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)
2024/30.0329.43-64.690.08-57.730.08N/A因客戶訂單減少了
2024/20.02-41.6-57.120.05-53.340.08N/A因客戶訂單減少了,及2月春節放假,上班日減少
2024/10.0314.81-50.80.03-50.80.1N/A因客戶訂單減少了
2023/120.03-31.95-72.670.65-47.450.1122.7因客戶訂單減少了
2023/110.0416.72-20.280.63-45.120.1121.48-
2023/100.044.01-47.230.58-46.330.1219.67-
2023/90.03-33.92-47.40.55-46.270.1221.13-
2023/80.0558.04-42.170.51-46.190.1615.99-
2023/70.03-54.73-58.870.46-46.620.1913.84深圳工廠的錫球設備修理, 影響接單量
2023/60.07-5.02-40.330.43-45.340.2410.24-
2023/50.08-14.11-2.490.35-46.290.2410.37-
2023/40.0927.75-57.450.27-52.360.2112.01今年錫价比上年錫价下跌60多%.
2023/30.0757.18-47.920.18-49.370.1813.53-
2023/20.05-33.0-39.770.11-50.240.2211.38新年廠放假和錫價比上年2月跌了約35%
2023/10.07-36.21-55.430.07-55.430.2310.98因疫情影響交易
2022/120.1198.47-43.131.24-35.020.2311.39因疫情影響交易
2022/110.05-22.73-62.891.14-34.160.1913.75因疫情影響交易
2022/100.073.66-65.271.09-31.560.2311.44因疫情影響交易
2022/90.07-27.34-68.581.02-26.750.2410.8因疫情影響交易
2022/80.0912.4-44.620.95-19.250.38.71-
2022/70.08-34.34-51.110.86-15.110.289.06因疫情影響交易
2022/60.1255.2-11.580.78-8.040.426.1-
2022/50.08-62.52-49.930.65-7.340.435.93-
2022/40.2156.421.470.575.050.425.99-
2022/30.1481.77-3.310.36-2.680.367.05-
2022/20.07-50.433.440.23-2.30.416.2-
2022/10.15-18.6-4.920.15-4.920.485.32-
2021/120.1929.57.371.92-27.340.534.69-
2021/110.14-27.68-8.631.73-29.770.554.47-
2021/100.2-6.224.31.59-31.210.574.3-
2021/90.2128.062.541.39-34.390.544.3-
2021/80.16-0.76-25.511.18-38.380.474.95-
2021/70.1718.76-29.831.01-40.060.475.01-
2021/60.14-12.11-47.240.85-41.730.474.91-
2021/50.16-9.08-40.840.71-40.50.484.9-
2021/40.1824.49-41.150.55-40.40.396.0-
2021/30.1494.47-54.580.37-40.040.376.21受疫情影響
2021/20.07-54.43252.110.23-25.520.45.72去年2月分疫情影響交易
2021/10.16-8.07-45.20.16-45.20.494.73-
2020/120.1710.19-54.662.64-53.170.524.37係因疫情影響交易
2020/110.16-17.44-57.622.46-53.070.554.11係因疫情影響交易
2020/100.19-7.8-48.592.31-52.720.623.68本月除半導體零組件無交易外,係因疫情影響交易
2020/90.21-6.98-49.22.12-53.060.663.48本月除半導體零組件無交易外,係因疫情影響交易
2020/80.22-6.52-45.881.91-53.440.723.19本月除半導體零組件無交易外,係因疫情影響交易
2020/70.24-10.69-41.971.69-54.280.772.99本月除半導體零組件無交易外,係因疫情影響交易
2020/60.27-1.45-31.761.45-55.810.832.54本月除半導體零組件無交易外,係因疫情影響交易
2020/50.27-9.56-32.141.19-59.030.882.41本月除半導體零組件無交易外,係因疫情影響交易
2020/40.3-3.93-19.150.92-63.30.633.36本季除半導體零組件無交易外,2月份因疫情影響交易
2020/30.311407.93-16.660.62-70.920.623.5本季除半導體零組件無交易外,2月份因疫情影響交易
2020/20.02-92.91-96.870.31-82.370.693.142月份除半導體零組件無交易外,因疫情影響交易
2020/10.29-23.94-73.730.29-73.731.042.081月份半導體零組件無交易
2019/120.382.99-80.095.63-63.581.121.9712月份半導體零組件無交易
2019/110.370.14-75.225.25-61.251.151.9311月份半導體零組件無交易
2019/100.37-8.9-75.334.88-59.521.181.8710月份半導體零組件無交易
2019/90.41-0.9-72.324.51-57.281.221.819月份半導體零組件無交易
2019/80.410.24-74.194.1-54.851.211.838月份半導體零組件無交易
2019/70.415.0-74.983.7-50.761.191.857月份半導體零組件無交易
2019/60.39-1.99-75.183.29-44.041.152.136月份半導體零組件無交易
2019/50.47.73-65.342.9-32.710.0N/A5月份半導體零組件無交易
2019/40.37-0.97-37.742.5-20.90.0N/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
2024/10.032023/10.072022/10.152021/10.162020/10.29
2024/20.022023/20.052022/20.072021/20.072020/20.02
2024/30.032023/30.072022/30.142021/30.142020/30.31
N/AN/A2023/40.092022/40.212021/40.182020/40.3
N/AN/A2023/50.082022/50.082021/50.162020/50.27
N/AN/A2023/60.072022/60.122021/60.142020/60.27
N/AN/A2023/70.032022/70.082021/70.172020/70.24
N/AN/A2023/80.052022/80.092021/80.162020/80.22
N/AN/A2023/90.032022/90.072021/90.212020/90.21
N/AN/A2023/100.042022/100.072021/100.22020/100.19
N/AN/A2023/110.042022/110.052021/110.142020/110.16
N/AN/A2023/120.032022/120.112021/120.192020/120.17
  • 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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