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)
2024/42360.2120.959.588286.6526.216128.8N/A因先進製程產品需求增加所致。
2024/31952.117.4634.255926.4416.515926.440.45-
2024/21816.48-15.8111.323974.339.415737.330.47-
2024/12157.8522.397.862157.857.865981.110.45無。
2023/121763.0-14.42-8.4421617.36-4.516255.290.4-
2023/112060.26-15.28-7.4819854.36-4.146296.590.4-
2023/102432.0334.7915.6617794.1-3.746123.190.41無。
2023/91804.3-4.37-13.3515362.07-6.235467.330.48-
2023/81886.866.23-13.4913557.77-5.195227.070.5-
2023/71776.1613.56-4.8911670.9-3.75105.580.51-
2023/61564.04-11.4-11.079894.74-3.484808.410.49-
2023/51765.3719.36-4.938330.7-1.914698.450.5-
2023/41479.01.71-14.296565.33-1.074564.820.51無。
2023/31454.08-10.88-15.445086.333.575086.330.42-
2023/21631.74-18.4311.053632.2513.825557.850.39無。
2023/12000.513.8816.182000.5116.186153.170.35無。
2022/121925.6-13.5323.9222638.9142.616255.320.35無。
2022/112227.065.9150.220713.3144.646412.190.34因先進製程產品需求增加所致。
2022/102102.660.9656.2818486.2544.06366.460.35無。
2022/92082.48-4.5336.3916383.5942.566131.430.36無。
2022/82181.3216.7958.7214301.1243.55807.690.38無。
2022/71867.636.1949.9412119.7941.075483.420.4無。
2022/61758.74-5.2918.4510252.1739.565341.410.41-
2022/51857.057.6165.278493.4344.915302.330.41無。
2022/41725.610.3455.026636.3740.084914.610.44無。
2022/31719.6717.0333.174910.7635.54910.760.41無。
2022/21469.33-14.6637.923191.0936.794744.920.42無。
2022/11721.7610.835.841721.7635.844758.260.42
2021/121553.824.7932.3915874.1518.524381.890.44無。
2021/111482.6810.218.7414320.3317.194354.920.44無。
2021/101345.39-11.8812.7712837.6517.024246.520.45無。
2021/91526.8511.119.6711492.2617.544146.70.44
2021/81374.2710.3311.849965.417.224104.560.44
2021/71245.58-16.117.548591.1318.133853.880.47無。
2021/61484.7132.1322.827345.5518.223721.450.46無。
2021/51123.60.9319.765860.8517.113528.020.48無。
2021/41113.15-13.7915.954737.2516.53469.760.49
2021/31291.2721.213.743624.116.683624.10.43-
2021/21065.34-15.9414.062332.8318.373506.480.44
2021/11267.497.9922.241267.4922.243689.80.42-
2020/121173.65-6.013.613392.5525.163615.330.38-
2020/111248.654.6615.7412218.926.43717.530.37
2020/101193.03-6.4912.510970.2427.743697.650.37-
2020/91275.843.8324.879777.2229.883564.260.31-
2020/81228.7815.9615.798501.3730.673497.190.31
2020/71059.63-12.3325.017272.5933.573206.60.34-
2020/61208.7828.8440.776212.9635.153106.980.28無。
2020/5938.19-2.2716.635004.1833.863033.40.28-
2020/4960.02-15.4328.524065.9938.583029.160.28-
2020/31135.221.5442.393105.9742.013105.970.25-
2020/2933.94-9.9253.381970.7841.793003.910.26因客戶需求增加所致。
2020/11036.830.3532.761036.8332.763148.810.25-
2019/121033.13-4.2315.010699.853.733172.370.26-
2019/111078.841.739.659666.722.653160.940.26-
2019/101060.43.784.428587.881.843143.270.26-
2019/91021.7-3.717.637527.481.482930.450.33-
2019/81061.1825.216.546505.780.582767.430.35-
2019/7847.58-1.2913.965444.61-2.022510.630.39-
2019/6858.686.7521.94597.03-4.490.0N/A-
2019/5804.377.68-0.653738.35-9.020.0N/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
2024/12157.852023/12000.512022/11721.762021/11267.492020/11036.83
2024/21816.482023/21631.742022/21469.332021/21065.342020/2933.94
2024/31952.112023/31454.082022/31719.672021/31291.272020/31135.2
2024/42360.212023/41479.02022/41725.612021/41113.152020/4960.02
N/AN/A2023/51765.372022/51857.052021/51123.62020/5938.19
N/AN/A2023/61564.042022/61758.742021/61484.712020/61208.78
N/AN/A2023/71776.162022/71867.632021/71245.582020/71059.63
N/AN/A2023/81886.862022/82181.322021/81374.272020/81228.78
N/AN/A2023/91804.32022/92082.482021/91526.852020/91275.84
N/AN/A2023/102432.032022/102102.662021/101345.392020/101193.03
N/AN/A2023/112060.262022/112227.062021/111482.682020/111248.65
N/AN/A2023/121763.02022/121925.62021/121553.822020/121173.65
  • 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: 29.08%
合約負債 QoQ YoY
24Q1 (20)754.3243.0470.47
23Q4 (19)527.363.7-25.52
23Q3 (18)508.5216.28-10.69
23Q2 (17)437.31-1.1720.24
23Q1 (16)442.49-37.51-12.68
22Q4 (15)708.0724.3578.07
22Q3 (14)569.4156.5669.17
22Q2 (13)363.71-28.2326.69
22Q1 (12)506.7527.4499.64
21Q4 (11)397.6318.13188.66
21Q3 (10)336.617.25211.46
21Q2 (9)287.0813.10
21Q1 (8)253.8384.27202.03
20Q4 (7)137.7527.46103.05
20Q3 (6)108.070-16.13

每月營收相關資訊

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