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)
2026/41.48-26.31-2.747.2-1.554.95N/A-
2026/32.0139.38.885.71-1.245.710.83-
2026/21.45-35.73-17.073.7-6.05.720.82-
2026/12.2510.932.812.252.815.60.84-
2025/122.0353.1714.1521.35-17.714.871.12-
2025/111.32-12.78-31.3519.32-20.054.051.34-
2025/101.5225.22-3.4218.0-19.074.491.21-
2025/91.21-31.25-49.0816.48-20.264.621.09-
2025/81.767.03-24.9115.27-16.516.170.82-
2025/71.65-40.23-31.1113.5-15.276.190.81-
2025/62.7654.015.7211.86-12.486.070.74-
2025/51.7917.25-19.079.1-16.825.170.87-
2025/41.53-17.5-28.687.31-16.255.120.88-
2025/31.856.09-5.155.78-12.215.780.88-
2025/21.74-20.31-25.523.93-15.185.710.89-
2025/12.1923.17-4.642.19-4.645.890.86-
2024/121.78-7.89-19.5325.95-11.175.281.0-
2024/111.9322.7110.9424.17-10.485.880.9-
2024/101.57-33.97-33.5622.24-11.966.30.84-
2024/92.381.37-16.7320.67-9.727.120.83-
2024/82.35-1.79-14.7518.29-8.727.350.8-
2024/72.39-8.26-7.6915.94-7.767.210.82-
2024/62.6117.88-1.5713.55-7.786.960.93-
2024/52.213.33-25.310.94-9.146.31.03-
2024/42.149.7-13.728.73-3.876.431.01-
2024/31.95-16.68-5.436.59-0.176.59N/A-
2024/22.342.0222.24.642.216.84N/A-
2024/12.33.93-12.42.3-12.46.24N/A-
2023/122.2126.99-21.8129.2127.56.31N/A-
2023/111.74-26.51-18.8327.034.446.96N/A-
2023/102.37-17.25106.6125.2640.87.98N/A主係全球旅遊爆發市場需求增加
2023/92.863.7837.5422.936.328.21N/A-
2023/82.766.3323.0320.0436.148.0N/A-
2023/72.59-2.1723.4717.2838.58.2N/A-
2023/62.65-10.5353.9514.6941.548.09N/A主係疫情趨緩市場回溫
2023/52.9619.35132.8112.0439.077.5N/A主係疫情趨緩市場回溫
2023/42.4820.2341.449.0822.936.46N/A-
2023/32.067.6619.126.617.176.6N/A-
2023/21.92-26.8721.444.5416.37.36N/A-
2023/12.62-7.2212.812.6212.817.59N/A-
2022/122.8231.83118.922.91122.636.11N/A受武漢肺炎疫情影響
2022/112.1487.06129.4320.08123.175.37N/A受武漢肺炎疫情影響
2022/101.15-44.91-15.6117.94122.445.46N/A受武漢肺炎疫情影響
2022/92.08-7.16124.9916.8150.386.42N/A受武漢肺炎疫情影響
2022/82.246.7165.914.72154.446.06N/A受武漢肺炎疫情影響。
2022/72.121.97189.2412.48181.395.09N/A受武漢肺炎疫情影響。
2022/61.7235.29283.8110.38179.854.75N/A受武漢肺炎疫情影響
2022/51.27-27.48209.18.66165.574.76N/A受武漢肺炎疫情影響
2022/41.751.26113.537.39159.275.06N/A受武漢肺炎疫情影響。
2022/31.739.76167.725.63177.85.63N/A受武漢新冠肺炎疫情影響
2022/21.58-32.07380.573.9182.525.19N/A受武漢新冠肺炎疫情影響
2022/12.3280.01120.732.32120.734.55N/A受武漢肺炎疫情影響
2021/121.2938.1718.9810.29-5.83.58N/A-
2021/110.93-31.1939.299.0-8.533.21N/A-
2021/101.3646.8763.138.06-12.023.63N/A受武漢肺炎疫情影響
2021/90.92-31.54-8.886.71-18.973.0N/A受武漢肺炎疫情影響。
2021/81.3586.04123.655.78-20.382.52N/A受武漢肺炎疫情影響
2021/70.7361.85131.494.43-33.431.59N/A受武漢肺炎疫情影響
2021/60.458.95-6.623.71-41.570.0N/A受武漢新冠肺炎疫情影響
2021/50.41-49.965.263.26-44.440.0N/A受武漢新冠肺炎疫情影響
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
2026/12.252025/12.192024/12.32023/12.622022/12.32
2026/21.452025/21.742024/22.342023/21.922022/21.58
2026/32.012025/31.852024/31.952023/32.062022/31.73
2026/41.482025/41.532024/42.142023/42.482022/41.75
N/AN/A2025/51.792024/52.212023/52.962022/51.27
N/AN/A2025/62.762024/62.612023/62.652022/61.72
N/AN/A2025/71.652024/72.392023/72.592022/72.1
N/AN/A2025/81.762024/82.352023/82.762022/82.24
N/AN/A2025/91.212024/92.382023/92.862022/92.08
N/AN/A2025/101.522024/101.572023/102.372022/101.15
N/AN/A2025/111.322024/111.932023/111.742022/112.14
N/AN/A2025/122.032024/121.782023/122.212022/122.82
  • 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: 1.67%
合約負債 QoQ YoY
26Q1 (8)0.28-33.33-62.67
25Q4 (7)0.42-19.2327.27
25Q3 (6)0.5233.3357.58
25Q2 (5)0.39-48.02.63
25Q1 (4)0.75127.270.0
24Q4 (3)0.330.00.0
24Q3 (2)0.33-13.160.0
24Q2 (1)0.380.00.0

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