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)
2024/35.9213.852.5217.4221.917.42N/A-
2024/25.2-17.5343.5511.534.9817.11N/A-
2024/16.312.2428.646.328.6417.48N/A-
2023/125.610.894.2264.18-12.317.551.03-
2023/115.57-12.6126.3358.57-13.6117.271.05-
2023/106.3719.245.3753.0-16.3917.461.04-
2023/95.34-7.08-15.1246.63-18.6916.251.24-
2023/85.7511.43-18.7941.29-19.1216.221.24-
2023/75.16-2.95-26.5535.54-19.1716.691.2-
2023/65.32-14.51-23.8330.39-17.7616.11.2-
2023/56.2236.15-7.9125.07-16.2916.561.16-
2023/44.57-20.88-29.7718.85-18.7313.961.38-
2023/35.7759.41-5.9214.29-14.4114.291.38-
2023/23.62-26.09-8.638.52-19.3313.911.41-
2023/14.9-9.06-25.754.9-25.7514.691.34-
2022/125.3922.29-1.3673.1826.2215.841.33-
2022/114.4-27.11-12.4167.829.1216.741.26-
2022/106.04-3.9587.2463.3933.5219.411.08去年10月因疫情影響子公司越南利隆公司部分停工,目前已恢復正常出貨
2022/96.29-11.1230.0857.3429.5920.391.05去年9月因疫情影響子公司越南利隆公司部分停工,目前已恢復正常出貨
2022/87.080.79266.5751.0520.521.081.02去年8月因疫情影響子公司越南利隆公司部分停工,目前已恢復正常出貨
2022/77.020.6274.5443.978.7520.751.04去年7月因疫情影響子公司越南利隆公司部分停工,目前已恢復正常出貨
2022/66.983.361.3636.931.4320.231.03-
2022/56.753.824.7529.951.4519.391.07-
2022/46.55.996.2923.20.5316.61.25-
2022/36.1454.82-5.0316.7-1.5516.71.22-
2022/23.96-39.94-8.6910.560.5816.021.27-
2022/16.620.87.126.67.1217.091.19-
2021/125.468.6-19.4357.97-18.5713.721.36-
2021/115.0355.82-14.7552.53-18.410.161.83-
2021/103.2369.31-47.6147.5-18.777.062.63子公司越南利隆公司因新冠疫情影響產能,已逐步復工
2021/91.91-1.27-69.4844.27-15.377.862.39本月子公司越南利隆公司因新冠疫情影響部份停工
2021/81.93-52.0-67.742.36-8.0212.841.47本月子公司越南利隆公司因新冠疫情影響部份停工
2021/74.02-41.56-34.5340.430.8817.351.08本月子公司越南利隆公司因新冠疫情影響部份停工
2021/66.896.8217.136.417.2919.451.0-
2021/56.455.358.2229.525.2519.021.02-
2021/46.12-5.321.2923.084.4516.921.15-
2021/36.4648.852.4316.96-0.5316.960.93-
2021/24.34-29.54-21.7210.5-2.2217.280.92-
2021/16.16-9.1418.576.1618.5718.840.84-
2020/126.7814.91-1.0871.15-10.3118.840.77-
2020/115.9-4.23-5.464.37-11.1618.310.79-
2020/106.16-1.35-9.0758.47-11.7118.390.79-
2020/96.254.46-5.452.3-12.0218.370.77-
2020/85.98-2.7-11.7746.06-12.8318.00.78-
2020/76.154.523.7440.08-12.9917.980.78-
2020/65.88-1.27-13.2533.93-15.4716.880.86-
2020/55.9618.07-11.3328.05-15.9117.310.84-
2020/45.04-20.03-23.0922.09-17.0616.890.86-
2020/36.3113.75-15.2117.05-15.1217.050.84-
2020/25.546.726.8410.74-15.0117.590.81-
2020/15.19-24.2-30.245.19-30.2418.290.78-
2019/126.859.89-0.5379.32-6.5619.870.7-
2019/116.24-7.95-9.0872.47-7.119.620.71-
2019/106.782.62-7.8966.23-6.9120.160.69-
2019/96.6-2.56-7.6459.45-6.8119.30.67-
2019/86.7814.41-8.652.84-6.719.480.66-
2019/75.92-12.6-21.4946.07-6.4119.420.67-
2019/66.780.92-10.0640.14-3.6920.050.75-
2019/56.722.41-10.5633.36-2.270.0N/A-
2019/46.56-11.84-3.4526.640.050.0N/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
2024/16.32023/14.92022/16.62021/16.162020/15.19
2024/25.22023/23.622022/23.962021/24.342020/25.54
2024/35.922023/35.772022/36.142021/36.462020/36.31
N/AN/A2023/44.572022/46.52021/46.122020/45.04
N/AN/A2023/56.222022/56.752021/56.452020/55.96
N/AN/A2023/65.322022/66.982021/66.892020/65.88
N/AN/A2023/75.162022/77.022021/74.022020/76.15
N/AN/A2023/85.752022/87.082021/81.932020/85.98
N/AN/A2023/95.342022/96.292021/91.912020/96.25
N/AN/A2023/106.372022/106.042021/103.232020/106.16
N/AN/A2023/115.572022/114.42021/115.032020/115.9
N/AN/A2023/125.612022/125.392021/125.462020/126.78
  • 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, 最新合約負債佔股本: 5.61%
合約負債 QoQ YoY
23Q4 (20)0.46-30.317.95
23Q3 (19)0.6634.69120.0
23Q2 (18)0.4940.044.12
23Q1 (17)0.35-10.26-27.08
22Q4 (16)0.3930.0-9.3
22Q3 (15)0.3-11.76-40.0
22Q2 (14)0.34-29.17-27.66
22Q1 (13)0.4811.630.0
21Q4 (12)0.43-14.0-4.44
21Q3 (11)0.56.3825.0
21Q2 (10)0.47-2.0851.61
21Q1 (9)0.486.670
20Q4 (8)0.4512.50
20Q3 (7)0.429.030
20Q2 (6)0.3100

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。