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)
2024/328.916.913.5581.34-0.9381.34N/A-
2024/227.046.510.0352.43-3.2475.83N/A-
2024/125.398.52-6.525.39-6.578.28N/A-
2023/1223.39-20.69-16.31312.690.3583.580.28-
2023/1129.5-3.884.31289.31.9988.280.27-
2023/1030.699.256.96259.81.7483.460.29-
2023/928.0913.853.35229.111.0776.410.36-
2023/824.674.34-1.79201.010.7672.090.38-
2023/723.64-0.52-1.22176.341.1371.950.38-
2023/623.77-3.115.25152.71.5170.590.3-
2023/524.5310.17.07128.930.8574.740.28-
2023/422.28-20.19-8.0104.39-0.577.240.28-
2023/327.923.27-3.6682.111.7482.110.35-
2023/227.03-0.4520.7854.194.7782.150.35-
2023/127.16-2.86-7.4227.16-7.4283.390.34-
2022/1227.96-1.13-2.04311.590.3884.930.33-
2022/1128.28-1.44-5.38283.630.6384.150.33-
2022/1028.695.56-21.78255.351.3481.00.35-
2022/927.188.183.86226.665.2876.240.35-
2022/825.124.955.36199.485.4871.640.37-
2022/723.945.991.12174.365.569.430.38-
2022/622.58-1.433.55150.426.2369.720.35-
2022/522.91-5.42.76127.846.7176.120.32-
2022/424.22-16.429.83104.927.6275.590.33-
2022/328.9829.4921.9580.76.9780.70.35-
2022/222.38-23.7-8.7951.720.0880.260.35-
2022/129.342.788.1229.348.1287.760.32-
2021/1228.54-4.513.8310.3914.9295.110.28-
2021/1129.89-18.527.26281.8515.0492.740.29-
2021/1036.6840.1759.31251.9616.0486.690.31因新機上市致銷售量增加,且單價偏高,故本月營收增加幅度較大。
2021/926.179.7516.09215.2810.973.680.33-
2021/823.840.722.4189.1110.2269.320.35-
2021/723.678.549.12165.2711.4567.780.36-
2021/621.81-2.188.17141.611.8566.160.26-
2021/522.31.16.01119.7912.5568.120.25-
2021/422.05-7.2121.7497.4914.1670.360.24-
2021/323.77-3.1517.6475.4412.1275.440.29-
2021/224.54-9.557.3851.679.7576.750.28-
2021/127.138.1811.9827.1311.9880.070.27-
2020/1225.08-9.9913.77270.07-6.4375.970.26-
2020/1127.8621.0116.43244.99-8.173.430.27-
2020/1023.022.14-12.0217.13-10.5268.850.29-
2020/922.54-3.18-9.43194.1-10.3467.520.37-
2020/823.287.32-2.07171.56-10.4665.140.38-
2020/721.697.59-4.28148.28-11.6562.880.4-
2020/620.16-4.13-11.82126.59-12.859.310.32-
2020/521.0316.1-6.26106.43-12.9959.350.32-
2020/418.11-10.32-18.0585.4-14.561.170.31-
2020/320.2-11.6-24.6967.28-13.4967.280.31-
2020/222.85-5.67-1.9247.08-7.5969.120.31-
2020/124.239.91-12.3724.23-12.3770.20.3-
2019/1222.04-7.89-18.62288.65-7.672.140.26-
2019/1123.93-8.53-10.73266.61-6.5574.990.25-
2019/1026.165.124.19242.68-6.1274.830.25-
2019/924.894.680.58216.51-7.2371.330.29-
2019/823.784.91-4.82191.62-8.1669.30.3-
2019/722.66-0.87-2.98167.84-8.6167.960.3-
2019/622.861.916.45145.18-9.4467.410.29-
2019/522.441.49-18.07122.32-11.890.0N/A-
2019/422.11-17.59-4.8999.88-10.380.0N/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
2024/125.392023/127.162022/129.342021/127.132020/124.23
2024/227.042023/227.032022/222.382021/224.542020/222.85
2024/328.912023/327.922022/328.982021/323.772020/320.2
N/AN/A2023/422.282022/424.222021/422.052020/418.11
N/AN/A2023/524.532022/522.912021/522.32020/521.03
N/AN/A2023/623.772022/622.582021/621.812020/620.16
N/AN/A2023/723.642022/723.942021/723.672020/721.69
N/AN/A2023/824.672022/825.122021/823.842020/823.28
N/AN/A2023/928.092022/927.182021/926.172020/922.54
N/AN/A2023/1030.692022/1028.692021/1036.682020/1023.02
N/AN/A2023/1129.52022/1128.282021/1129.892020/1127.86
N/AN/A2023/1223.392022/1227.962021/1228.542020/1225.08
  • 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: 3.64%
合約負債 QoQ YoY
23Q4 (20)0.94-23.58-31.39
23Q3 (19)1.2328.12-25.45
23Q2 (18)0.96-23.81-4.95
23Q1 (17)1.26-8.0317.76
22Q4 (16)1.37-16.9757.47
22Q3 (15)1.6563.3765.0
22Q2 (14)1.01-5.61-2.88
22Q1 (13)1.0722.9962.12
21Q4 (12)0.87-13.0-25.64
21Q3 (11)1.0-3.859.89
21Q2 (10)1.0457.5850.72
21Q1 (9)0.66-43.59-34.0
20Q4 (8)1.1728.57-9.3
20Q3 (7)0.9131.88-14.95
20Q2 (6)0.69-31.0-15.85
20Q1 (5)1.0-22.489.89
19Q4 (4)1.2920.560.0
19Q3 (3)1.0730.490.0
19Q2 (2)0.82-9.890.0
19Q1 (1)0.910.00.0

每月營收相關資訊

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