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)
2024/30.773.228.12.3221.062.32N/A-
2024/20.74-7.6926.961.5528.712.26N/A-
2024/10.8112.8830.370.8130.372.21N/A-
2023/120.713.6927.968.3330.752.052.01-
2023/110.695.7727.17.6131.022.131.94-
2023/100.65-17.48.156.9231.422.271.82-
2023/90.79-5.225.876.2734.422.171.82-
2023/80.8350.9239.565.4935.742.081.9-
2023/70.55-21.5610.024.6635.092.051.92-
2023/60.7-12.4316.754.139.342.191.72-
2023/50.816.6537.363.445.142.21.71-
2023/40.69-3.2224.622.647.711.981.9-
2023/30.7121.2339.631.9158.241.911.95航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2023/20.59-5.274.091.271.751.762.12航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2023/10.6210.7969.590.6269.591.722.18航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2022/120.563.079.476.3757.651.72.26航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2022/110.54-9.9956.75.8155.831.772.18航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2022/100.6-3.8850.185.2755.751.822.11航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2022/90.635.167.594.6756.491.722.1航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2022/80.618.9850.64.0454.911.72.13航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2022/70.5-16.7616.333.4555.681.692.14航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2022/60.63.0156.082.9565.171.742.02航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2022/50.585.8375.92.3467.671.642.13航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2022/40.558.4365.721.7665.111.42.51航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2022/30.5151.1459.591.2164.831.212.47航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2022/20.34-7.6564.280.768.861.012.96航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2022/10.3617.2573.320.3673.321.022.93航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2021/120.31-10.0671.424.0415.341.062.71航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2021/110.35-13.7371.823.7312.281.122.55航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2021/100.47.2684.483.388.451.172.45航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2021/90.37-5.5416.192.982.761.22.44-
2021/80.4-8.0973.92.611.081.212.41航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2021/70.4311.6785.462.21-5.941.152.55航太景氣可望逐步復甦,客戶需求增加,營收隨之成長
2021/60.3916.141.161.78-15.931.052.99-
2021/50.33-0.29-1.061.4-24.360.983.19-
2021/40.334.432.231.07-29.530.863.67-
2021/30.3255.58-14.710.73-38.230.734.4-
2021/20.2-2.57-50.420.42-49.030.65.42因受新冠肺炎疫情影響,致營收減少
2021/10.2115.96-47.590.21-47.590.595.45-
2020/120.18-9.85-67.213.5-57.030.65.29因受新冠肺炎疫情影響,致營收減少
2020/110.2-7.38-63.683.32-56.290.744.29因受新冠肺炎疫情影響,致營收減少
2020/100.22-32.44-67.63.12-55.710.774.14因受新冠肺炎疫情影響,致營收減少
2020/90.3241.35-54.272.9-54.450.784.23因受新冠肺炎疫情影響,致營收減少
2020/80.23-1.98-68.092.58-54.480.734.51因受新冠肺炎疫情影響,致營收減少
2020/70.23-14.99-67.252.35-52.520.843.93因受新冠肺炎疫情影響,致營收減少
2020/60.27-18.62-59.442.12-50.070.933.63因受新冠肺炎及B737max復飛延宕影響,致營收減少
2020/50.343.02-47.131.85-48.31.033.28-
2020/40.33-12.88-57.921.51-48.551.113.05主要係受B737Max停產事件影響,以及因新型冠狀病毒全球漫延,國外客戶為防堵疫情相繼關閉生產線所致。
2020/30.37-9.56-45.71.19-45.211.192.83-
2020/20.413.0-39.980.81-44.981.372.46-
2020/10.4-27.46-49.330.4-49.331.512.23-
2019/120.55-0.13-16.748.15-2.871.781.74-
2019/110.55-17.39-27.647.6-1.681.931.61-
2019/100.67-4.62-28.547.041.172.091.49-
2019/90.7-1.37-20.776.375.82.121.4-
2019/80.710.59-18.085.6710.392.091.42-
2019/70.715.284.054.9616.192.021.47-
2019/60.676.06-1.024.2518.52.081.33-
2019/50.63-18.0-0.633.5823.070.0N/A-
2019/40.7712.4223.062.9429.740.0N/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
2024/10.812023/10.622022/10.362021/10.212020/10.4
2024/20.742023/20.592022/20.342021/20.22020/20.41
2024/30.772023/30.712022/30.512021/30.322020/30.37
N/AN/A2023/40.692022/40.552021/40.332020/40.33
N/AN/A2023/50.82022/50.582021/50.332020/50.34
N/AN/A2023/60.72022/60.62021/60.392020/60.27
N/AN/A2023/70.552022/70.52021/70.432020/70.23
N/AN/A2023/80.832022/80.62021/80.42020/80.23
N/AN/A2023/90.792022/90.632021/90.372020/90.32
N/AN/A2023/100.652022/100.62021/100.42020/100.22
N/AN/A2023/110.692022/110.542021/110.352020/110.2
N/AN/A2023/120.712022/120.562021/120.312020/120.18
  • 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

每月營收相關資訊

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