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)
2024/31.5327.07-4.044.3612.054.36N/A-
2024/21.21-25.784.142.8323.254.14N/A-
2024/11.6223.742.681.6242.684.29N/A-
2023/121.31-3.05.0317.49-10.693.970.63-
2023/111.353.45-1.3116.18-11.764.250.59-
2023/101.31-17.738.7614.83-12.614.670.54-
2023/91.59-10.366.9813.52-14.244.950.49-
2023/81.7711.849.9511.93-16.454.90.49-
2023/71.592.821.110.15-19.814.780.51-
2023/61.54-6.72-14.658.57-22.774.680.54-
2023/51.6511.79-6.27.02-24.354.730.53-
2023/41.48-7.29-23.545.37-28.614.230.6-
2023/31.637.91-24.113.89-30.363.890.6-
2023/21.161.67-19.982.3-34.133.540.65-
2023/11.14-8.93-44.171.14-44.173.760.62-
2022/121.25-8.87-32.0819.59-10.733.820.64-
2022/111.3714.02-21.1718.34-8.774.060.6-
2022/101.2-19.09-21.9816.97-7.64.30.57-
2022/91.49-7.87-12.5615.76-6.284.670.61-
2022/81.612.84-10.814.28-5.574.990.57-
2022/71.57-13.2-15.1512.66-4.865.140.56-
2022/61.812.5-7.9811.09-3.25.510.71-
2022/51.76-8.87-12.949.29-2.225.80.67-
2022/41.94-7.98-3.47.520.685.480.71-
2022/32.145.417.415.592.185.590.6-
2022/21.45-29.06-4.673.48-0.735.320.63-
2022/12.0410.782.272.042.275.620.6-
2021/121.845.76-2.9221.948.245.120.68-
2021/111.7412.86-5.4720.19.454.980.7-
2021/101.54-9.32-13.4318.3611.115.050.69-
2021/91.7-6.01-22.2316.8214.085.360.62-
2021/81.81-2.17-10.6315.1220.45.620.59-
2021/71.85-5.86-3.7513.3126.375.840.57-
2021/61.96-3.0215.6611.4633.095.990.6-
2021/52.031.1120.379.537.385.990.6-
2021/42.02.3210.577.4742.855.480.65-
2021/31.9629.0442.15.4757.25.470.57客戶需求較同期提升。
2021/21.52-23.8962.113.5167.115.410.581. 109年同期因新冠肺炎影響,子公司達昌電子(蘇州)春節假期延至2月中旬復工,影響工作天數。 2. 客戶需求較同期提升。
2021/11.995.1572.931.9972.935.730.541. 109年春節假期於1月份工作天數減少,比較基期低。 2. 電視及筆記型電腦客戶需求增加。
2020/121.92.9838.9720.2729.15.520.54-
2020/111.843.3547.3218.3628.095.810.52-
2020/101.78-18.5550.1116.5226.255.990.5主要係電視及筆記型電腦客戶需求增加。
2020/92.198.053.814.7423.886.130.43主要係電視及筆記型電腦客戶需求增加
2020/82.025.3551.3112.5619.825.640.47主要係電視及筆記型電腦客戶需求增加。
2020/71.9213.1332.5810.5315.215.30.5-
2020/61.70.9235.568.6111.945.190.44-
2020/51.68-7.1130.376.917.344.870.47-
2020/41.8131.539.565.231.574.130.56-
2020/31.3847.222.013.48-9.673.470.54-
2020/20.94-18.816.042.1-15.983.450.54-
2020/11.15-15.48-28.751.15-28.753.770.5-
2019/121.369.170.5515.7-9.283.80.6-
2019/111.255.31-18.1714.34-10.123.860.59-
2019/101.19-16.54-22.2913.09-9.273.950.58-
2019/91.426.25-12.6911.9-7.724.210.48-
2019/81.34-7.68-23.7810.48-7.014.040.5-
2019/71.4515.67-12.749.14-3.913.990.5-
2019/61.25-2.93-9.437.69-2.053.840.55-
2019/51.29-0.56-7.386.44-0.470.0N/A-
2019/41.3-3.88-3.565.151.420.0N/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
2024/11.622023/11.142022/12.042021/11.992020/11.15
2024/21.212023/21.162022/21.452021/21.522020/20.94
2024/31.532023/31.62022/32.12021/31.962020/31.38
N/AN/A2023/41.482022/41.942021/42.02020/41.81
N/AN/A2023/51.652022/51.762021/52.032020/51.68
N/AN/A2023/61.542022/61.812021/61.962020/61.7
N/AN/A2023/71.592022/71.572021/71.852020/71.92
N/AN/A2023/81.772022/81.612021/81.812020/82.02
N/AN/A2023/91.592022/91.492021/91.72020/92.19
N/AN/A2023/101.312022/101.22021/101.542020/101.78
N/AN/A2023/111.352022/111.372021/111.742020/111.84
N/AN/A2023/121.312022/121.252021/121.842020/121.9
  • 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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