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)
2024/35.6332.9-9.8915.61-9.1615.61N/A-
2024/24.24-26.1-23.99.98-8.7515.99N/A-
2024/15.74-4.646.985.746.9817.96N/A-
2023/126.02-3.1-3.5170.77-5.1717.780.7-
2023/116.2111.82-0.4264.75-5.3217.430.71-
2023/105.55-1.96-11.7158.54-5.8117.270.72-
2023/95.66-6.46-12.052.99-5.1417.630.73-
2023/86.062.41-6.1547.32-4.2518.040.71-
2023/75.91-2.63-1.2141.27-3.9618.110.71-
2023/66.07-0.81-6.4535.35-4.4118.170.73-
2023/56.122.58-0.7329.28-3.9818.350.73-
2023/45.97-4.55-6.1723.16-4.817.790.75-
2023/36.2512.249.917.19-4.3117.190.89-
2023/25.573.881.7710.93-10.9117.170.89-
2023/15.36-14.0-21.125.36-21.1217.840.86-
2022/126.240.0-4.4174.63-0.4918.760.89-
2022/116.24-0.84-0.4768.39-0.1118.960.88-
2022/106.29-2.297.3262.15-0.0819.180.87-
2022/96.44-0.24-0.3655.86-0.8518.881.01-
2022/86.457.83.9849.43-0.9118.931.01-
2022/75.99-7.79-7.6542.97-1.6118.651.02-
2022/66.495.24-1.2936.99-0.5519.021.09-
2022/56.17-3.02-8.5230.49-0.418.221.13-
2022/46.3611.81.1124.331.8917.531.18-
2022/35.693.93-5.8617.962.1717.961.14-
2022/25.47-19.4815.3212.276.3818.81.08-
2022/16.84.20.136.80.1319.591.04-
2021/126.524.118.7675.026.718.651.04-
2021/116.276.9311.0468.4728.7318.591.05-
2021/105.86-9.298.2962.230.8318.531.05-
2021/96.464.118.0556.3433.7219.150.94-
2021/86.21-4.2616.6849.8836.0619.270.93-
2021/76.48-1.4519.743.6839.3519.80.91-
2021/66.58-2.4640.4737.1943.4519.610.81-
2021/56.747.1829.230.6244.1119.080.83-
2021/46.294.0924.0823.8748.9717.080.92-
2021/36.0427.3342.5117.5860.4817.580.76差異主係去年受疫情影響,整體經濟受到衝擊,而本年度因疫情趨緩,客戶積極下單備貨,以致營收較去年同期上升。
2021/24.75-30.09104.6411.5471.8417.540.76差異主係去年受疫情影響,整體經濟受到衝擊,而本年度因疫情趨緩,客戶積極下單備貨,以致營收較去年同期上升。
2021/16.7913.1854.536.7954.5318.430.73差異主係去年1月適逢年節假期,2期營運天數差異造成營收變動比例較大。
2020/126.06.317.6559.191.8217.050.74-
2020/115.644.288.1553.190.316.530.77-
2020/105.41-1.1110.6247.55-0.5516.20.78-
2020/95.472.8912.6242.13-1.8216.210.64-
2020/85.32-1.776.2836.66-3.6615.420.68-
2020/75.4215.6413.8531.34-5.1715.320.68-
2020/64.68-10.28-4.425.93-8.3714.970.64-
2020/55.222.932.9221.24-9.214.530.66-
2020/45.0719.5417.9416.03-12.5611.630.82-
2020/34.2482.84-15.2710.95-21.910.950.74-
2020/22.32-47.21-38.86.71-25.5911.810.69-
2020/14.39-13.82-16.014.39-16.0114.710.55-
2019/125.1-2.283.2458.13-3.3215.210.54-
2019/115.226.665.8253.03-3.9114.970.55-
2019/104.890.67-0.1547.81-4.8714.760.56-
2019/94.86-2.89-8.0942.92-5.3814.620.58-
2019/85.05.2-7.5338.06-5.0214.660.58-
2019/74.76-2.9-13.533.05-4.6314.730.58-
2019/64.9-3.4-5.1328.3-2.9614.270.62-
2019/55.0717.95-4.1923.4-2.490.0N/A-
2019/44.3-14.11-15.0918.33-2.010.0N/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
2024/15.742023/15.362022/16.82021/16.792020/14.39
2024/24.242023/25.572022/25.472021/24.752020/22.32
2024/35.632023/36.252022/35.692021/36.042020/34.24
N/AN/A2023/45.972022/46.362021/46.292020/45.07
N/AN/A2023/56.122022/56.172021/56.742020/55.22
N/AN/A2023/66.072022/66.492021/66.582020/64.68
N/AN/A2023/75.912022/75.992021/76.482020/75.42
N/AN/A2023/86.062022/86.452021/86.212020/85.32
N/AN/A2023/95.662022/96.442021/96.462020/95.47
N/AN/A2023/105.552022/106.292021/105.862020/105.41
N/AN/A2023/116.212022/116.242021/116.272020/115.64
N/AN/A2023/126.022022/126.242021/126.522020/126.0
  • 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: 0.08%
合約負債 QoQ YoY
23Q4 (20)0.010.00.0
23Q3 (19)0.010.00.0
23Q2 (18)0.010.00.0
23Q1 (17)0.010.00.0
22Q4 (16)0.010.00.0
22Q3 (15)0.010.00.0
22Q2 (14)0.010.00.0
22Q1 (13)0.010.00.0
21Q4 (12)0.010.00.0
21Q3 (11)0.010.00
21Q2 (10)0.010.00
21Q1 (9)0.010.00
20Q4 (8)0.0100

每月營收相關資訊

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