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)
2024/39.35239.044.6718.214.7118.2N/A主係認列遊艇銷貨收入增加所致
2024/22.76-54.69-2.828.8527.6515.09N/A主係認列遊艇銷貨收入增減所致
2024/16.09-2.4648.796.0948.7918.42N/A主係認列遊艇銷貨收入增加所致
2023/126.242.6410.3963.2513.8516.372.53主係認列遊艇銷貨收入增加所致
2023/116.0850.3841.8457.0114.2420.332.03主係認列遊艇銷貨收入增加所致
2023/104.04-60.34-1.2150.9311.6516.552.5主係認列遊艇銷貨收入增減所致
2023/910.2341.9572.0746.8812.9216.492.34主係認列遊艇銷貨收入增加所致
2023/82.31-42.09-31.6336.683.0612.793.02主係認列遊艇銷貨收入增減所致
2023/73.98-38.6434.3634.376.714.812.61主係認列遊艇銷貨收入增加所致
2023/66.4949.85-21.5530.393.914.522.67主係認列遊艇銷貨收入增減所致
2023/54.3317.3644.5723.913.9516.962.29主係認列遊艇銷貨收入增加所致
2023/43.69-58.67-24.819.568.8415.472.51主係認列遊艇銷貨收入增減所致
2023/38.94214.7626.5615.8721.4915.872.29主係認列遊艇銷貨收入增加所致
2023/22.84-30.63-8.656.9315.5312.592.89主係認列遊艇銷貨收入增減所致
2023/14.09-27.6341.524.0941.5214.042.59主係認列遊艇銷貨收入增加所致
2022/125.6631.8816.1455.5521.9814.042.41主係認列遊艇銷貨收入增加所致
2022/114.294.7326.7649.922.6814.312.37主係認列遊艇銷貨收入增加所致
2022/104.09-30.9132.6845.6122.3113.42.53主係認列遊艇銷貨收入增減所致
2022/95.9375.59103.1541.5221.3712.272.63主係認列遊艇銷貨收入增加所致
2022/83.3813.8-33.3135.5913.7514.622.2主係認列遊艇銷貨收入增減所致
2022/72.97-64.1719.2232.2122.8314.242.26主係認列遊艇銷貨收入增加所致
2022/68.28176.17-18.5229.2523.2116.191.82主係認列遊艇銷貨收入增減所致
2022/53.0-38.950.2320.9754.4514.971.96主係認列遊艇銷貨收入增加所致
2022/44.91-30.4531.0717.9769.7715.081.95主係認列遊艇銷貨收入增加所致
2022/37.06127.1862.9413.0690.9713.062.25主係認列遊艇銷貨收入增加所致
2022/23.117.4781.196.0139.4510.872.7主係認列遊艇銷貨收入增加所致
2022/12.89-40.61265.92.89265.911.142.63主係認列遊艇銷貨收入增加所致
2021/124.8743.95-47.8845.547.7911.342.5主係認列遊艇銷貨收入增減所致
2021/113.389.61228.6940.6723.619.393.02主係認列遊艇銷貨收入增加所致
2021/103.095.7710.6837.2916.9911.062.56主係認列遊艇銷貨收入增加所致
2021/92.92-42.3529.2934.217.5910.472.57主係認列遊艇銷貨收入增加所致
2021/85.06103.4513.831.2916.6117.711.52主係認列遊艇銷貨收入增加所致
2021/72.49-75.5232.4126.2317.1715.641.72主係認列遊艇銷貨收入增加所致
2021/610.16239.782.9123.7415.7716.91.48主係認列遊艇銷貨收入增加所致
2021/52.99-20.1717.8613.5827.7111.072.26主係認列遊艇銷貨收入增加所致
2021/43.75-13.5414.1510.5930.89.82.56主係認列遊艇銷貨收入增加所致
2021/34.33152.6321.776.8442.166.844.34主係認列遊艇銷貨收入增加所致
2021/21.72117.03276.992.51100.1211.852.51主係認列遊艇銷貨收入增加所致
2021/10.79-91.54-0.840.79-0.8411.162.66-
2020/129.34807.99-13.0542.2514.4813.162.12主係認列遊艇銷貨收入增減所致
2020/111.03-63.08-65.1632.925.86.074.6主係認列遊艇銷貨收入增減所致
