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)
2024/31.2928.44-2.483.79-6.873.79N/A-
2024/21.0-32.89-15.332.5-8.983.8N/A-
2024/11.515.41-4.151.5-4.154.82N/A-
2023/121.3-35.9432.4621.6853.035.660.45電腦周邊設備事業部客戶需求增溫,急單增加所致。
2023/112.03-13.1776.5120.3954.566.780.38電腦周邊設備事業部客戶需求增溫,急單增加所致。
2023/102.33-3.48129.0818.3652.477.250.35電腦周邊設備事業部客戶需求增溫,急單增加所致。
2023/92.42-3.483.3516.0345.396.780.47電腦周邊設備事業部客戶需求增溫,急單增加所致。
2023/82.534.5879.3513.6140.236.190.51因全球疫情告一段落,商業活動逐漸恢復,電腦周邊設備事業部客戶需求增溫,急單增加所致。
2023/71.861.8555.4311.1133.665.560.57因全球疫情告一段落,商業活動逐漸恢復,電腦周邊設備事業部客戶需求增溫,急單增加所致。
2023/61.83-2.7840.589.2530.05.170.55-
2023/51.8827.6652.747.4227.644.670.61因全球疫情告一段落,商業活動逐漸恢復,電腦周邊設備事業部客戶需求增溫,急單增加所致。
2023/41.4711.1230.015.5420.913.980.72-
2023/31.3211.512.894.0717.934.070.62-
2023/21.19-24.0317.932.7526.863.730.68-
2023/11.5659.534.61.5634.63.690.69-
2022/120.98-14.6316.8814.1736.133.150.84-
2022/111.1512.6824.213.1937.83.480.75-
2022/101.02-22.7417.2912.0439.253.730.7-
2022/91.32-5.5133.4911.0241.73.910.69-
2022/81.416.6238.059.742.893.890.69-
2022/71.2-7.8729.628.3143.743.720.72單月及累計營收已調整加計東荃及西伯營收,參110.11.19重訊。
2022/61.35.6264.177.1146.423.660.77單月及累計營收已調整加計東荃及西伯營收,參110.11.19重訊.本月營收較去年成長64.17%,因去年受疫情影響致訂單減少.
2022/51.238.6747.715.8142.973.650.77單月及累計營收已調整加計東荃及西伯營收,參110.11.19重訊
2022/41.13-12.0530.854.5841.763.420.82單月及累計營收已調整加計東荃及西伯營收,參110.11.19重訊。
2022/31.2927.861.33.4545.733.450.82單月及累計營收已調整加計東荃及西伯營收,參110.11.19重訊.本月營收較去年成長61.30%,因去年受疫情影響致訂單減少.
2022/21.01-13.370.782.1737.843.010.94單月及累計營收已調整加計東荃及西伯營收,參110.11.19重訊.本月營收較去年成長70.78%,因去年受疫情影響致訂單減少.
2022/11.1638.518.091.1618.092.920.97單月及累計營收(含比較同期)已調整加計東荃科技及西伯之營收,詳請參閱110.11.19之重訊公告內容
2021/120.84-9.131.5710.4111.212.41.05單月及累計營收(含比較同期)已調整加計東荃科技及西伯之營收,詳請參閱110.11.19之重訊公告內容
2021/110.9244.2133.489.579.722.341.08單月及累計營收(含比較同期)已調整加計東荃科技及西伯之營收,詳請參閱110.11.19之重訊公告內容
2021/100.64-17.899.216.63-1.252.241.13單月及累計營收(含比較同期)已調整加計東荃科技之營收,詳請參閱110.11.19之重訊公告內容
2021/90.78-4.8232.336.0-2.251.781.28單月及累計營收(含比較同期)已調整加計東荃科技之營收,詳請參閱110.11.19之重訊公告內容
2021/80.82350.0723.875.22-5.921.181.92單月及累計營收(含比較同期)已調整加計東荃科技之營收,詳請參閱110.11.19之重訊公告內容
2021/70.18-1.26-1.461.112.230.544.23-
2021/60.187.9933.690.9215.390.54.37-
2021/50.1717.68-3.220.7411.580.474.61-
2021/40.14-7.9914.410.5716.960.425.16-
2021/30.1631.2836.710.4217.850.424.28-
2021/20.12-17.683.660.278.950.394.62-
2021/10.1515.5513.720.1513.720.434.18-
2020/120.13-21.63-26.841.8319.480.453.69-
2020/110.160.4824.611.725.360.493.39-
2020/100.16-3.433.321.5425.440.562.96-
2020/90.17-28.4451.711.3824.580.582.2大客戶因疫情需求及旺季動能而追加訂單,導致本月營收增加 51.72%。
2020/80.2325.56127.181.2221.610.552.31大客戶因疫情需求及旺季動能而追加訂單,導致本月營收增加 127.19%
2020/70.1833.974.860.989.620.52.57-
2020/60.14-21.828.780.810.780.440.84-
2020/50.1839.1370.620.6611.210.420.89大客戶因疫情需求而追加訂單,導致本月營收增加 70.62%
2020/40.139.9323.120.49-1.250.361.04-
2020/30.12-0.44-37.740.36-7.70.361.03-
2020/20.12-9.711.890.2419.540.420.89-
2020/10.13-25.6627.40.1327.40.430.86-
2019/120.1733.5124.21.536.30.420.9本月營收增加124.21%,主因農曆年節將至,客戶提前備貨;另因本年新增消費性電子產品營收貢獻所致
2019/110.137.5125.61.36-0.340.361.06-
2019/100.129.9118.411.23-2.460.331.15-
2019/90.117.14-9.591.11-4.280.390.96-
2019/80.1-42.04-15.111.0-3.670.40.91-
2019/70.1838.9714.380.9-2.170.410.91-
2019/60.1322.6-15.830.72-5.50.331.11-
2019/50.10.4-24.170.59-2.970.0N/A-
2019/40.1-44.41-18.950.493.070.0N/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
2024/11.52023/11.562022/11.162021/10.152020/10.13
2024/21.02023/21.192022/21.012021/20.122020/20.12
2024/31.292023/31.322022/31.292021/30.162020/30.12
N/AN/A2023/41.472022/41.132021/40.142020/40.13
N/AN/A2023/51.882022/51.232021/50.172020/50.18
N/AN/A2023/61.832022/61.32021/60.182020/60.14
N/AN/A2023/71.862022/71.22021/70.182020/70.18
N/AN/A2023/82.52022/81.42021/80.822020/80.23
N/AN/A2023/92.422022/91.322021/90.782020/90.17
N/AN/A2023/102.332022/101.022021/100.642020/100.16
N/AN/A2023/112.032022/111.152021/110.922020/110.16
N/AN/A2023/121.32022/120.982021/120.842020/120.13
  • 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: 0.71%
合約負債 QoQ YoY
23Q4 (20)0.03-66.67-75.0
23Q3 (19)0.09200.0-30.77
23Q2 (18)0.03-50.0-75.0
23Q1 (17)0.06-50.0-50.0
22Q4 (16)0.12-7.69140.0
22Q3 (15)0.138.3318.18
22Q2 (14)0.120.020.0
22Q1 (13)0.12140.0300.0
21Q4 (12)0.05-54.55-44.44
21Q3 (11)0.1110.0-8.33
21Q2 (10)0.1233.330
21Q1 (9)0.03-66.670
20Q4 (8)0.09-25.00
20Q3 (7)0.1200

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