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)
2024/33.9527.35.8310.61-0.5410.61N/A-
2024/23.1-12.97-13.316.67-3.9710.35N/A-
2024/13.56-3.385.953.565.9511.11N/A-
2023/123.69-4.3410.7944.19-15.3611.50.15-
2023/113.86-2.38-14.1240.5-17.1511.670.15-
2023/103.952.27-6.4736.64-17.4511.490.15-
2023/93.865.06-8.4432.69-18.6111.140.17-
2023/83.682.01-19.9228.83-19.810.850.18-
2023/73.60.88-27.3725.15-19.7810.740.18-
2023/63.570.33-29.1521.55-18.3610.880.16-
2023/53.56-4.89-25.6717.98-15.8111.040.16-
2023/43.740.35-4.0414.42-12.9611.050.16-
2023/33.734.27-8.4210.67-15.710.670.19-
2023/23.586.37-12.616.94-19.1610.270.2-
2023/13.361.03-25.133.36-25.1311.180.18-
2022/123.33-25.86-24.3952.219.7812.040.17-
2022/114.496.36.4548.8913.2712.930.16-
2022/104.220.11-1.7644.3914.0113.030.15-
2022/94.22-8.1-1.5140.1715.9713.770.18-
2022/84.59-7.4710.3235.9518.4414.60.17-
2022/74.96-1.5923.6731.3619.7314.80.17-
2022/65.045.2729.3926.419.0213.740.21-
2022/54.7922.7724.6921.3516.8112.770.23-
2022/43.9-4.221.9616.5614.7112.070.24-
2022/34.07-0.59.2912.6619.3112.660.33-
2022/24.09-8.8728.648.5924.7312.990.32-
2022/14.492.0221.384.4921.3813.120.32-
2021/124.44.3927.0247.5626.8212.920.22-
2021/114.22-1.923.4643.1626.812.80.23-
2021/104.30.3732.5638.9427.1712.750.23-
2021/94.282.9330.8934.6426.5312.460.21-
2021/84.163.7223.4330.3525.9412.070.22-
2021/74.012.9518.1126.1926.3411.750.22-
2021/63.91.4418.5722.1827.9611.570.16-
2021/53.840.3911.4918.2830.1511.40.16-
2021/43.832.6612.1914.4436.2210.740.17-
2021/33.7317.17.9610.6147.6210.610.17-
2021/23.18-14.01121.166.8884.2810.350.17因去年受疫情影響,春節延遲復工所致。
2021/13.76.7661.173.761.1710.590.17109年1月適逄農曆春節工作天數少,另因本期客戶需求強勁,使營收增加。
2020/123.471.4712.437.58.2810.130.12-
2020/113.425.3218.4134.037.889.930.12-
2020/103.24-0.8811.5130.626.829.890.12-
2020/93.27-2.936.6827.376.2910.040.15-
2020/83.37-0.747.824.16.2410.060.15-
2020/73.43.358.8120.735.9910.130.15-
2020/63.29-4.69.6617.335.4610.140.12-
2020/53.451.0224.2814.044.5210.310.12-
2020/43.41-1.225.7410.6-0.618.30.15-
2020/33.45139.8913.137.19-9.67.190.17-
2020/21.44-37.33-35.753.74-23.766.820.18-
2020/12.3-25.53-13.662.3-13.668.270.15-
2019/123.086.897.3734.631.498.880.11-
2019/112.89-0.81-0.3731.550.958.860.11-
2019/102.91-5.160.6828.661.099.10.11-
2019/93.07-1.927.1325.751.139.320.12-
2019/83.130.181.9722.680.379.250.12-
2019/73.124.160.6919.560.128.890.13-
2019/63.08.1-1.5616.430.018.480.1-
2019/52.772.2-5.1413.440.370.0N/A-
2019/42.71-11.11-4.6310.661.920.0N/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
2024/13.562023/13.362022/14.492021/13.72020/12.3
2024/23.12023/23.582022/24.092021/23.182020/21.44
2024/33.952023/33.732022/34.072021/33.732020/33.45
N/AN/A2023/43.742022/43.92021/43.832020/43.41
N/AN/A2023/53.562022/54.792021/53.842020/53.45
N/AN/A2023/63.572022/65.042021/63.92020/63.29
N/AN/A2023/73.62022/74.962021/74.012020/73.4
N/AN/A2023/83.682022/84.592021/84.162020/83.37
N/AN/A2023/93.862022/94.222021/94.282020/93.27
N/AN/A2023/103.952022/104.222021/104.32020/103.24
N/AN/A2023/113.862022/114.492021/114.222020/113.42
N/AN/A2023/123.692022/123.332021/124.42020/123.47
  • 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: 2.09%
合約負債 QoQ YoY
23Q4 (20)0.27-3.57125.0
23Q3 (19)0.28-20.0211.11
23Q2 (18)0.35118.75288.89
23Q1 (17)0.1633.3360.0
22Q4 (16)0.1233.3333.33
22Q3 (15)0.090.0-57.14
22Q2 (14)0.09-10.0-35.71
22Q1 (13)0.111.11-37.5
21Q4 (12)0.09-57.14-52.63
21Q3 (11)0.2150.0425.0
21Q2 (10)0.14-12.5250.0
21Q1 (9)0.16-15.79300.0
20Q4 (8)0.19375.0375.0
20Q3 (7)0.040.00.0
20Q2 (6)0.040.00.0
20Q1 (5)0.040.00.0
19Q4 (4)0.040.00.0
19Q3 (3)0.040.00.0
19Q2 (2)0.040.00.0
19Q1 (1)0.040.00.0

每月營收相關資訊

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