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)
2024/33.0942.250.428.6510.98.65N/A-
2024/22.17-35.88-8.085.5617.728.27N/A-
2024/13.3925.443.573.3943.579.29N/A-
2023/122.7-15.4618.1733.37-0.388.650.85-
2023/113.216.316.6530.67-1.749.080.81-
2023/102.75-12.215.7227.48-3.518.980.82-
2023/93.130.9713.6424.73-5.268.980.79-
2023/83.113.043.8121.6-7.498.480.83-
2023/72.743.9-3.9318.49-9.158.220.86-
2023/62.64-7.09-4.4915.75-10.07.950.88-
2023/52.8415.22-5.9213.11-11.038.390.84-
2023/42.47-19.89-9.5310.27-12.357.910.89-
2023/33.0830.2-5.377.8-13.217.81.03-
2023/22.360.15-9.694.73-17.657.011.15-
2023/12.363.21-24.322.36-24.327.391.09-
2022/122.29-16.54-3.8933.53.637.41.21-
2022/112.7415.3712.4731.224.237.871.14-
2022/102.38-13.799.2828.483.58.121.11-
2022/92.76-7.761.7326.13.08.60.98-
2022/82.994.60.3223.353.158.610.98-
2022/72.863.3-4.6620.363.588.640.97-
2022/62.76-8.48-0.6617.55.078.510.93-
2022/53.0210.83.6814.746.229.00.88-
2022/42.73-16.2-11.7911.726.898.60.92-
2022/33.2524.2514.518.9914.238.990.76-
2022/22.62-16.0725.515.7414.078.120.85-
2022/13.1231.095.973.125.977.940.87-
2021/122.38-2.33-15.6732.3327.356.991.01-
2021/112.4412.092.5329.9532.737.320.97-
2021/102.17-19.74-5.1327.5136.297.860.9-
2021/92.71-9.03-4.525.3441.598.680.74-
2021/82.98-0.647.3622.6350.288.760.74主係因新冠肺炎影響趨緩,客戶需求及訂單明顯回升。
2021/73.07.6443.919.6550.738.690.74主係因新冠肺炎影響趨緩,客戶需求及訂單明顯回升。
2021/62.78-4.4743.2116.6652.038.790.67主係因新冠肺炎影響趨緩,客戶需求及訂單明顯回升。
2021/52.91-5.7487.4213.8753.938.840.67主係因新冠肺炎影響趨緩,客戶需求及訂單明顯回升。
2021/43.098.7966.9310.9646.958.020.74主係因新冠肺炎影響趨緩,客戶需求及訂單明顯回升。
2021/32.8436.1845.667.8740.357.870.75-
2021/22.09-29.1322.285.0337.527.850.75-
2021/12.944.3150.842.9450.848.140.73主係因美中貿易戰及新冠肺炎影響趨緩,市場及客戶需求明顯增加所致,且2020年1月為春節假期,工作天數較2021年1月減少。
2020/122.8218.7532.8725.387.837.490.75-
2020/112.383.7112.6622.565.357.50.75-
2020/102.29-19.2114.6620.194.557.150.78-
2020/92.8440.3741.717.893.386.940.74-
2020/82.02-2.9310.3315.06-1.626.040.85-
2020/72.087.1222.6713.04-3.255.580.92-
2020/61.9425.019.5910.96-6.985.351.04-
2020/51.55-16.04-21.539.01-11.235.361.04-
2020/41.85-5.06-1.527.46-8.745.511.01-
2020/31.9514.32-14.745.61-10.895.610.93-
2020/21.71-12.580.973.66-8.75.780.9-
2020/11.95-8.1-15.751.95-15.756.180.84-
2019/122.120.6814.4323.54-7.676.230.89-
2019/112.115.566.4721.42-9.416.110.91-
2019/102.0-0.161.5119.31-10.865.830.95-
2019/92.09.29-1.5217.31-12.15.531.01-
2019/81.837.91-11.3115.31-13.325.151.09-
2019/71.74.44-22.0213.48-13.585.31.06-
2019/61.62-17.98-26.4711.78-12.225.491.12-
2019/51.985.35-10.7310.15-9.410.0N/A-
2019/41.88-17.81-15.668.17-9.080.0N/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
2024/13.392023/12.362022/13.122021/12.942020/11.95
2024/22.172023/22.362022/22.622021/22.092020/21.71
2024/33.092023/33.082022/33.252021/32.842020/31.95
N/AN/A2023/42.472022/42.732021/43.092020/41.85
N/AN/A2023/52.842022/53.022021/52.912020/51.55
N/AN/A2023/62.642022/62.762021/62.782020/61.94
N/AN/A2023/72.742022/72.862021/73.02020/72.08
N/AN/A2023/83.12022/82.992021/82.982020/82.02
N/AN/A2023/93.132022/92.762021/92.712020/92.84
N/AN/A2023/102.752022/102.382021/102.172020/102.29
N/AN/A2023/113.22022/112.742021/112.442020/112.38
N/AN/A2023/122.72022/122.292021/122.382020/122.82
  • 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

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。