770.45-
2019/53.751.4-23.5320.4911.920.0N/A-
2019/43.69-16.41-6.116.7424.870.0N/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
2024/13.142023/12.732022/14.332021/15.052020/13.37
2024/22.482023/22.862022/23.932021/24.22020/23.43
2024/33.092023/33.22022/34.492021/35.322020/34.0
N/AN/A2023/43.32022/44.32021/45.282020/44.26
N/AN/A2023/53.262022/54.042021/55.472020/54.65
N/AN/A2023/63.092022/63.372021/65.522020/64.26
N/AN/A2023/73.212022/73.022021/75.382020/74.73
N/AN/A2023/83.182022/82.842021/85.372020/84.65
N/AN/A2023/93.082022/92.882021/95.072020/95.02
N/AN/A2023/102.992022/102.592021/104.572020/104.57
N/AN/A2023/112.932022/112.862021/114.542020/114.66
N/AN/A2023/122.622022/122.742021/124.292020/124.4
  • 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
合約負債 QoQ YoY

每月營收相關資訊

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