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)
2024/31.096.47-0.873.344.393.34N/A-
2024/21.03-15.79-4.612.257.173.37N/A-
2024/11.228.0919.621.2219.623.53N/A-
2023/121.13-4.685.7813.427.023.470.04-
2023/111.182.639.7112.297.133.450.04-
2023/101.153.8412.6411.116.863.520.04-
2023/91.11-11.336.449.966.233.590.04-
2023/81.252.4913.128.856.213.510.05-
2023/71.2218.0912.867.595.153.320.05-
2023/61.03-2.2615.646.373.793.170.05-
2023/51.06-1.817.485.341.763.240.05-
2023/41.08-2.245.884.280.443.260.05-
2023/31.12.454.613.2-1.263.20.05-
2023/21.085.613.022.1-4.093.160.05-
2023/11.02-4.4-10.621.02-10.623.160.05-
2022/121.07-1.14-2.0112.54-5.483.170.05-
2022/111.085.37-4.1611.47-5.793.150.05-
2022/101.02-1.86-4.7410.4-5.963.170.05-
2022/91.04-5.76-4.199.37-6.093.230.04-
2022/81.112.25-3.738.33-6.323.080.05-
2022/71.0821.0-10.417.22-6.712.960.05-
2022/60.89-9.15-6.466.14-6.022.90.04-
2022/50.98-3.27-3.615.24-5.943.060.04-
2022/41.02-3.42-6.464.26-6.473.120.04-
2022/31.050.9-8.423.24-6.473.240.03-
2022/21.04-8.38-3.22.19-5.53.270.03-
2022/11.144.79-7.51.14-7.53.350.03-
2021/121.09-3.31-17.313.27-8.343.290.04-
2021/111.134.74-13.9112.18-7.443.290.04-
2021/101.07-1.3-16.711.05-6.733.310.04-
2021/91.09-5.31-14.489.98-5.513.450.04-
2021/81.15-4.85-12.428.89-4.283.320.05-
2021/71.2126.34-8.097.74-5.513.190.05-
2021/60.96-6.38-12.876.53-1.923.070.05-
2021/51.02-6.13-5.015.57-4.693.260.04-
2021/41.09-5.45-1.924.55-4.613.320.04-
2021/31.156.65-0.053.462.623.460.07-
2021/21.08-12.45-1.712.314.013.630.06-
2021/11.23-6.299.61.239.63.860.06-
2020/121.320.638.7814.48-2.423.910.05-
2020/111.311.3511.3313.16-3.413.870.05-
2020/101.291.327.7311.85-4.83.880.05-
2020/91.27-3.027.2810.56-6.143.90.04-
2020/81.31-0.152.479.29-7.723.730.05-
2020/71.3219.77-4.688.19-6.743.490.05-
2020/61.12.06-15.716.66-10.053.280.05-
2020/51.08-3.08-12.175.85-4.133.340.05-
2020/41.11-3.64-8.54.77-2.113.360.05-
2020/31.154.88-11.393.38-7.853.380.05-
2020/21.1-2.376.42.22-5.93.430.05-
2020/11.13-7.0-15.461.13-15.463.510.05-
2019/121.213.0-6.9514.83-8.643.580.05-
2019/111.17-1.92-14.4613.62-8.783.560.05-
2019/101.20.9-17.4512.45-8.213.670.05-
2019/91.19-7.37-18.2711.25-7.13.850.04-
2019/81.28-7.12-18.4310.07-5.583.960.04-
2019/71.385.91-6.998.78-3.363.910.04-
2019/61.36.35-13.637.4-2.653.740.03-
2019/51.220.96-10.076.10.050.0N/A-
2019/41.21-6.69-14.364.882.970.0N/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
2024/11.222023/11.022022/11.142021/11.232020/11.13
2024/21.032023/21.082022/21.042021/21.082020/21.1
2024/31.092023/31.12022/31.052021/31.152020/31.15
N/AN/A2023/41.082022/41.022021/41.092020/41.11
N/AN/A2023/51.062022/50.982021/51.022020/51.08
N/AN/A2023/61.032022/60.892021/60.962020/61.1
N/AN/A2023/71.222022/71.082021/71.212020/71.32
N/AN/A2023/81.252022/81.112021/81.152020/81.31
N/AN/A2023/91.112022/91.042021/91.092020/91.27
N/AN/A2023/101.152022/101.022021/101.072020/101.29
N/AN/A2023/111.182022/111.082021/111.132020/111.31
N/AN/A2023/121.132022/121.072021/121.092020/121.32
  • 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: 97.91%
合約負債 QoQ YoY
23Q4 (20)3.5623.180.0
23Q3 (19)2.89-20.820.35
23Q2 (18)3.6540.934.89
23Q1 (17)2.59-27.256.15
22Q4 (16)3.5623.615.01
22Q3 (15)2.88-17.244.73
22Q2 (14)3.4842.628.75
22Q1 (13)2.44-28.02-0.41
21Q4 (12)3.3923.27-2.59
21Q3 (11)2.75-14.06-4.51
21Q2 (10)3.230.61-7.51
21Q1 (9)2.45-29.6-0.81
20Q4 (8)3.4820.83-0.29
20Q3 (7)2.88-16.763.23
20Q2 (6)3.4640.085.49
20Q1 (5)2.47-29.23-0.4
19Q4 (4)3.4925.090.0
19Q3 (3)2.79-14.940.0
19Q2 (2)3.2832.260.0
19Q1 (1)2.480.00.0

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