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)
2026/51.76-6.743.727.77-53.635.05N/A去年認列「一見」建案收入
2026/41.8834.226.246.01-61.34.57N/A去年認列「一見」建案收入
2026/31.49.65-61.134.13-70.614.138.8去年同期認列「一見」建案收入
2026/21.28-11.09-85.912.72-73.911.823.07去年同期認列「一見」建案收入
2026/11.440.338.021.448.0211.873.06-
2025/29.09581.951018.210.43379.6611.73N/A114年2月一見完工入帳金額794,774仟元
2025/11.332.09-1.991.33-1.993.99N/A-
2024/121.31-3.32-8.8214.44-30.284.05N/A-
2024/111.35-2.91-35.3113.13-31.883.95N/A-
2024/101.3915.04-42.9311.78-31.463.81N/A-
2024/91.210.32-43.910.39-29.573.73N/A-
2024/81.21-8.21-55.349.18-27.113.51N/A營建建案(昕聯心)完工入帳金額138,463仟元。
2024/71.3132.06-52.067.98-19.413.45N/A102年營建建案(昕聯心)完工入帳金額143,496仟元。
2024/60.99-13.19-15.926.66-6.913.41N/A-
2024/51.15-10.05-8.555.67-5.123.49N/A-
2024/41.2718.78.174.52-4.223.16N/A-
2024/31.0731.97-18.453.25-8.343.25N/A-
2024/20.81-40.23-20.812.17-2.363.61N/A-
2024/11.36-5.0213.441.3613.444.88N/A-
2023/121.43-31.4139.5120.7133.995.96N/A-
2023/112.09-14.3447.0719.2833.66.68N/A-
2023/102.4413.0859.9717.1932.137.3N/A營建建案(昕聯心)完工入帳金額99,888仟元。
2023/92.16-20.1383.3714.7528.447.6N/A營建建案(昕聯心)完工入帳金額95,092仟元。
2023/82.7-1.48110.8312.622.176.62N/A營建建案(昕聯心)完工入帳金額138,463仟元。
2023/72.74131.64133.129.99.65.18N/A營建建案(昕聯心)完工入帳金額143,496仟元。
2023/61.18-5.58-14.477.16-8.883.61N/A-
2023/51.256.393.525.97-7.683.75N/A-
2023/41.18-10.51-1.284.72-10.273.52N/A-
2023/31.3228.14-7.493.54-12.93.54N/A-
2023/21.03-14.36-11.512.23-15.813.25N/A-
2023/11.216.81-19.181.2-19.183.65N/A-
2022/121.03-27.69-11.6715.4621.913.97N/A-
2022/111.42-6.8329.014.4325.34.12N/A-
2022/101.5229.6248.0313.0124.913.98N/A-
2022/91.18-8.1722.7711.4922.373.63N/A-
2022/81.288.9316.4210.3122.333.84N/A-
2022/71.18-15.029.779.0323.213.77N/A-
2022/61.3814.2939.187.8625.513.79N/A-
2022/51.211.4423.356.4722.933.83N/A-
2022/41.19-16.141.315.2622.843.78N/A-
2022/31.4222.5728.724.0731.014.07N/A-
2022/21.16-21.7931.042.6532.273.81N/A-
2022/11.4827.6733.241.4833.243.75N/A-
2021/121.165.5921.3712.6816.283.29N/A-
2021/111.16.912.9411.5215.793.09N/A-
2021/101.037.516.510.4217.343.09N/A-
2021/90.96-12.929.679.3917.433.13N/A-
2021/81.12.739.848.4318.383.17N/A-
2021/71.077.7430.667.3315.723.05N/A-
2021/60.991.2933.236.2613.53.15N/A-
2021/50.98-16.6853.775.2610.413.26N/A去年同期受新冠病毒影響,致同期基期較低
2021/41.186.5419.14.283.713.17N/A-
2021/31.1124.7828.793.11-1.133.11N/A-
2021/20.89-20.47-5.382.0-12.382.96N/A-
2021/11.1116.3-17.251.11-17.253.14N/A-
2020/120.96-10.43-81.0710.9-38.442.91N/A108年12月翠峰完工入帳金額429,807仟元。
2020/111.0720.99-77.399.95-21.392.83N/A108年11月翠峰完工入帳金額389,192仟元。
2020/100.881.28.948.8812.052.54N/A-
2020/90.8711.039.277.9912.410.0N/A-
2020/80.79-4.030.037.1212.80.0N/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
2026/11.442025/11.332024/11.362023/11.22022/11.48
2026/21.282025/29.092024/20.812023/21.032022/21.16
  • 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8季, 最新合約負債佔股本: 54.3%
合約負債 QoQ YoY
26Q1 (8)4.074.6379.3
25Q4 (7)3.8931.86-20.45
25Q3 (6)2.9519.43-23.58
25Q2 (5)2.478.81-20.83
25Q1 (4)2.27-53.580.0
24Q4 (3)4.8926.680.0
24Q3 (2)3.8623.720.0
24Q2 (1)3.120.00.0

每月營收相關資訊

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