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)
2024/340.6128.4326.49108.8719.19108.87N/A-
2024/231.62-13.670.5968.2515.23101.63N/A-
2024/136.639.7631.7836.6331.78101.66N/A-
2023/1233.375.4311.32395.14-14.0397.560.62-
2023/1131.65-2.7215.74361.77-15.79102.490.59-
2023/1032.54-15.03-6.69330.11-17.94108.480.56-
2023/938.31.72-1.38297.57-19.01109.330.56-
2023/837.6512.75-10.71259.28-21.09105.70.58-
2023/733.39-3.69-18.01221.63-22.6299.970.62-
2023/634.678.62-11.78188.24-23.3896.90.64-
2023/531.925.27-20.88153.57-25.5994.340.66-
2023/430.32-5.57-28.06121.66-26.7493.860.66-
2023/332.112.13-30.1691.34-26.2991.340.69-
2023/231.4313.08-14.4259.23-24.089.210.7-
2023/127.8-7.26-32.5427.8-32.5485.120.74-
2022/1229.989.62-19.08459.633.9692.20.66-
2022/1127.35-21.58-30.51429.656.07101.060.6-
2022/1034.87-10.2-12.83402.310.0115.870.53-
2022/938.84-7.894.0367.4312.81121.720.54-
2022/842.163.534.12328.5913.95122.190.54-
2022/740.723.6111.22286.4315.56120.370.54-
2022/639.3-2.579.23245.716.31121.790.55-
2022/540.34-4.279.11206.417.76128.460.52-
2022/442.14-8.3311.65166.0620.07124.850.54-
2022/345.9825.169.1123.9223.23123.920.5-
2022/236.73-10.8636.2477.9433.43114.990.54-
2022/141.2111.2331.0241.2131.02117.620.53-
2021/1237.05-5.86-11.09442.1136.83116.410.52-
2021/1139.36-1.6354.26405.0643.92116.70.52去年因為疫情影響導致營收下降,今年市況回升營收回升
2021/1040.017.1544.78365.742.89117.840.52-
2021/937.34-7.7843.74325.6942.67114.450.47-
2021/840.4910.5937.28288.3542.53113.090.48-
2021/736.611.7648.95247.8643.42109.560.49-
2021/635.98-2.6848.08211.2542.51110.690.4-
2021/536.97-2.0455.85175.2741.42116.860.38去年因為疫情影響導致營收下降,今年市況回升營收也回升
2021/437.74-10.4356.57138.338.0106.840.42去年因為疫情影響導致營收下降,今年市況回升營收也回升
2021/342.1456.3159.66100.5532.11100.550.39去年因為疫情影響導致營收下降,今年市況回升營收回升
2021/226.96-14.2811.8258.4117.49100.080.4-
2021/131.45-24.5222.8331.4522.8398.640.4-
2020/1241.6763.3456.02323.1-15.2394.820.41本月出售土地交易總金額新台幣1,200,088,888元
2020/1125.51-7.68-7.42281.43-20.679.120.49-
2020/1027.636.38-4.73255.92-21.7283.110.46-
2020/925.98-11.93-11.28228.28-23.3780.050.62-
2020/829.519.99-12.15202.31-24.6978.370.63-
2020/724.581.16-27.41172.81-26.4872.60.68-
2020/624.32.42-19.53148.23-26.3272.120.7-
2020/523.72-1.6-35.89123.93-27.5274.220.68-
2020/424.11-8.66-32.09100.21-25.2174.610.67-
2020/326.399.47-25.3476.11-22.7376.110.77-
2020/224.11-5.85-15.249.71-21.2776.420.77-
2020/125.61-4.12-26.2425.61-26.2479.870.74-
2019/1226.71-3.08-19.56381.2-10.6483.280.72-
2019/1127.56-4.99-20.07354.49-9.8985.850.7-
2019/1029.01-0.93-19.81326.93-8.9191.870.65-
2019/929.28-12.78-22.62297.92-7.6996.720.62-
2019/833.58-0.85-13.17268.64-5.797.630.62-
2019/733.8612.15-15.42235.06-4.53101.060.6-
2019/630.19-18.4-23.86201.2-2.42102.70.5-
2019/537.014.24-5.8171.02.680.0N/A-
2019/435.50.411.34134.05.30.0N/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
2024/136.632023/127.82022/141.212021/131.452020/125.61
2024/231.622023/231.432022/236.732021/226.962020/224.11
2024/340.612023/332.112022/345.982021/342.142020/326.39
N/AN/A2023/430.322022/442.142021/437.742020/424.11
N/AN/A2023/531.922022/540.342021/536.972020/523.72
N/AN/A2023/634.672022/639.32021/635.982020/624.3
N/AN/A2023/733.392022/740.722021/736.612020/724.58
N/AN/A2023/837.652022/842.162021/840.492020/829.5
N/AN/A2023/938.32022/938.842021/937.342020/925.98
N/AN/A2023/1032.542022/1034.872021/1040.012020/1027.63
N/AN/A2023/1131.652022/1127.352021/1139.362020/1125.51
N/AN/A2023/1233.372022/1229.982021/1237.052020/1241.67
  • 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: 1.46%
合約負債 QoQ YoY
23Q4 (20)2.37-4.44-23.79
23Q3 (19)2.48-32.43-45.37
23Q2 (18)3.67-34.23-13.03
23Q1 (17)5.5879.4218.22
22Q4 (16)3.11-31.5-48.93
22Q3 (15)4.547.586.32
22Q2 (14)4.22-10.5927.88
22Q1 (13)4.72-22.5-2.88
21Q4 (12)6.0942.62113.68
21Q3 (11)4.2729.39161.96
21Q2 (10)3.3-32.10
21Q1 (9)4.8670.530
20Q4 (8)2.8574.850
20Q3 (7)1.6300

每月營收相關資訊

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