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)
2024/39.423.9126.4226.0429.7826.04N/A-
2024/29.0619.9144.4416.6231.7629.44N/A-
2024/17.56-41.0419.217.5619.2129.69N/A-
2023/1212.8237.7228.3797.5910.3430.580.0-
2023/119.3110.123.3784.778.0525.260.01-
2023/108.4512.7516.3275.466.4223.420.01-
2023/97.50.43-6.0867.015.2922.040.01-
2023/87.475.518.9159.516.9224.270.01-
2023/77.08-27.25-1.7652.056.6424.730.01-
2023/69.7322.613.7544.978.124.90.01-
2023/57.939.4731.135.246.6322.630.01-
2023/47.25-2.7319.5227.311.1520.970.01-
2023/37.4518.725.7220.07-4.1620.070.01-
2023/26.27-1.033.1412.62-9.1722.60.01-
2023/16.34-36.51-18.776.34-18.7723.870.01-
2022/129.9932.361.5788.444.2324.80.01-
2022/117.553.85.5478.454.5822.80.01-
2022/107.27-8.966.3770.914.4822.110.01-
2022/97.9816.4717.4663.644.2722.040.01-
2022/86.85-4.82-0.6755.662.6122.610.01-
2022/77.2-15.7613.3448.83.0921.80.01-
2022/68.5541.2937.2641.61.5120.660.01-
2022/56.05-0.19-8.4533.05-4.8919.160.01-
2022/46.06-13.96-5.3127.0-4.0619.190.01-
2022/37.0515.83-2.4220.94-3.6920.940.01-
2022/26.08-22.06-23.8313.89-4.3223.720.01-
2022/17.81-20.619.527.8119.5224.790.0-
2021/129.8337.5316.1484.85-3.9823.810.01-
2021/117.154.62-15.5675.01-6.1120.780.01-
2021/106.830.53-24.367.87-4.9920.530.01-
2021/96.8-1.51-14.3861.03-2.1920.050.01-
2021/86.98.6-7.5554.24-0.4219.480.01-
2021/76.352.01-9.9847.330.719.190.01-
2021/66.23-5.77-11.6340.982.5919.240.01-
2021/56.613.231.5434.755.6420.230.01-
2021/46.4-11.343.2228.146.6621.610.01-
2021/37.22-9.58-11.4421.747.7121.740.01-
2021/27.9922.2925.4514.5220.722.980.0-
2021/16.53-22.8515.366.5315.3623.460.0-
2020/128.470.0-8.4688.36-5.1425.960.0-
2020/118.47-6.214.6479.9-4.7825.430.0-
2020/109.0313.6956.6971.43-6.6524.430.0109年10月營收與去年同期差異56.7%,主係本期工案陸續依進度估驗所致。
2020/97.946.348.5762.41-11.8122.460.0-
2020/87.465.74-9.2954.47-14.1621.570.0-
2020/77.060.146.1847.0-14.8820.620.0-
2020/67.058.288.1639.94-17.7719.760.0-
2020/56.514.94-19.0432.89-21.7920.870.0-
2020/46.2-23.93-9.1526.38-22.4420.720.0-
2020/38.1528.08-4.8620.18-25.7820.180.0-
2020/26.3712.46-25.6312.03-35.421.280.0-
2020/15.66-38.79-43.725.66-43.7222.290.0-
2019/129.2525.24-29.3693.16-13.8422.390.0-
2019/117.3828.2-30.9983.91-11.7120.460.0-
2019/105.76-21.21-31.1676.53-9.2621.30.0-
2019/97.31-11.15-15.3170.77-6.8522.190.0-
2019/88.2323.7910.3463.45-5.7621.390.0-
2019/76.652.01-31.2255.22-7.7721.20.0-
2019/66.52-18.94-19.8448.58-3.2621.380.0-
2019/58.0417.75-5.4142.06-0.050.0N/A-
2019/46.83-20.34-17.6234.021.290.0N/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
2024/17.562023/16.342022/17.812021/16.532020/15.66
2024/29.062023/26.272022/26.082021/27.992020/26.37
2024/39.422023/37.452022/37.052021/37.222020/38.15
N/AN/A2023/47.252022/46.062021/46.42020/46.2
N/AN/A2023/57.932022/56.052021/56.612020/56.51
N/AN/A2023/69.732022/68.552021/66.232020/67.05
N/AN/A2023/77.082022/77.22021/76.352020/77.06
N/AN/A2023/87.472022/86.852021/86.92020/87.46
N/AN/A2023/97.52022/97.982021/96.82020/97.94
N/AN/A2023/108.452022/107.272021/106.832020/109.03
N/AN/A2023/119.312022/117.552021/117.152020/118.47
N/AN/A2023/1212.822022/129.992021/129.832020/128.47
  • 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: 86.95%
合約負債 QoQ YoY
23Q4 (20)10.76-29.02-33.33
23Q3 (19)15.1610.58-20.0
23Q2 (18)13.71-21.52-17.56
23Q1 (17)17.478.246.27
22Q4 (16)16.14-14.83-6.97
22Q3 (15)18.9513.9513.13
22Q2 (14)16.631.16-10.74
22Q1 (13)16.44-5.245.38
21Q4 (12)17.353.584.9
21Q3 (11)16.75-10.0934.75
21Q2 (10)18.6319.4285.37
21Q1 (9)15.6-5.6842.21
20Q4 (8)16.5433.0755.31
20Q3 (7)12.4323.68-0.32
20Q2 (6)10.05-8.39-26.43
20Q1 (5)10.973.0-0.9
19Q4 (4)10.65-14.60.0
19Q3 (3)12.47-8.710.0
19Q2 (2)13.6623.40.0
19Q1 (1)11.070.00.0

每月營收相關資訊

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