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)
2024/38.2726.47-33.0523.27-16.323.27N/A-
2024/26.54-22.8-17.9615.0-2.9123.58N/A-
2024/18.47-1.2513.098.4713.0927.33N/A-
2023/128.57-16.66-20.65123.32-12.0229.170.89-
2023/1110.29-0.15-30.33114.75-11.330.490.85-
2023/1010.34.07-20.45104.46-8.8431.240.83-
2023/99.9-10.31-22.4894.16-7.3634.420.82-
2023/811.04-18.11-18.084.26-5.1936.00.78-
2023/713.4817.414.1973.22-2.935.840.79-
2023/611.485.52-18.4159.74-6.0831.940.95-
2023/510.8813.5410.5348.26-2.5732.810.92-
2023/49.58-22.39-4.2237.38-5.8329.891.01-
2023/312.3554.979.6927.8-6.3727.81.07-
2023/27.976.4210.0215.45-16.1726.261.13-
2023/17.49-30.71-33.127.49-33.1233.060.9-
2022/1210.8-26.83-13.15140.1814.1138.530.86-
2022/1114.7714.07.84129.3717.1840.490.81-
2022/1012.951.4211.64114.618.539.190.84-
2022/912.77-5.1218.8101.6519.4438.040.89-
2022/813.4614.0440.7788.8819.5339.340.86-
2022/711.8-16.126.0675.4116.435.720.94-
2022/614.0742.9744.8363.6118.5433.921.01-
2022/59.84-1.6114.9849.5412.7331.11.1-
2022/410.0-11.110.4539.712.1828.51.2-
2022/311.2655.4323.3729.6916.7729.691.12-
2022/27.24-35.313.1418.4413.0930.881.08-
2022/111.19-10.0220.6111.1920.6137.330.89-
2021/1212.44-9.1441.68122.8432.8937.740.85-
2021/1113.6918.0248.56110.431.9636.050.89-
2021/1011.67.9334.3696.729.9131.921.0-
2021/910.7512.4212.6585.129.3231.441.0-
2021/89.56-14.0718.8274.3532.1530.411.03-
2021/711.1314.5445.5164.7934.3829.411.07-
2021/69.7213.58.7853.6632.2828.230.97-
2021/58.56-14.044.5143.9438.9227.640.99-
2021/49.969.1533.6735.3850.9426.11.05工具機及手機電源拉貨動能提升及去年同期疫情關係營收少基期低,故營收較去年同期成長。
2021/39.1229.9539.825.4258.9825.420.9工具機及手機電源拉貨動能提升及去年同期疫情關係營收少基期低,故營收較去年同期成長。
2021/27.02-24.3688.2116.372.2125.080.91工具機及手機電源拉貨動能提升及去年同期疫情關係營收少基期低,故營收較去年同期成長。
2021/19.285.6961.819.2861.8127.280.84工具機及手機電源拉貨動能提升及去年1月屬淡季且工作天數少,營收基期低,故營收較去年同期成長所致。
2020/128.78-4.7314.1692.44-13.5626.630.76-
2020/119.226.74-4.8383.65-15.7127.40.74-
2020/108.64-9.514.3974.44-16.8926.230.77-
2020/99.5418.585.6965.8-19.0525.240.56-
2020/88.055.22-10.6356.26-22.1524.630.58-
2020/77.65-14.37-12.1748.21-23.7924.770.57-
2020/68.939.042.5140.56-25.6424.570.51-
2020/58.199.94-9.8831.63-30.9922.170.56-
2020/47.4514.15-19.8723.44-36.2117.710.7-
2020/36.5374.96-34.6215.99-41.7515.990.74-
2020/23.73-34.96-39.289.47-45.8217.160.69-
2020/15.74-25.43-49.365.74-49.3623.110.52-
2019/127.69-20.59-18.04106.95-11.8925.650.53-
2019/119.6917.1-7.3499.25-11.3826.990.5-
2019/108.27-8.39-16.1289.57-11.7926.310.51-
2019/99.030.27-18.0681.3-11.3326.740.47-
2019/89.03.4-28.3172.27-10.4126.430.48-
2019/78.71-0.04-33.6163.26-7.126.510.47-
2019/68.71-4.14-13.5454.55-0.7827.10.53-
2019/59.09-2.23-10.4345.842.070.0N/A-
2019/49.3-6.86-3.7636.755.730.0N/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
2024/18.472023/17.492022/111.192021/19.282020/15.74
2024/26.542023/27.972022/27.242021/27.022020/23.73
2024/38.272023/312.352022/311.262021/39.122020/36.53
N/AN/A2023/49.582022/410.02021/49.962020/47.45
N/AN/A2023/510.882022/59.842021/58.562020/58.19
N/AN/A2023/611.482022/614.072021/69.722020/68.93
N/AN/A2023/713.482022/711.82021/711.132020/77.65
N/AN/A2023/811.042022/813.462021/89.562020/88.05
N/AN/A2023/99.92022/912.772021/910.752020/99.54
N/AN/A2023/1010.32022/1012.952021/1011.62020/108.64
N/AN/A2023/1110.292022/1114.772021/1113.692020/119.22
N/AN/A2023/128.572022/1210.82021/1212.442020/128.78
  • 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: 9.83%
合約負債 QoQ YoY
23Q4 (20)4.24-57.6840.86
23Q3 (19)10.02-25.11255.32
23Q2 (18)13.3820.986942.11
23Q1 (17)11.06267.445721.05
22Q4 (16)3.016.74-7.38
22Q3 (15)2.821384.2117.01
22Q2 (14)0.190.0-88.41
22Q1 (13)0.19-94.15-88.82
21Q4 (12)3.2534.8591.18
21Q3 (11)2.4146.9544.31
21Q2 (10)1.64-3.5320.59
21Q1 (9)1.70.00
20Q4 (8)1.71.80
20Q3 (7)1.6722.790
20Q2 (6)1.3600

每月營收相關資訊

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