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)
2026/42.04-4.85-8.97.62-9.95.66N/A-
2026/32.1445.21-8.285.59-10.265.590.39-
2026/21.48-25.08-21.853.44-11.455.250.41-
2026/11.979.07-1.651.97-1.655.970.36-
2025/121.81-17.62-14.5324.95-2.626.080.28-
2025/112.195.13-7.2223.15-1.556.370.27-
2025/102.08-0.42-17.4920.96-0.916.330.27-
2025/92.09-2.81-0.5118.871.336.190.29-
2025/82.1510.95-8.4916.781.566.20.29-
2025/71.94-7.84-16.014.623.236.160.29-
2025/62.11-0.31-5.1912.686.996.460.28-
2025/52.11-5.54-4.1410.589.86.690.27-
2025/42.24-4.2114.498.4613.936.460.28-
2025/32.3423.7315.846.2313.746.230.31-
2025/21.89-5.7230.443.8912.516.00.32-
2025/12.0-5.2-0.392.0-0.396.480.3-
2024/122.11-10.5717.8425.6210.667.00.28-
2024/112.36-6.529.0623.5110.056.990.28-
2024/102.5320.0632.7221.158.276.980.28-
2024/92.1-10.6-3.3518.625.656.770.23-
2024/82.351.8518.9716.526.926.890.23-
2024/72.314.0114.2814.175.156.740.23-
2024/62.220.7813.1411.853.546.380.24-
2024/52.212.8110.549.631.556.170.25-
2024/41.95-3.0710.687.43-0.835.420.28-
2024/32.0239.320.135.47-4.385.47N/A-
2024/21.45-28.01-26.663.46-6.835.25N/A-
2024/12.0112.1515.682.0115.685.63N/A-
2023/121.79-2.06-13.6523.16-13.245.53N/A-
2023/111.83-3.85-27.021.36-13.215.91N/A-
2023/101.9-12.57-36.3419.53-11.656.06N/A-
2023/92.1810.05-15.6317.63-7.86.18N/A-
2023/81.98-2.15-22.4415.45-6.585.96N/A-
2023/72.022.96-18.5213.47-3.695.98N/A-
2023/61.96-1.53-11.0311.45-0.495.72N/A-
2023/51.9912.96-2.179.482.015.77N/A-
2023/41.77-12.31-11.967.493.185.75N/A-
2023/32.012.033.025.728.975.72N/A-
2023/21.9713.5534.863.7112.495.79N/A-
2023/11.74-16.28-5.341.74-5.346.32N/A-
2022/122.08-17.2115.2126.6927.817.57N/A-
2022/112.51-16.1523.324.6229.08.08N/A-
2022/102.9915.8744.1522.1129.688.12N/A-
2022/92.581.1744.6619.1227.127.61N/A-
2022/82.552.7931.6516.5424.767.24N/A-
2022/72.4812.4227.6913.9923.586.73N/A-
2022/62.218.2816.4411.5122.726.25N/A-
2022/52.041.6510.899.324.326.0N/A-
2022/42.012.617.227.2628.695.42N/A-
2022/31.9533.5758.765.2539.355.25N/A東南亞疫情較去年穩定,且去年訂單往後遞延,導致越南廠及菲律賓廠營收較去年同期成長58.76%。
2022/21.46-20.386.763.329.935.1N/A東南亞疫情較去年穩定,且去年訂單往後遞延,導致越南廠及菲律賓廠營收較去年同期成長86.77%
2022/11.841.894.581.844.585.67N/A-
2021/121.8-11.392.7620.889.65.91N/A-
2021/112.03-1.9713.9319.0810.35.89N/A-
2021/102.0716.287.1317.059.885.8N/A-
2021/91.78-7.92-10.3315.0410.765.67N/A-
2021/81.94-0.2917.8813.2614.385.78N/A-
2021/71.942.519.2811.3213.85.68N/A-
2021/61.93.1127.049.3714.780.0N/A-
2021/51.84-1.773.487.4812.040.0N/A因2020年5月菲律賓廠受疫情影響停工,今年營運正常。
股價
長短期營收
營收年增率
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
2026/11.972025/12.02024/12.012023/11.742022/11.84
2026/21.482025/21.892024/21.452023/21.972022/21.46
2026/32.142025/32.342024/32.022023/32.012022/31.95
2026/42.042025/42.242024/41.952023/41.772022/42.01
N/AN/A2025/52.112024/52.22023/51.992022/52.04
N/AN/A2025/62.112024/62.222023/61.962022/62.21
N/AN/A2025/71.942024/72.312023/72.022022/72.48
N/AN/A2025/82.152024/82.352023/81.982022/82.55
N/AN/A2025/92.092024/92.12023/92.182022/92.58
N/AN/A2025/102.082024/102.532023/101.92022/102.99
N/AN/A2025/112.192024/112.362023/111.832022/112.51
N/AN/A2025/121.812024/122.112023/121.792022/122.08
  • 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8季, 最新合約負債佔股本: 9.41%
合約負債 QoQ YoY
26Q1 (8)0.732.827200.0
25Q4 (7)0.7177.5688.89
25Q3 (6)0.403900.0

每月營收相關資訊

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