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)
2024/31.6313.75-3.234.160.924.16N/A-
2024/21.4329.515.172.533.794.29N/A-
2024/11.1-37.042.041.12.044.3N/A-
2023/121.7521.82-6.4919.09-15.394.70.55-
2023/111.44-4.320.6417.33-16.194.750.55-
2023/101.5-16.7-23.2715.89-17.444.840.54-
2023/91.8117.97-9.7414.39-16.784.60.65-
2023/81.5321.26-6.1812.58-17.75.010.6-
2023/71.26-43.2-34.4611.05-19.085.150.58-
2023/62.2233.68-22.829.79-16.555.670.52-
2023/51.66-7.02-10.717.57-14.525.130.58-
2023/41.796.3839.355.91-15.534.830.62-
2023/31.6823.64-12.94.12-27.864.120.84-
2023/21.3625.66-33.852.44-35.484.320.81-
2023/11.08-42.31-37.431.08-37.434.390.79-
2022/121.8731.13-38.0222.56-25.945.260.59-
2022/111.43-27.06-38.7820.68-24.65.390.58-
2022/101.96-2.01-29.7519.25-23.285.590.55-
2022/92.022.63-12.117.29-22.485.560.7-
2022/81.63-15.29-33.4915.29-23.656.440.6-
2022/71.93-33.11-15.1213.66-22.286.670.58-
2022/62.8854.678.3611.74-23.346.020.69-
2022/51.8645.11-25.648.86-30.05.070.81-
2022/41.28-33.51-53.846.99-31.085.270.78因中國大陸4月疫情,昆山子公司受當地政府要求停工所致
2022/31.93-6.08-28.025.71-22.55.710.78-
2022/22.0518.86-22.173.78-19.356.810.65-
2022/11.73-42.86-15.721.73-15.727.090.63-
2021/123.0329.52-24.830.463.578.150.52-
2021/112.34-16.3-17.3427.438.077.40.57-
2021/102.7922.61-14.7425.111.257.520.56-
2021/92.28-7.21-17.4422.3115.667.00.75-
2021/82.458.15.1920.0321.197.380.71-
2021/72.27-14.59-6.8517.5823.817.430.71-
2021/62.666.13-3.0915.3130.167.940.77-
2021/52.5-9.92-5.8312.6540.287.960.77-
2021/42.783.6712.5910.1559.558.10.75109年第1季受疫情影響基期較低
2021/32.681.5330.677.3789.327.370.85109年第1季受疫情影響基期較低
2021/22.6428.71243.534.69154.618.710.72本期銷售數量較去年同期增加所致
2021/12.05-49.0290.992.0590.998.90.7本期銷售數量較去年同期增加所致
2020/124.0242.3573.6829.4130.8510.120.52本期銷售數量較去年同期增加所致
2020/112.83-13.6633.1225.3825.938.860.59-
2020/103.2718.7224.2722.5625.088.360.63-
2020/92.7618.2338.719.2925.227.520.66-
2020/82.33-4.2636.2816.5323.227.510.66-
2020/72.44-11.1561.3614.221.317.840.64本期銷售數量較去年同期增加所致
2020/62.743.134.5311.7615.387.870.45-
2020/52.667.739.469.0219.147.180.49-
2020/42.4720.3279.796.3612.35.290.66本月營收增加79.80%主係出貨量增加
2020/32.05166.9333.093.89-9.283.890.64-
2020/20.77-28.43-44.931.84-33.024.160.6-
2020/11.07-53.64-20.751.07-20.755.510.46-
2019/122.329.11.2222.47-7.847.070.4-
2019/112.12-19.4-6.5620.16-8.786.740.42-
2019/102.6332.539.0418.03-9.036.330.45-
2019/91.9916.17-15.8815.4-14.115.210.74-
2019/81.7113.34-27.413.41-13.845.840.66-
2019/71.51-42.4432.3311.7-11.436.040.64-
2019/62.6237.59-14.5210.19-15.565.90.57-
2019/51.9138.85-5.377.57-15.920.0N/A-
2019/41.37-10.92-35.075.66-18.960.0N/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
2024/11.12023/11.082022/11.732021/12.052020/11.07
2024/21.432023/21.362022/22.052021/22.642020/20.77
2024/31.632023/31.682022/31.932021/32.682020/32.05
N/AN/A2023/41.792022/41.282021/42.782020/42.47
N/AN/A2023/51.662022/51.862021/52.52020/52.66
N/AN/A2023/62.222022/62.882021/62.662020/62.74
N/AN/A2023/71.262022/71.932021/72.272020/72.44
N/AN/A2023/81.532022/81.632021/82.452020/82.33
N/AN/A2023/91.812022/92.02021/92.282020/92.76
N/AN/A2023/101.52022/101.962021/102.792020/103.27
N/AN/A2023/111.442022/111.432021/112.342020/112.83
N/AN/A2023/121.752022/121.872021/123.032020/124.02
  • 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

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