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)
2024/35.9318.462.9518.15.3318.1N/A-
2024/25.0-30.25-23.5712.186.5318.55N/A-
2024/17.1712.5446.917.1746.9119.96N/A-
2023/126.37-0.66-3.479.45-7.2619.190.48-
2023/116.420.19-9.9473.08-7.5419.510.47-
2023/106.4-4.32-17.3866.66-7.2320.390.45-
2023/96.69-8.29-17.7660.26-6.0321.070.46-
2023/87.33.13-1.753.57-4.3722.190.44-
2023/77.08-9.5-8.3646.27-4.7221.90.44-
2023/67.8211.57-5.3939.18-4.0722.010.44-
2023/57.01-2.38-15.3631.376.5719.940.48-
2023/47.1824.71-1.3124.36-0.0819.480.49-
2023/35.76-12.06-1.1817.180.1717.180.71-
2023/26.5534.0730.2711.431.0818.030.68-
2023/14.88-26.0-22.294.88-22.2918.60.66-
2022/126.6-7.3817.085.6858.6821.470.54隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/117.12-8.0727.1479.0463.5123.010.51隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/107.75-4.7680.1271.8668.1723.310.5隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/98.149.61101.9764.1266.8723.290.53隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/87.42-3.86105.6256.0162.8223.410.53隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/77.72-6.5654.648.5657.6624.270.51隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/68.27-0.1767.5740.8558.323.820.51隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/58.2813.8172.8829.4441.0821.380.57隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/47.2824.8864.5924.3851.7418.130.67隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/35.8315.9445.4617.1547.2817.130.79-
2022/25.02-20.0251.7611.3147.9316.950.8隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2022/16.2811.4145.046.2845.0417.530.77-
2021/125.640.64101.2553.9944.4415.550.67隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2021/115.630.2367.7348.3439.7213.940.75隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2021/104.36.7894.4242.7336.7411.940.88隨著疫苗覆蓋率提升,運動及輕奢包袋消費市場逐漸復甦,訂單增加所致。
2021/94.0311.5933.0738.4332.2512.640.73-
2021/83.61-27.7128.6534.432.1313.540.68-
2021/75.01.2775.7930.832.5514.720.63係去年受到疫情影響,部分訂單有延期出貨情形,今年回復正常,以及去年12月收購薩摩亞德御產生綜效所致。
2021/64.932.9866.7725.826.4414.140.61係去年受到疫情影響,部分訂單有延期出貨情形,今年回復正常,以及去年12月收購薩摩亞德御產生綜效所致。
2021/54.798.3583.020.8619.5113.210.65係去年受到疫情影響,部分訂單有延期出貨情形,今年回復正常,以及去年12月收購薩摩亞德御產生綜效所致。
2021/44.4210.3626.8416.078.2411.740.73-
2021/34.020.972.8611.652.5111.650.76-
2021/23.31-23.5717.887.642.3410.440.85-
2021/14.3354.58-6.94.33-6.910.470.85-
2020/122.8-16.12-45.7737.38-42.28.360.84-
2020/113.3450.96-32.6134.6-41.878.580.81-
2020/102.21-26.91-59.731.25-42.738.050.87本月營收較去年同期減少,係疫情持續擴大影響,主要客戶訂單延期交貨所致。
2020/93.037.89-37.5229.05-40.88.680.77-
2020/82.81-1.23-50.9226.04-41.138.610.78本月營收較去年同期減少,係疫情持續擴大影響,主要客戶訂單延期交貨所致。
2020/72.84-3.92-54.7123.24-39.668.420.79本月營收較去年同期減少,係疫情持續擴大影響,主要客戶訂單延期交貨所致。
2020/62.9613.0-54.0520.41-36.689.060.8本月營收較去年同期減少,係疫情持續擴大影響,主要客戶訂單延期交貨所致。
2020/52.62-24.89-58.4217.46-32.3610.00.73本月營收較去年同期減少,係疫情持續擴大影響,主要客戶訂單延期交貨所致。
2020/43.48-10.49-32.0114.85-23.9610.190.71-
2020/33.8938.62-16.4811.36-21.0911.350.73-
2020/22.81-39.64-23.717.47-23.312.630.66-
2020/14.65-9.95-23.144.65-23.1414.780.56-
2019/125.174.23-4.8164.687.2415.620.54-
2019/114.96-9.73-13.9859.528.4415.30.55-
2019/105.4913.3119.2754.5711.0716.060.52-
2019/94.85-15.24-3.5749.0810.2916.840.54-
2019/85.72-8.866.3444.2312.0318.430.49-
2019/76.28-2.5216.9238.5112.9519.010.48-
2019/66.442.277.4832.2312.2217.860.5-
2019/56.2922.85.4825.8113.420.0N/A-
2019/45.139.94-0.7819.5216.170.0N/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
2024/17.172023/14.882022/16.282021/14.332020/14.65
2024/25.02023/26.552022/25.022021/23.312020/22.81
2024/35.932023/35.762022/35.832021/34.02020/33.89
N/AN/A2023/47.182022/47.282021/44.422020/43.48
N/AN/A2023/57.012022/58.282021/54.792020/52.62
N/AN/A2023/67.822022/68.272021/64.932020/62.96
N/AN/A2023/77.082022/77.722021/75.02020/72.84
N/AN/A2023/87.32022/87.422021/83.612020/82.81
N/AN/A2023/96.692022/98.142021/94.032020/93.03
N/AN/A2023/106.42022/107.752021/104.32020/102.21
N/AN/A2023/116.422022/117.122021/115.62020/113.34
N/AN/A2023/126.372022/126.62021/125.642020/122.8
  • 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: 1.05%
合約負債 QoQ YoY
23Q4 (20)0.07-63.16-75.86
23Q3 (19)0.1946.1511.76
23Q2 (18)0.13-45.830.0
23Q1 (17)0.24-17.2441.18
22Q4 (16)0.2970.5981.25
22Q3 (15)0.1730.77-10.53
22Q2 (14)0.13-23.53-45.83
22Q1 (13)0.176.2541.67
21Q4 (12)0.16-15.7933.33
21Q3 (11)0.19-20.83-26.92
21Q2 (10)0.24100.060.0
21Q1 (9)0.120.020.0
20Q4 (8)0.12-53.85-7.69
20Q3 (7)0.2673.33550.0
20Q2 (6)0.1550.00.0
20Q1 (5)0.1-23.0842.86
19Q4 (4)0.13225.00.0
19Q3 (3)0.04-73.330.0
19Q2 (2)0.15114.290.0
19Q1 (1)0.070.00.0

每月營收相關資訊

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