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)
2024/3300.7717.122.18839.421.09839.42N/A-
2024/2256.79-8.89-8.34538.650.5825.59N/A-
2024/1281.85-1.7710.19281.8510.19856.17N/A-
2023/12286.94-0.15-0.473326.2-12.44875.980.51-
2023/11287.38-4.737.663039.26-13.42898.990.49-
2023/10301.66-2.67-0.912751.88-15.16902.390.49-
2023/9309.956.590.562450.22-16.63868.240.51-
2023/8290.788.691.432140.26-18.65809.820.55-
2023/7267.516.35-14.391849.48-21.11764.10.58-
2023/6251.532.63-31.041581.98-22.14751.690.61-
2023/5245.07-3.93-29.771330.45-20.19794.50.58-
2023/4255.09-13.33-29.951085.38-17.66829.610.56-
2023/3294.345.05-19.06830.29-12.96830.290.61-
2023/2280.179.54-2.44535.94-9.21824.260.61-
2023/1255.77-11.28-15.62255.77-15.62811.00.62-
2022/12288.318.01-7.813798.973.85859.680.56-
2022/11266.92-12.32-15.613510.654.94879.590.55-
2022/10304.45-1.22-4.13243.747.08899.340.54-
2022/9308.237.521.842939.298.39907.390.59-
2022/8286.66-8.26-6.382631.069.22963.930.56-
2022/7312.5-14.333.332344.411.491026.220.52-
2022/6364.774.5318.842031.912.861077.910.51-
2022/5348.95-4.188.581667.1311.631076.80.51-
2022/4364.190.1410.21318.1812.471015.040.54-
2022/3363.6626.6213.01953.9913.36953.990.53-
2022/2287.19-5.2613.84590.3313.57903.080.56-
2022/1303.14-3.0713.32303.1413.32932.210.54-
2021/12312.75-1.1219.143658.1244.42946.560.5-
2021/11316.32-0.3632.153345.3747.34936.450.5-
2021/10317.494.940.943029.0549.13926.340.51-
2021/9302.64-1.1646.082711.5650.15911.260.5比較去年同時疫情影響較緩和,下游需求消費動能提升,致行情上漲,客戶採購動能提升,產銷量增加。
2021/8306.211.2561.32408.9250.68915.540.5比較去年同時疫情影響較緩和,下游需求消費動能提升,致行情上漲,客戶採購動能提升,產銷量增加。
2021/7302.41-1.4747.862102.7149.25930.690.49-
2021/6306.92-4.4954.681800.349.48958.760.44比較去年同時疫情影響較緩和,下游需求消費動能提升,致行情上漲,客戶採購動能穩定,開動率提高產銷量增加。
2021/5321.36-2.7578.411493.3848.46973.630.44比較去年同時疫情影響較緩和,下游需求消費動能提升,致行情上漲,客戶採購動能穩定,開動率提高產銷量增加。
2021/4330.482.6982.231172.0241.92904.530.47比較去年同時疫情影響較緩和,下游需求消費動能提升,致行情上漲,客戶採購動能穩定,開動率提高產銷量增加。
2021/3321.7927.5654.95841.5430.58841.540.47比較去年同時疫情影響較緩和,下游需求消費動能提升,致行情上漲,客戶採購動能穩定,開動率提高產銷量增加。
2021/2252.26-5.6919.95519.7518.99782.230.5-
2021/1267.491.918.1267.4918.1769.340.51-
2020/12262.499.667.622532.95-21.91727.10.45-
2020/11239.366.250.02270.46-24.31671.790.49-
2020/10225.268.73-9.422031.1-26.42622.270.53-
2020/9207.179.12-15.21805.84-28.1601.530.55-
2020/8189.84-7.17-26.941598.68-29.49592.780.56-
2020/7204.523.07-25.511408.83-29.82583.050.57-
2020/6198.4210.16-23.011204.32-30.5559.880.62-
2020/5180.11-0.67-33.651005.9-31.81569.120.61-
2020/4181.34-12.67-37.34825.78-31.39599.30.57-
2020/3207.66-1.25-35.25644.44-29.51644.440.64-
2020/2210.3-7.14-23.72436.78-26.41680.680.6-
2020/1226.48-7.14-28.75226.48-28.75709.730.58-
2019/12243.91.9-23.563243.67-20.47731.940.56-
2019/11239.35-3.75-28.742999.77-20.2732.350.56-
2019/10248.71.79-31.052760.42-19.37752.860.55-
2019/9244.31-5.98-33.862511.73-17.99778.740.52-
2019/8259.85-5.36-28.612267.42-15.81792.190.51-
2019/7274.586.52-19.932007.57-13.81803.820.51-
2019/6257.76-5.05-24.041732.99-12.76818.660.52-
2019/5271.48-6.19-16.831475.23-10.430.0N/A-
2019/4289.42-9.76-12.61203.75-8.850.0N/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
2024/1281.852023/1255.772022/1303.142021/1267.492020/1226.48
2024/2256.792023/2280.172022/2287.192021/2252.262020/2210.3
2024/3300.772023/3294.342022/3363.662021/3321.792020/3207.66
N/AN/A2023/4255.092022/4364.192021/4330.482020/4181.34
N/AN/A2023/5245.072022/5348.952021/5321.362020/5180.11
N/AN/A2023/6251.532022/6364.772021/6306.922020/6198.42
N/AN/A2023/7267.512022/7312.52021/7302.412020/7204.52
N/AN/A2023/8290.782022/8286.662021/8306.212020/8189.84
N/AN/A2023/9309.952022/9308.232021/9302.642020/9207.17
N/AN/A2023/10301.662022/10304.452021/10317.492020/10225.26
N/AN/A2023/11287.382022/11266.922021/11316.322020/11239.36
N/AN/A2023/12286.942022/12288.312021/12312.752020/12262.49
  • 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
合約負債 QoQ YoY

每月營收相關資訊

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