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)
2024/35.914.7-17.9316.58-26.216.58N/A-
2024/25.14-7.04-27.3710.68-30.0920.11N/A-
2024/15.53-41.32-32.445.53-32.4421.54N/A-
2023/129.4343.47-21.0883.71-14.7421.610.94-
2023/116.5717.31-31.6774.28-13.8617.91.13-
2023/105.6-2.18-42.7867.71-11.6317.251.17-
2023/95.73-3.25-36.2362.11-7.0617.931.19-
2023/85.92-5.73-29.4456.38-2.5319.721.08-
2023/76.28-16.45-21.8950.462.0319.891.07-
2023/67.5223.52-12.0344.186.6721.721.0-
2023/56.09-24.96-31.9736.6611.5421.391.01-
2023/48.1112.8237.730.5727.8222.380.97-
2023/37.191.51.1722.4624.5922.461.14-
2023/27.08-13.5349.2215.2739.8327.220.94-
2023/18.19-31.4532.628.1932.6229.760.86-
2022/1211.9524.2246.2498.1927.8431.360.87-
2022/119.62-1.7721.6686.2425.6528.40.96-
2022/109.799.0141.5476.6226.1727.171.0-
2022/98.987.04-1.2366.8324.1925.421.19-
2022/88.394.3545.9857.8529.3624.981.21-
2022/78.04-5.945.9149.4526.9125.541.18-
2022/68.55-4.4844.5541.4123.7823.381.24-
2022/58.9551.981.932.8619.3321.941.32主係客訂單量增加以及訂單提前出貨所致
2022/45.89-17.110.523.925.7217.741.63-
2022/37.1149.712.7118.034.2518.031.5-
2022/24.75-23.15-6.2510.92-0.619.091.42-
2022/16.18-24.414.226.184.2222.251.22-
2021/128.173.333.5476.812.3723.01.1-
2021/117.9114.2821.268.632.2323.921.06-
2021/106.92-23.9313.7360.730.1821.761.16-
2021/99.158.2114.0153.81-1.3220.361.16-
2021/85.754.3-18.444.71-3.9417.171.37-
2021/75.51-6.78-15.9438.96-1.3716.341.44-
2021/65.9120.19-15.9333.451.5216.161.44-
2021/54.92-7.71-9.7627.546.2616.551.4-
2021/45.33-15.447.5522.6210.5316.71.39-
2021/36.324.56.3817.2911.4917.291.06-
2021/25.06-14.5525.2910.9914.6418.880.97-
2021/15.93-24.96.885.936.8820.340.9-
2020/127.8920.95-1.2775.03-2.8720.50.85-
2020/116.527.24-3.3667.14-3.0520.580.84-
2020/106.08-23.74-7.860.61-3.0221.110.82-
2020/97.9813.2314.8854.53-2.4621.580.83-
2020/87.057.4416.9946.55-4.9220.640.87-
2020/76.56-6.772.4539.51-7.9919.040.94-
2020/67.0329.025.4132.95-9.8217.441.05-
2020/55.459.98-9.6725.92-13.2216.331.12-
2020/44.96-16.3510.8820.47-14.1214.921.22-
2020/35.9346.63-28.9315.51-19.915.511.45-
2020/24.04-27.1-27.169.58-13.0717.581.28-
2020/15.54-30.641.25.541.220.291.11-
2019/127.9918.4-7.4177.253.5421.340.89-
2019/116.752.31-7.1469.254.9720.290.94-
2019/106.6-4.98-1.5362.56.4719.560.97-
2019/96.9415.31-0.0255.97.519.370.93-
2019/86.02-5.9-7.8248.968.6719.090.94-
2019/76.4-4.0823.8842.9411.4619.110.94-
2019/66.6710.55-8.2436.549.5417.180.98-
2019/56.0335.029.129.8714.50.0N/A-
2019/44.47-46.39-16.8523.8315.950.0N/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
2024/15.532023/18.192022/16.182021/15.932020/15.54
2024/25.142023/27.082022/24.752021/25.062020/24.04
2024/35.92023/37.192022/37.112021/36.32020/35.93
N/AN/A2023/48.112022/45.892021/45.332020/44.96
N/AN/A2023/56.092022/58.952021/54.922020/55.45
N/AN/A2023/67.522022/68.552021/65.912020/67.03
N/AN/A2023/76.282022/78.042021/75.512020/76.56
N/AN/A2023/85.922022/88.392021/85.752020/87.05
N/AN/A2023/95.732022/98.982021/99.12020/97.98
N/AN/A2023/105.62022/109.792021/106.922020/106.08
N/AN/A2023/116.572022/119.622021/117.912020/116.52
N/AN/A2023/129.432022/1211.952021/128.172020/127.89
  • 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: 17.68%
合約負債 QoQ YoY
23Q4 (20)2.57-22.1246.02
23Q3 (19)3.36.11106.25
23Q2 (18)3.11-4.31303.9
23Q1 (17)3.2584.66245.74
22Q4 (16)1.7610.0100.0
22Q3 (15)1.6107.79220.0
22Q2 (14)0.77-18.09156.67
22Q1 (13)0.946.82248.15
21Q4 (12)0.8876.0137.84
21Q3 (11)0.566.67-15.25
21Q2 (10)0.311.11-72.97
21Q1 (9)0.27-27.03-40.0
20Q4 (8)0.37-37.295.71
20Q3 (7)0.59-46.85210.53
20Q2 (6)1.11146.67344.0
20Q1 (5)0.4528.5740.62
19Q4 (4)0.3584.210.0
19Q3 (3)0.19-24.00.0
19Q2 (2)0.25-21.880.0
19Q1 (1)0.320.00.0

每月營收相關資訊

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