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)
2026/41.721.8-6.98.03-8.315.86N/A-
2026/31.69-31.19-26.716.31-8.696.310.03-
2026/22.4613.4931.584.620.336.710.03-
2026/12.163.39-20.972.16-20.976.150.03-
2025/122.0910.39-10.124.14-7.255.960.04-
2025/111.9-4.06-0.9222.05-6.985.60.04-
2025/101.9813.94-11.0120.15-7.515.730.04-
2025/91.73-14.25-14.4618.17-7.115.660.03-
2025/82.026.17-5.3116.44-6.265.830.03-
2025/71.90.26-8.8914.42-6.395.660.03-
2025/61.92.05-24.7712.52-6.05.610.03-
2025/51.860.73-5.0610.62-1.616.010.03-
2025/41.85-19.85-5.118.76-0.846.020.03-
2025/32.323.5315.276.910.366.910.03-
2025/21.87-31.84-29.254.6-5.746.870.03-
2025/12.7420.5621.852.7421.856.920.03-
2024/122.2718.69-5.8925.97-6.36.40.03-
2024/111.91-13.832.0423.7-6.346.160.04-
2024/102.229.52-1.0521.79-7.016.380.03-
2024/92.03-5.07-9.0619.57-7.646.250.03-
2024/82.142.16-5.9517.54-7.476.750.03-
2024/72.09-17.21-10.8515.4-7.676.570.03-
2024/62.5228.89.0113.31-7.166.430.03-
2024/51.960.68-3.6410.79-10.275.910.03-
2024/41.95-2.63-21.388.83-11.626.580.03-
2024/32.0-24.189.626.88-8.416.88N/A-
2024/22.6417.3915.234.88-14.197.3N/A-
2024/12.25-6.88-33.972.25-33.976.53N/A-
2023/122.4128.69-6.0127.7216.596.53N/A-
2023/111.87-16.45-10.2925.319.336.35N/A-
2023/102.240.65-3.3923.4322.566.74N/A-
2023/92.23-1.834.4521.1926.166.84N/A-
2023/82.27-3.146.6418.9629.326.93N/A-
2023/72.341.2218.5516.6933.176.69N/A-
2023/62.3213.8445.1814.3435.916.83N/A-
2023/52.03-17.84112.9312.0334.266.41N/A111年4月開始新冠肺炎大爆發,致營收減少
2023/42.4830.4677.749.9924.866.66N/A111年4月開始新冠肺炎大爆發致營收減少
2023/31.9-17.06-1.37.5914.847.59N/A-
2023/22.29-32.74-0.065.6921.478.26N/A-
2023/13.432.5642.053.442.058.06N/A-
2022/122.5722.83-4.9523.7741.336.98N/A-
2022/112.09-10.03-13.1721.250.196.55N/A配合防疫政策暫停營業
2022/102.328.83122.9619.1263.216.59N/A110年配合防疫政策5月15日起暫停營業
2022/92.130.224694.4516.7957.386.24N/A110年5月15日起配合防疫政策，暫停營業
2022/82.137.664082.9414.6637.955.7N/A110年5月15日起配合防疫政策，暫停營業
2022/71.9823.964436.7212.5318.484.53N/A110年5月15日起配合防疫政策，暫停營業
2022/61.666.971613.2510.550.193.94N/A因110年5月15日起配合防疫政策暫停營業
2022/50.96-31.422.388.96-14.194.27N/A-
2022/41.39-27.55-38.668.0-15.815.61N/A-
2022/31.92-16.02-9.516.61-8.646.61N/A-
2022/22.29-4.39-17.114.69-8.277.38N/A-
2022/12.4-11.142.132.42.137.5N/A-
2021/122.712.017.6716.81-38.826.14N/A-
2021/112.41131.047.1414.12-43.963.49N/A-
2021/101.042240.35-57.5811.71-48.961.14N/A10/5起各門市陸續營業，但不能飲食所造成的原故
2021/90.04-12.55-97.9310.67-47.930.14N/A配合防疫政策5/15起暫停營業
2021/80.0516.76-97.8910.63-42.050.19N/A配合防疫政策5/15起暫停營業
2021/70.04-53.18-98.1710.57-33.581.07N/A配合防疫政策5/15起暫停營業
2021/60.09-90.02-96.1910.53-22.190.0N/A配合防疫政策5/15起暫停營業
2021/50.93-58.91-57.5910.44-5.840.0N/A全省門市配合防疫政策暫停營業
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
2026/12.162025/12.742024/12.252023/13.42022/12.4
2026/22.462025/21.872024/22.642023/22.292022/22.29
2026/31.692025/32.32024/32.02023/31.92022/31.92
2026/41.722025/41.852024/41.952023/42.482022/41.39
N/AN/A2025/51.862024/51.962023/52.032022/50.96
N/AN/A2025/61.92024/62.522023/62.322022/61.6
N/AN/A2025/71.92024/72.092023/72.342022/71.98
N/AN/A2025/82.022024/82.142023/82.272022/82.13
N/AN/A2025/91.732024/92.032023/92.232022/92.13
N/AN/A2025/101.982024/102.222023/102.242022/102.32
N/AN/A2025/111.92024/111.912023/111.872022/112.09
N/AN/A2025/122.092024/122.272023/122.412022/122.57
  • 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: 3.6%
合約負債 QoQ YoY
26Q1 (8)0.457.1412.5
25Q4 (7)0.42-6.677.69
25Q3 (6)0.457.14-8.16
25Q2 (5)0.425.0-12.5
25Q1 (4)0.42.560.0
24Q4 (3)0.39-20.410.0
24Q3 (2)0.492.080.0
24Q2 (1)0.480.00.0

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