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)
2024/30.9350.93-19.962.64-1.82.64N/A-
2024/20.61-43.95-12.671.7111.962.54N/A-
2024/11.132.4232.991.132.992.79N/A-
2023/120.83-4.58-0.5211.49-23.252.730.93-
2023/110.87-16.19-9.610.66-24.593.060.83-
2023/101.04-10.124.99.8-25.683.110.82-
2023/91.1524.36-3.348.76-28.152.950.99-
2023/80.936.06-26.447.61-30.842.861.02-
2023/70.87-17.85-37.236.68-31.413.030.96-
2023/61.06-2.59-18.95.81-30.443.121.02-
2023/51.0913.18-13.524.74-32.593.220.99-
2023/40.96-16.78-25.43.65-36.762.831.12-
2023/31.1664.67-16.152.69-40.042.691.23-
2023/20.7-14.64-48.721.53-50.692.361.4去年同期因疫情居家上班,螢幕線材需求驟增,墊高比較基期,解封後需求逆轉,導致出現大幅落差。
2023/10.82-0.94-52.260.82-52.262.621.261月逢農曆春節長假,生產出貨天數減少,對比去年同期為長假前提早備料拉貨月份,比較基期高,形成落差幅度較大。
2022/120.83-13.29-45.7314.97-4.712.781.17-
2022/110.96-2.73-42.3714.14-0.273.141.03-
2022/100.99-17.19-28.1113.185.323.440.94-
2022/91.19-5.36-10.8412.199.453.840.85-
2022/81.26-9.48-10.4211.012.223.960.82-
2022/71.396.1414.919.7416.013.970.82-
2022/61.313.87-3.698.3516.193.870.92-
2022/51.26-2.37-10.747.0420.843.940.9-
2022/41.29-6.45-5.455.7830.984.050.88-
2022/31.380.6940.284.4847.364.480.83-
2022/21.37-20.5252.03.150.754.630.8組裝廠持續出貨。
2022/11.7312.649.771.7349.774.930.76因疫情大陸組裝廠過年期間未休假, 提前在1月份拉貨,故本月營收增加。
2021/121.53-7.9430.0615.7218.984.570.76-
2021/111.6721.3548.4814.1817.894.380.8-
2021/101.372.6820.5512.5114.744.120.85-
2021/91.34-4.9114.5411.1414.063.961.06-
2021/81.4116.1138.729.814.03.981.06-
2021/71.21-11.0413.098.410.73.991.06-
2021/61.36-3.732.757.1910.34.141.08-
2021/51.413.4114.895.8212.233.771.19-
2021/41.3738.793.844.4111.43.261.38-
2021/30.999.11-14.63.0415.183.041.36-
2021/20.9-21.6937.462.0638.293.241.28-
2021/11.15-2.2138.941.1538.943.461.2-
2020/121.185.088.7213.21-2.153.440.98-
2020/111.12-1.47-0.0612.03-3.13.430.98-
2020/101.14-2.432.5210.91-3.413.321.01-
2020/91.1715.15-11.319.77-4.053.250.97-
2020/81.01-5.33-12.548.6-2.983.410.92-
2020/71.07-19.17-9.237.59-1.543.630.87-
2020/61.337.649.046.51-0.153.870.68-
2020/51.23-6.5411.745.19-2.253.70.71-
2020/41.3214.1443.53.96-5.913.130.84-
2020/31.1575.632.82.64-19.712.641.0-
2020/20.66-20.84-25.491.49-31.372.571.03-
2020/10.83-23.48-35.40.83-35.43.040.87-
2019/121.08-3.4-14.6913.5-9.593.320.92-
2019/111.121.08-21.0212.41-9.123.550.86-
2019/101.11-15.6-19.111.29-7.743.590.85-
2019/91.3213.56-8.6910.18-6.33.660.87-
2019/81.16-1.75-15.118.86-5.933.550.9-
2019/71.18-2.9-14.467.7-4.383.50.91-
2019/61.2210.3-14.816.52-2.293.231.01-
2019/51.120.02-15.95.311.10.0N/A-
2019/40.92-18.22-22.174.216.750.0N/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
2024/11.12023/10.822022/11.732021/11.152020/10.83
2024/20.612023/20.72022/21.372021/20.92020/20.66
2024/30.932023/31.162022/31.382021/30.992020/31.15
N/AN/A2023/40.962022/41.292021/41.372020/41.32
N/AN/A2023/51.092022/51.262021/51.412020/51.23
N/AN/A2023/61.062022/61.312021/61.362020/61.33
N/AN/A2023/70.872022/71.392021/71.212020/71.07
N/AN/A2023/80.932022/81.262021/81.412020/81.01
N/AN/A2023/91.152022/91.192021/91.342020/91.17
N/AN/A2023/101.042022/100.992021/101.372020/101.14
N/AN/A2023/110.872022/110.962021/111.672020/111.12
N/AN/A2023/120.832022/120.832021/121.532020/121.18
  • 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
合約負債 QoQ YoY

每月營收相關資訊

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