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)
2024/34.0439.23-11.0512.03-0.1112.03N/A-
2024/22.9-43.11-7.977.996.511.4N/A-
2024/15.0949.416.975.0916.9712.02N/A-
2023/123.41-2.9-10.0545.21-17.1910.271.25-
2023/113.514.84-17.9241.8-17.7210.71.2-
2023/103.35-12.7-18.2438.29-17.7111.251.14-
2023/93.84-5.5-20.9634.94-17.6511.491.06-
2023/84.0612.96-17.3331.1-17.2311.31.08-
2023/73.59-1.51-22.0927.04-17.2111.361.07-
2023/63.65-11.37-34.6323.45-16.4111.411.09-
2023/54.1213.13-11.3919.8-11.8812.291.01-
2023/43.64-19.763.015.68-12.0111.331.1-
2023/34.5444.05-19.7212.04-15.7312.041.2-
2023/23.15-27.69-3.17.5-13.1211.31.27-
2023/14.3614.87-19.164.36-19.1612.431.16-
2022/123.79-11.39-7.1954.615.4612.171.23-
2022/114.284.43-6.7350.8117.613.231.14-
2022/104.1-15.6121.3746.5320.4913.861.08-
2022/94.86-1.1623.0642.4320.4114.381.0-
2022/84.916.4626.1237.5820.0715.110.95-
2022/74.61-17.3626.0132.6719.2114.840.97-
2022/65.5820.1324.4728.0518.1713.760.99-
2022/54.6531.523.7122.4716.713.830.99-
2022/43.53-37.46-6.5217.8215.012.441.1-
2022/35.6573.8733.9614.2921.9414.290.91-
2022/23.25-39.678.938.6415.1912.721.02-
2022/15.3931.8819.325.3919.3214.060.93-
2021/124.09-10.9545.2247.2931.7712.051.05-
2021/114.5935.9136.1543.230.6311.911.06-
2021/103.38-14.4315.5238.6230.011.221.13-
2021/93.951.2913.2535.2431.5811.50.98-
2021/83.896.3741.7131.334.3212.040.93-
2021/73.66-18.3739.1227.433.3311.90.94-
2021/64.4919.455.0723.7432.4812.020.85本期營收較去年同期增加,主係終端市場需求強勁所致。
2021/53.76-0.6431.8119.2528.1311.760.87-
2021/43.78-10.3714.1715.527.2710.980.93-
2021/34.2241.3925.0511.7232.1611.720.82-
2021/22.98-33.9229.997.536.5310.310.94-
2021/14.5260.5241.224.5241.2210.70.9-
2020/122.81-16.52-12.9835.89-4.249.11.1-
2020/113.3715.3113.433.07-3.419.781.02-
2020/102.92-16.11-8.0929.7-5.019.151.09-
2020/93.4826.74-1.9926.78-4.668.861.02-
2020/82.754.43-14.7623.3-5.058.271.1-
2020/72.63-9.01-17.9120.55-3.588.371.08-
2020/62.891.49-13.8817.92-1.049.051.0-
2020/52.85-13.93-12.3515.031.879.530.95-
2020/43.31-1.8310.2212.185.98.981.01-
2020/33.3746.975.838.874.378.871.03-
2020/22.3-28.2124.15.493.498.731.04-
2020/13.2-1.09-7.523.2-7.529.40.97-
2019/123.238.813.4737.488.329.380.99-
2019/112.97-6.559.1134.247.869.710.96-
2019/103.18-10.551.9431.277.749.960.93-
2019/93.5510.2310.6728.098.449.990.92-
2019/83.220.572.0424.548.139.790.94-
2019/73.21-4.5414.0921.319.119.820.94-
2019/63.363.2930.3518.118.289.611.01-
2019/53.258.244.2314.754.260.0N/A-
2019/43.0-5.749.5811.54.270.0N/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
2024/15.092023/14.362022/15.392021/14.522020/13.2
2024/22.92023/23.152022/23.252021/22.982020/22.3
2024/34.042023/34.542022/35.652021/34.222020/33.37
N/AN/A2023/43.642022/43.532021/43.782020/43.31
N/AN/A2023/54.122022/54.652021/53.762020/52.85
N/AN/A2023/63.652022/65.582021/64.492020/62.89
N/AN/A2023/73.592022/74.612021/73.662020/72.63
N/AN/A2023/84.062022/84.912021/83.892020/82.75
N/AN/A2023/93.842022/94.862021/93.952020/93.48
N/AN/A2023/103.352022/104.12021/103.382020/102.92
N/AN/A2023/113.512022/114.282021/114.592020/113.37
N/AN/A2023/123.412022/123.792021/124.092020/122.81
  • 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: 3.05%
合約負債 QoQ YoY
23Q4 (20)0.538.16-14.52
23Q3 (19)0.4919.51-12.5
23Q2 (18)0.41-22.64-6.82
23Q1 (17)0.53-14.5220.45
22Q4 (16)0.6210.715.08
22Q3 (15)0.5627.279.8
22Q2 (14)0.440.0-15.38
22Q1 (13)0.44-25.420.0
21Q4 (12)0.5915.6920.41
21Q3 (11)0.51-1.9254.55
21Q2 (10)0.5218.1836.84
21Q1 (9)0.44-10.215.79
20Q4 (8)0.4948.4858.06
20Q3 (7)0.33-13.166.45
20Q2 (6)0.380.035.71
20Q1 (5)0.3822.5826.67
19Q4 (4)0.310.00.0
19Q3 (3)0.3110.710.0
19Q2 (2)0.28-6.670.0
19Q1 (1)0.30.00.0

每月營收相關資訊

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