2020/102.7923.56288.5231.8737.399.492.94主係認列遊艇銷貨收入增加所致
2020/92.26-49.26507.1829.0929.378.583.57主係認列遊艇銷貨收入增加所致
2020/84.45136.72108.6426.8321.3416.21.89主係認列遊艇銷貨收入增加所致
2020/71.88-80.97558.4222.3812.0314.292.14主係認列遊艇銷貨收入增加所致
2020/69.87289.14-26.8420.54.1115.691.93主係認列遊艇銷貨收入增減所致
2020/52.54-22.6815.3410.6371.569.383.24主係認列遊艇銷貨收入增加所致
2020/43.28-7.77121.698.09102.527.34.16主係認列遊艇銷貨收入增加所致
2020/33.56682.0763.294.8191.244.817.52主係認列遊艇銷貨收入增加所致
2020/20.46-42.91167.371.25272.3512.03.02主係認列遊艇銷貨收入增加所致
2020/10.8-92.58379.90.8379.914.52.5主係認列遊艇銷貨收入增加所致
2019/1210.75263.777.0436.9-6.714.422.21係認列遊艇銷貨收入減少所致
2019/112.95311.71-60.6626.15-11.384.047.87主係認列遊艇銷貨收入減少所致
2019/100.7293.11-81.6323.25.433.229.88主係認列遊艇銷貨收入增減所致
2019/90.37-82.56-71.1822.4824.232.7912.39主係認列遊艇銷貨收入增減所致
2019/82.13647.05366.7622.1131.5515.912.17主係認列遊艇銷貨收入增加所致
2019/70.29-97.88-54.9219.9822.1915.982.16主係認列遊艇銷貨收入增減所致
2019/613.5513.53233.0419.6925.2917.181.58主係認列遊艇銷貨收入增加所致
2019/52.248.61-53.56.2-46.880.0N/A主係認列遊艇銷貨收入減少所致
2019/41.48-32.06124.444.0-42.360.0N/A主係認列遊艇銷貨收入減少所致
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
2024/16.092023/14.092022/12.892021/10.792020/10.8
2024/22.762023/22.842022/23.112021/21.722020/20.46
2024/39.352023/38.942022/37.062021/34.332020/33.56
N/AN/A2023/43.692022/44.912021/43.752020/43.28
N/AN/A2023/54.332022/53.02021/52.992020/52.54
N/AN/A2023/66.492022/68.282021/610.162020/69.87
N/AN/A2023/73.982022/72.972021/72.492020/71.88
N/AN/A2023/82.312022/83.382021/85.062020/84.45
N/AN/A2023/910.22022/95.932021/92.922020/92.26
N/AN/A2023/104.042022/104.092021/103.092020/102.79
N/AN/A2023/116.082022/114.292021/113.382020/111.03
N/AN/A2023/126.242022/125.662021/124.872020/129.34
  • 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: 30.49%
合約負債 QoQ YoY
23Q4 (20)2.71-45.58-62.93
23Q3 (19)4.98-15.02-19.94
23Q2 (18)5.86-18.61-23.1
23Q1 (17)7.2-1.5537.17
22Q4 (16)7.3117.521524.44
22Q3 (15)6.22-18.371417.07
22Q2 (14)7.62574.34343.02
22Q1 (13)1.13151.1116.49
21Q4 (12)0.459.76-44.44
21Q3 (11)0.41-76.16-70.07
21Q2 (10)1.7277.3262.26
21Q1 (9)0.9719.75-48.13
20Q4 (8)0.81-40.88-63.84
20Q3 (7)1.3729.25-50.9
20Q2 (6)1.06-43.32-59.23
20Q1 (5)1.87-16.52-36.18
19Q4 (4)2.24-19.710.0
19Q3 (3)2.797.310.0
19Q2 (2)2.6-11.260.0
19Q1 (1)2.930.00.0

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