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)
2024/30.863.34-10.722.8625.292.86N/A-
2024/20.83-29.1438.892.051.483.36N/A設備產品客戶增加擴充產能需求,故本期出貨量增加
2024/11.17-14.0961.881.1761.884.2N/A設備產品因客戶擴充產能需求及材料產品因客戶增加需求,故本期出貨量增加。
2023/121.36-18.166.9111.81-14.743.950.56-
2023/111.6680.3752.2410.44-16.933.510.63設備產品客戶增加擴充產能需求,故本期出貨量增加
2023/100.92-0.07-11.088.78-23.523.050.73-
2023/90.92-23.37-7.277.86-24.763.420.76-
2023/81.21-6.63-13.136.93-26.63.270.8-
2023/71.2967.8812.85.73-28.922.780.94-
2023/60.776.88-52.24.44-35.832.161.2設備產品客戶遞延擴充產能需求,故本期出貨量減少,材料產品則因客戶需求滅少,故出貨量滅少。
2023/50.727.82-47.873.67-30.872.351.1-
2023/40.67-30.48-1.632.95-24.892.221.16-
2023/30.9660.78-11.632.28-29.752.281.03-
2023/20.6-17.41-34.951.32-38.862.590.9-
2023/10.72-43.26-41.750.72-41.753.090.76-
2022/121.2716.52-30.7213.85-20.883.410.65-
2022/111.095.33-18.6212.57-19.733.130.7-
2022/101.044.21-38.9511.48-19.833.420.64-
2022/91.0-28.22-40.5210.44-17.253.530.67-
2022/81.3921.24-13.689.45-13.694.140.57-
2022/71.14-28.87-28.458.06-18.914.130.57-
2022/61.6116.5625.676.91-10.653.670.68-
2022/51.38103.5-21.235.3-17.853.150.79-
2022/40.68-37.55-45.573.92-16.592.680.93-
2022/31.0918.35-19.683.25-6.143.250.8-
2022/20.92-26.041.852.162.544.00.65-
2022/11.24-32.523.061.243.064.420.59-
2021/121.8436.8844.1917.543.54.880.53-
2021/111.34-20.9822.2715.6643.414.720.55-
2021/101.71.54107.7914.3245.784.980.52設備產品客戶較多擴充產能需求,故本期出貨量增加,材料產品則因客戶需求增加,故出貨量增加。
2021/91.674.1649.7812.6240.144.880.61-
2021/81.610.4968.110.9538.784.490.66設備產品客戶較多擴充產能需求,故本期出貨量增加,材料產品則因客戶需求增加,故出貨量增加。
2021/71.624.9491.49.9443.394.630.64設備產品客戶較多擴充產能需求,故本期出貨量增加,材料產品則因客戶需求增加,故出貨量增加。
2021/61.28-26.9429.067.7426.964.280.63-
2021/51.7540.6165.216.4626.554.350.62設備產品客戶較多擴充產能需求,故本期出貨量增加,材料產品則因客戶需求增加,故出貨量增加。
2021/41.25-7.85-17.774.716.43.50.77-
2021/31.3550.127.753.4636.913.460.8-
2021/20.9-25.1646.292.1143.533.380.81-
2021/11.2-5.5941.531.241.533.580.77-
2020/121.2816.0745.6412.212.253.190.71-
2020/111.134.2727.1810.929.323.040.74-
2020/100.82-26.817.949.827.632.890.78-
2020/91.1216.944.919.016.792.910.82-
2020/80.9614.424.747.892.952.780.86-
2020/70.84-15.751.896.932.72.890.83-
2020/60.99-6.48-9.726.092.823.570.75-
2020/51.06-30.0148.865.15.673.640.73-
2020/41.5243.1745.644.04-1.83.190.83-
2020/31.0671.8836.932.53-17.862.531.01-
2020/20.62-27.6-39.141.47-36.262.341.08-
2020/10.85-2.85-34.010.85-34.012.590.98-
2019/120.881.360.3610.87-50.812.431.02設備產品客戶上期較多擴充產能需求,故上期出貨量多,材料產品則因客戶持續調節庫存致出貨量減少。
2019/110.8624.52-24.349.99-52.922.331.06設備產品客戶上期較多擴充產能需求,故上期出貨量多,材料產品則因客戶持續調節庫存致出貨量減少。
2019/100.69-10.06-51.049.13-54.542.381.04設備產品客戶上期較多擴充產能需求,故上期出貨量多,材料產品則因客戶持續調節庫存致出貨量減少。
2019/90.77-15.5-57.278.43-54.812.51.11設備產品客戶上期較多擴充產能需求,故上期出貨量多,材料產品則因客戶持續調節庫存致出貨量減少。
2019/80.9111.3-65.747.66-54.542.830.98設備產品客戶上期較多擴充產能需求,故上期出貨量多,材料產品則因客戶持續調節庫存致出貨量減少。
2019/70.82-25.35-69.356.75-52.442.631.05設備產品客戶上期較多擴充產能需求,故上期出貨量多,材料產品則因客戶持續調節庫存致出貨量減少。
2019/61.154.21-61.125.93-48.512.851.11設備產品客戶上期較多擴充產能需求,故上期出貨量多,本期客戶需求集中下半年,材料產品則因客戶持續調節庫存致出貨量減少。
2019/50.71-31.52-68.844.83-44.40.0N/A設備產品客戶上期較多擴充產能需求,故上期出貨量多,本期客戶需求集中下半年,材料產品則因客戶持續調節庫存致出貨量減少。
2019/41.0434.6-11.314.12-35.670.0N/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
2024/11.172023/10.722022/11.242021/11.22020/10.85
2024/20.832023/20.62022/20.922021/20.92020/20.62
2024/30.862023/30.962022/31.092021/31.352020/31.06
N/AN/A2023/40.672022/40.682021/41.252020/41.52
N/AN/A2023/50.722022/51.382021/51.752020/51.06
N/AN/A2023/60.772022/61.612021/61.282020/60.99
N/AN/A2023/71.292022/71.142021/71.62020/70.84
N/AN/A2023/81.212022/81.392021/81.612020/80.96
N/AN/A2023/90.922022/91.02021/91.672020/91.12
N/AN/A2023/100.922022/101.042021/101.72020/100.82
N/AN/A2023/111.662022/111.092021/111.342020/111.1
N/AN/A2023/121.362022/121.272021/121.842020/121.28
  • 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: 3.77%
合約負債 QoQ YoY
23Q4 (20)0.3-37.57.14
23Q3 (19)0.4820.029.73
23Q2 (18)0.4-25.93-32.2
23Q1 (17)0.5492.86-25.0
22Q4 (16)0.28-24.32-56.92
22Q3 (15)0.37-37.29-32.73
22Q2 (14)0.59-18.0684.38
22Q1 (13)0.7210.77300.0
21Q4 (12)0.6518.18364.29
21Q3 (11)0.5571.88205.56
21Q2 (10)0.3277.78100.0
21Q1 (9)0.1828.57200.0
20Q4 (8)0.14-22.22100.0
20Q3 (7)0.1812.5500.0
20Q2 (6)0.16166.67433.33
20Q1 (5)0.06-14.29-62.5
19Q4 (4)0.07133.330.0
19Q3 (3)0.030.00.0
19Q2 (2)0.03-81.250.0
19Q1 (1)0.160.00.0

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