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)
2024/32.474.07-13.046.02-14.426.02N/A-
2024/21.38-38.15-40.673.61-15.325.46N/A-
2024/12.2320.9515.072.2315.076.06N/A-
2023/121.85-7.0-39.826.96-24.615.90.9-
2023/111.98-3.94-20.5625.12-23.186.420.83-
2023/102.07-12.85-31.7623.13-23.46.840.78-
2023/92.37-1.35-19.9221.07-22.477.00.93-
2023/82.47.96-19.9418.7-22.786.980.93-
2023/72.23-5.09-24.1516.29-23.187.020.92-
2023/62.35-4.07-21.9614.07-23.027.040.97-
2023/52.458.89-27.0411.72-23.237.450.92-
2023/42.25-18.73-25.289.28-22.167.340.93-
2023/32.7618.75-26.37.03-21.117.031.0-
2023/22.3319.9513.734.27-17.347.330.95-
2023/11.94-36.73-37.751.94-37.757.50.93-
2022/123.0722.7-18.3435.77-1.038.590.77-
2022/112.5-17.48-35.432.70.978.490.78-
2022/103.032.267.8130.25.918.990.74-
2022/92.96-1.38-8.5427.175.78.90.81-
2022/83.02.292.424.217.758.940.8-
2022/72.94-2.353.321.218.569.290.77-
2022/63.01-10.317.9418.289.459.360.8-
2022/53.3511.5113.4915.279.7510.110.74-
2022/43.01-19.8310.0611.928.748.80.85-
2022/33.7583.2720.398.918.318.910.9-
2022/22.05-34.348.535.160.958.920.9-
2022/13.12-17.0-3.473.12-3.4710.740.75-
2021/123.75-2.9219.6236.1421.2310.430.76-
2021/113.8737.7135.6932.3821.429.910.8-
2021/102.81-13.25-8.0328.5219.718.980.88-
2021/93.2410.432.9925.7123.799.010.91-
2021/82.933.192.5322.4727.58.560.96-
2021/72.842.020.319.5432.348.580.96-
2021/62.78-5.755.416.739.948.470.94主要係因去年受疫情影響營收基期偏低所致
2021/52.958.1346.9813.9137.218.80.9-
2021/42.73-12.3117.7710.9634.797.731.03-
2021/33.1165.2229.398.2341.598.230.89-
2021/21.89-41.6122.525.1150.218.250.89去年疫情影響出貨較少,今年客戶拉貨相對暢旺
2021/13.232.8573.043.2373.049.220.79本月出貨相對暢旺,且去年1月為農曆新年工作天數較少
2020/123.1410.129.1829.81-12.269.040.75-
2020/112.85-6.66-5.9526.67-15.469.050.75-
2020/103.05-2.841.423.82-16.479.060.75-
2020/93.149.92-1.0320.77-18.588.840.73-
2020/82.860.95-10.417.62-21.077.480.86-
2020/72.8358.07-7.7114.76-22.856.630.97-
2020/61.79-10.81-35.9111.93-25.746.121.08-
2020/52.01-13.35-31.310.14-23.66.740.99-
2020/42.32-3.65-12.338.13-21.426.261.06-
2020/32.4156.45-7.545.81-24.555.811.19-
2020/21.54-17.54-11.693.4-33.235.831.18-
2020/11.87-23.21-44.411.87-44.417.330.94-
2019/122.43-19.84-0.3933.98-3.68.470.75-
2019/113.030.641.2931.55-3.849.220.69-
2019/103.01-5.183.1828.52-4.369.380.68-
2019/93.18-0.483.8725.51-5.179.440.7-
2019/83.193.98-17.322.33-6.349.060.73-
2019/73.079.76-14.0419.14-4.228.790.75-
2019/62.8-4.39-11.0416.07-2.088.370.83-
2019/52.9310.58-8.9413.270.030.0N/A-
2019/42.651.593.9610.352.910.0N/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
2024/12.232023/11.942022/13.122021/13.232020/11.87
2024/21.382023/22.332022/22.052021/21.892020/21.54
2024/32.42023/32.762022/33.752021/33.112020/32.41
N/AN/A2023/42.252022/43.012021/42.732020/42.32
N/AN/A2023/52.452022/53.352021/52.952020/52.01
N/AN/A2023/62.352022/63.012021/62.782020/61.79
N/AN/A2023/72.232022/72.942021/72.842020/72.83
N/AN/A2023/82.42022/83.02021/82.932020/82.86
N/AN/A2023/92.372022/92.962021/93.242020/93.14
N/AN/A2023/102.072022/103.032021/102.812020/103.05
N/AN/A2023/111.982022/112.52021/113.872020/112.85
N/AN/A2023/121.852022/123.072021/123.752020/123.14
  • 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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