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)
2024/336.0855.79-10.5998.660.9898.66N/A-
2024/223.16-41.23-24.6462.579.13101.6N/A-
2024/139.410.9748.1639.4148.16118.4N/A-
2023/1239.03-2.310.26456.194.0120.250.94-
2023/1139.96-3.146.11417.164.37122.280.92-
2023/1041.260.4610.55377.24.18126.050.89-
2023/941.06-6.116.85335.953.45124.040.97-
2023/843.7311.4224.21294.881.83119.131.01-
2023/739.258.5612.31251.15-1.26113.141.06-
2023/636.15-4.210.95211.9-3.42114.211.12-
2023/537.74-6.36-4.92175.75-4.28118.411.08-
2023/440.31-0.1210.58138.01-4.1111.411.15-
2023/340.3631.312.0697.7-9.0897.71.43-
2023/230.7415.55-17.2557.34-19.7596.271.46-
2023/126.6-31.67-22.4526.6-22.45103.181.36-
2022/1238.933.38-16.7438.62-18.11113.91.19-
2022/1137.650.9-14.42399.69-18.25111.351.22-
2022/1037.322.59-14.29362.03-18.63111.031.22-
2022/936.37-2.59-24.88344.85-18.26111.131.32-
2022/837.34-0.2-29.37308.47-17.41112.971.3-
2022/737.42-2.07-29.55271.13-15.43117.721.24-
2022/638.21-9.21-23.19233.71-12.63119.551.19-
2022/542.097.23-18.3195.5-10.22119.271.19-
2022/439.253.48-20.77153.41-7.72116.51.22-
2022/337.93-3.53-22.5114.16-2.17114.161.12-
2022/239.326.541.4476.2312.5124.441.03-
2022/136.92-23.42-7.6236.92-7.62129.780.99-
2021/1248.217.961.47560.433.66138.470.74-
2021/1144.65-2.09-1.05512.1937.77138.680.74-
2021/1045.61-5.8110.5467.5443.14146.910.7-
2021/948.42-8.4115.31421.9347.86154.420.58-
2021/852.87-0.4526.67373.5153.48155.740.58本年累計比去年同期增加50%以上係因去年COVID-19疫情影響所致
2021/753.126.7643.85320.6359.03154.390.58本年累計比去年同期增加50%以上係因去年COVID-19疫情影響所致
2021/649.75-3.4249.61267.5262.43150.810.58本年累計比去年同期增加50%以上係因去年COVID-19疫情影響所致
2021/551.523.9863.58217.7765.67150.00.58本年當月比去年同期增加50%以上係因去年COVID-19疫情影響所致
2021/449.541.2367.7166.2566.33126.280.69本年當月比去年同期增加50%以上係因去年COVID-19疫情影響所致
2021/348.9476.0661.25116.765.76116.70.76本年當月比去年同期增加50%以上係因去年COVID-19疫情多處封城所致
2021/227.8-30.4465.8267.7669.18115.270.77本年當月比去年同期增加50%以上係因去年COVID-19疫情多處封城所致
2021/139.96-15.8871.639.9671.6132.610.67本年當月比去年同期增加50%以上係因去年1月春節,客戶用量減少所致
2020/1247.515.2720.27419.260.33133.910.61-
2020/1145.139.3421.64371.75-1.74128.40.64-
2020/1041.27-1.719.76326.62-4.29125.00.65-
2020/941.990.67.82285.35-6.03120.660.76-
2020/841.7413.0316.3243.36-8.07111.920.82-
2020/736.9211.03-0.05201.62-11.89101.670.91-
2020/633.255.59-3.06164.69-14.1794.291.09-
2020/531.496.6-11.3131.44-16.5891.391.12-
2020/429.54-2.66-10.9999.95-18.1276.661.34-
2020/330.3581.06-12.3570.4-20.7970.41.52-
2020/216.76-28.02-16.0740.05-26.1779.561.34-
2020/123.29-41.04-32.0623.29-32.0699.891.07-
2019/1239.56.488.83417.87-9.38114.20.79-
2019/1137.1-1.33-3.58378.37-10.94113.650.8-
2019/1037.6-3.450.79341.27-11.67112.430.8-
2019/938.958.511.01303.67-13.01111.780.86-
2019/835.89-2.85-15.15264.72-14.75107.140.9-
2019/736.947.68-7.83228.83-14.68106.760.9-
2019/634.31-3.37-11.63191.89-15.89103.011.0-
2019/535.516.97-11.87157.58-16.760.0N/A-
2019/433.19-4.15-14.62122.07-18.080.0N/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
2024/139.412023/126.62022/136.922021/139.962020/123.29
2024/223.162023/230.742022/239.322021/227.82020/216.76
2024/336.082023/340.362022/337.932021/348.942020/330.35
N/AN/A2023/440.312022/439.252021/449.542020/429.54
N/AN/A2023/537.742022/542.092021/551.522020/531.49
N/AN/A2023/636.152022/638.212021/649.752020/633.25
N/AN/A2023/739.252022/737.422021/753.122020/736.92
N/AN/A2023/843.732022/837.342021/852.872020/841.74
N/AN/A2023/941.062022/936.372021/948.422020/941.99
N/AN/A2023/1041.262022/1037.322021/1045.612020/1041.27
N/AN/A2023/1139.962022/1137.652021/1144.652020/1145.13
N/AN/A2023/1239.032022/1238.932021/1248.212020/1247.51
  • 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: 4.14%
合約負債 QoQ YoY
23Q4 (20)12.05-3.148.66
23Q3 (19)12.4410.58-4.67
23Q2 (18)11.25-10.93-3.1
23Q1 (17)12.6313.89-6.86
22Q4 (16)11.09-15.02-1.51
22Q3 (15)13.0512.411.92
22Q2 (14)11.61-14.38-46.27
22Q1 (13)13.5620.43-30.64
21Q4 (12)11.26-3.438.27
21Q3 (11)11.66-46.0439.31
21Q2 (10)21.6110.54121.41
21Q1 (9)19.5587.9882.37
20Q4 (8)10.424.2528.08
20Q3 (7)8.37-14.24-16.55
20Q2 (6)9.76-8.961.24
20Q1 (5)10.7232.0212.25
19Q4 (4)8.12-19.040.0
19Q3 (3)10.034.050.0
19Q2 (2)9.640.940.0
19Q1 (1)9.550.00.0

每月營收相關資訊

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