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)
2024/30.09-68.37-76.150.7230.490.72N/A主係去年同期標案結案金額較高
2024/20.29-16.47231.660.63266.371.25N/A主係本月標案結案金額較去年同期高
2024/10.34-44.28301.470.34301.472.31N/A主係本月認列之國外訂單較去年同期高
2023/120.62-54.33-36.476.7640.33.580.53-
2023/111.35-16.46237.246.1459.653.020.63主係今年同期標案結案金額較高
2023/101.612575.5992.134.7939.042.20.87主係今年同期標案結案金額較高
2023/90.06-88.45-92.843.1821.920.975.61主係去年同期標案結案金額較高
2023/80.5235.16302.543.1276.861.045.21主係本月認列之國外訂單較去年同期高
2023/70.39185.66187.462.5958.91.912.84主係今年同期標案結案金額較高
2023/60.14-90.26-5.412.2147.351.652.37-
2023/51.39985.041256.462.0752.931.92.06主係今年同期標案結案金額較高
2023/40.13-66.28-81.010.68-45.640.596.59主係去年同期標案認列金額較高
2023/30.38339.95173.950.55-4.220.556.85主係今年同期標案結案金額較高
2023/20.091.09-30.650.17-60.721.143.31主係去年同期標案結案金額較高
2023/10.09-91.18-72.690.09-72.691.462.6主係去年同期標案結案金額較高
2022/120.97142.43-29.424.82-8.52.210.96-
2022/110.4-52.4-67.093.85-1.12.081.02主係去年同期接取網路及寬頻設備成長
2022/100.84-0.36721.273.4528.891.811.17主係標案結案金額較去年同期高
2022/90.84549.58104.432.611.331.112.31主係標案結案金額較去年同期高
2022/80.13-3.47-61.441.76-18.370.416.28主係去年同期標案結案金額較高
2022/70.13-6.03.661.63-10.410.386.73-
2022/60.1439.58125.111.5-11.490.923.02主係本期含高階光電轉換設備 $7,557(仟元)
2022/50.1-84.81-80.681.35-16.820.923.03去年同期含高階光電轉換設備 $47,654(仟元);本期訂單結案金額較去年同期高
2022/40.68386.49198.711.2514.060.942.96主係標案結案金額較去年同期高;本期含高階光電轉換設備 $91(仟元)
2022/30.1411.36-75.350.58-33.830.584.6去年同期含高階光電轉換設備 $48,762(仟元);本期訂單結案金額較去年同期高
2022/20.12-60.1929.180.4442.031.811.46-
2022/10.31-77.247.890.3147.892.90.91-
2021/121.3713.02137.175.2666.52.690.92主係標案結案金額較去年同期高
2021/111.221087.88229.713.8950.641.731.43主係本月接取網路及寬頻設備成長
2021/100.1-75.19-45.782.6720.80.852.91-
2021/90.4122.5231.912.5727.010.883.38-
2021/80.34159.4950.342.1626.120.535.6主係標案結案金額較去年同期高
2021/70.13104.1-28.681.8222.470.724.1-
2021/60.06-88.02-75.421.6929.60.823.11主係本月認列之國外訂單較去年同期低
2021/50.53134.81149.871.6355.571.321.93含高階光電轉換設備$47,654(仟元)
2021/40.23-59.861.391.131.560.892.88含高階光電轉換設備$6,870(仟元)
2021/30.56483.79459.550.8742.560.872.66含高階光電轉換設備$48,762(仟元)
2021/20.1-54.42-41.920.31-39.630.892.61-
2021/10.21-63.45-38.530.21-38.531.162.0含高階光電轉換設備$6,870(仟元)
2020/120.5857.12-68.943.16-23.061.142.01主係今年標案較去年減少
2020/110.3795.32-3.782.5815.090.872.63高階光電轉換影像設備貿易$6,870,000
2020/100.19-39.65-46.052.2118.980.733.16-
2020/90.3139.6488.262.0234.050.722.8主係本月標案結案較去年同期多
2020/80.2223.0735.541.7127.350.663.02-
2020/70.18-29.6655.081.4926.20.653.08主係本月認列之國外訂單較去年同期高
2020/60.2621.8162.51.3123.010.692.78主係本月認列之國外訂單較去年同期高
2020/50.21-4.7174.591.058.720.543.6主係本月認列之國外訂單較去年同期高
2020/40.22121.4861.330.83-0.80.493.94主係本月設備擴充進度認列金額較高
2020/30.1-39.4-76.790.61-13.020.612.81主係去年同期有大型標案認列所致
2020/20.17-51.77113.270.5189.872.380.72主係標案結案金額較去年同期高
2020/10.34-81.5380.330.3480.332.590.66主係標案結案金額較去年同期高
2019/121.87386.7837.774.1114.562.60.63-
2019/110.389.52134.12.240.480.91.81主係本月標案結案較去年同期多
2019/100.35110.6131.71.86-10.080.682.39主係本期標案結案所致
2019/90.170.53-31.91.51-21.250.454.97-
2019/80.1740.8343.821.34-19.690.385.85-
2019/70.1219.04-62.731.18-24.380.346.61主要係去年同期有新客戶及標案進度認列較多所致
2019/60.1-18.98-41.281.06-14.670.365.69-
2019/50.12-11.95-12.010.96-10.510.0N/A-
2019/40.14-68.14-25.720.84-10.290.0N/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
2024/10.342023/10.092022/10.312021/10.212020/10.34
2024/20.292023/20.092022/20.122021/20.12020/20.17
2024/30.092023/30.382022/30.142021/30.562020/30.1
N/AN/A2023/40.132022/40.682021/40.232020/40.22
N/AN/A2023/51.392022/50.12021/50.532020/50.21
N/AN/A2023/60.142022/60.142021/60.062020/60.26
N/AN/A2023/70.392022/70.132021/70.132020/70.18
N/AN/A2023/80.522022/80.132021/80.342020/80.22
N/AN/A2023/90.062022/90.842021/90.412020/90.31
N/AN/A2023/101.612022/100.842021/100.12020/100.19
N/AN/A2023/111.352022/110.42021/111.222020/110.37
N/AN/A2023/120.622022/120.972021/121.372020/120.58
  • 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: 7.48%
合約負債 QoQ YoY
23Q4 (20)0.47104.35370.0
23Q3 (19)0.23-11.54187.5
23Q2 (18)0.26188.89160.0
23Q1 (17)0.09-10.0-87.14
22Q4 (16)0.125.00.0
22Q3 (15)0.08-20.0300.0
22Q2 (14)0.1-85.710
22Q1 (13)0.7600.00
21Q4 (12)0.1400.00
21Q3 (11)0.020-66.67

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