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)
2024/30.780.4515.371.79-10.241.79N/A-
2024/20.39-45.29-46.01.09-21.381.83N/A-
2024/10.7-4.524.740.74.742.06N/A-
2023/120.7418.72-5.737.43-2.841.84.3-
2023/110.6241.856.56.69-2.511.794.32-
2023/100.44-40.2-46.866.07-3.351.814.27-
2023/90.7314.32-1.935.633.222.093.85-
2023/80.64-10.25-14.194.94.041.774.55-
2023/70.7172.777.994.267.481.595.06-
2023/60.41-10.77-27.633.547.381.555.27-
2023/50.46-31.290.053.1314.721.744.7-
2023/40.6711.8641.122.6617.721.994.11-
2023/30.6-15.53-8.931.9911.451.994.01-
2023/20.716.1152.121.3923.472.173.68本月較去年同期增加主係去年適逢農曆年假基期較低所致
2023/10.67-14.072.910.672.912.043.91-
2022/120.7834.1337.877.65-7.112.193.74-
2022/110.58-29.22-16.636.86-10.442.163.8-
2022/100.8210.3414.146.28-9.822.323.54-
2022/90.750.02-6.235.45-12.62.163.92-
2022/80.7512.95-5.544.71-13.531.984.27-
2022/70.6615.77-15.943.96-14.891.74.99-
2022/60.5723.36-28.953.3-14.671.515.75-
2022/50.46-3.1-23.762.73-10.921.65.42-
2022/40.48-27.8-28.342.26-7.741.615.4-
2022/30.6641.0813.921.79-0.051.794.62-
2022/20.47-28.2-18.051.12-6.791.694.87-
2022/10.6515.113.410.653.411.924.29-
2021/120.57-18.9-4.898.2324.861.994.14-
2021/110.7-3.0919.057.6627.832.223.71-
2021/100.72-9.3427.056.9628.782.313.57-
2021/90.80.7542.816.2428.992.383.48-
2021/80.790.5159.635.4427.182.383.47去年同期受新冠肺炎疫情影響,營收減少基期較低所致。
2021/70.79-2.1452.184.6522.932.23.76去年同期受新冠肺炎疫情影響,營收減少基期較低所致。
2021/60.832.3832.423.8718.312.084.1-
2021/50.61-8.924.133.0615.081.864.6-
2021/40.6714.7824.682.4518.161.824.68-
2021/30.581.4713.861.7915.91.794.75-
2021/20.57-9.3917.971.216.91.84.71-
2021/10.635.8715.950.6315.951.824.67-
2020/120.61.51-27.526.59-33.51.754.87-
2020/110.593.42-26.415.99-34.041.724.98-
2020/100.571.89-24.75.41-34.781.625.26-
2020/90.5612.62-25.844.84-35.791.575.55-
2020/80.5-4.17-32.814.28-36.891.625.38-
2020/70.52-14.85-25.453.78-37.391.715.11-
2020/60.614.1-27.573.27-38.941.735.1-
2020/50.589.03-37.972.66-41.051.635.4-
2020/40.544.82-46.072.08-41.861.535.75-
2020/30.515.13-44.471.54-40.251.545.84-
2020/20.49-10.95-33.561.03-37.911.854.85-
2020/10.55-33.83-41.320.55-41.322.174.15-
2019/120.823.07-18.049.91-30.222.383.85-
2019/110.85.82-28.029.09-31.152.313.97-
2019/100.760.35-36.478.29-31.432.254.08-
2019/90.752.04-34.267.53-30.882.184.46-
2019/80.746.33-47.096.78-30.492.274.3-
2019/70.69-17.28-41.966.04-27.722.473.94-
2019/60.84-10.83-38.175.35-25.342.773.52-
2019/50.94-5.2-30.024.51-22.350.0N/A-
2019/40.997.92-20.653.57-20.040.0N/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
2024/10.72023/10.672022/10.652021/10.632020/10.55
2024/20.392023/20.712022/20.472021/20.572020/20.49
2024/30.72023/30.62022/30.662021/30.582020/30.51
N/AN/A2023/40.672022/40.482021/40.672020/40.54
N/AN/A2023/50.462022/50.462021/50.612020/50.58
N/AN/A2023/60.412022/60.572021/60.82020/60.61
N/AN/A2023/70.712022/70.662021/70.792020/70.52
N/AN/A2023/80.642022/80.752021/80.792020/80.5
N/AN/A2023/90.732022/90.752021/90.82020/90.56
N/AN/A2023/100.442022/100.822021/100.722020/100.57
N/AN/A2023/110.622022/110.582021/110.72020/110.59
N/AN/A2023/120.742022/120.782021/120.572020/120.6
  • 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: 6.05%
合約負債 QoQ YoY
23Q4 (20)0.5315.22-37.65
23Q3 (19)0.46-4.17-52.08
23Q2 (18)0.48-20.0-58.26
23Q1 (17)0.6-29.41-24.05
22Q4 (16)0.85-11.4628.79
22Q3 (15)0.96-16.5220.0
22Q2 (14)1.1545.5723.66
22Q1 (13)0.7919.70.0
21Q4 (12)0.66-17.54.76
21Q3 (11)0.8-13.98100.0
21Q2 (10)0.9317.7289.8
21Q1 (9)0.7925.449.06
20Q4 (8)0.6357.5-1.56
20Q3 (7)0.4-18.37-31.03
20Q2 (6)0.49-7.55-40.24
20Q1 (5)0.53-17.19-20.9
19Q4 (4)0.6410.340.0
19Q3 (3)0.58-29.270.0
19Q2 (2)0.8222.390.0
19Q1 (1)0.670.00.0

每月營收相關資訊

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