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)
2024/32.0940.0121.615.9623.215.96N/A-
2024/21.49-37.24.333.8724.095.99N/A-
2024/12.3812.0840.842.3840.846.64N/A-
2023/122.12-1.0114.3522.64-2.986.460.42-
2023/112.14-2.6752.7820.52-4.486.340.43去年同期受客戶消化庫存影響,營收降低所致。
2023/102.210.2337.118.38-8.486.190.44-
2023/92.00.3136.0916.17-12.446.080.58-
2023/81.99-5.0516.8714.18-16.635.980.59-
2023/72.110.6816.6212.19-20.365.70.62-
2023/61.8910.7515.6910.09-25.295.250.76-
2023/51.713.82-21.918.19-30.945.080.78-
2023/41.65-4.11-27.166.48-32.994.80.83-
2023/31.7220.11-38.214.84-34.774.840.95-
2023/21.43-15.23-29.03.12-32.74.970.92-
2023/11.69-8.99-35.541.69-35.544.940.93-
2022/121.8532.25-30.1623.34-4.644.861.17-
2022/111.4-12.66-43.5521.48-1.534.481.28-
2022/101.619.418.2120.083.854.781.2-
2022/91.47-13.8532.9618.473.494.971.37-
2022/81.7-5.25111.2617.011.555.141.33去年同期因受越南疫情影響營收減少
2022/71.89.8-19.3215.3-3.995.631.21-
2022/61.64-25.24-35.2113.5-1.56.091.22-
2022/52.19-3.16-9.2711.876.117.231.03-
2022/42.26-18.65-9.219.6810.347.061.05-
2022/32.7838.0122.227.4118.117.411.04-
2022/22.02-23.0423.984.6315.787.291.06-
2022/12.62-1.410.172.6210.177.761.0-
2021/122.666.9121.5724.4724.576.621.28-
2021/112.4867.4217.7521.8224.955.071.67-
2021/101.4834.43-24.6919.3325.943.392.49-
2021/91.136.86-38.7517.8533.44.142.04-
2021/80.81-63.82-51.2816.7544.635.561.52因受越南疫情影響營收減少
2021/72.23-11.8253.8115.9460.627.171.18去年同期受新冠肺炎疫情影響,營收大幅減少。
2021/62.534.69169.7713.7161.797.430.95去年同期受新冠肺炎疫情影響,營收大幅減少。
2021/52.41-3.1223.2711.1848.377.180.98去年同期受新冠肺炎疫情影響,營收大幅減少。
2021/42.499.5156.768.7729.136.391.1去年同期受新冠肺炎疫情影響,營收大幅減少。
2021/32.2840.014.096.2820.696.280.88-
2021/21.63-31.6216.244.024.796.190.89-
2021/12.388.831.42.3831.46.670.82-
2020/122.183.5411.9619.64-10.276.260.57-
2020/112.117.0632.3517.46-12.455.880.61-
2020/101.979.3419.5615.35-16.345.430.66-
2020/91.88.852.9213.38-19.894.910.68-
2020/81.6614.23-17.511.58-22.564.040.82-
2020/71.4554.64-23.929.92-23.343.131.06-
2020/60.9425.45-51.248.47-23.243.271.23主要客戶受新冠肺炎影響,客戶延緩或取消訂單,致業績受影響。
2020/50.75-53.01-61.497.54-17.344.330.93主要客戶受新冠肺炎影響,客戶延緩或取消訂單,致業績受影響。
2020/41.59-20.3-17.926.79-5.414.980.81-
2020/31.9942.648.95.2-0.795.20.73-
2020/21.4-22.699.363.21-5.995.160.74-
2020/11.81-7.29-15.211.81-15.215.350.71-
2019/121.9522.412.221.90.325.190.77-
2019/111.59-3.28-6.0819.94-0.74.990.81-
2019/101.65-5.86-9.7918.35-0.25.40.74-
2019/91.75-12.75-7.7916.70.845.660.75-
2019/82.015.356.914.951.965.830.73-
2019/71.9-0.9-10.2212.951.245.770.74-
2019/61.92-0.922.7611.043.525.80.79-
2019/51.940.1613.699.123.680.0N/A-
2019/41.945.740.987.181.270.0N/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
2024/12.382023/11.692022/12.622021/12.382020/11.81
2024/21.492023/21.432022/22.022021/21.632020/21.4
2024/32.092023/31.722022/32.782021/32.282020/31.99
N/AN/A2023/41.652022/42.262021/42.492020/41.59
N/AN/A2023/51.712022/52.192021/52.412020/50.75
N/AN/A2023/61.892022/61.642021/62.532020/60.94
N/AN/A2023/72.12022/71.82021/72.232020/71.45
N/AN/A2023/81.992022/81.72021/80.812020/81.66
N/AN/A2023/92.02022/91.472021/91.12020/91.8
N/AN/A2023/102.22022/101.612021/101.482020/101.97
N/AN/A2023/112.142022/111.42021/112.482020/112.11
N/AN/A2023/122.122022/121.852021/122.662020/122.18
  • 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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