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)
2024/37.1126.293.4719.399.0719.39N/A-
2024/25.63-15.436.012.2812.5917.67N/A-
2024/16.6523.4918.846.6518.8418.02N/A-
2023/125.39-9.81-2.8579.11-6.0418.080.89-
2023/115.97-11.070.3673.72-6.2719.850.81-
2023/106.72-6.0719.3567.75-6.8122.010.73-
2023/97.15-12.1620.1661.03-9.0122.420.73-
2023/88.1414.2543.5653.88-11.8522.290.73-
2023/77.131.4614.145.73-17.5221.220.77-
2023/67.02-0.633.3438.6-21.5320.830.86-
2023/57.074.95-12.1831.58-25.5220.670.87-
2023/46.74-1.94-24.7824.51-28.6518.910.95-
2023/36.8729.38-26.7317.78-30.0117.781.18-
2023/25.31-5.18-32.610.91-31.9416.451.27-
2023/15.60.94-31.295.6-31.2917.11.22-
2022/125.55-6.82-25.8784.2-10.5617.131.45-
2022/115.955.75-22.4878.65-9.2417.531.42-
2022/105.63-5.43-31.1772.7-7.9617.251.44-
2022/95.954.94-27.0267.07-5.2817.871.62-
2022/85.67-9.19-32.6161.12-2.4518.721.55-
2022/76.25-8.09-27.3155.452.2321.091.37-
2022/66.8-15.56-15.9749.27.7923.81.15-
2022/58.05-10.10.3642.4112.9126.381.03-
2022/48.95-4.4916.3934.3616.3126.211.04-
2022/39.3819.0124.3925.416.2925.40.9-
2022/27.88-3.3426.6616.0312.0223.510.97-
2022/18.158.910.768.150.7623.310.98-
2021/127.48-2.5510.2494.1527.0923.340.9-
2021/117.68-6.114.2586.6728.7924.010.87-
2021/108.180.2725.6578.9930.4124.750.85-
2021/98.16-3.0916.3870.8130.9825.170.65-
2021/88.42-2.0523.0862.6633.1525.10.65-
2021/78.596.2326.2454.2434.8724.70.66-
2021/68.090.8542.7745.6536.6223.80.54-
2021/58.024.2549.9637.5635.3723.250.55-
2021/47.692.0624.5629.5431.8821.450.6-
2021/37.5421.1917.1521.8434.6721.840.52-
2021/26.22-23.125.0614.3146.1921.090.54-
2021/18.0919.1668.028.0968.0221.60.53因客戶需求增加所致
2020/126.790.9829.1174.0830.5820.020.54-
2020/116.723.2522.167.2930.7320.240.53-
2020/106.51-7.1222.6160.5731.7720.350.53-
2020/97.012.4723.5954.0632.9620.650.48-
2020/86.840.4527.1447.0534.4819.310.51-
2020/76.8120.1528.6240.2235.8117.820.55-
2020/65.675.9425.0433.4137.3817.190.59-
2020/55.35-13.4124.1627.7440.217.960.56-
2020/46.18-3.9944.5222.3944.6717.580.58-
2020/36.4329.3759.8816.2244.7216.220.56個體及合併營收成長
2020/24.973.365.799.7936.2315.040.6個體及合併營收成長
2020/14.81-8.4215.044.8115.0415.570.58-
2019/125.26-4.4949.5456.7327.0316.070.56-
2019/115.53.6839.0551.4725.116.480.55-
2019/105.31-6.3832.4945.9723.6216.360.55-
2019/95.675.4322.7240.6622.5516.340.57-
2019/85.381.6225.2334.9922.5215.20.61-
2019/75.2916.838.7229.6122.0414.130.66-
2019/64.535.1924.7924.3218.9313.110.66本月合併營收淨額係包含台灣類比6/26~6/30止營收淨額NT$31,519仟元
2019/54.310.7916.119.7917.660.0N/A-
2019/44.276.233.0115.4818.10.0N/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
2024/16.652023/15.62022/18.152021/18.092020/14.81
2024/25.632023/25.312022/27.882021/26.222020/24.97
2024/37.112023/36.872022/39.382021/37.542020/36.43
N/AN/A2023/46.742022/48.952021/47.692020/46.18
N/AN/A2023/57.072022/58.052021/58.022020/55.35
N/AN/A2023/67.022022/66.82021/68.092020/65.67
N/AN/A2023/77.132022/76.252021/78.592020/76.81
N/AN/A2023/88.142022/85.672021/88.422020/86.84
N/AN/A2023/97.152022/95.952021/98.162020/97.01
N/AN/A2023/106.722022/105.632021/108.182020/106.51
N/AN/A2023/115.972022/115.952021/117.682020/116.72
N/AN/A2023/125.392022/125.552021/127.482020/126.79
  • 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: 10.68%
合約負債 QoQ YoY
23Q4 (20)0.92-11.54-30.3
23Q3 (19)1.04-26.2431.65
23Q2 (18)1.4123.6845.36
23Q1 (17)1.14-13.649.62
22Q4 (16)1.3267.0955.29
22Q3 (15)0.79-18.56-1.25
22Q2 (14)0.97-6.73-24.22
22Q1 (13)1.0422.3533.33
21Q4 (12)0.856.25-19.05
21Q3 (11)0.8-37.519.4
21Q2 (10)1.2864.1146.15
21Q1 (9)0.78-25.7185.71
20Q4 (8)1.0556.72128.26
20Q3 (7)0.6728.8545.65
20Q2 (6)0.5223.8115.56
20Q1 (5)0.42-8.710.53
19Q4 (4)0.460.00.0
19Q3 (3)0.462.220.0
19Q2 (2)0.4518.420.0
19Q1 (1)0.380.00.0

每月營收相關資訊

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。