. 愛玩股

   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)
2025/32.670.48-9.847.94-5.227.940.76-
2025/22.661.630.695.27-2.697.760.77-
2025/12.614.98-5.912.61-5.917.470.8-
2024/122.494.85-15.532.4120.37.220.86-
2024/112.370.45-27.1329.9224.77.430.83-
2024/102.36-12.26-25.3927.5532.847.80.79-
2024/92.69-1.7-6.1425.1943.348.060.77-
2024/82.744.366.5322.4952.998.330.74客戶需求增加
2024/72.62-11.5917.019.7562.848.510.73本年客戶需求增加
2024/62.971.7137.1717.1373.258.760.66客戶需求增加
2024/52.921.832.3114.1683.368.750.66客戶需求增加
2024/42.87-3.1282.3711.24103.778.460.68客戶需求增加
2024/32.9612.2460.718.37112.318.370.64客戶需求增加
2024/22.64-5.03168.435.41157.518.360.64客戶需求增加
2024/12.78-5.72147.932.78147.938.980.59客戶需求增加
2023/122.95-9.5660.8426.943.479.370.54客戶需求增加
2023/113.262.85120.524.0-0.869.290.54客戶需求增加
2023/103.1710.3680.7120.74-8.758.610.59客戶需求增加
2023/92.8711.5781.3217.57-16.227.680.64客戶需求增加
2023/82.5714.6248.6214.7-24.186.980.7-
2023/72.243.6417.5512.13-31.326.610.74-
2023/62.16-1.89-14.939.89-37.245.940.79-
2023/52.2140.32-2.257.72-41.535.620.83-
2023/41.57-14.62-38.65.52-49.634.41.06-
2023/31.8487.48-35.663.94-53.03.941.23客戶需求減少
2023/20.98-12.29-62.582.1-61.973.931.23客戶需求減少
2023/11.12-38.83-61.431.12-61.434.431.1客戶需求減少
2022/121.8323.97-32.1126.04-27.845.060.96-
2022/111.48-15.7-51.2824.21-27.54.811.01客戶需求減少
2022/101.7510.74-42.1422.73-25.125.060.96-
2022/91.58-8.54-53.6920.98-23.245.221.07客戶需求減少
2022/81.73-9.33-45.119.39-18.886.180.91-
2022/71.91-25.0-34.317.66-14.96.710.84-
2022/62.5412.72-20.1415.75-11.757.360.74-
2022/52.26-11.86-21.7613.21-9.927.680.71-
2022/42.56-10.53-11.3410.95-7.028.050.67-
2022/32.869.03-16.28.39-5.628.390.61-
2022/22.63-9.59-4.385.530.978.230.62-
2022/12.97.656.362.96.368.630.59-
2021/122.7-11.03-6.7936.0936.428.760.47-
2021/113.030.1127.2833.3941.739.480.44-
2021/103.03-11.3731.9130.3643.369.60.43-
2021/93.428.4155.2327.3344.759.470.43客戶需求增加
2021/83.158.5151.523.9143.379.240.44客戶需求增加
2021/72.9-8.8434.3420.7642.218.980.45-
2021/63.1910.4456.7117.8543.588.960.47客戶需求增加
2021/52.89-0.1249.2414.6741.019.190.46-
2021/42.89-15.4346.5711.7839.139.050.47-
2021/33.4224.4152.468.8936.878.890.44客戶需求增加
2021/22.750.5631.85.4828.678.370.47-
2021/12.73-5.6625.672.7325.678.010.49-
2020/122.8921.4928.3826.454.57.570.49-
2020/112.383.74-1.1723.562.176.880.54-
2020/102.34.3-17.0621.172.566.580.57-
2020/92.25.811.418.885.66.440.62-
2020/82.08-3.77-11.0816.686.186.280.63-
2020/72.166.32-12.4314.69.26.130.65-
2020/62.035.18-1.3512.4314.115.940.68-
2020/51.93-1.9-4.2910.417.710.0N/A-
2020/41.97-12.04-6.238.4724.240.0N/A-
股價
長短期營收
營收年增率
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
2025/12.612024/12.782023/11.122022/12.92021/12.73
2025/22.662024/22.642023/20.982022/22.632021/22.75
2025/32.672024/32.962023/31.842022/32.862021/33.42
N/AN/A2024/42.872023/41.572022/42.562021/42.89
N/AN/A2024/52.922023/52.212022/52.262021/52.89
N/AN/A2024/62.972023/62.162022/62.542021/63.19
N/AN/A2024/72.622023/72.242022/71.912021/72.9
N/AN/A2024/82.742023/82.572022/81.732021/83.15
N/AN/A2024/92.692023/92.872022/91.582021/93.42
N/AN/A2024/102.362023/103.172022/101.752021/103.03
N/AN/A2024/112.372023/113.262022/111.482021/113.03
N/AN/A2024/122.492023/122.952022/121.832021/122.7
  • 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: 1.73%
合約負債 QoQ YoY
25Q1 (20)0.32255.5652.38
24Q4 (19)0.09-18.18-55.0
24Q3 (18)0.11-59.26-45.0
24Q2 (17)0.2728.5717.39
24Q1 (16)0.215.023.53
23Q4 (15)0.20.0-13.04
23Q3 (14)0.2-13.04-9.09
23Q2 (13)0.2335.294.55
23Q1 (12)0.17-26.09-43.33
22Q4 (11)0.234.5527.78
22Q3 (10)0.220.010.0
22Q2 (9)0.22-26.67-18.52
22Q1 (8)0.366.6736.36
21Q4 (7)0.18-10.05.88
21Q3 (6)0.2-25.9381.82
21Q2 (5)0.2722.73170.0
21Q1 (4)0.2229.410.0
20Q4 (3)0.1754.550.0
20Q3 (2)0.1110.00.0
20Q2 (1)0.10.00.0

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