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)
2024/320.5549.33-12.6352.51-7.9952.51N/A-
2024/213.76-24.43-18.131.97-4.7448.89N/A-
2024/118.217.578.6618.218.6653.34N/A-
2023/1216.93-7.04-14.65231.2-7.7754.830.3-
2023/1118.21-7.53-8.92214.28-7.1858.80.28-
2023/1019.69-5.78-10.94196.07-7.0261.540.26-
2023/920.9-0.21-19.5176.38-6.5660.720.36-
2023/820.9511.0-11.31155.48-4.4960.390.36-
2023/718.87-8.28-20.55134.53-3.3458.790.37-
2023/620.576.33-13.55115.660.1958.590.34-
2023/519.353.64-0.0795.093.7761.530.32-
2023/418.67-20.6212.2975.744.858.980.33-
2023/323.5239.978.8957.072.5657.070.36-
2023/216.80.2611.3133.56-1.4553.390.38-
2023/116.76-15.51-11.6116.76-11.6156.580.36-
2022/1219.83-0.812.06250.714.8961.940.35-
2022/1119.99-9.58-0.31230.874.3268.070.31-
2022/1022.11-14.831.64210.884.7871.70.3-
2022/925.979.9316.54188.775.1673.340.34-
2022/823.62-0.551.25162.83.5571.170.35-
2022/723.75-0.29.86139.183.9566.910.37-
2022/623.822.9118.13115.432.8159.790.39-
2022/519.3616.47-1.9691.63-0.5357.580.4-
2022/416.62-23.02-1.4972.27-0.1553.310.44-
2022/321.643.0811.6255.650.2555.650.39-
2022/215.09-20.38-2.3134.05-5.8251.750.41-
2022/118.967.12-8.4418.96-8.4456.710.38-
2021/1217.7-11.76-5.41239.0110.8659.510.3-
2021/1120.06-7.819.99221.3112.4164.090.28-
2021/1021.76-2.3431.97201.2512.6667.360.26-
2021/922.28-4.494.31179.510.767.220.28-
2021/823.337.937.56157.2211.6665.090.29-
2021/721.627.38.76133.898.1261.510.31-
2021/620.151.99-4.35112.277.9956.770.27-
2021/519.7517.0410.8792.1311.1355.970.28-
2021/416.87-12.776.8772.3811.251.670.3-
2021/319.3525.215.8655.512.5955.50.28-
2021/215.45-25.37-5.1536.1610.9154.870.29-
2021/120.710.6626.9720.726.9757.650.27-
2020/1218.712.6110.54215.5713.6153.430.27-
2020/1118.2310.60.82196.8713.9156.070.26-
2020/1016.48-22.81-12.08178.6315.4454.80.27-
2020/921.3625.9433.89162.1519.2458.190.28-
2020/816.96-14.68-9.81140.7917.2957.890.28-
2020/719.87-5.6318.11123.8322.3358.750.27-
2020/621.0618.2351.41103.9623.1754.670.34主係「資訊產品通路經營業務」之成長。來自數位化需求成長及居家辦公、遠距教學…等宅經濟應用成長。
2020/517.8112.819.5182.917.5950.30.37-
2020/415.79-5.4216.2565.0917.0848.780.38-
2020/316.72.53.8649.317.3549.290.33-
2020/216.29-0.0860.2632.625.7149.550.33係108年春節在2月,109年春節在1月,以及客戶備貨需求所致。
2020/116.31-3.813.4316.313.4351.340.32-
2019/1216.95-6.2516.63189.7710.6653.790.29-
2019/1118.08-3.5614.12172.8210.1152.790.3-
2019/1018.7517.5511.59154.739.6653.50.29-
2019/915.95-15.160.25135.989.451.580.32-
2019/818.811.7320.71120.0310.7449.540.34-
2019/716.8320.9626.43101.239.0745.640.37-
2019/613.91-6.663.6384.46.1642.40.38-
2019/514.99.715.6170.496.670.0N/A-
2019/413.58-15.511.2855.596.960.0N/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
2024/118.212023/116.762022/118.962021/120.72020/116.31
2024/213.762023/216.82022/215.092021/215.452020/216.29
2024/320.552023/323.522022/321.62021/319.352020/316.7
N/AN/A2023/418.672022/416.622021/416.872020/415.79
N/AN/A2023/519.352022/519.362021/519.752020/517.81
N/AN/A2023/620.572022/623.82021/620.152020/621.06
N/AN/A2023/718.872022/723.752021/721.622020/719.87
N/AN/A2023/820.952022/823.622021/823.332020/816.96
N/AN/A2023/920.92022/925.972021/922.282020/921.36
N/AN/A2023/1019.692022/1022.112021/1021.762020/1016.48
N/AN/A2023/1118.212022/1119.992021/1120.062020/1118.23
N/AN/A2023/1216.932022/1219.832021/1217.72020/1218.71
  • 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: 8.1%
合約負債 QoQ YoY
23Q4 (20)1.3118.02-7.75
23Q3 (19)1.11-8.26-15.27
23Q2 (18)1.211.68-5.47
23Q1 (17)1.19-16.27.21
22Q4 (16)1.428.461.36
22Q3 (15)1.312.3454.12
22Q2 (14)1.2815.3252.38
22Q1 (13)1.1126.1426.14
21Q4 (12)0.883.5320.55
21Q3 (11)0.851.1919.72
21Q2 (10)0.84-4.5521.74
21Q1 (9)0.8820.5514.29
20Q4 (8)0.732.8215.87
20Q3 (7)0.712.933.96
20Q2 (6)0.69-10.3930.19
20Q1 (5)0.7722.2287.8
19Q4 (4)0.6318.870.0
19Q3 (3)0.530.00.0
19Q2 (2)0.5329.270.0
19Q1 (1)0.410.00.0

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。