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)
2024/319.1469.28-5.1846.51-22.6946.51N/A-
2024/211.31-29.61-45.327.37-31.5350.22N/A-
2024/116.06-29.7-16.816.06-16.861.46N/A-
2023/1222.851.34-5.96256.8-2.2465.120.57-
2023/1122.5514.32-20.26233.94-1.8766.150.56-
2023/1019.72-17.38-15.94211.40.668.050.55-
2023/923.87-2.36-1.95191.672.6869.050.55-
2023/824.4518.0112.31167.83.3768.930.55-
2023/720.72-12.779.89143.351.9965.090.59-
2023/623.7615.2210.32122.630.7762.460.6-
2023/520.6213.94-4.0998.87-1.2858.890.63-
2023/418.09-10.36-4.8478.25-0.5158.950.63-
2023/320.18-2.34-3.3560.160.8760.160.64-
2023/220.677.0528.4839.983.1464.280.6-
2023/119.31-20.54-14.8319.31-14.8371.890.54-
2022/1224.3-14.06-9.17262.718.3976.040.51-
2022/1128.2820.5116.08238.410.5776.090.51-
2022/1023.46-3.636.35210.139.8769.590.56-
2022/924.3511.83-13.44186.6610.3364.980.63-
2022/821.7715.472.09162.3115.0862.160.66-
2022/718.85-12.43-4.22140.5417.3961.880.66-
2022/621.530.1614.14121.6921.6562.040.66-
2022/521.513.0427.36100.1523.3961.40.67-
2022/419.02-8.9515.6678.6622.3555.990.74-
2022/320.8929.8318.0659.6424.6559.640.68-
2022/216.09-29.0420.0938.7628.5265.510.62-
2022/122.67-15.2635.2522.6735.2573.790.55-
2021/1226.769.8238.46242.3517.7673.180.66-
2021/1124.3610.4237.62215.615.6274.560.65-
2021/1022.06-21.5722.68191.2413.3171.520.68-
2021/928.1331.9154.81169.1712.1969.150.49因美國港口雍塞、客戶拉貨延遲及新客戶訂單出貨的影響,導致本月營收增長較去年同期達50%以上。
2021/821.338.3317.44141.046.3559.880.57-
2021/719.694.3510.26119.714.5955.430.62-
2021/618.8611.7620.13100.033.5452.180.59-
2021/516.882.664.5681.160.3251.010.61-
2021/416.44-7.06-6.9464.29-0.7247.520.65-
2021/317.6932.074.0947.851.647.850.47-
2021/213.39-20.08-3.3130.160.249.480.45-
2021/116.76-13.253.216.763.253.780.42-
2020/1219.329.16-10.67205.79-19.6355.010.36-
2020/1117.7-1.56-12.87186.47-20.4553.850.37-
2020/1017.98-1.04-12.96168.77-21.1754.310.36-
2020/918.170.07-24.41150.78-22.0554.180.39-
2020/818.161.7-22.72132.61-21.7151.710.41-
2020/717.8513.69-26.78114.45-21.5549.70.43-
2020/615.7-2.71-30.0696.6-20.549.510.49-
2020/516.14-8.63-29.7780.9-18.3450.80.48-
2020/417.673.96-16.2964.76-14.8848.520.5-
2020/316.9922.66-17.0247.09-14.3447.090.42-
2020/213.85-14.69-5.0330.09-12.7551.730.38-
2020/116.24-24.92-18.4116.24-18.4158.190.34-
2019/1221.636.47-8.07256.06-5.7562.610.4-
2019/1120.32-1.66-16.43234.43-5.5365.020.38-
2019/1020.66-14.05-18.33214.11-4.3468.20.37-
2019/924.042.31-7.28193.45-2.5671.920.27-
2019/823.5-3.63-10.19169.41-1.8570.340.28-
2019/724.388.592.09145.91-0.3669.830.28-
2019/622.45-2.31-0.63121.52-0.8466.550.35-
2019/522.998.911.9799.07-0.890.0N/A-
2019/421.113.042.4276.08-1.720.0N/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
2024/116.062023/119.312022/122.672021/116.762020/116.24
2024/211.312023/220.672022/216.092021/213.392020/213.85
2024/319.142023/320.182022/320.892021/317.692020/316.99
N/AN/A2023/418.092022/419.022021/416.442020/417.67
N/AN/A2023/520.622022/521.52021/516.882020/516.14
N/AN/A2023/623.762022/621.532021/618.862020/615.7
N/AN/A2023/720.722022/718.852021/719.692020/717.85
N/AN/A2023/824.452022/821.772021/821.332020/818.16
N/AN/A2023/923.872022/924.352021/928.132020/918.17
N/AN/A2023/1019.722022/1023.462021/1022.062020/1017.98
N/AN/A2023/1122.552022/1128.282021/1124.362020/1117.7
N/AN/A2023/1222.852022/1224.32021/1226.762020/1219.32
  • 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: 3.49%
合約負債 QoQ YoY
23Q4 (20)1.81-28.17-33.94
23Q3 (19)2.52-16.83-33.33
23Q2 (18)3.0343.6-1.62
23Q1 (17)2.11-22.99-58.13
22Q4 (16)2.74-27.51-70.82
22Q3 (15)3.7822.73-45.45
22Q2 (14)3.08-38.89-30.79
22Q1 (13)5.04-46.33-2.7
21Q4 (12)9.3935.5137.12
21Q3 (11)6.9355.7360.42
21Q2 (10)4.45-14.0990.17
21Q1 (9)5.1830.8185.66
20Q4 (8)3.96-8.3350.57
20Q3 (7)4.3284.6213.09
20Q2 (6)2.34-16.13-43.07
20Q1 (5)2.796.08-32.93
19Q4 (4)2.63-31.150.0
19Q3 (3)3.82-7.060.0
19Q2 (2)4.11-1.20.0
19Q1 (1)4.160.00.0

每月營收相關資訊

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