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)
2024/33.8941.529.119.9519.179.95N/A-
2024/22.75-16.8918.16.0626.679.51N/A-
2024/13.31-4.2934.813.3134.8110.31N/A-
2023/123.46-2.6517.8737.46-10.9710.180.33-
2023/113.5511.7220.3534.01-13.1310.610.32-
2023/103.18-18.219.8630.46-15.8610.520.32-
2023/93.8912.237.7627.28-18.0910.260.27-
2023/83.4618.83-14.2223.39-21.239.410.3-
2023/72.91-4.16-34.419.93-22.339.030.31-
2023/63.04-1.34-30.3917.02-19.818.670.31-
2023/53.0820.73-32.613.98-17.079.20.29-
2023/42.55-28.41-11.6210.9-11.298.440.31-
2023/33.5753.17-4.068.35-11.198.350.35-
2023/22.33-5.13-0.044.78-15.857.710.38-
2023/12.45-16.32-26.832.45-26.838.340.35-
2022/122.93-0.59-26.5942.080.768.770.37-
2022/112.951.98-31.1139.153.659.450.34-
2022/102.89-19.78-0.4136.28.110.530.3-
2022/93.61-10.662.1633.318.9112.080.27-
2022/84.04-9.1112.0229.79.7912.840.26-
2022/74.441.6815.6125.679.4413.380.25-
2022/64.37-4.4715.3221.228.2411.830.26-
2022/54.5758.3226.2716.866.5411.180.27-
2022/42.89-22.29-12.0312.290.698.930.34-
2022/33.7259.6-5.839.45.379.40.29-
2022/22.33-30.561.795.6814.270.0N/A-
2022/13.350.024.913.3524.910.0N/A-
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股價
長短期營收
營收年增率
存貨銷售比
  • 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: 1.48%
合約負債 QoQ YoY
23Q4 (20)0.08-50.0-33.33
23Q3 (19)0.16-51.520
23Q2 (18)0.333.120
23Q1 (17)0.32166.67700.0
22Q4 (16)0.1200

每月營收相關資訊

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