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)
2024/32.6136.04-1.618.8543.88.85N/A-
2024/21.92-55.51-7.76.2478.278.34N/A訂單增加
2024/14.32105.41204.444.32204.448.56N/A訂單增加
2023/122.1-1.9520.5326.998.646.642.33-
2023/112.14-10.755.4924.897.746.912.25訂單增加
2023/102.41.4919.4522.754.718.11.92-
2023/92.36-29.01-1.7620.353.217.971.89-
2023/83.3346.3143.4917.983.917.891.91-
2023/72.28-0.4824.4314.65-2.226.612.28-
2023/62.2911.74-2.5312.37-5.926.222.69-
2023/52.058.46-13.7210.09-6.666.592.54-
2023/41.89-28.9-18.138.04-4.686.622.52-
2023/32.6527.620.666.150.376.152.85-
2023/22.0846.7342.723.50.155.243.34-
2023/11.42-18.67-30.331.42-30.334.543.86-
2022/121.7426.47-25.2224.84-10.825.133.56-
2022/111.38-31.4-32.5823.1-9.515.793.15-
2022/102.01-16.530.2921.72-7.56.742.71-
2022/92.413.69-6.9719.71-8.236.562.77-
2022/82.3226.8821.3417.3-8.46.52.8-
2022/71.83-22.05-33.1614.98-11.756.552.77-
2022/62.35-1.08-29.6413.15-7.647.022.67-
2022/52.372.91-5.1510.81-0.917.312.56-
2022/42.31-12.58-8.188.430.346.42.93-
2022/32.6480.956.246.133.986.133.17-
2022/21.46-28.37-27.743.492.335.823.34-
2022/12.03-12.745.82.0345.86.413.04-
2021/122.3314.0142.9627.8644.46.383.08-
2021/112.042.055.425.5344.546.642.96-
2021/102.0-22.58-8.5923.4849.376.53.02-
2021/92.5935.26136.1821.4858.767.242.78訂單增加
2021/81.91-30.11-20.2718.8951.937.992.52訂單增加
2021/72.74-17.94215.7516.9869.28.572.34訂單增加
2021/63.3433.3481.9714.2455.348.352.47訂單增加
2021/52.5-0.3610.0210.9148.697.492.75-
2021/42.511.15192.648.4166.067.012.94訂單增加
2021/32.4823.0456.675.8940.235.893.61營收狀況好轉
2021/22.0244.5434.23.4130.285.044.22-
2021/11.4-14.425.011.425.014.974.29-
2020/121.63-15.93-22.3119.29-22.715.763.76-
2020/111.94-11.5-10.8417.66-22.745.234.15-
2020/102.19100.04-7.3515.72-24.05.693.81-
2020/91.1-54.34-53.7313.53-26.144.365.11部分廠商銷貨收入以淨額表達
2020/82.4176.7920.6612.43-22.055.14.37-
2020/70.87-52.7-61.4410.03-28.134.974.48因疫情關係導致營收減少
2020/61.83-19.37-2.989.17-21.744.964.55-
2020/52.27165.011.17.33-25.354.724.79-
2020/40.86-45.84-60.865.06-34.943.955.73因疫情關係,客戶延遲交貨
2020/31.585.4-19.494.2-25.414.22.33-
2020/21.534.64-9.382.62-28.594.722.07-
2020/11.12-46.8-44.451.12-44.455.391.81-
2019/122.1-3.53-11.9624.961.56.641.35-
2019/112.18-8.0412.6422.862.946.911.3-
2019/102.37-0.098.8820.692.026.721.33-
2019/92.3719.0716.3818.321.26.611.38-
2019/81.99-11.56-11.7415.95-0.726.131.49-
2019/72.2519.014.2313.961.076.181.48-
2019/61.89-7.66-11.4211.72-1.16.131.5-
2019/52.05-6.66-0.519.831.150.0N/A-
2019/42.1912.23-4.97.781.60.0N/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
2024/14.322023/11.422022/12.032021/11.42020/11.12
2024/21.922023/22.082022/21.462021/22.022020/21.5
2024/32.612023/32.652022/32.642021/32.482020/31.58
N/AN/A2023/41.892022/42.312021/42.512020/40.86
N/AN/A2023/52.052022/52.372021/52.52020/52.27
N/AN/A2023/62.292022/62.352021/63.342020/61.83
N/AN/A2023/72.282022/71.832021/72.742020/70.87
N/AN/A2023/83.332022/82.322021/81.912020/82.4
N/AN/A2023/92.362022/92.412021/92.592020/91.1
N/AN/A2023/102.42022/102.012021/102.02020/102.19
N/AN/A2023/112.142022/111.382021/112.042020/111.94
N/AN/A2023/122.12022/121.742021/122.332020/121.63
  • 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: 12.48%
合約負債 QoQ YoY
23Q4 (20)1.06-11.67-51.82
23Q3 (19)1.2-40.59-22.58
23Q2 (18)2.02-7.7619.53
23Q1 (17)2.19-0.458.42
22Q4 (16)2.241.9415.79
22Q3 (15)1.55-8.28-9.36
22Q2 (14)1.69-16.34-11.52
22Q1 (13)2.026.328.02
21Q4 (12)1.911.1113.1
21Q3 (11)1.71-10.478.92
21Q2 (10)1.912.1414.37
21Q1 (9)1.8711.31466.67
20Q4 (8)1.687.01425.0
20Q3 (7)1.57-5.99-0.63
20Q2 (6)1.67406.0636.89
20Q1 (5)0.333.12-74.22
19Q4 (4)0.32-79.750.0
19Q3 (3)1.5829.510.0
19Q2 (2)1.22-4.690.0
19Q1 (1)1.280.00.0

每月營收相關資訊

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