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)
2024/30.92-3.23105.542.892.512.8N/A訂單增加
2024/20.952.342.141.8886.722.59N/A訂單增加
2024/10.9330.84174.920.93174.922.1N/A訂單增加、去年同期春節工作天數減少
2023/120.7154.7215.257.75-13.781.661.5-
2023/110.46-7.19-6.627.04-15.921.931.29-
2023/100.49-49.16-9.246.58-16.52.191.14-
2023/90.9735.37157.196.09-17.042.370.94訂單增加
2023/80.726.2952.125.12-26.52.051.08訂單增加
2023/70.683.0319.94.4-32.222.191.01-
2023/60.66-23.96-18.653.72-37.182.271.0-
2023/50.8615.02-28.843.07-40.12.061.1-
2023/40.7567.68-24.882.2-43.61.871.22-
2023/30.45-33.08-66.481.45-50.021.451.76訂單減少
2023/20.6797.87-8.661.01-36.071.621.58-
2023/10.34-45.14-59.880.34-59.881.451.77訂單減少、春節工作天數減少
2022/120.6225.35-36.768.99-3.41.651.69-
2022/110.49-9.8-42.738.380.491.411.97-
2022/100.5444.04-32.557.895.441.42.0-
2022/90.38-19.92-58.487.3410.051.411.92訂單減少
2022/80.47-16.21-29.46.9620.881.841.48-
2022/70.56-30.1-28.656.4927.492.581.05-
2022/60.81-33.4920.675.9337.813.020.82-
2022/51.2121.4152.545.1240.973.550.7訂單增加
2022/41.0-25.1746.843.9137.723.070.81-
2022/31.3382.3469.92.9134.852.910.88訂單增加
2022/20.73-13.120.91.5714.782.551.0-
2022/10.84-13.529.940.849.942.670.96-
2021/120.9713.5222.99.3110.672.640.83-
2021/110.866.2213.488.349.392.580.85-
2021/100.81-11.3241.127.488.942.390.92-
2021/90.9136.1518.96.676.022.370.85-
2021/80.67-15.33-22.875.764.232.130.95-
2021/70.7918.2241.465.099.282.250.9-
2021/60.67-15.9216.224.34.92.140.85-
2021/50.7916.8716.193.633.052.260.81-
2021/40.68-13.424.132.84-0.112.070.88-
2021/30.7929.75-18.572.16-1.372.160.58-
2021/20.61-20.97-26.611.3712.182.160.58-
2021/10.77-3.3392.740.7792.742.310.54訂單增加
2020/120.794.81-7.278.41-8.692.120.42-
2020/110.7632.1-1.77.62-8.832.090.43-
2020/100.57-25.28-22.466.86-9.562.210.41-
2020/90.77-11.698.316.29-8.172.190.48-
2020/80.8755.34.895.53-10.062.00.53-
2020/70.56-2.86-40.44.66-12.391.820.58-
2020/60.58-15.94-39.174.1-6.41.910.7-
2020/50.684.75-8.333.522.612.30.58-
2020/40.65-32.3-15.692.845.662.440.55-
2020/30.9616.9340.142.1914.32.190.53-
2020/20.83107.5740.111.22-0.212.080.56-
2020/10.4-53.49-37.530.4-37.532.020.57-
2019/120.8511.1118.999.21-6.572.360.55-
2019/110.774.2-13.388.36-8.582.210.59-
2019/100.744.36-22.497.59-8.062.270.58-
2019/90.71-14.47-15.076.85-6.182.470.51-
2019/80.83-11.77-9.146.14-5.032.710.47-
2019/70.94-0.8572.785.32-4.362.630.48訂單增加
2019/60.9526.675.554.38-12.72.470.5-
2019/50.75-3.65-12.293.43-16.670.0N/A-
2019/40.7712.52-22.932.69-17.810.0N/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
2024/10.932023/10.342022/10.842021/10.772020/10.4
2024/20.952023/20.672022/20.732021/20.612020/20.83
2024/30.922023/30.452022/31.332021/30.792020/30.96
N/AN/A2023/40.752022/41.02021/40.682020/40.65
N/AN/A2023/50.862022/51.212021/50.792020/50.68
N/AN/A2023/60.662022/60.812021/60.672020/60.58
N/AN/A2023/70.682022/70.562021/70.792020/70.56
N/AN/A2023/80.722022/80.472021/80.672020/80.87
N/AN/A2023/90.972022/90.382021/90.912020/90.77
N/AN/A2023/100.492022/100.542021/100.812020/100.57
N/AN/A2023/110.462022/110.492021/110.862020/110.76
N/AN/A2023/120.712022/120.622021/120.972020/120.79
  • 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: 0.32%
合約負債 QoQ YoY
23Q4 (20)0.0350.0200.0
23Q3 (19)0.02100.0100.0
23Q2 (18)0.010.00.0
23Q1 (17)0.010.00
22Q4 (16)0.010.00.0
22Q3 (15)0.010.0-50.0
22Q2 (14)0.010-66.67

每月營收相關資訊

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