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)
2024/31.3530.3-28.63.89-24.123.89N/A-
2024/21.03-31.65-35.412.55-21.523.67N/A-
2024/11.5134.57-8.01.51-8.03.8N/A-
2023/121.12-3.74-20.515.73-33.363.291.31-
2023/111.1716.65-39.3214.61-34.183.191.35-
2023/101.0-1.88-46.4113.44-33.693.341.29-
2023/91.02-22.81-48.3212.44-32.43.261.47-
2023/81.3244.04-35.9211.42-30.493.421.4-
2023/70.92-22.46-55.7610.1-29.713.481.38客戶訂單需求減緩
2023/61.18-14.25-43.049.18-25.314.051.22-
2023/51.38-7.03-36.958.0-21.74.751.04-
2023/41.48-21.29-30.586.62-17.544.970.99-
2023/31.8917.86-17.85.13-12.85.131.08-
2023/21.6-2.638.073.24-9.64.661.19-
2023/11.6416.28-22.021.64-22.024.981.11-
2022/121.41-26.53-35.8923.613.785.211.16-
2022/111.923.02-10.5722.28.045.771.04-
2022/101.87-5.39-14.9920.2710.225.911.02-
2022/91.97-4.29-9.6818.413.656.111.02-
2022/82.06-0.550.8116.4317.296.221.0-
2022/72.07-0.16-0.7214.3720.116.340.98-
2022/62.08-5.0911.7712.2924.526.410.94-
2022/52.192.3725.7910.2127.486.620.91-
2022/42.14-6.8114.338.0227.955.921.02-
2022/32.354.9821.355.8833.745.880.93-
2022/21.48-29.7538.753.5943.085.790.94-
2022/12.11-4.446.292.1146.296.470.85-
2021/122.212.4836.2222.7544.176.550.76-
2021/112.15-2.0669.1620.5445.086.540.76因客戶訂單需求出貨量增加,致使本月營收較去年同期增加達50%以上
2021/102.20.5188.1818.3942.76.430.77因客戶訂單需求出貨量增加,致使本月營收較去年同期增加達50%以上
2021/92.196.8344.4316.1938.176.320.76-
2021/82.05-2.0838.0314.0137.246.00.8-
2021/72.0912.445.6911.9637.15.690.84-
2021/61.866.8134.49.8735.415.470.78-
2021/51.74-6.9533.518.0135.655.50.77-
2021/41.87-1.0926.56.2736.264.830.88-
2021/31.8977.233.484.440.884.40.94-
2021/21.07-25.9342.92.5147.034.131.01-
2021/11.44-10.9850.241.4450.244.330.96客戶端市場需求增加
2020/121.6227.2744.0215.782.884.060.99-
2020/111.278.93-3.7314.16-0.363.951.02-
2020/101.17-22.85-19.412.89-0.024.160.97-
2020/91.512.09-4.2211.722.434.430.94-
2020/81.483.35-1.010.213.54.30.97-
2020/71.433.68-6.498.724.34.121.01-
2020/61.386.1115.957.296.734.171.07-
2020/51.3-11.836.815.914.784.21.06-
2020/41.484.3622.584.64.223.641.22-
2020/31.4289.717.73.12-2.683.121.34-
2020/20.75-22.1316.351.71-14.912.831.48-
2020/10.96-14.67-29.640.96-29.643.41.23-
2019/121.12-14.922.1715.341.573.890.98-
2019/111.32-8.79-7.7714.211.524.350.87-
2019/101.45-8.3214.0112.892.584.530.84-
2019/91.585.5327.7111.441.34.610.93-
2019/81.5-2.385.599.86-1.944.221.02-
2019/71.5328.587.248.36-3.183.951.09-
2019/61.19-2.25-5.856.83-5.253.621.23-
2019/51.221.18-7.035.64-5.130.0N/A-
2019/41.210.22.734.42-4.590.0N/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
2024/11.512023/11.642022/12.112021/11.442020/10.96
2024/21.032023/21.62022/21.482021/21.072020/20.75
2024/31.352023/31.892022/32.32021/31.892020/31.42
N/AN/A2023/41.482022/42.142021/41.872020/41.48
N/AN/A2023/51.382022/52.192021/51.742020/51.3
N/AN/A2023/61.182022/62.082021/61.862020/61.38
N/AN/A2023/70.922022/72.072021/72.092020/71.43
N/AN/A2023/81.322022/82.062021/82.052020/81.48
N/AN/A2023/91.022022/91.972021/92.192020/91.51
N/AN/A2023/101.02022/101.872021/102.22020/101.17
N/AN/A2023/111.172022/111.922021/112.152020/111.27
N/AN/A2023/121.122022/121.412021/122.212020/121.62
  • 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: 0.88%
合約負債 QoQ YoY
23Q4 (20)0.06-14.29-60.0
23Q3 (19)0.07-46.15-50.0
23Q2 (18)0.13-7.14116.67
23Q1 (17)0.14-6.6716.67
22Q4 (16)0.157.1436.36
22Q3 (15)0.14133.33-6.67
22Q2 (14)0.06-50.0-50.0
22Q1 (13)0.129.0933.33
21Q4 (12)0.11-26.6783.33
21Q3 (11)0.1525.0150.0
21Q2 (10)0.1233.3350.0
21Q1 (9)0.0950.028.57
20Q4 (8)0.060.0-33.33
20Q3 (7)0.06-25.0-40.0
20Q2 (6)0.0814.29-33.33
20Q1 (5)0.07-22.22-36.36
19Q4 (4)0.09-10.00.0
19Q3 (3)0.1-16.670.0
19Q2 (2)0.129.090.0
19Q1 (1)0.110.00.0

每月營收相關資訊

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