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)
2024/32.940.55-8.67.63-18.777.63N/A-
2024/22.07-22.32-31.874.73-23.976.76N/A-
2024/12.6630.75-16.432.66-16.437.07N/A-
2023/122.03-14.25-34.4332.0-31.197.092.01-
2023/112.37-11.67-26.8229.97-30.967.921.8-
2023/102.69-6.19-29.0327.59-31.297.981.78-
2023/92.8617.77-24.4224.91-31.537.781.71-
2023/82.43-2.05-35.9922.04-32.357.351.8-
2023/72.481.99-47.5119.61-31.877.961.67-
2023/62.43-20.01-38.0217.13-28.87.741.66-
2023/53.0434.52-23.514.7-27.08.481.52-
2023/42.26-28.8-55.111.65-27.868.471.52主要受消費性電子庫存偏高,需求大幅滑落,加上陸資廠大舉擴增產能,致供需失衡,導致本月營收較去年同期減少50%以上。
2023/33.184.76-1.339.39-15.529.391.3-
2023/23.03-4.72-15.266.22-21.319.321.31-
2023/13.182.59-26.323.18-26.329.531.28-
2022/123.1-4.31-25.6746.51-11.5110.131.13-
2022/113.24-14.34-23.3443.41-10.2910.821.06-
2022/103.79-0.09-10.2340.16-9.0411.371.01-
2022/93.79-0.25-24.5336.38-8.9112.320.92-
2022/83.8-19.69-17.3432.59-6.6712.460.91-
2022/74.7320.436.228.79-5.0512.630.89-
2022/63.93-1.27-19.2824.06-6.9912.940.85-
2022/53.98-21.03-12.1520.13-4.1412.240.89-
2022/45.0456.4414.4216.16-1.9411.840.93-
2022/33.22-10.02-25.1511.12-7.9111.120.9-
2022/23.58-17.141.27.91.6212.070.83-
2022/14.323.481.974.321.9712.720.79-
2021/124.17-1.32.7652.5653.3212.620.73產業需求回升,價量較去年同期大幅成長,致本年度累計營收較去年同期累計增加53.33%。
2021/114.230.332.0148.3960.1213.470.69產業需求回升,價量較去年同期大幅成長,致本月營收較去年同期增加32.02%。
2021/104.22-16.0146.8244.1663.4513.830.67產業需求回升,價量較去年同期大幅成長,致本月營收較去年同期增加46.82%。
2021/95.029.2594.3539.9465.4314.070.57產業需求回升,價量較去年同期大幅成長,致本月營收較去年同期增加94.36%。
2021/84.63.1985.4334.9261.9713.910.58產業需求回升,價量較去年同期大幅成長,致本月營收較去年同期增加85.43%。
2021/74.45-8.46115.9130.3258.9213.850.58產業需求回升,價量較去年同期大幅成長,致本月營收較去年同期增加115.91%。
2021/64.877.44133.6925.8752.0213.80.59產業需求回升,價量較去年同期大幅成長,致本月營收較去年同期增加133.69%。
2021/54.532.8470.7721.0140.6313.230.62產業需求回升,價量較去年同期大幅成長,致本月營收較去年同期增加70.78%。
2021/44.42.3255.6116.4834.1312.240.67產業需求回升,價量較去年同期大幅成長,致本月營收較去年同期增加55.62%。
2021/34.321.6628.5812.0727.712.070.74-
2021/23.54-16.5225.837.7727.2111.830.76-
2021/14.244.2828.394.2428.3911.50.78-
2020/124.0626.7832.2834.28-23.4810.141.06-
2020/113.211.5517.630.22-27.588.661.24-
2020/102.8711.17-27.6227.01-30.747.931.36-
2020/92.584.23-29.8824.14-31.097.121.92-
2020/82.4820.15-24.5821.56-31.246.622.07-
2020/72.06-0.93-52.8719.08-32.016.82.01受新冠肺炎疫情爆發影響,造成產品需求下降,致使營業額大幅下滑。
2020/62.08-21.47-36.9917.02-28.167.561.84-
2020/52.65-6.28-39.814.94-26.738.831.57-
2020/42.83-15.44-37.6412.28-23.138.991.54-
2020/33.3519.06-12.759.46-17.389.461.42-
2020/22.81-14.82-9.966.11-19.719.181.46-
2020/13.37.45-26.493.3-26.499.091.48-
2019/123.0712.72-29.0844.8-11.319.761.46-
2019/112.72-31.35-30.5741.73-9.6510.381.37-
2019/103.977.71-10.9239.01-7.7110.941.3-
2019/93.6812.1-22.9635.04-7.3311.351.22-
2019/83.29-24.9-30.6331.35-5.0610.971.26-
2019/74.3832.45-2.9628.07-0.7812.091.15-
2019/63.3-24.98-23.2423.69-0.3712.251.01-
2019/54.4-2.910.5920.394.680.0N/A-
2019/44.5418.328.9515.985.860.0N/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
2024/12.662023/13.182022/14.322021/14.242020/13.3
2024/22.072023/23.032022/23.582021/23.542020/22.81
2024/32.92023/33.182022/33.222021/34.32020/33.35
N/AN/A2023/42.262022/45.042021/44.42020/42.83
N/AN/A2023/53.042022/53.982021/54.532020/52.65
N/AN/A2023/62.432022/63.932021/64.872020/62.08
N/AN/A2023/72.482022/74.732021/74.452020/72.06
N/AN/A2023/82.432022/83.82021/84.62020/82.48
N/AN/A2023/92.862022/93.792021/95.022020/92.58
N/AN/A2023/102.692022/103.792021/104.222020/102.87
N/AN/A2023/112.372022/113.242021/114.232020/113.2
N/AN/A2023/122.032022/123.12021/124.172020/124.06
  • 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

每月營收相關資訊

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