愛玩股

   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)
2026/47.16-8.692.5530.083.0922.1N/A1.557.64-
2026/37.8510.612.7622.913.2622.910.02.246.09-
2026/27.09-11.07-0.3515.073.5223.340.01.73.85-
2026/17.98-3.627.247.987.2423.830.02.152.15-
2025/128.289.255.9696.2913.023.040.01.925.26-
2025/117.575.389.2288.0113.7123.690.01.7523.36-
2025/107.19-19.51.8980.4314.1525.260.01.8721.61-
2025/98.93-2.3320.2873.2515.5126.490.012.5319.73-
2025/89.148.621.4264.3214.8826.430.012.3417.2-
2025/78.42-5.036.0855.1713.8626.00.012.3614.86-
2025/68.861.6918.2446.7615.3924.640.032.5312.49-
2025/58.7223.519.8437.8914.7423.340.041.839.96-
2025/47.06-6.6313.6129.1713.321.740.041.898.13-
2025/37.566.2213.4922.1113.2122.110.042.186.24-
2025/27.12-4.2916.2414.5513.0622.360.041.914.06-
2025/17.44-4.7710.177.4410.1722.180.042.152.15-
2024/127.8112.6133.8485.2111.6721.80.051.6723.5-
2024/116.94-1.6818.877.49.8321.410.051.4921.83-
2024/107.05-4.9815.2770.469.0222.010.051.420.34-
2024/97.42-1.4113.463.418.3722.890.042.118.93-
2024/87.53-5.119.1355.987.7322.960.042.2516.83-
2024/77.945.858.7448.457.5222.710.042.2514.58-
2024/67.53.060.340.527.2820.980.052.3312.33-
2024/57.2717.0816.4933.029.020.150.052.110.01-
2024/46.21-6.739.9725.757.0619.00.051.957.9-
2024/36.668.794.8119.536.1619.53N/A2.215.95-
2024/26.12-9.295.8412.876.8818.71N/A1.633.75-
2024/16.7515.677.846.757.8418.42N/A2.112.11-
2023/125.84-0.03-21.9576.38.3517.79N/A1.3122.07-
2023/115.84-4.65.2570.4711.9518.5N/A1.4220.76-
2023/106.12-6.528.3664.6312.619.57N/A1.4419.33-
2023/96.55-5.123.6958.5113.0620.74N/A1.9317.9-
2023/86.9-5.4510.8251.9614.3621.67N/A2.1715.97-
2023/77.3-2.3613.6445.0614.9221.02N/A2.0413.8-
2023/67.4719.722.1837.7715.1719.37N/A2.0911.77-
2023/56.2410.537.6930.2913.5718.25N/A1.99.67-
2023/45.65-11.112.9724.0515.217.79N/A2.137.77-
2023/36.369.8622.3918.415.918.4N/A2.095.64-
2023/25.78-7.576.4512.0412.7519.52N/A1.743.56-
2023/16.26-16.2919.276.2619.2719.28N/A1.811.81-
2022/127.4834.8236.4770.4218.2518.67N/A1.4220.62-
2022/115.55-1.789.062.9416.417.51N/A1.5919.2-
2022/105.65-10.5513.757.417.1718.19N/A1.4217.61-
2022/96.311.3921.4951.7517.5618.96N/A2.1216.19-
2022/86.23-3.0417.1945.4417.0418.76N/A2.0714.07-
2022/76.424.9720.9439.2117.0118.34N/A1.812.0-
2022/66.125.5121.7132.7916.2716.92N/A1.8610.2-
2022/55.815.9422.0926.6715.0915.99N/A1.738.34-
2022/45.0-3.6917.3320.8713.2915.63N/A1.736.61-
2022/35.19-4.4412.1815.8712.0715.87N/A1.624.88-
2022/25.433.5519.4310.6812.0216.16N/A1.613.26-
2022/15.25-4.215.265.255.2615.81N/A1.641.64-
2021/125.487.6811.8459.555.5415.53N/A1.2118.55-
2021/115.092.441.8154.074.9415.25N/A1.5617.34-
2021/104.97-4.426.5948.985.2815.48N/A1.2215.79-
2021/95.2-2.18-0.1344.025.1415.82N/A2.0414.57-
2021/85.310.054.9838.825.8815.65N/A1.812.53-
2021/75.315.643.833.516.0315.08N/A1.710.73-
2021/65.035.849.028.26.460.0N/A1.629.03-
2021/54.7511.414.7723.175.920.0N/A1.567.41-
股價
長短期營收
營收年增率
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
2026/17.982025/17.442024/16.752023/16.262022/15.25
2026/27.092025/27.122024/26.122023/25.782022/25.43
2026/37.852025/37.562024/36.662023/36.362022/35.19
2026/47.162025/47.062024/46.212023/45.652022/45.0
N/AN/A2025/58.722024/57.272023/56.242022/55.8
N/AN/A2025/68.862024/67.52023/67.472022/66.12
N/AN/A2025/78.422024/77.942023/77.32022/76.42
N/AN/A2025/89.142024/87.532023/86.92022/86.23
N/AN/A2025/98.932024/97.422023/96.552022/96.31
N/AN/A2025/107.192024/107.052023/106.122022/105.65
N/AN/A2025/117.572024/116.942023/115.842022/115.55
N/AN/A2025/128.282024/127.812023/125.842022/127.48
  • 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8季, 最新合約負債佔股本: 5.49%
合約負債 QoQ YoY
26Q1 (8)0.4-52.3890.48
25Q4 (7)0.84-59.02162.5
25Q3 (6)2.05-8.07279.63
25Q2 (5)2.23961.9232.84
25Q1 (4)0.21-34.380.0
24Q4 (3)0.32-40.740.0
24Q3 (2)0.54-19.40.0
24Q2 (1)0.670.00.0

免責聲明

本網站所有資料僅供參考，如使用者依本資料交易發生交易損失需自行負責，本網站對資料內容錯誤﹑更新延誤不負任何責任。