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)
2024/37.0-5.8921.0221.0932.5421.09N/A
2024/27.4411.6252.2114.139.1120.99N/A因客戶需求增加所致
2024/16.66-3.3926.926.6626.9219.95N/A
2023/126.97.8720.0672.37-20.2718.80.06
2023/116.3915.98-2.8265.47-22.9917.20.06
2023/105.514.09-19.4659.08-24.6816.90.06
2023/95.29-13.13-23.3253.57-25.1818.290.05
2023/86.09-11.65-15.2448.28-25.3819.420.04
2023/76.97.28-14.3342.18-26.6519.880.04
2023/66.43-1.78-26.835.28-28.6619.370.04
2023/56.552.44-31.0728.85-29.0618.720.04
2023/46.3910.54-22.2422.31-28.4517.060.05
2023/35.7818.35-35.3115.91-30.6715.910.06
2023/24.88-6.92-35.9610.13-27.7115.880.06
2023/15.25-8.61-17.855.25-17.8517.570.05
2022/125.74-12.69-25.9190.770.5319.160.04
2022/116.58-3.88-14.3485.033.0120.330.04
2022/106.84-0.88-18.4378.454.7920.940.04
2022/96.9-3.97-24.9471.617.7222.150.04
2022/87.19-10.7-25.4964.712.9724.030.04
2022/78.05-8.33-17.0157.5120.7726.340.04
2022/68.79-7.51-2.4949.4630.4426.50.05
2022/59.515.5636.2240.6740.726.660.05
2022/48.22-8.0351.9331.1842.1224.790.05因客戶需求增加所致。
2022/38.9417.1554.6822.9638.9122.960.04因客戶需求增加所致。
2022/27.6319.448.4514.0230.4421.770.05
2022/16.39-17.5813.936.3913.9321.820.04
2021/127.750.9531.6290.2929.9823.820.04
2021/117.68-8.4737.0782.5429.8325.270.04
2021/108.39-8.7936.6374.8629.1327.240.04
2021/99.2-4.6860.4866.4728.2428.550.03因客戶需求增加所致。
2021/89.65-0.5358.3557.2724.2328.360.03因客戶需求增加所致。
2021/79.77.6964.8147.6219.0325.690.04因客戶需求增加所致。
2021/69.0129.262.3337.9211.1321.390.05因客戶需求增加所致。
2021/56.9728.8820.4228.911.1918.160.05
2021/45.41-6.36-6.8121.93-3.6916.330.06
2021/35.7812.43-6.016.52-2.6316.520.05
2021/25.14-8.35-7.0210.75-0.7116.640.05-
2021/15.61-4.795.865.615.8617.10.05-
2020/125.895.1343.8569.46104.5617.630.05-
2020/115.6-8.7626.7363.57112.8817.470.05-
2020/106.147.1248.3957.97127.8517.970.05-
2020/95.73-5.9440.5951.83143.2817.710.04-
2020/86.093.5198.1146.1167.580.0N/A-
2020/75.890.0107.6240.0182.680.0N/A-
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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
2024/16.662023/15.252022/16.392021/15.612020/75.89
2024/27.442023/24.882022/27.632021/25.142020/86.09
2024/37.02023/35.782022/38.942021/35.782020/95.73
N/AN/A2023/46.392022/48.222021/45.412020/106.14
N/AN/A2023/56.552022/59.52021/56.972020/115.6
N/AN/A2023/66.432022/68.792021/69.012020/125.89
N/AN/A2023/76.92022/78.052021/79.7N/AN/A
N/AN/A2023/86.092022/87.192021/89.65N/AN/A
N/AN/A2023/95.292022/96.92021/99.2N/AN/A
N/AN/A2023/105.512022/106.842021/108.39N/AN/A
N/AN/A2023/116.392022/116.582021/117.68N/AN/A
N/AN/A2023/126.92022/125.742021/127.75N/AN/A
  • 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: 0.66%
合約負債 QoQ YoY
23Q4 (20)0.2190.91133.33
23Q3 (19)0.11-8.3310.0
23Q2 (18)0.12-14.2950.0
23Q1 (17)0.1455.5627.27
22Q4 (16)0.09-10.0-10.0
22Q3 (15)0.125.066.67
22Q2 (14)0.08-27.27166.67
22Q1 (13)0.1110.083.33
21Q4 (12)0.166.6766.67
21Q3 (11)0.06100.00.0
21Q2 (10)0.03-50.00
21Q1 (9)0.060.00
20Q4 (8)0.060.00
20Q3 (7)0.0600

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