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備註(年增率變動50%需說明原因)
2024/2518.88-29.5961.541255.8454.811843.9N/A半導體產業循環的基期差異與公司市占率的提升
2024/1736.9625.3250.4736.9650.41957.58N/A半導體產業循環與工作天數的基期差異與公司市占率的提升
2023/12588.06-7.033.595945.194.081896.960.5-
2023/11632.56-6.4746.525357.134.131937.830.49-
2023/10676.347.5317.564724.570.251808.990.53-
2023/9628.9324.85-1.294048.23-2.151672.60.56-
2023/8503.72-6.711.63419.3-2.31451.510.64-
2023/7539.9532.3915.332915.58-4.361314.680.71-
2023/6407.8411.15-6.092375.63-7.941174.60.8-
2023/5366.9-8.24-13.341967.79-8.311156.630.81-
2023/4399.862.56-9.831600.89-7.081110.920.84-
2023/3389.8721.38-17.381201.03-6.121201.030.76-
2023/2321.19-34.44-1.18811.160.451378.820.66-
2023/1489.97-13.681.55489.971.551489.330.61-
2022/12567.6631.4925.445711.9727.521574.650.58-
2022/11431.7-24.95-8.155144.3127.761644.170.55-
2022/10575.29-9.7156.354712.6132.511663.810.54因完成收購世健科技,認列其營收。
2022/9637.1841.1750.624137.3329.751556.690.65因收購世健科技完成,認列其營收。
2022/8451.35-3.5911.563500.1526.561353.830.75-
2022/7468.167.7928.83048.829.131325.90.77-
2022/6434.322.5730.662580.6429.191301.210.65-
2022/5423.42-4.5228.062146.3228.91338.80.63-
2022/4443.47-6.0223.891722.929.111240.420.69-
2022/3471.9145.1839.691279.4331.021279.430.56-
2022/2325.04-32.6323.42807.5226.441260.030.57-
2022/1482.486.6228.55482.4828.551405.040.51-
2021/12452.52-3.7228.144478.9626.821290.490.52-
2021/11470.0427.7520.254026.4526.681260.980.53-
2021/10367.93-13.026.053556.427.581195.510.56-
2021/9423.014.5516.283188.4730.641191.050.55-
2021/8404.5711.347.462765.4633.151100.440.6-
2021/7363.479.3429.572360.8930.971026.490.64-
2021/6332.40.5339.891997.4331.231020.960.53-
2021/5330.62-7.6343.221665.0229.631026.370.53-
2021/4357.945.9528.381334.4126.65959.090.56-
2021/3337.8128.28-4.49976.4626.03976.460.51-
2021/2263.34-29.8351.63638.6551.68991.770.5因為疫情發生造成經濟活動暫停,使得去年二月份基期較低,加上宅經濟與全球數位化加速,因此電子產品與其零組件需求大幅提升。
2021/1375.316.2851.71375.3151.711119.290.44因去年農曆年在一月工作天數較少,基期較低影響,加上因疫情與宅經濟帶動全球數位化加速,因此電子產品與其零組件需求大幅提升。
2020/12353.12-9.6530.973531.525.351090.90.41-
2020/11390.8612.6617.113178.413.111101.550.4-
2020/10346.93-4.62-4.792787.551.41985.050.45-
2020/9363.7632.584.582440.622.36918.620.46-
2020/8274.36-2.19-11.962076.861.99792.460.53-
2020/7280.518.05-7.251802.54.51748.950.56-
2020/6237.62.92-3.991522.07.01747.240.63-
2020/5230.84-17.19-8.931284.49.33863.350.54-
2020/4278.79-21.1713.11053.5514.36806.170.58-
2020/3353.71103.6656.19774.7614.82774.760.56因二月中國春節延長與COVID-19疫情影響供應鏈導致二月基期降低
2020/2173.67-29.79-6.86421.05-6.07690.650.63-
2020/1247.38-8.24-5.51247.38-5.51850.710.51-
2019/12269.6-19.2118.723351.8722.59967.740.47-
2019/11333.73-8.426.23082.2722.941045.940.44-
2019/10364.414.7715.22748.5425.341023.880.45-
2019/9347.811.59-0.742384.1327.04961.910.44-
2019/8311.663.040.892036.3333.43861.60.5-
2019/7302.4422.1960.531724.6641.68803.430.53本期營收成長主因受惠於市佔率提升及各領域穩定成長
2019/6247.5-2.3635.531422.2238.23747.480.59-
2019/5253.492.8339.111174.7238.81726.420.61-
2019/4246.498.8547.01921.2338.730.0N/A-
2019/3226.4421.4327.66674.7435.940.0N/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
2024/1736.962023/1489.972022/1482.482021/1375.312020/1247.38
2024/2518.882023/2321.192022/2325.042021/2263.342020/2173.67
N/AN/A2023/3389.872022/3471.912021/3337.812020/3353.71
N/AN/A2023/4399.862022/4443.472021/4357.942020/4278.79
N/AN/A2023/5366.92022/5423.422021/5330.622020/5230.84
N/AN/A2023/6407.842022/6434.322021/6332.42020/6237.6
N/AN/A2023/7539.952022/7468.162021/7363.472020/7280.5
N/AN/A2023/8503.722022/8451.352021/8404.572020/8274.36
N/AN/A2023/9628.932022/9637.182021/9423.012020/9363.76
N/AN/A2023/10676.342022/10575.292021/10367.932020/10346.93
N/AN/A2023/11632.562022/11431.72021/11470.042020/11390.86
N/AN/A2023/12588.062022/12567.662021/12452.522020/12353.12
  • 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: 12.63%
合約負債 QoQ YoY
23Q4 (20)14.6275.5161.73
23Q3 (19)8.33-13.77-28.62
23Q2 (18)9.6611.1657.33
23Q1 (17)8.69-3.8756.29
22Q4 (16)9.04-22.54141.71
22Q3 (15)11.6790.07364.94
22Q2 (14)6.1410.4357.84
22Q1 (13)5.5648.6612.55
21Q4 (12)3.7449.0-26.09
21Q3 (11)2.51-35.48-36.13
21Q2 (10)3.89-21.2649.62
21Q1 (9)4.94-2.3790.73
20Q4 (8)5.0628.75158.16
20Q3 (7)3.9351.15119.55
20Q2 (6)2.60.3919.82
20Q1 (5)2.5932.1461.88
19Q4 (4)1.969.50.0
19Q3 (3)1.79-17.510.0
19Q2 (2)2.1735.620.0
19Q1 (1)1.60.00.0

每月營收相關資訊

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