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)
2024/31.24-18.6170.54.2482.724.24N/A終端市場回溫,客戶訂單需求增加。
2024/21.522.65108.263.088.294.21N/A終端市場回溫,客戶訂單需求強勁。
2024/11.4822.7371.421.4871.423.69N/A終端市場回溫,客戶訂單需求增加。
2023/121.2120.0138.7511.92-11.843.320.92-
2023/111.01-9.1112.5510.72-15.323.280.93-
2023/101.11-5.653.859.71-17.443.410.9-
2023/91.174.0316.948.61-19.563.310.81-
2023/81.1311.43-22.927.43-23.343.060.88-
2023/71.019.68-29.496.31-23.412.960.91-
2023/60.92-10.21-27.145.29-22.132.970.91-
2023/51.030.34-12.244.37-21.022.780.98-
2023/41.0241.01-8.193.34-23.372.481.1-
2023/30.73-0.58-36.752.32-28.582.321.33-
2023/20.73-15.5-33.111.59-24.132.461.25-
2023/10.86-0.65-14.410.86-14.412.631.18-
2022/120.87-2.64-26.8413.53-0.162.831.07-
2022/110.89-16.13-30.6812.662.42.961.02-
2022/101.076.23-10.8511.766.253.530.86-
2022/91.0-31.4332.7910.78.323.90.85-
2022/81.461.9353.339.76.34.160.8本期因新產品出貨,故營收較去年同期增加。
2022/71.4313.3427.638.230.83.870.86-
2022/61.278.1515.976.8-3.473.551.08-
2022/51.174.96-8.065.53-7.033.431.12-
2022/41.11-2.84-0.614.36-6.753.351.14-
2022/31.155.12-12.753.25-8.693.251.2-
2022/21.098.13-2.782.1-6.313.291.18-
2022/11.01-15.08-9.851.01-9.853.491.12-
2021/121.19-7.768.8713.557.23.670.85-
2021/111.297.85-9.0512.367.043.240.96-
2021/101.258.27-14.1811.079.292.91.07-
2021/90.76-20.83-37.279.8813.182.831.2-
2021/80.95-15.14-14.799.1221.253.171.07-
2021/71.122.998.688.1727.553.490.97-
2021/61.09-14.26-12.97.0431.193.490.85-
2021/51.2713.4651.635.9544.613.710.8本年度客戶訂單需求強勁
2021/41.12-14.7179.424.6842.813.560.84本年度客戶訂單需求強勁
2021/31.3217.1329.263.5634.183.560.8-
2021/21.120.2722.262.2437.253.330.85-
2021/11.122.5556.481.1256.483.630.78本期客戶訂單需求較大,故營收較去年同期成長。
2020/121.09-22.9429.4112.6424.973.90.69-
2020/111.421.76140.5111.5524.564.010.68因客戶訂單需求量大,故營收較去年同期大幅成長。
2020/101.3915.6835.9710.1316.693.720.73-
2020/91.27.5421.798.7313.973.360.74-
2020/81.128.2420.247.5212.813.410.73-
2020/71.03-17.4721.326.411.63.130.8-
2020/61.2549.2733.75.379.912.720.95-
2020/50.8434.26-0.774.124.262.481.04-
2020/40.63-38.55-9.433.285.642.561.0-
2020/31.0210.79-10.452.659.952.650.89-
2020/20.9228.3330.461.6328.152.480.95-
2020/10.72-15.1825.310.7225.312.151.09-
2019/120.8443.1924.5210.1112.632.461.13-
2019/110.59-42.46-19.629.2711.662.61.06-
2019/101.023.6220.288.6814.692.940.94-
2019/90.996.1723.597.6613.982.771.06-
2019/80.939.2175.156.6712.682.721.08本月營收較去年同期成長,主要係今年度新舊客戶出貨持續穩定,加上去年同月份部分客戶出貨延遲,單月營收較低所致。
2019/70.85-9.0511.235.746.522.641.11-
2019/60.9410.7821.164.895.732.471.17-
2019/50.8522.5416.413.952.630.0N/A-
2019/40.69-39.2520.573.1-0.570.0N/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
2024/11.482023/10.862022/11.012021/11.122020/10.72
2024/21.522023/20.732022/21.092021/21.122020/20.92
2024/31.242023/30.732022/31.152021/31.322020/31.02
N/AN/A2023/41.022022/41.112021/41.122020/40.63
N/AN/A2023/51.032022/51.172021/51.272020/50.84
N/AN/A2023/60.922022/61.272021/61.092020/61.25
N/AN/A2023/71.012022/71.432021/71.122020/71.03
N/AN/A2023/81.132022/81.462021/80.952020/81.12
N/AN/A2023/91.172022/91.02021/90.762020/91.2
N/AN/A2023/101.112022/101.072021/101.22020/101.39
N/AN/A2023/111.012022/110.892021/111.292020/111.42
N/AN/A2023/121.212022/120.872021/121.192020/121.09
  • 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

每月營收相關資訊

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