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)
2024/375.7974.4612.25184.4411.61184.44N/A-
2024/243.44-33.37-26.52108.6511.17177.61N/A-
2024/165.2-5.4568.9265.268.92193.12N/A係去年同期適逢春節年假,故本期營業天數相對較長所致。
2023/1268.9616.9721.9708.920.86181.921.13-
2023/1158.969.17-0.84639.96-0.97181.281.13-
2023/1054.0-20.96-11.88581.0-0.98181.531.13-
2023/968.3215.41-0.4527.00.28186.651.1-
2023/859.20.12-4.14458.680.39182.771.12-
2023/759.13-8.2514.41399.481.09183.061.12-
2023/664.448.321.68340.35-0.9175.110.9-
2023/559.4916.255.68275.91-1.48178.180.88-
2023/451.17-24.2-6.17216.42-3.29177.820.88-
2023/367.5214.181.33165.24-2.36165.240.9-
2023/259.1353.1824.0497.73-4.76154.290.97-
2023/138.6-31.76-29.7538.6-29.75154.630.97-
2022/1256.57-4.86-12.73702.81-2.93177.320.92-
2022/1159.46-2.98-4.16646.24-1.96189.350.86-
2022/1061.29-10.658.78586.78-1.74191.650.85-
2022/968.611.085.05525.49-2.83182.041.0-
2022/861.7619.5-9.89456.89-3.92176.811.03-
2022/751.68-18.46-16.6395.13-2.91171.351.06-
2022/663.3812.598.93343.46-0.45174.210.83-
2022/556.293.2-11.08280.08-2.36177.460.81-
2022/454.54-18.13-16.49223.790.1168.840.85-
2022/366.6339.766.95169.256.96169.250.71-
2022/247.67-13.2531.06102.626.96167.440.72-
2022/154.95-15.22-7.7554.95-7.75181.810.66-
2021/1264.824.4727.76724.0523.95183.20.56-
2021/1162.0410.1119.04659.2323.58183.680.56-
2021/1056.34-13.726.21597.1924.08190.180.54-
2021/965.3-4.7310.85540.8526.29195.810.49-
2021/868.5410.632.67475.5528.75188.690.51-
2021/761.976.51-0.18407.028.11183.460.52-
2021/658.18-8.0927.06345.0334.99186.80.44-
2021/563.31-3.0741.6286.8536.72190.910.43-
2021/465.314.8531.99223.5435.4163.970.51-
2021/362.2971.2617.51158.2336.86158.230.47-
2021/236.37-38.9417.0195.9453.23146.670.511.晶片巿場缺貨潮,客戶積極提前備貨.2.去年因新冠肺炎疫情影響,國外多數工廠停工,迼成去年營收較低.
2021/159.5717.4188.9559.5788.95162.420.461.晶片巿場缺貨潮,客戶積極提前備貨.2.因去年同期適逢春節年假,致本期營業天數相對較長
2020/1250.73-2.649.94584.1321.12155.890.5-
2020/1152.11-1.7524.76533.422.31164.060.48-
2020/1053.04-9.9524.26481.2922.05163.610.48-
2020/958.914.0129.37428.2421.78172.660.47-
2020/851.66-16.7818.34369.3420.65159.540.51-
2020/762.0935.649.18317.6721.04152.580.54-
2020/645.792.4123.93255.5915.73139.970.66-
2020/544.71-9.6412.36209.814.08147.190.63-
2020/449.48-6.6526.83165.114.56133.570.7-
2020/353.0170.5333.6115.6210.0115.620.84-
2020/231.08-1.416.7162.61-4.3108.750.9-
2020/131.53-31.67-18.7231.53-18.72119.440.82-
2019/1246.1510.4721.07482.24-8.98130.60.8-
2019/1141.77-2.1414.73436.1-11.31129.990.81-
2019/1042.69-6.245.12394.32-13.4131.870.79-
2019/945.534.29-17.35351.64-15.21130.80.8-
2019/843.664.89-5.85306.11-14.88122.220.85-
2019/741.6212.65-10.77262.45-16.22118.350.88-
2019/636.94-7.14-14.17220.84-17.17115.741.03-
2019/539.791.98-15.45183.89-17.750.0N/A-
2019/439.01-1.66-8.13144.11-18.370.0N/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
2024/165.22023/138.62022/154.952021/159.572020/131.53
2024/243.442023/259.132022/247.672021/236.372020/231.08
2024/375.792023/367.522022/366.632021/362.292020/353.01
N/AN/A2023/451.172022/454.542021/465.312020/449.48
N/AN/A2023/559.492022/556.292021/563.312020/544.71
N/AN/A2023/664.442022/663.382021/658.182020/645.79
N/AN/A2023/759.132022/751.682021/761.972020/762.09
N/AN/A2023/859.22022/861.762021/868.542020/851.66
N/AN/A2023/968.322022/968.62021/965.32020/958.9
N/AN/A2023/1054.02022/1061.292021/1056.342020/1053.04
N/AN/A2023/1158.962022/1159.462021/1162.042020/1152.11
N/AN/A2023/1268.962022/1256.572021/1264.822020/1250.73
  • 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: 24.62%
合約負債 QoQ YoY
23Q4 (20)10.54-3.3917.24
23Q3 (19)10.91-4.47358.4
23Q2 (18)11.421.69381.86
23Q1 (17)11.2324.92139.96
22Q4 (16)8.99277.73193.79
22Q3 (15)2.380.42-12.5
22Q2 (14)2.37-49.36-15.66
22Q1 (13)4.6852.94104.37
21Q4 (12)3.0612.556.92
21Q3 (11)2.72-3.251.11
21Q2 (10)2.8122.71116.15
21Q1 (9)2.2917.4451.66
20Q4 (8)1.958.33114.29
20Q3 (7)1.838.46111.76
20Q2 (6)1.3-13.9185.71
20Q1 (5)1.5165.93147.54
19Q4 (4)0.917.060.0
19Q3 (3)0.8521.430.0
19Q2 (2)0.714.750.0
19Q1 (1)0.610.00.0

每月營收相關資訊

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