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)
2024/35.030.17-8.3515.06-14.0615.06N/A-
2024/25.020.03-13.8510.04-16.6615.89N/A-
2024/15.02-14.28-19.35.02-19.316.7N/A-
2023/125.850.34-16.5661.7-16.717.510.4-
2023/115.830.16-16.3755.85-16.7117.340.4-
2023/105.822.413.7850.02-16.7516.080.43和上月營收5億6858萬元相較,增加金額為1372萬元,較上月增加2.41%
2023/95.6924.3813.6544.19-18.8714.140.56和上月營收4億5712萬元相較,增加金額為1億1146萬元,較上月增加24.38%
2023/84.5717.851.5638.51-22.1611.990.66-
2023/73.889.64-22.4933.94-24.5311.640.68-
2023/63.54-16.22-38.4930.06-24.7912.530.67-
2023/54.22-11.46-36.126.52-22.4814.480.58-
2023/44.77-13.05-27.8122.3-19.2216.080.52-
2023/35.49-5.83-16.9317.53-16.5217.530.42-
2023/25.83-6.29-16.8612.04-16.3319.060.39-
2023/16.22-11.37-15.836.22-15.8320.210.36-
2022/127.010.57-12.4674.07-16.9119.60.34和上月營收6億9746萬元相較,增加金額為401萬元,較上月增加0.57%
2022/116.9724.31-14.3867.06-17.3517.590.38和上月營收5億6105萬元相較,增加金額為1億3640萬元,較上月增加24.31%
2022/105.6112.14-31.160.09-17.6815.110.45和上月營收5億29萬元相較,增加金額為6077萬元,較上月增加12.15%
2022/95.011.15-38.5354.47-15.9914.510.5和上月營收4億5000萬元相較,增加金額為5000萬元,較上月增加11.15%
2022/84.5-10.05-44.4749.47-12.7615.260.48-
2022/75.0-12.99-37.5644.97-7.4717.370.42-
2022/65.75-12.97-24.5639.97-1.5318.970.47-
2022/56.610.02-10.8734.213.7919.820.45-
2022/46.610.05-8.527.618.0520.220.44-
2022/36.6-5.751.4421.014.5821.00.42-
2022/27.01-5.1216.7114.3921.8122.410.39-
2022/17.39-7.8227.087.3927.0823.550.37-
2021/128.01-1.6347.5389.1547.6624.30.32-
2021/118.150.0353.3181.1447.6724.430.32本月較去年同期增加53.32%,係加工費調漲及銅價上漲所致
2021/108.140.0559.4572.9947.0724.390.32本月較去年同期增加59.45%,係加工費調漲及銅價上漲所致
2021/98.140.4162.6964.8545.6524.260.34本月較去年同期增加62.7%,係加工費調漲及銅價上漲所致
2021/88.111.1266.2456.7143.4923.750.35本月較去年同期增加66.2%,係加工費調漲及銅價上漲所致
2021/78.025.1164.648.640.2923.060.36本月較去年同期增加64.6%,係加工費調漲及銅價上漲所致
2021/67.632.8251.6940.5936.3222.260.42本月較去年同期增加51.7%,係加工費調漲及銅價上漲所致
2021/57.422.6947.5832.9633.1921.150.44和上月營收7億2214萬元相較,增加金額為1947萬元,較上月增加2.7%
2021/47.2210.9343.8325.5529.5319.740.48和上月營收6億5098萬元相較,增加金額為7116萬元,較上月增加10.9%
2021/36.518.4229.7918.3324.6418.330.36和上月營收6億40萬元相較,增加金額為5058萬元,較上月增加8.4%
2021/26.03.323.7211.8221.9717.250.39和上月營收5億8122萬元相較,增加金額為1918萬元,較上月增加3.3%
2021/15.817.020.225.8120.2216.560.4-
2020/125.432.210.0360.3715.6415.850.3-
2020/115.314.040.3354.9417.4515.420.31-
2020/105.112.09-5.8849.6319.6314.990.32-
2020/95.02.63.1944.5223.4714.750.31-
2020/84.880.124.5339.5226.6214.770.31-
2020/74.87-3.1212.2934.6430.5114.920.31-
2020/65.030.0330.3929.7734.0615.070.25-
2020/55.020.0831.8624.7534.8415.060.25-
2020/45.020.133.3219.7235.6114.890.25-
2020/35.023.3423.7114.736.4214.70.33-
2020/24.850.3848.869.6944.0815.120.32-
2020/14.83-10.9639.594.8339.5915.560.31-
2019/125.432.5298.0152.21-16.1916.150.26本月營收較去年同期增加98%,係因107年下半年受中美貿易戰及年終客戶調節庫存影響致需求減少。
2019/115.3-2.458.4946.78-21.4415.570.27本月營收較去年同期增加58.49%,係因107年下半年受中美貿易戰及年終客戶調節庫存影響致需求減少。
2019/105.4311.941.3441.48-26.214.940.29和上月營收4億8476萬元相較,增加金額為5792萬元,較上月增加11.95%
2019/94.853.93-13.8836.06-29.113.850.39和上月營收4億6639萬元相較,增加金額為1837萬元,較上月增加3.94%。
2019/84.667.55-20.031.21-30.9912.860.42和上月營收4億3364萬元相較,增加金額為3275萬元,較上月增加7.55%。
2019/74.3412.48-25.2626.54-32.6212.00.45和上月營收3億8551萬元相較,增加金額為4813萬元,較上月增加12.49%。
2019/63.861.17-32.2622.21-33.8911.430.5-
2019/53.811.18-34.0218.35-34.220.0N/A-
2019/43.77-7.11-31.6614.54-34.270.0N/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
2024/15.022023/16.222022/17.392021/15.812020/14.83
2024/25.022023/25.832022/27.012021/26.02020/24.85
2024/35.032023/35.492022/36.62021/36.512020/35.02
N/AN/A2023/44.772022/46.612021/47.222020/45.02
N/AN/A2023/54.222022/56.612021/57.422020/55.02
N/AN/A2023/63.542022/65.752021/67.632020/65.03
N/AN/A2023/73.882022/75.02021/78.022020/74.87
N/AN/A2023/84.572022/84.52021/88.112020/84.88
N/AN/A2023/95.692022/95.02021/98.142020/95.0
N/AN/A2023/105.822022/105.612021/108.142020/105.11
N/AN/A2023/115.832022/116.972021/118.152020/115.31
N/AN/A2023/125.852022/127.012021/128.012020/125.43
  • 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

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