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)
2024/32.7241.61-44.518.42-32.498.42N/A-
2024/21.92-48.93-56.25.69-24.678.62N/A客戶端庫存去化趨緩,致訂單需求延後出貨延期。
2024/13.7728.519.123.7719.1210.6N/A-
2023/122.93-24.93-39.9346.04-4.7610.071.81-
2023/113.9120.8-15.6943.11-0.8110.571.72-
2023/103.23-5.85-26.6539.20.9511.251.62-
2023/93.43-25.1-25.4235.974.4911.81.63-
2023/84.5821.313.6932.539.1112.341.56-
2023/73.78-4.83-8.2627.9510.0511.451.68-
2023/63.977.494.0724.1713.611.71.71-
2023/53.69-8.5-20.4120.215.6912.641.59-
2023/44.04-17.765.4116.528.7613.341.5-
2023/34.9111.7838.4412.4738.7212.471.66-
2023/24.3938.9128.467.5638.912.441.66公司受長短料料況影響,致有遞延出貨情形。
2023/13.16-35.2-10.063.16-10.0612.681.63-
2022/124.885.3625.848.3419.6413.921.48-
2022/114.635.0957.5543.4618.9913.641.51公司受長短料料況影響,致有遞延出貨情形。
2022/104.41-4.2757.2838.8315.6113.431.53公司受長短料料況影響,致有遞延出貨情形。
2022/94.64.1349.1334.4211.8213.151.59-
2022/84.427.3234.1529.827.6612.361.69-
2022/74.127.967.4725.394.0812.581.66-
2022/63.82-17.7913.8221.273.4512.291.56-
2022/54.6421.1851.2317.461.4312.021.59受疫情影響原物料缺貨,致部分訂單延至5月出貨。
2022/43.837.9917.7612.82-9.379.32.06-
2022/33.5584.47-4.288.99-17.478.991.84-
2022/21.92-45.32-42.445.44-24.289.321.77-
2022/13.52-9.35-8.493.52-8.4910.341.6-
2021/123.8831.943.2440.46.279.621.6-
2021/112.944.91-17.9536.526.68.831.74-
2021/102.8-9.23-19.4933.589.479.191.68-
2021/93.09-6.32-21.030.7813.1710.221.41-
2021/83.3-14.021.1527.6918.9110.481.38-
2021/73.8314.346.4724.421.810.261.41-
2021/63.359.2217.1420.5625.169.671.28-
2021/53.07-5.6415.1217.2126.8510.031.24-
2021/43.25-12.222.4914.1429.7210.31.2-
2021/33.7110.9214.2210.8940.910.890.95-
2021/23.34-13.0765.437.1860.2110.940.95客戶訂單增加出貨增加
2021/13.842.2755.933.8455.9311.180.92客戶訂單增加出貨增加
2020/123.764.8518.1338.024.5410.820.91-
2020/113.582.9414.3634.263.2410.970.9-
2020/103.48-10.9412.4830.682.0810.650.93-
2020/93.9119.9635.4927.20.8810.770.86-
2020/83.26-9.52.2223.29-3.259.720.95-
2020/73.625.829.5620.03-4.099.131.01-
2020/62.867.3415.1316.43-9.268.71.01-
2020/52.67-15.99-18.6213.57-13.149.080.96-
2020/43.17-2.1714.410.9-11.688.441.04-
2020/33.2460.661.257.73-19.257.731.11-
2020/22.02-18.06-3.354.48-29.577.661.12-
2020/12.46-22.51-42.382.46-42.388.780.98-
2019/123.181.51-0.3336.37-5.19.411.01-
2019/113.131.25-3.8533.19-5.549.111.04-
2019/103.097.27-7.1930.05-5.719.171.03-
2019/92.88-9.49-17.9826.96-5.538.851.11-
2019/83.1914.69-3.1224.07-3.798.451.16-
2019/72.7811.79-21.7420.89-3.898.541.15-
2019/62.49-24.13-11.2218.11-0.48.541.25-
2019/53.2818.14.7115.621.560.0N/A-
2019/42.77-13.41-7.8612.340.760.0N/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
2024/13.772023/13.162022/13.522021/13.842020/12.46
2024/21.922023/24.392022/21.922021/23.342020/22.02
2024/32.722023/34.912022/33.552021/33.712020/33.24
N/AN/A2023/44.042022/43.832021/43.252020/43.17
N/AN/A2023/53.692022/54.642021/53.072020/52.67
N/AN/A2023/63.972022/63.822021/63.352020/62.86
N/AN/A2023/73.782022/74.122021/73.832020/73.6
N/AN/A2023/84.582022/84.422021/83.32020/83.26
N/AN/A2023/93.432022/94.62021/93.092020/93.91
N/AN/A2023/103.232022/104.412021/102.82020/103.48
N/AN/A2023/113.912022/114.632021/112.942020/113.58
N/AN/A2023/122.932022/124.882021/123.882020/123.76
  • 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: 4.71%
合約負債 QoQ YoY
23Q4 (20)0.6-59.18-74.03
23Q3 (19)1.478.89-42.13
23Q2 (18)1.35-34.4736.36
23Q1 (17)2.06-10.82148.19
22Q4 (16)2.31-9.06151.09
22Q3 (15)2.54156.57135.19
22Q2 (14)0.9919.2837.5
22Q1 (13)0.83-9.78-17.0
21Q4 (12)0.92-14.8191.67
21Q3 (11)1.0850.077.05
21Q2 (10)0.72-28.028.57
21Q1 (9)1.0108.3361.29
20Q4 (8)0.48-21.3126.32
20Q3 (7)0.618.9312.96
20Q2 (6)0.56-9.6840.0
20Q1 (5)0.6263.1667.57
19Q4 (4)0.38-29.630.0
19Q3 (3)0.5435.00.0
19Q2 (2)0.48.110.0
19Q1 (1)0.370.00.0

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。