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)
2024/47.121.595.3827.170.9720.58N/A-
2024/37.018.62-21.5720.05-0.5120.051.18-
2024/26.45-2.02-2.9413.0416.2817.981.31-
2024/16.5933.1944.296.5944.2917.871.32-
2023/124.94-22.07-7.6984.94-11.9718.881.2-
2023/116.34-16.4-20.6679.99-12.2222.920.99-
2023/107.59-15.55-7.7173.65-11.4124.390.93-
2023/98.9914.9717.6366.06-11.8224.11.01-
2023/87.827.17-6.1657.07-15.1623.41.04-
2023/77.29-11.976.749.25-16.4422.351.09-
2023/68.2922.41-12.6841.96-19.4721.811.08-
2023/56.770.18-26.7733.67-20.9922.461.04-
2023/46.76-24.4-33.226.91-19.3822.341.05-
2023/38.9434.4310.620.15-13.3820.151.36-
2023/26.6545.65-12.5311.21-26.1416.571.65-
2023/14.56-14.79-39.794.56-39.7917.921.53-
2022/125.36-33.02-5.3796.49-10.0721.581.07-
2022/118.0-2.7629.7991.14-10.3323.860.97-
2022/108.227.648.1483.14-12.9224.20.95-
2022/97.64-8.28-0.2574.92-14.7522.811.04-
2022/88.3321.87-14.9867.27-16.1324.660.96-
2022/76.84-27.97-8.5858.94-16.2925.570.93-
2022/69.492.65-19.0252.11-17.2128.850.9-
2022/59.24-8.6-25.342.62-16.727.440.94-
2022/410.1125.1611.6533.38-13.9525.791.0-
2022/38.086.31-29.7523.26-21.7623.261.35-
2022/27.60.254.3215.18-16.7220.841.5-
2022/17.5833.92-30.737.58-30.7319.41.61-
2021/125.66-8.13-6.9107.3135.3119.431.37-
2021/116.16-18.979.86101.6538.8121.431.24-
2021/107.61-0.7136.8295.4941.2225.061.06-
2021/97.66-21.8211.5287.8841.6124.941.22-
2021/89.831.0585.5380.2245.3629.01.05因新冠炎疫情影響,造成材料及貨櫃短缺、煤鐵礦原料價格維持高檔,致使營收大幅提升
2021/77.48-36.191.6370.4241.131.570.96-
2021/611.72-5.347.8962.9447.9333.150.88-
2021/512.3736.6189.051.1747.7632.940.89因新冠炎疫情影響,造成材料及貨櫃短缺、煤鐵礦原料價格高檔,市場搶料及缺料,促使鋼價不斷往上攀升,致使營收大幅提升
2021/49.06-21.2437.8138.7938.1527.851.05-
2021/311.557.8893.7629.7338.2529.730.82因新冠炎疫情影響,造成材料及貨櫃短缺、煤鐵礦原料價格高檔,市場搶料及缺料,促使鋼價不斷往上攀升,致使營收大幅提升
2021/27.29-33.434.8718.2317.0924.311.0-
2021/110.9579.9926.9310.9526.9322.631.08-
2020/126.088.41-34.6479.3-31.7417.251.38-
2020/115.610.9-48.7173.22-31.4918.041.32-
2020/105.56-19.07-42.3667.61-29.5317.711.35-
2020/96.8730.04-19.2462.06-28.119.511.32-
2020/85.28-28.2-45.8755.19-29.0620.561.25-
2020/77.36-7.15-7.8649.91-26.6521.831.18-
2020/67.9221.0211.2242.55-29.1521.040.97-
2020/56.55-0.38-41.4134.63-34.5919.061.07-
2020/46.5710.71-33.0128.08-32.7619.461.04-
2020/35.94-14.54-46.5721.51-32.6821.510.99-
2020/26.95-19.43-24.7515.57-25.2824.870.86-
2020/18.62-7.33-25.78.62-25.728.860.74-
2019/129.3-14.912.53116.194.6429.880.74-
2019/1110.9413.396.85106.894.8329.090.76-
2019/109.6413.38-8.1995.954.627.910.8-
2019/98.51-12.82-9.9786.316.2626.250.79-
2019/89.7622.2-7.0977.88.424.870.84-
2019/77.9812.07-16.1568.0511.0526.290.79-
2019/67.12-36.25-36.0660.0616.060.0N/A-
2019/511.1813.92.6252.9430.370.0N/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
2024/16.592023/14.562022/17.582021/110.952020/18.62
2024/26.452023/26.652022/27.62021/27.292020/26.95
2024/37.012023/38.942022/38.082021/311.52020/35.94
2024/47.122023/46.762022/410.112021/49.062020/46.57
N/AN/A2023/56.772022/59.242021/512.372020/56.55
N/AN/A2023/68.292022/69.492021/611.722020/67.92
N/AN/A2023/77.292022/76.842021/77.482020/77.36
N/AN/A2023/87.822022/88.332021/89.82020/85.28
N/AN/A2023/98.992022/97.642021/97.662020/96.87
N/AN/A2023/107.592022/108.222021/107.612020/105.56
N/AN/A2023/116.342022/118.02021/116.162020/115.61
N/AN/A2023/124.942022/125.362021/125.662020/126.08
  • 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: 5.81%
合約負債 QoQ YoY
24Q1 (20)1.9611.3638.03
23Q4 (19)1.7650.4355.75
23Q3 (18)1.17-23.53-6.4
23Q2 (17)1.537.7537.84
23Q1 (16)1.4225.6618.33
22Q4 (15)1.13-9.6-15.67
22Q3 (14)1.2512.61-6.02
22Q2 (13)1.11-7.5-59.34
22Q1 (12)1.2-10.45-53.31
21Q4 (11)1.340.75-34.95
21Q3 (10)1.33-51.280.76
21Q2 (9)2.736.2382.0
21Q1 (8)2.5724.7663.69
20Q4 (7)2.0656.0621.89
20Q3 (6)1.32-12.0-38.03
20Q2 (5)1.5-4.46-31.19
20Q1 (4)1.57-7.10.0
19Q4 (3)1.69-20.660.0
19Q3 (2)2.13-2.290.0
19Q2 (1)2.180.00.0

每月營收相關資訊

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