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)
2024/32.0239.320.135.47-4.385.47N/A-
2024/21.45-28.01-26.663.46-6.835.25N/A-
2024/12.0112.1515.682.0115.685.63N/A-
2023/121.79-2.06-13.6523.16-13.245.530.26-
2023/111.83-3.85-27.021.36-13.215.910.24-
2023/101.9-12.57-36.3419.53-11.656.060.24-
2023/92.1810.05-15.6317.63-7.86.180.22-
2023/81.98-2.15-22.4415.45-6.585.960.23-
2023/72.022.96-18.5213.47-3.695.980.23-
2023/61.96-1.53-11.0311.45-0.495.720.28-
2023/51.9912.96-2.179.482.015.770.27-
2023/41.77-12.31-11.967.493.185.750.27-
2023/32.012.033.025.728.975.720.29-
2023/21.9713.5534.863.7112.495.790.28-
2023/11.74-16.28-5.341.74-5.346.320.26-
2022/122.08-17.2115.2126.6927.817.570.26-
2022/112.51-16.1523.324.6229.08.080.25-
2022/102.9915.8744.1522.1129.688.120.24-
2022/92.581.1744.6619.1227.127.610.27-
2022/82.552.7931.6516.5424.767.240.28-
2022/72.4812.4227.6913.9923.586.730.3-
2022/62.218.2816.4411.5122.726.250.27-
2022/52.041.6510.899.324.326.00.28-
2022/42.012.617.227.2628.695.420.31-
2022/31.9533.5758.765.2539.355.250.29東南亞疫情較去年穩定,且去年訂單往後遞延,導致越南廠及菲律賓廠營收較去年同期成長58.76%。
2022/21.46-20.386.763.329.935.10.3東南亞疫情較去年穩定,且去年訂單往後遞延,導致越南廠及菲律賓廠營收較去年同期成長86.77%
2022/11.841.894.581.844.585.670.27-
2021/121.8-11.392.7620.889.65.910.32-
2021/112.03-1.9713.9319.0810.35.890.32-
2021/102.0716.287.1317.059.885.80.32-
2021/91.78-7.92-10.3315.0410.765.670.36-
2021/81.94-0.2917.8813.2614.385.780.35-
2021/71.942.519.2811.3213.85.680.36-
2021/61.93.1127.049.3714.785.60.37-
2021/51.84-1.773.487.4812.044.940.42因2020年5月菲律賓廠受疫情影響停工,今年營運正常。
2021/41.8751.9398.585.640.453.880.53去年同期收入因受新冠肺炎影響
2021/31.2357.13-19.433.77-19.323.770.55-
2021/20.78-55.37-48.622.54-19.264.290.48-
2021/11.760.118.361.768.365.290.39-
2020/121.75-1.76-6.0619.05-19.05.470.28-
2020/111.78-7.82-14.4117.3-20.115.710.27-
2020/101.94-2.68-7.7815.51-20.725.570.28-
2020/91.9921.050.9513.58-22.275.410.23-
2020/81.64-7.56-18.6111.59-25.234.910.25-
2020/71.7819.17-15.829.94-26.224.330.29-
2020/61.4940.81-24.868.17-28.153.490.42-
2020/51.0612.51-45.856.67-28.853.530.41-
2020/40.94-38.36-49.885.61-24.373.990.37-
2020/31.530.21-22.474.67-15.724.670.33-
2020/21.52-5.8711.353.14-12.05.010.31-
2020/11.62-13.21-26.51.62-26.55.570.27-
2019/121.87-10.49-10.023.52-15.566.050.29-
2019/112.09-0.68-13.3721.66-16.06.160.29-
2019/102.16.54-20.0919.57-16.276.090.29-
2019/91.97-2.4-28.0317.47-15.796.10.24-
2019/82.02-4.4-23.0415.5-13.936.120.24-
2019/72.116.37-20.6113.48-12.376.060.24-
2019/61.991.47-22.8311.37-10.655.820.25-
2019/51.964.14-12.139.38-7.560.0N/A-
2019/41.88-4.66-0.667.42-6.280.0N/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
2024/12.012023/11.742022/11.842021/11.762020/11.62
2024/21.452023/21.972022/21.462021/20.782020/21.52
2024/32.022023/32.012022/31.952021/31.232020/31.53
N/AN/A2023/41.772022/42.012021/41.872020/40.94
N/AN/A2023/51.992022/52.042021/51.842020/51.06
N/AN/A2023/61.962022/62.212021/61.92020/61.49
N/AN/A2023/72.022022/72.482021/71.942020/71.78
N/AN/A2023/81.982022/82.552021/81.942020/81.64
N/AN/A2023/92.182022/92.582021/91.782020/91.99
N/AN/A2023/101.92022/102.992021/102.072020/101.94
N/AN/A2023/111.832022/112.512021/112.032020/111.78
N/AN/A2023/121.792022/122.082021/121.82020/121.75
  • 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

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。