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)
2024/324.5425.53-5.2667.426.267.42N/A-
2024/219.55-16.2-4.042.8814.170.5N/A-
2024/123.33-15.5335.5323.3335.5374.15N/A-
2023/1227.6219.0625.4265.11-1.2872.110.82-
2023/1123.28.963.69237.48-3.6666.230.89-
2023/1021.29-2.090.81214.29-4.466.510.89-
2023/921.75-7.35-0.08193.0-5.0866.430.94-
2023/823.4710.632.52171.25-5.6866.050.94-
2023/721.22-0.65-0.8147.78-6.8663.550.98-
2023/621.361.79-5.63126.56-8.1563.651.08-
2023/520.98-1.54-12.95105.2-8.6568.191.01-
2023/421.31-17.73-11.4484.23-7.5167.581.02-
2023/325.927.2-2.1563.48-5.8563.480.87-
2023/220.3618.313.1337.58-8.2459.60.92-
2023/117.21-21.85-25.017.21-25.061.610.89-
2022/1222.03-1.54-12.43268.55-2.065.520.89-
2022/1122.375.94-11.99246.52-0.9465.250.89-
2022/1021.12-2.97-7.23224.150.3165.780.88-
2022/921.76-4.94-8.31203.330.9466.050.84-
2022/822.897.042.26181.572.1866.910.83-
2022/721.39-5.49-8.87158.672.1668.120.81-
2022/622.63-6.1-17.95137.84.070.80.79-
2022/524.10.151.53115.179.7874.640.75-
2022/424.07-9.114.3191.0711.2468.540.81-
2022/326.4747.089.8367.4310.8867.430.7-
2022/218.0-21.5817.2940.9511.5766.110.72-
2022/122.95-8.747.4622.957.4673.530.65-
2021/1225.15-1.0422.36274.0349.6973.340.64-
2021/1125.4211.6637.33248.8853.1471.920.65係因銅價上漲所致
2021/1022.76-4.146.64223.4655.1768.890.68係因銅價上漲所致
2021/923.746.0346.42201.4355.6969.60.73係因銅價上漲所致
2021/822.39-4.6146.43177.6957.0273.440.69係因銅價上漲所致
2021/723.47-14.9145.41155.3158.6774.790.68係因銅價上漲所致
2021/627.5816.286.59132.4958.3272.380.56營收增加主係因銅價上漲及售電收入增加所致
2021/523.7412.7562.98104.9152.2568.890.59係因銅價上漲所致
2021/421.05-12.6542.5681.8650.6560.50.67係因銅價上漲所致
2021/324.157.0742.2860.8153.6760.810.57係因銅價上漲所致
2021/215.35-28.1544.8936.762.1957.260.6因本期銅價較去年同期漲幅逾11%及售電收入較去年同期成長42%
2021/121.363.977.4121.3677.4160.420.57因本期銅價較去年同期漲幅逾12% ,且去年1月適逢春節假期,較去年同期工作天數較多所致。
2020/1220.5611.0523.22183.060.3554.590.58-
2020/1118.5119.2218.89162.51-1.9450.250.63-
2020/1015.52-4.247.58144.0-4.147.020.67-
2020/916.216.043.79129.38-4.6647.640.75-
2020/815.29-5.274.37113.17-5.7646.210.77-
2020/716.149.181.7797.88-7.1745.490.78-
2020/614.781.49-1.5583.68-6.9844.110.7-
2020/514.56-1.36-4.5368.9-8.0746.270.67-
2020/414.77-12.83-6.7954.34-8.9742.30.74-
2020/316.9459.95-3.0939.57-10.439.570.79-
2020/210.59-12.03-4.3422.63-15.1939.310.79-
2020/112.04-27.83-22.8812.04-22.8844.290.71-
2019/1216.687.1513.8182.42-1.9346.680.77-
2019/1115.577.87-0.98165.74-3.2745.620.78-
2019/1014.43-7.61-9.03150.17-3.544.70.8-
2019/915.626.630.85135.71-3.1646.120.71-
2019/814.65-7.63-11.36120.09-3.6545.520.72-
2019/715.865.63.34105.45-2.4846.130.71-
2019/615.02-1.57-15.1289.97-3.4846.120.76-
2019/515.26-3.69-8.6374.95-0.750.0N/A-
2019/415.84-9.373.4959.71.080.0N/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
2024/123.332023/117.212022/122.952021/121.362020/112.04
2024/219.552023/220.362022/218.02021/215.352020/210.59
2024/324.542023/325.92022/326.472021/324.12020/316.94
N/AN/A2023/421.312022/424.072021/421.052020/414.77
N/AN/A2023/520.982022/524.12021/523.742020/514.56
N/AN/A2023/621.362022/622.632021/627.582020/614.78
N/AN/A2023/721.222022/721.392021/723.472020/716.14
N/AN/A2023/823.472022/822.892021/822.392020/815.29
N/AN/A2023/921.752022/921.762021/923.742020/916.21
N/AN/A2023/1021.292022/1021.122021/1022.762020/1015.52
N/AN/A2023/1123.22022/1122.372021/1125.422020/1118.51
N/AN/A2023/1227.622022/1222.032021/1225.152020/1220.56
  • 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: 8.6%
合約負債 QoQ YoY
23Q4 (20)6.34-11.3369.97
23Q3 (19)7.1515.750.21
23Q2 (18)6.1846.7967.03
23Q1 (17)4.2112.877.95
22Q4 (16)3.73-21.6473.49
22Q3 (15)4.7628.6542.51
22Q2 (14)3.7-5.1312.12
22Q1 (13)3.981.475.68
21Q4 (12)2.15-35.6351.41
21Q3 (11)3.341.21165.08
21Q2 (10)3.348.65112.9
21Q1 (9)2.2256.3411.56
20Q4 (8)1.4212.733.96
20Q3 (7)1.26-18.71-26.32
20Q2 (6)1.55-22.11-3.73
20Q1 (5)1.9987.7428.39
19Q4 (4)1.06-38.010.0
19Q3 (3)1.716.210.0
19Q2 (2)1.613.870.0
19Q1 (1)1.550.00.0

每月營收相關資訊

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