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)
2024/30.4929.57-28.941.34-22.071.34N/A-
2024/20.38-20.19-34.510.85-17.481.33N/A-
2024/10.47-1.184.110.474.111.37N/A-
2023/120.4814.51-33.986.11-41.581.290.69-
2023/110.427.25-31.655.63-42.141.260.71-
2023/100.39-13.92-62.535.21-42.851.340.66客戶訂單減少及延遲出貨
2023/90.45-8.61-58.034.82-40.311.490.65客戶訂單減少及延遲出貨
2023/80.5-7.96-54.834.37-37.571.590.61客戶訂單減少及延遲出貨
2023/70.54-3.19-47.733.87-34.361.590.61-
2023/60.5612.58-44.283.34-31.531.610.69-
2023/50.49-12.0-44.922.78-28.241.750.64-
2023/40.56-18.44-11.342.28-23.21.830.61-
2023/30.6919.42-21.861.72-26.421.720.7-
2023/20.5826.87-19.121.03-29.181.760.69-
2023/10.45-37.34-38.830.45-38.831.790.67-
2022/120.7318.57-22.5510.46-1.722.380.58-
2022/110.61-41.21-34.719.740.282.730.5-
2022/101.04-3.5917.119.124.033.220.43-
2022/91.08-1.6234.448.082.523.210.59-
2022/81.16.4926.547.0-1.13.130.61-
2022/71.033.180.665.9-4.962.930.65-
2022/61.011.295.484.87-6.072.530.71-
2022/50.941.65-0.323.87-8.662.410.75-
2022/40.63-28.12-28.772.97-10.912.230.81-
2022/30.8823.6-5.932.34-4.412.340.66-
2022/20.71-4.0415.71.46-3.472.40.64-
2022/10.74-20.67-16.720.74-16.722.620.59-
2021/120.94-0.04-7.4310.6528.232.770.44-
2021/110.945.4521.439.7133.192.630.46-
2021/100.8910.6710.898.7734.582.560.48-
2021/90.8-7.46.077.8837.952.70.46-
2021/80.87-15.285.067.0842.832.840.44-
2021/71.028.1334.636.2150.382.870.43主要客戶訂單需求增加
2021/60.955.1537.885.1953.942.740.46主要為客戶訂單需求增加
2021/50.91.2252.04.2458.062.730.46主要客戶訂單需求增加
2021/40.89-5.0738.893.3459.782.450.51主要客戶訂單需求增加
2021/30.9452.0250.792.4569.022.450.44主要客戶訂單需求增加
2021/20.62-30.9376.021.5182.742.520.43主要客戶訂單需求增加
2021/10.89-11.8387.690.8987.692.680.4主要客戶訂單需求增加
2020/121.0131.1274.258.36.662.590.35主要為客戶訂單需求增加
2020/110.77-3.6927.717.291.212.330.39-
2020/100.85.8632.916.52-1.212.390.38-
2020/90.76-8.2814.545.71-4.652.350.42-
2020/80.838.5522.024.96-7.032.270.44-
2020/70.7610.7415.684.13-11.262.040.48-
2020/60.6915.925.943.37-15.71.920.5-
2020/50.59-7.58.422.68-19.891.860.52-
2020/40.643.0617.272.09-25.421.610.6-
2020/30.6277.46-4.721.45-35.771.450.51-
2020/20.35-26.35-42.310.83-48.421.410.53-
2020/10.48-18.14-52.150.48-52.151.660.451.去年同期有太陽能儲能車訂單出貨,本期則無2.因109年1月逢農曆春節及受中美貿易戰影響,部分客戶延後出貨
2019/120.58-3.89-10.927.78-1.71.790.42-
2019/110.60.221.937.2-0.871.870.4-
2019/100.6-8.77-1.216.6-1.131.940.39-
2019/90.66-2.2910.675.99-1.122.00.44-
2019/80.682.91-23.255.33-2.411.980.44-
2019/70.661.42-24.674.661.61.850.47-
2019/60.6518.64-10.284.07.791.740.52-
2019/50.550.04-15.93.3512.160.0N/A-
2019/40.55-16.27-9.832.819.980.0N/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
2024/10.472023/10.452022/10.742021/10.892020/10.48
2024/20.382023/20.582022/20.712021/20.622020/20.35
2024/30.492023/30.692022/30.882021/30.942020/30.62
N/AN/A2023/40.562022/40.632021/40.892020/40.64
N/AN/A2023/50.492022/50.92021/50.92020/50.59
N/AN/A2023/60.562022/61.02021/60.952020/60.69
N/AN/A2023/70.542022/71.032021/71.022020/70.76
N/AN/A2023/80.52022/81.12021/80.872020/80.83
N/AN/A2023/90.452022/91.082021/90.82020/90.76
N/AN/A2023/100.392022/101.042021/100.892020/100.8
N/AN/A2023/110.422022/110.612021/110.942020/110.77
N/AN/A2023/120.482022/120.732021/120.942020/121.01
  • 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

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