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)
2024/31.1575.13-26.273.1-2.693.1N/A-
2024/20.65-49.42-25.521.9519.853.05N/A-
2024/11.317.5573.211.373.213.48N/A本公司因調整產品結構與客戶組合,使銷貨數量及平均單價皆有增加,以致營業收入上升
2023/121.12.1911.2212.865.763.260.32-
2023/111.080.181.6311.765.283.190.32-
2023/101.083.73.7410.685.663.20.32-
2023/91.04-4.85-21.769.615.883.180.35-
2023/81.093.437.628.5710.613.160.35-
2023/71.054.3582.787.4811.063.170.35因客戶庫存調整完畢,訂單陸續恢復,致營收增加。
2023/61.01-8.7638.296.424.343.240.28-
2023/51.11-1.45-14.315.41-0.223.790.24-
2023/41.12-27.77-12.914.314.173.560.26-
2023/31.5676.9369.273.1811.933.180.36因訂單增加,致營收上升。
2023/20.8817.6125.61.63-15.452.620.44-
2023/10.75-24.51-38.930.75-38.932.80.41-
2022/120.99-6.61-32.6712.16-22.743.090.33-
2022/111.062.26-36.211.17-21.713.420.3-
2022/101.04-21.79-13.1810.11-19.83.380.3-
2022/91.3330.8816.619.07-20.492.920.44-
2022/81.0175.67-26.497.75-24.62.320.55-
2022/70.58-21.04-55.446.73-24.312.60.49受疫情封城及全球通膨影響致公司訂單減少
2022/60.73-43.47-45.756.16-19.013.310.58-
2022/51.290.15-12.355.43-13.253.50.55-
2022/41.2940.37-9.054.13-13.532.910.66-
2022/30.9231.29-30.212.84-15.422.841.01-
2022/20.7-42.82-12.431.92-5.893.40.84-
2022/11.22-16.77-1.691.22-1.694.360.66-
2021/121.47-11.5110.7415.745.24.330.71-
2021/111.6639.1626.0214.274.663.990.77-
2021/101.195.05-7.3812.612.373.710.82-
2021/91.14-17.5-18.811.413.523.811.04-
2021/81.386.47-8.5910.286.774.020.99-
2021/71.29-3.87-13.198.99.624.120.96-
2021/61.35-8.65-5.457.614.764.240.79-
2021/51.473.925.976.2620.294.210.8-
2021/41.427.713.254.7825.533.540.95-
2021/31.3264.7530.723.3638.13.361.0-
2021/20.8-35.818.842.0543.323.370.99-
2021/11.25-6.2479.91.2579.93.890.86本公司因調整產品結構與客戶組合,使銷貨數量增加,以致營業收入上升
2020/121.330.69-8.7114.96-2.13.940.48-
2020/111.322.276.7713.63-1.414.010.47-
2020/101.29-7.89-2.6112.32-2.214.20.45-
2020/91.4-7.122.8111.03-2.174.40.36-
2020/81.511.1110.159.62-2.854.420.36-
2020/71.494.6913.388.12-4.944.310.37-
2020/61.422.388.66.62-8.284.190.29-
2020/51.391.250.675.2-12.023.770.32-
2020/41.3736.3611.793.81-15.93.120.39-
2020/31.0137.18-18.122.43-26.222.430.5-
2020/20.736.09-3.331.43-31.042.880.42-
2020/10.69-52.42-47.120.69-47.123.380.36-
2019/121.4617.7944.7615.2921.044.020.21-
2019/111.24-6.72-9.3213.8318.993.920.21-
2019/101.32-2.7613.1212.5922.754.060.2-
2019/91.36-0.546.0511.2723.994.050.28-
2019/81.374.0811.439.9121.474.00.28-
2019/71.320.289.598.5423.254.010.28-
2019/61.31-5.0911.477.2226.113.920.39-
2019/51.3812.4413.955.9129.90.0N/A-
2019/41.23-0.1321.424.5335.690.0N/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
2024/11.32023/10.752022/11.222021/11.252020/10.69
2024/20.652023/20.882022/20.72021/20.82020/20.73
2024/31.152023/31.562022/30.922021/31.322020/31.01
N/AN/A2023/41.122022/41.292021/41.422020/41.37
N/AN/A2023/51.112022/51.292021/51.472020/51.39
N/AN/A2023/61.012022/60.732021/61.352020/61.42
N/AN/A2023/71.052022/70.582021/71.292020/71.49
N/AN/A2023/81.092022/81.012021/81.382020/81.51
N/AN/A2023/91.042022/91.332021/91.142020/91.4
N/AN/A2023/101.082022/101.042021/101.192020/101.29
N/AN/A2023/111.082022/111.062021/111.662020/111.32
N/AN/A2023/121.12022/120.992021/121.472020/121.33
  • 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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