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)
2024/427.53-36.22-11.48133.292.1298.2N/A-
2024/343.1757.026.23105.766.38105.761.44-
2024/227.5-21.63-13.8562.586.4895.631.59-
2024/135.096.1830.6635.0930.6699.441.53-
2023/1233.055.535.95391.029.2896.41.61-
2023/1131.31-2.281.14357.9531.9796.691.6-
2023/1032.04-3.8716.78326.6435.9499.241.56-
2023/933.33-1.5516.53294.638.4199.791.64-
2023/833.863.8932.48261.2741.895.591.71-
2023/732.5911.8518.94227.443.3196.891.69-
2023/629.14-17.130.24194.8148.3995.41.74-
2023/535.1613.0452.09165.6762.08106.91.55因國防業務進入密集交機及新承接能源業務等致整體營業收入成長。
2023/431.1-23.4645.28130.5165.0103.661.6因國防業務進入密集交機及新承接能源業務等致整體營業收入成長。
2023/340.6427.3271.1199.4172.3399.411.53因國防業務進入密集交機及新承接能源業務等致整體營業收入成長。
2023/231.9218.8594.9858.7773.1889.961.7因國防業務進入密集交機及新承接能源業務等,致本月份當月及累計整體營業收入均較去年同期成長逾50%。
2023/126.85-13.952.8726.8552.8789.01.71國防業務進入密集交機,且新承接能源業務等,致本月份整體營業收入較去年同期成長逾50%。
2022/1231.190.74-5.47302.4227.4189.581.49-
2022/1130.9612.8344.96271.2332.7287.01.54-
2022/1027.44-4.0838.49240.2831.381.61.64-
2022/928.611.9152.06212.8430.4281.561.72去年民用業務受疫情影響,今年隨國際航太產業復甦逐漸回溫,且國防業務呈成長趨勢,致本月份整體營業收入成長逾50%。
2022/825.56-6.7242.6184.2427.6182.031.71-
2022/727.4-5.7335.58158.6825.4879.591.76-
2022/629.0725.7236.08131.2823.5673.591.84-
2022/523.127.9823.95102.2120.4168.281.98-
2022/421.41-9.858.9679.0919.4161.532.2-
2022/323.7545.0833.6457.6823.8257.682.25-
2022/216.37-6.822.6833.9317.7666.931.94-
2022/117.57-46.7613.5217.5713.5271.911.81-
2021/1232.9954.538.6237.3512.7974.161.61-
2021/1121.357.7918.53204.359.4959.981.99-
2021/1019.815.326.24183.08.5356.542.11-
2021/918.814.9413.76163.198.8156.942.23-
2021/817.92-11.314.23144.388.259.492.13-
2021/720.21-5.3835.85126.458.7960.222.1-
2021/621.3614.5226.81106.244.8159.662.12-
2021/518.65-5.0725.9484.880.4356.072.26-
2021/419.6510.5645.1166.23-4.9850.762.5-
2021/317.7733.18-5.8246.58-17.0646.582.81-
2021/213.34-13.76-27.328.81-22.7452.622.49-
2021/115.47-35.0-18.3215.47-18.3257.292.28-
2020/1223.832.13-17.83210.43-26.2660.472.02-
2020/1118.02-3.37-26.85186.62-27.2253.22.29-
2020/1018.6512.77-28.28168.61-27.2652.382.33-
2020/916.53-3.84-32.18149.96-27.1348.62.61-
2020/817.215.59-30.01133.43-26.4548.912.59-
2020/714.88-11.68-42.07116.23-25.8946.532.73-
2020/616.8413.74-31.29101.36-22.7245.192.89-
2020/514.819.36-37.2784.52-20.7547.222.77-
2020/413.54-28.24-39.3269.71-16.0650.762.57-
2020/318.872.8-22.5656.17-7.5156.172.18-
2020/218.35-3.119.0137.32.5766.271.85-
2020/118.94-34.61-2.9718.94-2.9772.551.69-
2019/1228.9717.61-4.51285.41.2779.61.23-
2019/1124.63-5.26-10.31256.431.9675.011.31-
2019/1026.06.640.46231.83.4774.951.31-
2019/924.38-0.77-2.39205.83.8674.631.34-
2019/824.57-4.333.35181.424.7774.771.34-
2019/725.684.7715.07156.854.9973.81.36-
2019/624.513.836.43131.173.220.0N/A-
2019/523.615.7911.85106.662.510.0N/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
2024/135.092023/126.852022/117.572021/115.472020/118.94
2024/227.52023/231.922022/216.372021/213.342020/218.35
2024/343.172023/340.642022/323.752021/317.772020/318.87
2024/427.532023/431.12022/421.412021/419.652020/413.54
N/AN/A2023/535.162022/523.122021/518.652020/514.81
N/AN/A2023/629.142022/629.072021/621.362020/616.84
N/AN/A2023/732.592022/727.42021/720.212020/714.88
N/AN/A2023/833.862022/825.562021/817.922020/817.2
N/AN/A2023/933.332022/928.62021/918.812020/916.53
N/AN/A2023/1032.042022/1027.442021/1019.812020/1018.65
N/AN/A2023/1131.312022/1130.962021/1121.352020/1118.02
N/AN/A2023/1233.052022/1231.192021/1232.992020/1223.8
  • 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: 0.62%
合約負債 QoQ YoY
24Q1 (20)0.58-94.8520.83
23Q4 (19)11.262787.18-47.77
23Q3 (18)0.39-22.0-67.23
23Q2 (17)0.54.1721.95
23Q1 (16)0.48-97.77-89.92
22Q4 (15)21.561711.7642.12
22Q3 (14)1.19190.24283.87
22Q2 (13)0.41-91.3946.43
22Q1 (12)4.76-68.6215.53
21Q4 (11)15.174793.552.43
21Q3 (10)0.3110.71-90.99
21Q2 (9)0.28-93.2-62.16
21Q1 (8)4.12-72.18384.71
20Q4 (7)14.81330.52153.6
20Q3 (6)3.44364.86204.42
20Q2 (5)0.74-12.94-27.45
20Q1 (4)0.85-85.450.0
19Q4 (3)5.84416.810.0
19Q3 (2)1.1310.780.0
19Q2 (1)1.020.00.0

每月營收相關資訊

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