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)
2024/34.86-0.62-23.7214.87-13.1914.87N/A-
2024/24.89-4.41-15.3610.01-6.9414.82N/A-
2024/15.126.382.825.122.8215.33N/A-
2023/124.81-10.82-21.7565.99-10.0915.392.17-
2023/115.44.03-12.2861.18-9.0215.612.14-
2023/105.193.06-9.9655.79-8.6915.562.14-
2023/95.03-5.86-22.2950.6-8.5615.652.19-
2023/85.351.43-23.8145.57-6.7415.742.17-
2023/75.272.79-21.2840.22-3.8816.712.05-
2023/65.13-18.79-24.9834.95-0.5617.821.99-
2023/56.31-1.033.0429.835.3219.071.86-
2023/46.380.050.5523.515.9518.541.91-
2023/36.3810.271.6217.148.1117.142.09-
2023/25.7816.1232.910.7612.3516.912.12-
2023/14.98-19.03-4.744.98-4.7417.282.07-
2022/126.15-0.0214.8373.49.6418.061.91-
2022/116.156.781.067.259.1918.391.88-
2022/105.76-11.056.1261.110.0919.251.79-
2022/96.48-7.76.7155.3410.5220.191.72-
2022/87.024.812.2448.8611.0420.541.69-
2022/76.69-2.0227.1841.8510.8519.651.77-
2022/66.8311.5332.4835.158.219.31.83-
2022/56.13-3.421.7728.323.6218.741.88-
2022/46.341.1213.6722.194.1416.972.08-
2022/36.2744.2115.7415.850.7615.852.13-
2022/24.35-16.763.289.58-7.1114.932.26-
2022/15.23-2.4-14.295.23-14.2916.672.02-
2021/125.35-12.07-4.266.9428.6116.871.81-
2021/116.0912.21.0961.5932.5517.591.74-
2021/105.43-10.56-2.9655.537.2417.751.72-
2021/96.07-2.9218.8950.0743.717.581.46-
2021/86.2518.7548.5544.047.9516.671.54-
2021/75.262.0542.9837.7547.8616.441.56-
2021/65.16-14.3146.2532.4948.6816.761.26-
2021/56.027.85135.1627.3349.1417.021.24汽車供應鏈需求增加及去年疫情影響營收基期較低
2021/45.582.96231.1821.3135.1815.211.39因新型冠狀病毒影響趨緩,客戶需求及訂單明顯回升。
2021/35.4228.6823.1915.7311.7215.731.21-
2021/24.21-30.92-6.610.316.5115.91.2-
2021/16.19.0917.956.117.9517.711.08-
2020/125.59-7.2130.4852.05-12.7517.211.1-
2020/116.027.720.1546.46-16.116.721.14-
2020/105.599.587.2940.44-19.7114.91.27-
2020/95.121.290.9334.84-22.8212.991.57-
2020/84.2114.29-18.7129.74-25.8211.421.79-
2020/73.684.39-27.3125.53-26.879.772.09-
2020/63.5337.77-29.621.85-26.87.772.71-
2020/52.5651.89-48.2218.32-26.238.642.44-
2020/41.69-61.69-66.9415.76-20.7710.591.99因新型冠狀病毒疫情擴散,各國封城封廠阻斷人流、物流以致影響出貨。
2020/34.4-2.44-12.4614.08-4.8614.081.35-
2020/24.51-12.768.059.68-0.9513.961.37-
2020/15.1720.68-7.675.17-7.6714.471.32-
2019/124.28-14.56-11.5659.66-16.5214.511.3-
2019/115.01-3.81-10.4155.38-16.8815.281.23-
2019/105.213.08-19.9350.36-17.4715.451.22-
2019/95.06-2.31-14.5745.15-17.1815.31.22-
2019/85.182.19-19.9740.09-17.4915.251.23-
2019/75.071.11-21.034.92-17.1115.021.25-
2019/65.011.32-11.1929.85-16.4215.051.27-
2019/54.94-3.02-22.1624.84-17.40.0N/A-
2019/45.11.43-15.6319.9-16.120.0N/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
2024/15.122023/14.982022/15.232021/16.12020/15.17
2024/24.892023/25.782022/24.352021/24.212020/24.51
2024/34.862023/36.382022/36.272021/35.422020/34.4
N/AN/A2023/46.382022/46.342021/45.582020/41.69
N/AN/A2023/56.312022/56.132021/56.022020/52.56
N/AN/A2023/65.132022/66.832021/65.162020/63.53
N/AN/A2023/75.272022/76.692021/75.262020/73.68
N/AN/A2023/85.352022/87.022021/86.252020/84.21
N/AN/A2023/95.032022/96.482021/96.072020/95.1
N/AN/A2023/105.192022/105.762021/105.432020/105.59
N/AN/A2023/115.42022/116.152021/116.092020/116.02
N/AN/A2023/124.812022/126.152021/125.352020/125.59
  • 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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