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)
2024/46.285.8620.4520.518.3416.17N/A-
2024/35.9349.8617.2114.233.7414.230.97-
2024/23.96-8.77-13.458.3-4.1312.231.13-
2024/14.3410.216.324.346.3212.211.14-
2023/123.940.02-8.0350.15-26.5512.190.93-
2023/113.94-8.84-15.046.21-27.7912.060.94-
2023/104.3213.54.8942.28-28.7912.110.94-
2023/93.8-4.68-24.537.96-31.310.91.28-
2023/83.9928.34-10.8934.16-31.9810.831.29-
2023/73.11-16.57-35.4330.17-34.0511.231.24-
2023/63.73-15.25-41.2127.06-33.8813.340.83-
2023/54.4-15.64-43.2223.33-32.5414.670.76-
2023/45.213.01-36.4918.93-29.4614.850.75-
2023/35.0610.65-33.313.72-26.3513.721.0-
2023/24.5712.06-15.678.66-21.5812.941.06-
2023/14.08-4.66-27.284.08-27.2812.991.05-
2022/124.28-7.56-20.9368.29-2.713.030.85-
2022/114.6312.5-21.0764.01-1.1813.790.8-
2022/104.12-18.31-18.3959.370.7913.630.81-
2022/95.0412.51-9.3255.262.5914.331.2-
2022/84.48-7.0-40.650.223.9615.641.1-
2022/74.82-24.04-25.9145.7412.2118.90.91-
2022/66.34-18.155.8640.9219.4422.30.74-
2022/57.75-5.6528.5934.5822.3123.550.7-
2022/48.218.1948.6626.8420.6121.220.78-
2022/37.5939.9133.2718.6311.3518.630.93-
2022/25.42-3.371.6811.040.0416.451.06-
2022/15.613.66-1.485.61-1.4816.91.03-
2021/125.41-7.726.0570.1925.5616.331.13-
2021/115.8716.3224.6964.7727.5216.471.12-
2021/105.04-9.233.8758.9127.8118.141.02-
2021/95.56-26.2920.3953.8630.6319.60.95-
2021/87.5415.9951.3848.331.9220.030.93去年受國外疫情影響基期低
2021/76.58.5372.6140.7628.8618.511.0去年受國外疫情影響基期低
2021/65.99-0.5742.6334.2622.9417.540.73-
2021/56.029.0636.5228.2719.4517.240.74-
2021/45.52-3.028.7122.2515.5416.550.77-
2021/35.696.7412.1316.7311.7616.730.9-
2021/25.33-6.38-0.1711.0311.5716.140.93-
2021/15.711.5925.45.725.415.510.97-
2020/125.118.4913.0855.9-14.6914.670.92-
2020/114.71-3.110.8750.79-16.7514.180.95-
2020/104.865.212.2646.09-18.8114.450.93-
2020/94.62-7.33-8.3741.23-20.7413.361.08-
2020/84.9832.27-8.1936.61-22.0612.951.12-
2020/73.77-10.31-36.7631.63-23.8812.381.17-
2020/64.2-4.83-22.7127.87-21.7212.91.02-
2020/54.412.82-26.6523.67-21.5413.780.96-
2020/44.29-15.5-21.1219.26-20.2714.710.9-
2020/35.08-4.96-18.1914.96-20.0214.960.86-
2020/25.3417.61-1.049.89-20.9314.40.89-
2020/14.540.63-36.054.54-36.0513.30.97-
2019/124.516.37-28.065.53-25.0413.511.16-
2019/114.24-10.62-34.1261.01-24.8114.031.12-
2019/104.75-5.73-29.2956.77-24.015.211.03-
2019/95.04-7.15-22.7252.02-23.4816.420.91-
2019/85.43-8.89-31.6146.98-23.5616.810.89-
2019/75.969.62-23.4741.56-22.3717.40.86-
2019/65.43-9.69-29.7435.6-22.180.0N/A-
2019/56.0210.57-16.0630.17-20.640.0N/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
2024/14.342023/14.082022/15.612021/15.72020/14.54
2024/23.962023/24.572022/25.422021/25.332020/25.34
2024/35.932023/35.062022/37.592021/35.692020/35.08
2024/46.282023/45.212022/48.212021/45.522020/44.29
N/AN/A2023/54.42022/57.752021/56.022020/54.41
N/AN/A2023/63.732022/66.342021/65.992020/64.2
N/AN/A2023/73.112022/74.822021/76.52020/73.77
N/AN/A2023/83.992022/84.482021/87.542020/84.98
N/AN/A2023/93.82022/95.042021/95.562020/94.62
N/AN/A2023/104.322022/104.122021/105.042020/104.86
N/AN/A2023/113.942022/114.632021/115.872020/114.71
N/AN/A2023/123.942022/124.282021/125.412020/125.11
  • 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: 0.7%
合約負債 QoQ YoY
24Q1 (20)0.3742.31-24.49
23Q4 (19)0.2636.84-31.58
23Q3 (18)0.1926.67-53.66
23Q2 (17)0.15-69.39-65.12
23Q1 (16)0.4928.95-61.42
22Q4 (15)0.38-7.32-34.48
22Q3 (14)0.41-4.65-68.22
22Q2 (13)0.43-66.14-40.28
22Q1 (12)1.27118.97225.64
21Q4 (11)0.58-55.04-9.38
21Q3 (10)1.2979.17486.36
21Q2 (9)0.7284.62323.53
21Q1 (8)0.39-39.06-23.53
20Q4 (7)0.64190.91106.45
20Q3 (6)0.2229.414.76
20Q2 (5)0.17-66.67-15.0
20Q1 (4)0.5164.520.0
19Q4 (3)0.3147.620.0
19Q3 (2)0.215.00.0
19Q2 (1)0.20.00.0

每月營收相關資訊

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