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)
2024/30.361.0-14.081.17-5.241.17N/A-
2024/20.36-18.28-33.660.8-0.581.22N/A-
2024/10.446.2767.790.4467.791.33N/A客戶需求增加
2023/120.42-11.8942.154.76-16.631.31.61-
2023/110.4714.5822.374.35-19.81.291.62-
2023/100.410.6920.833.88-23.021.261.66-
2023/90.41-6.819.733.47-26.21.191.86-
2023/80.4428.7-25.473.06-29.291.171.89-
2023/70.34-12.69-23.422.62-29.91.12.0-
2023/60.394.57-28.222.28-30.771.052.2-
2023/50.3730.72-39.361.89-31.271.082.13-
2023/40.29-32.68-45.251.52-28.941.251.84-
2023/30.42-22.01-23.971.23-23.671.231.87-
2023/20.54106.717.260.81-23.511.12.09-
2023/10.26-9.96-51.980.26-51.980.942.45因過年休假,致使營收下降.
2022/120.29-24.15-44.385.71-8.51.022.58-
2022/110.3913.14-45.85.42-5.211.12.4-
2022/100.34-8.55-36.435.040.541.32.02-
2022/90.37-36.71-18.164.74.961.412.18-
2022/80.5932.2317.744.327.581.581.95-
2022/70.44-18.15-28.683.746.141.61.91-
2022/60.54-11.66-3.693.2913.641.681.83-
2022/50.6218.0118.922.7517.831.691.81-
2022/40.52-6.519.92.1317.521.591.94-
2022/30.5610.035.251.6120.211.611.51-
2022/20.51-7.4750.691.0529.991.581.54因國內需求暢旺,銷售量增加.
2022/10.554.315.330.5515.331.781.37-
2021/120.53-26.1-5.486.2531.311.771.47-
2021/110.7132.778.655.7236.181.71.53因國內需求暢旺,銷售量增加所致.
2021/100.5417.7365.585.0131.741.491.75因國內需求暢旺,銷售量增加所致.
2021/90.45-8.9516.324.4728.591.581.33-
2021/80.5-19.9137.484.0230.151.691.24-
2021/70.6210.5270.33.5229.171.711.23因國內廠商需求暢旺,銷售量增加所致.
2021/60.569.0986.12.922.781.561.5因國內需求暢旺,銷售量增加所致
2021/50.529.0637.82.3313.441.521.53-
2021/40.47-10.4626.611.828.01.341.74-
2021/30.5357.521.771.342.671.341.25-
2021/20.34-29.18-19.430.813.261.371.22-
2021/10.47-14.5229.010.4729.011.431.17-
2020/120.5639.6817.34.76-19.811.281.19-
2020/110.422.99-27.14.2-23.031.111.37-
2020/100.32-17.28-34.093.8-22.581.081.41-
2020/90.397.6-7.293.48-21.31.121.53-
2020/80.36-0.79-31.073.09-22.781.031.66-
2020/70.3720.78-9.462.73-21.521.041.64-
2020/60.3-19.22-38.232.36-23.121.051.69-
2020/50.380.21-31.212.06-20.241.271.4-
2020/40.37-28.03-27.451.68-17.291.311.36-
2020/30.5224.6914.921.31-13.831.311.22-
2020/20.4213.44.640.79-26.081.261.26-
2020/10.37-22.28-44.550.37-44.551.391.15-
2019/120.47-13.218.165.93-11.671.510.89-
2019/110.5511.21-13.65.46-13.561.460.93-
2019/100.4916.33-9.974.91-13.561.440.94-
2019/90.42-19.99-3.454.42-13.941.351.16-
2019/80.5330.310.644.0-14.911.421.1-
2019/70.4-17.6-34.573.47-16.871.441.09-
2019/60.49-10.05-11.473.07-13.791.551.0-
2019/50.555.68-26.892.58-14.220.0N/A-
2019/40.5214.0113.972.03-10.030.0N/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
2024/10.442023/10.262022/10.552021/10.472020/10.37
2024/20.362023/20.542022/20.512021/20.342020/20.42
2024/30.362023/30.422022/30.562021/30.532020/30.52
N/AN/A2023/40.292022/40.522021/40.472020/40.37
N/AN/A2023/50.372022/50.622021/50.522020/50.38
N/AN/A2023/60.392022/60.542021/60.562020/60.3
N/AN/A2023/70.342022/70.442021/70.622020/70.37
N/AN/A2023/80.442022/80.592021/80.52020/80.36
N/AN/A2023/90.412022/90.372021/90.452020/90.39
N/AN/A2023/100.412022/100.342021/100.542020/100.32
N/AN/A2023/110.472022/110.392021/110.712020/110.4
N/AN/A2023/120.422022/120.292021/120.532020/120.56
  • 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
合約負債 QoQ YoY

每月營收相關資訊

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