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)
2024/30.2-18.52-62.70.7-52.150.7N/A整體產業景氣不好影響
2024/20.252.97-47.450.49-45.810.78N/A-
2024/10.24-15.97-44.020.24-44.020.83N/A-
2023/120.29-3.64-31.754.35-28.460.850.45-
2023/110.315.26-39.344.06-28.210.880.43-
2023/100.26-19.29-53.263.76-27.140.880.43整體產業景氣不好影響
2023/90.329.79-48.023.5-23.980.960.46-
2023/80.29-14.58-43.873.18-20.241.00.44-
2023/70.34-4.4-43.82.88-16.661.120.39-
2023/60.36-13.39-23.662.54-10.831.080.45-
2023/50.4235.231.412.18-8.291.270.39-
2023/40.31-43.8-45.381.76-10.311.330.37-
2023/30.5514.8-2.41.463.731.460.36-
2023/20.489.6940.330.917.811.330.4-
2023/10.432.43-14.040.43-14.041.350.39-
2022/120.42-14.3610.226.0831.351.470.45-
2022/110.49-11.18-1.55.6533.261.670.39-
2022/100.56-10.2417.955.1637.931.70.39-
2022/90.6218.5658.374.640.821.760.39因市場需求回升
2022/80.52-14.4741.363.9838.431.610.42-
2022/70.6129.8673.743.4637.991.490.46因市場需求回升
2022/60.4715.0525.392.8532.151.440.56-
2022/50.41-27.17-1.962.3833.581.530.53-
2022/40.560.4368.041.9744.491.460.55因市場需求回升
2022/30.5665.0856.261.436.811.40.53因市場需求回升
2022/20.34-32.810.310.8426.381.230.6-
2022/10.531.3540.080.540.081.390.53-
2021/120.38-23.4721.154.6352.71.360.64因市場需求回升
2021/110.56.3688.894.2456.391.370.64因市場需求回升
2021/100.4720.5134.383.7452.861.230.71因市場需求回升
2021/90.395.8374.573.2755.951.110.61因市場需求回升
2021/80.375.1167.472.8853.721.10.62因市場需求回升
2021/70.35-6.2778.592.5151.881.150.59因市場需求回升
2021/60.38-10.04103.052.1548.261.130.41因市場需求回升
2021/50.4224.8275.271.7840.261.110.41因市場需求回升
2021/40.33-6.62.631.3632.151.00.46-
2021/30.3616.5427.771.0345.831.030.4-
2021/20.31-14.6735.820.6757.80.980.42因市場需求回升
2021/10.3613.5983.080.3683.080.940.43因市場需求回升
2020/120.3219.315.043.03-30.090.930.4-
2020/110.27-24.32-19.832.71-33.160.840.44-
2020/100.3556.552.382.45-34.340.80.46-
2020/90.221.52-20.052.1-38.070.640.65-
2020/80.2212.09-27.871.87-39.70.60.7-
2020/70.26.56-57.561.65-40.990.620.68受新冠肺炎疫情影響,全球工具機需求大幅減少
2020/60.19-22.35-50.081.45-37.690.750.47受新冠肺炎疫情影響,全球工具機需求大幅減少
2020/50.24-26.9-42.371.27-35.350.840.41-
2020/40.3316.27-25.541.03-33.470.830.42-
2020/30.2823.88-32.550.7-36.60.70.55-
2020/20.2315.01-8.440.42-39.030.70.56-
2020/10.2-28.61-55.950.2-55.950.80.49貿易戰衝擊全球投資,影響工具機景氣低迷
2019/120.28-16.86-51.054.33-37.150.950.37貿易戰衝擊全球投資,影響工具機景氣低迷
2019/110.33-3.36-37.924.06-35.910.960.37-
2019/100.3422.23-42.773.73-35.730.930.38-
2019/90.28-8.4-52.233.38-34.921.050.45貿易戰衝擊全球投資,影響工具機景氣低迷
2019/80.31-34.04-51.483.1-32.711.140.41貿易戰衝擊全球投資,影響工具機景氣低迷
2019/70.4625.33-31.812.8-29.731.250.38-
2019/60.37-10.34-22.192.33-29.31.220.48-
2019/50.41-5.55-33.771.96-30.50.0N/A-
2019/40.445.32-24.451.55-29.570.0N/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
2024/10.242023/10.432022/10.52021/10.362020/10.2
2024/20.252023/20.482022/20.342021/20.312020/20.23
2024/30.22023/30.552022/30.562021/30.362020/30.28
N/AN/A2023/40.312022/40.562021/40.332020/40.33
N/AN/A2023/50.422022/50.412021/50.422020/50.24
N/AN/A2023/60.362022/60.472021/60.382020/60.19
N/AN/A2023/70.342022/70.612021/70.352020/70.2
N/AN/A2023/80.292022/80.522021/80.372020/80.22
N/AN/A2023/90.322022/90.622021/90.392020/90.22
N/AN/A2023/100.262022/100.562021/100.472020/100.35
N/AN/A2023/110.32022/110.492021/110.52020/110.27
N/AN/A2023/120.292022/120.422021/120.382020/120.32
  • 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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