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)
2024/31.84273.218.194.2911.844.29N/A-
2024/20.49-74.91-14.022.4514.754.08N/A-
2024/11.9620.8225.261.9625.265.72N/A-
2023/121.62-23.89-13.2123.31-33.235.791.0-
2023/112.134.95-3.521.68-34.366.40.91-
2023/102.03-9.11-24.2819.55-36.586.540.89-
2023/92.24-1.22-8.0117.52-37.757.240.9-
2023/82.26-17.412.3215.28-40.566.890.95-
2023/72.7445.81-13.9913.01-45.077.360.88-
2023/61.88-31.4-43.1510.27-49.96.431.06-
2023/52.7451.39-27.538.39-51.26.251.1因疫情影響,導致營收減少
2023/41.816.64-49.785.65-57.884.081.68因疫情影響,導致營收減少
2023/31.7196.58-38.233.84-60.853.842.07因疫情影響,導致營收減少
2023/20.57-63.45-72.62.14-69.674.011.98因疫情影響,導致營收減少
2023/11.57-16.29-68.441.57-68.445.651.4因疫情影響,導致營收減少
2022/121.87-15.37-51.3634.91-7.256.771.25因疫情影響,導致營收減少
2022/112.21-17.64-43.4133.04-2.237.331.16-
2022/102.6910.41-22.5730.833.157.131.19-
2022/92.4320.6-34.0628.146.537.641.3-
2022/82.02-36.75-35.6225.7113.118.511.17-
2022/73.19-3.61-0.7123.6920.9110.280.97-
2022/63.31-12.564.220.525.1510.70.96-
2022/53.784.9121.817.1930.1810.141.01-
2022/43.6131.1725.9513.4132.768.451.21-
2022/32.7531.5521.579.835.459.81.14-
2022/22.09-57.96.627.0541.7610.91.03-
2022/14.9629.0164.594.9664.5912.720.882021年因COVID-19影響出貨減少.
2021/123.85-1.5521.537.6423.2711.231.04-
2021/113.9112.79.9833.7923.4711.071.06-
2021/103.47-5.9610.129.8825.4910.291.14-
2021/93.6917.749.0126.4127.8410.031.06-
2021/83.13-2.4511.5422.7331.529.521.12-
2021/73.211.1559.519.5935.49.491.12受新冠疫情響產能減少
2021/63.172.221.516.3831.519.140.94-
2021/53.118.4852.1313.2134.168.231.04109年大陸廠因受COVID-19 影響產能大減
2021/42.8626.621.3910.129.467.081.21-
2021/32.2615.3817.07.2432.967.240.97-
2021/21.96-35.02179.344.9841.748.140.86去年因受新冠疫情影響大陸廠停工多日
2021/13.02-4.757.383.027.389.740.72-
2020/123.17-10.891.7130.53-21.089.870.65-
2020/113.5512.82-6.6327.37-23.0710.090.63-
2020/103.15-6.89-22.423.81-25.049.340.68-
2020/93.3820.478.320.66-25.438.210.73-
2020/82.8139.48-27.2917.28-29.727.430.81-
2020/72.01-22.93-24.6614.47-30.176.670.9-
2020/62.6127.96-20.2812.46-30.987.010.65-
2020/52.04-13.43-39.519.84-33.366.330.72-
2020/42.3622.03-37.87.8-31.544.990.92-
2020/31.93175.48-40.655.44-28.425.440.94-
2020/20.7-75.02-55.143.51-19.256.620.77因受新冠疫情影響大陸廠停工多日
2020/12.81-9.780.912.810.919.730.52-
2019/123.11-18.28.6638.6912.310.980.44-
2019/113.81-6.2341.6635.5812.6310.990.44-
2019/104.0629.9418.3831.779.9311.050.44-
2019/93.12-19.12-10.9227.718.799.660.71-
2019/83.8644.527.9624.5911.949.810.7-
2019/72.67-18.45-13.0520.7212.719.330.73-
2019/63.28-2.8927.6518.0517.8910.450.56-
2019/53.38-10.9826.8314.7715.920.0N/A-
2019/43.7916.4225.1311.413.040.0N/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
2024/11.962023/11.572022/14.962021/13.022020/12.81
2024/20.492023/20.572022/22.092021/21.962020/20.7
2024/31.842023/31.72022/32.752021/32.262020/31.93
N/AN/A2023/41.812022/43.612021/42.862020/42.36
N/AN/A2023/52.742022/53.782021/53.112020/52.04
N/AN/A2023/61.882022/63.312021/63.172020/62.61
N/AN/A2023/72.742022/73.192021/73.212020/72.01
N/AN/A2023/82.262022/82.022021/83.132020/82.81
N/AN/A2023/92.242022/92.432021/93.692020/93.38
N/AN/A2023/102.032022/102.692021/103.472020/103.15
N/AN/A2023/112.132022/112.212021/113.912020/113.55
N/AN/A2023/121.622022/121.872021/123.852020/123.17
  • 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: 2.4%
合約負債 QoQ YoY
23Q4 (20)0.382.7-48.65
23Q3 (19)0.37-15.91-62.24
23Q2 (18)0.4462.96-51.65
23Q1 (17)0.27-63.51-66.25
22Q4 (16)0.74-24.4980.49
22Q3 (15)0.987.69145.0
22Q2 (14)0.9113.75279.17
22Q1 (13)0.895.12263.64
21Q4 (12)0.412.5-98.54
21Q3 (11)0.466.67110.53
21Q2 (10)0.249.09-33.33
21Q1 (9)0.22-99.22-29.03
20Q4 (8)28.1214700.08170.59
20Q3 (7)0.19-47.22-13.64
20Q2 (6)0.3616.130.0
20Q1 (5)0.31-8.82-51.56
19Q4 (4)0.3454.550.0
19Q3 (3)0.22-38.890.0
19Q2 (2)0.36-43.750.0
19Q1 (1)0.640.00.0

每月營收相關資訊

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