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)
2024/54.04-0.4849.2217.936.0611.31N/A-
2024/44.0626.4175.6213.8532.6510.29N/A電商客戶貨量增加
2024/33.216.4693.469.7920.439.790.0因去年基期較低以及今年新增客戶貨量增加。
2024/23.02-15.32-8.566.581.712.430.0-
2024/13.56-39.0312.383.5612.3814.960.0-
2023/125.845.1844.0641.68-26.9415.310.0-
2023/115.5642.3243.4735.83-32.3813.290.0-
2023/103.91.86-11.2830.27-38.3611.480.0-
2023/93.832.38-30.0426.37-41.0210.570.0-
2023/83.7425.12-37.4222.54-42.559.390.0-
2023/72.9912.83-41.8918.79-43.488.350.0-
2023/62.65-2.09-53.3415.8-43.777.670.0運價下跌所致
2023/52.7117.11-42.1413.15-41.346.680.0-
2023/42.3139.25-53.0410.44-41.137.270.0運價下跌所致
2023/31.66-49.67-60.228.13-36.568.130.0運價下跌所致
2023/23.34.06-6.056.47-25.1310.530.0-
2023/13.17-21.84-38.193.17-38.1911.10.0-
2022/124.064.75-21.2157.0512.5912.330.0-
2022/113.87-11.99-27.452.9916.4113.750.0-
2022/104.4-19.67-6.5349.1222.2315.860.0-
2022/95.48-8.4129.1144.7226.0516.610.0-
2022/85.9816.1921.7639.2425.6416.810.0-
2022/75.15-9.4119.8933.2526.3615.510.0-
2022/65.6821.4148.4928.1127.6215.290.0-
2022/54.68-4.9417.6222.4223.2313.780.0-
2022/44.9217.9538.5417.7424.812.610.0-
2022/34.1718.8614.9712.8220.2212.820.0-
2022/23.51-31.5322.148.6422.9413.790.0-
2022/15.13-0.3823.495.1323.4915.620.0-
2021/125.15-3.4736.6450.6736.8715.110.0-
2021/115.3415.4750.6445.5236.914.290.0營收成長係因運價上漲及貨量增加所致。
2021/104.626.6751.4740.1835.2613.870.0營收成長係因運價上漲及貨量增加所致。
2021/94.33-11.8349.7835.5633.413.540.0-
2021/84.9114.466.2231.2331.4113.030.0營收成長係因運價上漲及貨量增加所致
2021/74.2912.1947.4126.3226.4712.10.0-
2021/63.83-3.8234.2622.0223.0611.360.0-
2021/53.9811.957.2518.1920.9411.170.0-
2021/43.55-2.12.2114.2225.4210.060.0-
2021/33.6326.276.8410.6635.6810.660.0-
2021/22.88-30.7770.027.0357.6710.80.0營收成長係因運價上漲及貨量增加所致。
2021/14.1510.2250.124.1550.1211.460.0營收成長係因運價上漲及貨量增加所致。
2020/123.776.4112.3437.0215.0510.360.0-
2020/113.5416.11.2733.2515.369.480.0-
2020/103.055.483.6229.7117.318.90.0-
2020/92.89-2.15-1.6726.6619.118.760.0-
2020/82.961.46-1.2923.7622.258.720.0-
2020/72.912.18-2.6320.8126.549.470.0-
2020/62.85-23.1611.0717.8933.0410.040.0-
2020/53.716.6957.4715.0438.2110.590.0因疫情影響,航班減班或停飛導致運價上漲。
2020/43.482.3259.4611.3332.98.570.0因疫情影響,航班減班或停飛導致運價上漲。
2020/33.4100.9347.817.8623.777.860.0-
2020/21.69-38.879.994.4610.127.810.0-
2020/12.77-17.5210.192.7710.199.620.0-
2019/123.35-4.0630.3132.1718.139.80.0-
2019/113.518.836.8128.8216.869.380.0-
2019/102.940.0823.9225.3214.568.880.0-
2019/92.94-1.7716.1922.3813.438.930.0-
2019/82.990.0840.1419.4413.028.550.0-
2019/72.9916.5738.9516.449.170.0N/A-
2019/62.578.9221.6113.454.210.0N/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
2024/13.562023/13.172022/15.132021/14.152020/12.77
2024/23.022023/23.32022/23.512021/22.882020/21.69
2024/33.212023/31.662022/34.172021/33.632020/33.4
2024/44.062023/42.312022/44.922021/43.552020/43.48
2024/54.042023/52.712022/54.682021/53.982020/53.71
N/AN/A2023/62.652022/65.682021/63.832020/62.85
N/AN/A2023/72.992022/75.152021/74.292020/72.91
N/AN/A2023/83.742022/85.982021/84.912020/82.96
N/AN/A2023/93.832022/95.482021/94.332020/92.89
N/AN/A2023/103.92022/104.42021/104.622020/103.05
N/AN/A2023/115.562022/113.872021/115.342020/113.54
N/AN/A2023/125.842022/124.062021/125.152020/123.77
  • 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

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