. 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)
2024/30.062.56-26.230.16-20.060.16N/A-
2024/20.0641.7368.850.1-15.830.12N/A去年同期子公司提列銷貨退回及折讓致營收減少
2024/10.0460.48-50.80.04-50.80.18N/A係子公司本期銷售不佳所致
2023/120.03-77.8-73.930.65-27.240.183.6係子公司本期估列較多備抵銷貨退回及折讓所致
2023/110.11161.6719.070.62-21.50.23.36-
2023/100.0414.42-46.940.51-27.10.135.07-
2023/90.04-20.78-19.390.46-24.440.145.21-
2023/80.05-10.03-43.680.43-24.860.154.95-
2023/70.0517.39-30.960.38-21.510.154.95-
2023/60.05-5.46150.410.32-19.690.135.21去年同期子公司提列備抵銷貨退回及折讓致營收減少
2023/50.0547.81-15.360.28-27.740.164.09-
2023/40.03-59.29-17.930.23-29.890.154.49-
2023/30.08134.77-1.40.2-31.540.22.99-
2023/20.03-58.7-40.50.12-43.420.212.75-
2023/10.08-14.97-44.540.08-44.540.282.14-
2022/120.11.49.630.890.040.282.21-
2022/110.116.5913.730.79-1.020.232.7-
2022/100.0873.82-7.830.7-2.760.222.83-
2022/90.05-44.65-29.820.61-2.030.213.23-
2022/80.0910.2713.810.571.310.183.75-
2022/70.08325.8388.370.48-0.620.154.45去年同期子公司營收受疫情影響減少
2022/60.02-68.05-71.820.4-8.90.126.95本月子公司提列備抵銷貨退回及折讓致營收減少
2022/50.0643.33-0.50.391.850.184.49-
2022/40.04-51.09-43.750.332.280.184.48-
2022/30.0841.65-1.710.2915.320.292.91-
2022/20.06-61.5-28.870.2123.760.32.84-
2022/10.1568.0973.080.1573.080.322.6子公司隱形眼鏡營收增加
2021/120.095.19-3.430.89-4.730.263.54-
2021/110.08-5.5115.480.8-4.870.243.85-
2021/100.0932.3423.660.72-6.80.234.01-
2021/90.07-10.23-25.660.63-9.40.185.6-
2021/80.0882.52-21.310.56-6.940.185.69-
2021/70.04-36.3-39.190.48-4.220.166.31-
2021/60.0612.81-35.270.441.180.195.24-
2021/50.06-18.97-29.180.3811.980.214.79-
2021/40.07-14.5455.560.3224.970.234.31去年本月子公司營收減少
2021/30.082.5125.380.2518.380.254.08-
2021/20.08-6.3219.030.1715.180.263.94-
2021/10.09-6.2111.80.0911.80.254.06-
2020/120.0925.81-1.490.93-10.660.244.63-
2020/110.071.17-15.160.84-11.560.244.66-
2020/100.07-20.44-18.830.77-11.20.264.25-
2020/90.09-4.9810.840.69-10.890.254.33-
2020/80.141.060.330.6-13.450.264.18-
2020/70.07-32.2-17.980.51-15.650.254.42-
2020/60.123.43-4.890.44-15.270.234.2-
2020/50.0877.9714.210.34-17.930.194.93-
2020/40.05-31.12-22.80.26-24.620.185.29-
2020/30.07-2.68-17.090.21-25.010.213.98-
2020/20.07-12.0110.770.15-28.130.243.52-
2020/10.08-17.38-45.10.08-45.10.263.27-
2019/120.098.35-30.841.0469.090.272.87去年1-5月無子公司合併營收
2019/110.09-3.238.970.9568.840.262.99去年1-5月無子公司合併營收
2019/100.098.65-12.930.8772.530.272.89去年1-5月無子公司合併營收
2019/90.08-14.0-5.630.7894.430.262.42去年1-5月無子公司合併營收
2019/80.115.3-4.440.69122.240.282.23去年1-5月無子公司合併營收
2019/70.08-21.37-0.340.6181.620.262.44去年1-5月無子公司合併營收
2019/60.1148.2324.540.52297.870.232.47去年1-5月無子公司合併營收
2019/50.0720.29670.650.41805.830.0N/A本月增加子公司合併營收
2019/40.06-23.43958.160.34840.180.0N/A本月增加子公司合併營收
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
2024/10.042023/10.082022/10.152021/10.092020/10.08
2024/20.062023/20.032022/20.062021/20.082020/20.07
2024/30.062023/30.082022/30.082021/30.082020/30.07
N/AN/A2023/40.032022/40.042021/40.072020/40.05
N/AN/A2023/50.052022/50.062021/50.062020/50.08
N/AN/A2023/60.052022/60.022021/60.062020/60.1
N/AN/A2023/70.052022/70.082021/70.042020/70.07
N/AN/A2023/80.052022/80.092021/80.082020/80.1
N/AN/A2023/90.042022/90.052021/90.072020/90.09
N/AN/A2023/100.042022/100.082021/100.092020/100.07
N/AN/A2023/110.112022/110.12021/110.082020/110.07
N/AN/A2023/120.032022/120.12021/120.092020/120.09
  • 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: 0.51%
合約負債 QoQ YoY
23Q4 (20)0.02100.00.0
23Q3 (19)0.01-50.0-50.0
23Q2 (18)0.02100.0-50.0
23Q1 (17)0.01-50.0-80.0
22Q4 (16)0.020.0-60.0
22Q3 (15)0.02-50.0-50.0
22Q2 (14)0.04-20.00.0
22Q1 (13)0.050.025.0
21Q4 (12)0.0525.025.0
21Q3 (11)0.040.0-20.0
21Q2 (10)0.040.00.0
21Q1 (9)0.040.00.0
20Q4 (8)0.04-20.00.0
20Q3 (7)0.0525.00.0
20Q2 (6)0.040.0-20.0
20Q1 (5)0.040.0-20.0
19Q4 (4)0.04-20.00.0
19Q3 (3)0.050.00.0
19Q2 (2)0.050.00.0
19Q1 (1)0.050.00.0

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