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)
2024/321.4514.1363.8360.3664.7560.36N/A市場需求動能增加,整體營收成長。
2024/218.8-6.5458.0438.9165.2655.45N/A市場需求動能增加,整體營收成長。
2024/120.1121.6472.6420.1172.6452.85N/A市場需求動能增加,整體營收成長。
2023/1216.542.0917.25183.47-19.6149.160.41-
2023/1116.2-1.413.54166.93-22.0349.350.41-
2023/1016.43-1.7720.83150.73-24.5749.860.41-
2023/916.720.1140.84134.31-27.8950.190.43-
2023/816.71-0.3225.9117.58-32.5750.060.44-
2023/716.761.020.62100.88-37.3849.510.44-
2023/616.592.66-10.2484.12-42.8647.480.51-
2023/516.169.76-34.5767.52-47.5443.980.55-
2023/414.7212.45-45.5651.36-50.6239.710.61整體需求動能不足,致營收減少。
2023/313.0910.09-50.7136.64-52.436.640.8整體需求動能不足,致營收減少。
2023/211.892.08-50.7323.54-53.2937.650.78整體需求動能不足,致營收減少。
2023/111.65-17.38-55.6411.65-55.6440.020.74整體需求動能不足,致營收減少。
2022/1214.1-1.13-40.02228.22-8.141.960.88-
2022/1114.264.92-34.12214.12-4.7639.730.93-
2022/1013.614.48-36.57199.86-1.6338.740.96-
2022/911.87-10.49-45.89186.262.4839.041.12-
2022/813.27-4.5-41.74174.399.1345.650.95-
2022/713.89-24.84-38.66161.1217.5857.080.76-
2022/618.49-25.16-10.41147.2228.7370.240.51-
2022/524.7-8.6722.3128.7437.3578.330.45-
2022/427.051.8126.01104.0341.4877.770.46-
2022/326.5710.0439.0576.9847.8576.980.36-
2022/224.14-8.0858.8850.4152.9573.930.38市場需求動能增加,整體營收成長。
2022/126.2711.7147.8826.2747.8871.430.39-
2021/1223.518.652.3248.3472.1566.60.32延續去年下半年的需求動能,整體銷貨增加。
2021/1121.651.0161.39224.8274.5365.030.33延續去年下半年的需求動能,整體銷貨增加。
2021/1021.43-2.3356.75203.1776.0666.150.32延續去年下半年的需求動能,整體銷貨增加。
2021/921.95-3.6358.67181.7478.6567.370.28延續去年下半年的需求動能,整體銷貨增加。
2021/822.770.5378.15159.7981.866.060.28延續去年下半年的需求動能,整體銷貨增加。
2021/722.659.7793.51137.0282.4263.490.29延續去年下半年的需求動能,整體銷貨增加。
2021/620.642.16105.39114.3780.3762.30.29延續去年下半年的需求動能,整體銷貨增加。
2021/520.2-5.9108.9593.7375.6660.770.3延續去年下半年的需求動能,整體銷貨增加。
2021/421.4712.34101.8773.5368.2955.770.32延續去年下半年的需求動能,整體銷貨增加。
2021/319.1125.7466.6552.0657.4952.060.34延續去年下半年的需求動能,整體銷貨增加。
2021/215.2-14.4547.3532.9652.6348.40.37延續去年下半年的需求動能,整體銷貨增加。
2021/117.7615.0557.4617.7657.4646.620.38延續去年下半年的需求動能,整體銷貨增加。
2020/1215.4415.0832.23144.253.5442.530.38-
2020/1113.42-1.8810.25128.810.9140.920.4-
2020/1013.67-1.1314.17115.4-0.0640.290.4-
2020/913.838.1918.18101.72-1.7138.320.39-
2020/812.789.193.187.89-4.2434.540.43-
2020/711.7116.5-0.8875.11-5.3931.420.48-
2020/610.053.94-13.1663.4-6.1830.350.63-
2020/59.67-9.09-15.4353.36-4.7431.760.6-
2020/410.63-7.25-11.5243.69-2.032.410.59-
2020/311.4711.18-1.3233.061.5133.060.0-
2020/210.31-8.585.721.593.0833.270.0-
2020/111.28-3.380.811.280.835.120.0-
2019/1211.67-4.05-5.65139.3127.0735.820.0-
2019/1112.171.610.05127.6431.2435.850.0-
2019/1011.982.3314.72115.4733.9636.080.0-
2019/911.7-5.6111.34103.536.6135.910.0-
2019/812.44.977.9491.7940.6835.780.0-
2019/711.812.0724.7279.447.6734.810.0-
2019/611.571.2129.3567.5952.5835.020.0產品終端需求暢旺,整體銷貨增加。
2019/511.43-4.8844.8856.0158.460.0N/A產品終端需求暢旺,整體銷貨增加。
2019/412.023.4363.8644.5862.360.0N/A產品終端需求暢旺,整體銷貨增加。
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
2024/120.112023/111.652022/126.272021/117.762020/111.28
2024/218.82023/211.892022/224.142021/215.22020/210.31
2024/321.452023/313.092022/326.572021/319.112020/311.47
N/AN/A2023/414.722022/427.052021/421.472020/410.63
N/AN/A2023/516.162022/524.72021/520.22020/59.67
N/AN/A2023/616.592022/618.492021/620.642020/610.05
N/AN/A2023/716.762022/713.892021/722.652020/711.71
N/AN/A2023/816.712022/813.272021/822.772020/812.78
N/AN/A2023/916.722022/911.872021/921.952020/913.83
N/AN/A2023/1016.432022/1013.62021/1021.432020/1013.67
N/AN/A2023/1116.22022/1114.262021/1121.652020/1113.42
N/AN/A2023/1216.542022/1214.12021/1223.512020/1215.44
  • 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: 56.82%
合約負債 QoQ YoY
23Q4 (20)4.3126.3936.39
23Q3 (19)3.412.418.82
23Q2 (18)3.331.5211.0
23Q1 (17)3.283.83.47
22Q4 (16)3.1610.147.66
22Q3 (15)2.87-4.33510.64
22Q2 (14)3.0-5.36284.62
22Q1 (13)3.1748.13359.42
21Q4 (12)2.14355.32111.88
21Q3 (11)0.47-39.74-6.0
21Q2 (10)0.7813.04160.0
21Q1 (9)0.69-31.680
20Q4 (8)1.01102.00
20Q3 (7)0.566.670
20Q2 (6)0.300

每月營收相關資訊

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。