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)
2024/36.1316.89-3.0119.8832.0819.88N/A-
2024/25.24-38.37-3.2213.7557.4921.59N/A本年累計營業收入淨額增加,主係客戶需求增加所致。
2024/18.518.55156.88.51156.823.14N/A本月營業收入淨額增加,主係112年1月份適逢春節期間,台灣及大陸工廠工作天數減少,相對減少出貨所致。
2023/127.8415.3320.4875.67-8.1321.240.72-
2023/116.82.917.8767.83-10.5820.230.76-
2023/106.6-3.2331.4661.03-12.9219.940.77-
2023/96.834.813.2254.43-16.3520.250.85-
2023/86.51-5.7329.3747.6-19.3720.070.85-
2023/76.913.954.5241.09-23.9120.90.82-
2023/66.65-9.46-19.2534.18-27.8819.130.99-
2023/57.3442.74-12.1327.54-29.6918.81.0-
2023/45.14-18.63-34.7420.2-34.4616.881.12-
2023/36.3216.63-30.6615.05-34.3615.051.43-
2023/25.4263.55-4.198.73-36.815.241.42-
2023/13.31-49.06-59.43.31-59.415.591.39本月營業收入淨額減少,主係1月份適逢春節期間,台灣及大陸工廠工作天數減少,相對減少出貨所致。
2022/126.5112.83-18.582.37-14.5317.31.36-
2022/115.7714.76-25.5375.86-14.1716.821.4-
2022/105.02-16.66-41.070.1-13.0816.091.46-
2022/96.0319.75-33.3265.07-9.7917.671.4-
2022/85.03-23.84-44.1159.04-6.4219.871.25-
2022/76.61-19.69-34.9354.01-0.1423.191.07-
2022/68.23-1.47-4.8547.47.8924.470.98-
2022/58.356.0110.0539.1711.0225.350.95-
2022/47.88-13.553.2330.8211.2922.651.06-
2022/39.1261.1618.2422.9414.3622.940.95-
2022/25.66-30.712.8313.8211.9421.81.0-
2022/18.162.2511.338.1611.3323.890.91-
2021/127.983.092.9196.3833.1624.240.83-
2021/117.74-9.0612.8588.436.7925.30.8-
2021/108.52-5.8217.1480.6539.6426.560.76-
2021/99.040.388.9872.1442.8728.210.68-
2021/89.01-11.3334.7463.149.5427.820.69-
2021/710.1617.4247.654.0952.3226.40.73本年累計營收較去年累計營收增加,主係客戶需求增加所致。
2021/68.6513.9641.1843.9353.4623.880.9本年累計營收較去年累計營收增加,主係客戶需求增加所致。
2021/57.59-0.5562.7135.2856.822.930.94110年5月營收較去年同期增加,及本年累計營收較去年累計營收增加,主係客戶需求增加所致。
2021/47.63-0.9886.6727.6955.2620.361.05110年4月營收較去年同期增加,及本年累計營收較去年累計營收增加,主係客戶需求增加所致。
2021/37.7153.864.6720.0545.9120.050.86110年3月營收較去年同期增加,主係客戶需求增加所致。
2021/25.01-31.6313.5812.3536.2220.10.85-
2021/17.33-5.4857.717.3357.7121.950.78110年1月營收較去年同期增加,主係客戶需求增加所致。
2020/127.7613.0662.4972.3818.2721.890.69109年12月營收較去年同期增加,主係客戶需求增加所致。
2020/116.86-5.648.7764.6214.5222.430.68-
2020/107.27-12.3853.6757.7611.4722.250.68109年10月營收較去年同期增加,主係客戶需求增加所致。
2020/98.324.163.1550.497.2421.860.68109年9月營收較去年同期增加,主係客戶需求增加所致。
2020/86.68-2.8729.9142.190.4719.690.75-
2020/76.8812.3131.0935.51-3.6417.680.84-
2020/66.1331.3424.8528.63-9.4114.881.2-
2020/54.6714.08-9.4922.5-15.7113.441.33-
2020/44.09-12.65-25.7117.83-17.213.181.35-
2020/34.686.08-17.9513.74-14.2713.741.33-
2020/24.41-5.078.639.06-12.2313.841.32-
2020/14.65-2.61-25.774.65-25.7714.031.3-
2019/124.773.51-6.6861.2-9.1514.121.42-
2019/114.61-2.5-18.1656.42-9.3514.431.38-
2019/104.73-6.97-16.4851.81-8.4814.961.34-
2019/95.08-1.170.7647.08-7.5915.481.28-
2019/85.15-1.99-9.8642.0-8.5115.31.29-
2019/75.256.97-15.5136.85-8.3215.311.29-
2019/64.91-4.78-15.1231.6-7.015.571.24-
2019/55.15-6.36-19.8726.69-5.340.0N/A-
2019/45.51-3.53-0.9221.54-1.040.0N/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
2024/18.512023/13.312022/18.162021/17.332020/14.65
2024/25.242023/25.422022/25.662021/25.012020/24.41
2024/36.132023/36.322022/39.122021/37.712020/34.68
N/AN/A2023/45.142022/47.882021/47.632020/44.09
N/AN/A2023/57.342022/58.352021/57.592020/54.67
N/AN/A2023/66.652022/68.232021/68.652020/66.13
N/AN/A2023/76.912022/76.612021/710.162020/76.88
N/AN/A2023/86.512022/85.032021/89.012020/86.68
N/AN/A2023/96.832022/96.032021/99.042020/98.3
N/AN/A2023/106.62022/105.022021/108.522020/107.27
N/AN/A2023/116.82022/115.772021/117.742020/116.86
N/AN/A2023/127.842022/126.512021/127.982020/127.76
  • 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

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。