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)
2024/39.2221.29-19.2326.15-16.9926.15N/A-
2024/27.6-18.59-37.4916.93-15.7224.24N/A-
2024/19.3427.8217.69.3417.623.99N/A-
2023/127.3-0.72-23.23107.07-23.821.310.88-
2023/117.3610.59-41.5899.76-23.8422.40.83-
2023/106.65-20.77-45.2992.41-21.9623.760.79-
2023/98.4-3.63-18.485.76-19.2925.340.84-
2023/88.715.78-19.8777.36-19.3824.670.87-
2023/78.246.6713.0568.65-19.3226.280.81-
2023/67.72-25.21-19.5460.41-22.3528.90.9-
2023/510.32-4.92-23.1352.69-22.7532.60.8-
2023/410.86-4.86-24.7642.37-22.6534.430.75-
2023/311.41-6.11-28.5831.51-21.931.510.86-
2023/212.1653.152.3120.09-17.5129.610.92-
2023/17.94-16.55-36.397.94-36.3930.040.9-
2022/129.51-24.46-23.32140.52-16.4234.270.64-
2022/1112.593.57-18.53131.01-15.8735.040.63-
2022/1012.1618.18-27.13118.41-15.5733.320.66-
2022/910.29-5.37-40.39106.25-14.0128.450.91-
2022/810.8749.24-35.1695.96-9.7327.760.94-
2022/77.29-24.08-56.7885.09-4.9730.310.86因市場需求減少,本期銷售單價及銷售數量均較去年同期明顯減少。
2022/69.6-28.54-37.6777.817.0437.461.01-
2022/513.43-6.94-9.7768.2119.0643.850.86-
2022/414.43-9.6822.7754.7829.1842.30.89-
2022/315.9834.522.3940.3431.6540.340.9-
2022/211.88-4.7971.0824.3638.5136.770.99受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2022/112.480.5917.2612.4817.2640.350.9-
2021/1212.41-19.7445.01168.1355.2644.550.89受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/1115.46-7.3582.23155.7256.1449.410.8受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/1016.69-3.32133.47140.2653.7150.720.78受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/917.262.9366.93123.5846.9450.890.71受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/816.77-0.5371.37106.3244.1349.030.74受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/716.869.4885.0289.5539.9747.150.77受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/615.43.4455.0972.6932.4842.040.55受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/514.8926.6263.957.2927.4939.70.58受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/411.76-9.9657.8242.418.2631.760.73受惠於國際鎳價持續上漲,市場需求提升,本期銷售單價及銷售數量均較去年同期明顯增加。
2021/313.0687.9925.1830.647.8930.640.77-
2021/26.95-34.74-30.3417.59-2.1426.140.9-
2021/110.6424.3832.9910.6432.9927.680.85-
2020/128.560.856.15108.29-12.3224.190.9-
2020/118.4818.6910.7699.73-13.6125.970.84-
2020/107.15-30.87-28.0891.25-15.3427.270.8-
2020/910.345.66-15.2984.1-14.0529.240.78-
2020/89.797.39-16.473.76-13.8728.830.79-
2020/79.11-8.22-17.4263.97-13.4728.120.81-
2020/69.939.31-3.8254.86-12.7826.460.87-
2020/59.0821.92-10.0244.93-14.5426.960.86-
2020/47.45-28.58-35.135.85-15.6127.850.83-
2020/310.434.61-23.3628.4-8.428.40.85-
2020/29.9724.5817.7417.973.326.030.93-
2020/18.0-0.71-10.388.0-10.3823.721.02-
2019/128.065.23-18.42123.51-16.9925.661.27-
2019/117.66-22.93-34.75115.45-16.8929.81.1-
2019/109.94-18.5841.73107.79-15.2433.850.97-
2019/912.214.2955.3397.85-18.5634.950.78本月營收較上年同期增加55%,係因銷售量較上年同期同期增加72%所致。
2019/811.716.072.4885.64-23.7333.060.82-
2019/711.036.89-25.6973.94-26.731.450.86-
2019/610.322.27-33.4262.9-26.8831.90.86-
2019/510.09-12.06-27.9452.58-25.440.0N/A-
2019/411.48-15.66-18.7342.49-24.820.0N/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
2024/19.342023/17.942022/112.482021/110.642020/18.0
2024/27.62023/212.162022/211.882021/26.952020/29.97
2024/39.222023/311.412022/315.982021/313.062020/310.43
N/AN/A2023/410.862022/414.432021/411.762020/47.45
N/AN/A2023/510.322022/513.432021/514.892020/59.08
N/AN/A2023/67.722022/69.62021/615.42020/69.93
N/AN/A2023/78.242022/77.292021/716.862020/79.11
N/AN/A2023/88.712022/810.872021/816.772020/89.79
N/AN/A2023/98.42022/910.292021/917.262020/910.34
N/AN/A2023/106.652022/1012.162021/1016.692020/107.15
N/AN/A2023/117.362022/1112.592021/1115.462020/118.48
N/AN/A2023/127.32022/129.512021/1212.412020/128.56
  • 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, 最新合約負債佔股本: 0.31%
合約負債 QoQ YoY
23Q4 (20)0.1110.057.14
23Q3 (19)0.1-16.67-28.57
23Q2 (18)0.12-36.8471.43
23Q1 (17)0.19171.435.56
22Q4 (16)0.07-50.0-22.22
22Q3 (15)0.14100.0180.0
22Q2 (14)0.07-61.11-22.22
22Q1 (13)0.18100.0260.0
21Q4 (12)0.0980.0125.0
21Q3 (11)0.05-44.44-64.29
21Q2 (10)0.0980.028.57
21Q1 (9)0.0525.0-16.67
20Q4 (8)0.04-71.4333.33
20Q3 (7)0.14100.055.56
20Q2 (6)0.0716.67-22.22
20Q1 (5)0.06100.00.0
19Q4 (4)0.03-66.670.0
19Q3 (3)0.090.00.0
19Q2 (2)0.0950.00.0
19Q1 (1)0.060.00.0

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