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)
2024/38.2719.71-20.523.84-11.223.84N/A-
2024/26.91-20.23-19.8615.57-5.3223.97N/A-
2024/18.663.1810.78.6610.725.94N/A-
2023/128.39-5.54-9.86108.57-7.3926.01.38-
2023/118.891.94-9.41100.18-7.1726.871.33-
2023/108.72-5.87-6.891.29-6.9527.241.31-
2023/99.260.03-9.5482.57-6.9727.491.34-
2023/89.263.21-6.373.31-6.6327.641.33-
2023/78.97-4.65-8.9964.05-6.6827.881.32-
2023/69.41-0.94-5.1855.08-6.2928.281.28-
2023/59.51.33-11.1745.67-6.5229.231.24-
2023/49.37-9.48-8.5236.18-5.2228.351.28-
2023/310.3620.095.0426.8-4.026.81.42-
2023/28.6210.193.7116.45-8.9425.761.48-
2023/17.82-15.98-19.747.82-19.7426.951.41-
2022/129.31-5.08-13.24117.245.1228.441.36-
2022/119.815.27-2.0107.937.0829.411.31-
2022/109.32-9.28-2.9598.128.0829.481.31-
2022/910.273.973.7788.89.3930.011.42-
2022/89.880.241.6478.5210.1629.661.44-
2022/79.86-0.655.0468.6411.5130.471.4-
2022/69.92-7.26.1158.7812.6730.881.51-
2022/510.694.1517.5448.8614.1130.81.52-
2022/410.274.3411.638.1713.1828.421.64-
2022/39.8418.3411.6727.913.7827.91.62-
2022/28.31-14.7217.9818.0614.9628.781.57-
2022/19.75-8.9812.519.7512.5130.481.48-
2021/1210.716.9930.58111.531.9430.341.35-
2021/1110.014.1129.25100.7932.0929.521.38-
2021/109.62-2.7230.7590.7832.4129.231.4-
2021/99.891.6929.3581.1632.6129.091.36-
2021/89.722.5338.8871.2733.0828.461.39-
2021/79.482.4442.0861.5532.227.831.42-
2021/69.251.7235.0952.0730.5527.551.32-
2021/59.1-1.1433.1742.8229.6127.111.34-
2021/49.24.535.233.7228.6825.061.45-
2021/38.8124.9622.9724.5226.3924.521.26-
2021/27.05-18.6722.215.7128.3923.861.3-
2021/18.676.3933.98.6733.924.581.26-
2020/128.144.865.6684.45-4.4623.271.21-
2020/117.775.598.376.3-5.4322.751.23-
2020/107.36-3.5210.468.54-6.7721.981.28-
2020/97.628.9110.6861.18-8.4821.31.29-
2020/87.04.90.3153.56-10.6820.461.35-
2020/76.67-1.76-10.246.56-12.1320.31.36-
2020/66.79-0.56-4.2739.88-12.4520.431.37-
2020/56.830.36-14.0133.09-13.9620.851.35-
2020/46.81-5.69-13.2726.26-13.9419.791.42-
2020/37.2225.16-8.2419.45-14.1819.451.39-
2020/25.77-10.89-7.5512.24-17.3319.951.36-
2020/16.47-16.04-24.456.47-24.4521.351.27-
2019/127.717.49-9.7888.4-15.1321.541.21-
2019/117.177.6-16.7180.69-15.6120.721.26-
2019/106.66-3.21-21.6673.52-15.520.531.27-
2019/96.89-1.32-22.7166.85-14.8421.31.41-
2019/86.98-6.12-24.3559.97-13.8321.51.4-
2019/77.434.79-20.2152.99-12.2222.471.34-
2019/67.09-10.71-23.5145.56-10.7622.911.34-
2019/57.940.92-13.4638.46-7.940.0N/A-
2019/47.870.35-6.9430.52-6.380.0N/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
2024/18.662023/17.822022/19.752021/18.672020/16.47
2024/26.912023/28.622022/28.312021/27.052020/25.77
2024/38.272023/310.362022/39.842021/38.812020/37.22
N/AN/A2023/49.372022/410.272021/49.22020/46.81
N/AN/A2023/59.52022/510.692021/59.12020/56.83
N/AN/A2023/69.412022/69.922021/69.252020/66.79
N/AN/A2023/78.972022/79.862021/79.482020/76.67
N/AN/A2023/89.262022/89.882021/89.722020/87.0
N/AN/A2023/99.262022/910.272021/99.892020/97.62
N/AN/A2023/108.722022/109.322021/109.622020/107.36
N/AN/A2023/118.892022/119.812021/1110.012020/117.77
N/AN/A2023/128.392022/129.312021/1210.712020/128.14
  • 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: 5.55%
合約負債 QoQ YoY
23Q4 (20)1.015.215.21
23Q3 (19)0.96-18.64-13.51
23Q2 (18)1.186.317.27
23Q1 (17)1.1115.626.73
22Q4 (16)0.96-13.51-8.57
22Q3 (15)1.110.9152.05
22Q2 (14)1.15.77-19.71
22Q1 (13)1.04-0.95-18.11
21Q4 (12)1.0543.8432.91
21Q3 (11)0.73-46.72-18.89
21Q2 (10)1.377.8782.67
21Q1 (9)1.2760.7630.93
20Q4 (8)0.79-12.2211.27
20Q3 (7)0.920.030.43
20Q2 (6)0.75-22.688.7
20Q1 (5)0.9736.6286.54
19Q4 (4)0.712.90.0
19Q3 (3)0.690.00.0
19Q2 (2)0.6932.690.0
19Q1 (1)0.520.00.0

每月營收相關資訊

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