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)
2024/35.111.94-18.6817.4617.0218.38N/A-
2024/25.02-31.6230.812.3543.0324.13N/A-
2024/18.25-24.0464.448.2564.4427.73N/A主係車用照明產品出貨量增加
2023/1210.8626.1236.8691.1337.8127.990.82-
2023/118.611.1713.6180.2737.9426.760.86-
2023/108.51-11.5724.471.6641.5926.510.87-
2023/99.6315.0362.8263.1444.2825.431.19主係車燈模組出貨量增加
2023/88.3712.6739.0353.5141.3824.511.23-
2023/77.43-14.7147.8645.1441.8323.441.29-
2023/68.7119.29100.3837.7140.722.121.25主係車燈模組產品銷售額增加
2023/57.319.64141.4129.029.1519.981.38主係車燈模組產品銷售額增加
2023/46.1-7.1451.9321.711.6716.681.65主係車燈模組銷售額增加
2023/36.5763.986.2515.61.1815.61.65-
2023/24.01-20.1310.989.03-2.216.961.51-
2023/15.02-36.77-10.685.02-10.6820.541.25-
2022/127.944.6917.1866.1316.922.361.03-
2022/117.5810.7726.2858.1916.8620.341.13-
2022/106.8415.7392.6850.6115.5718.781.23主係LED車燈模組出貨量增加所致。
2022/95.91-1.778.243.768.7616.961.47-
2022/86.0219.8353.9337.858.8515.391.62主係中國汽車市場需求增加,致本月銷售額增加。
2022/75.0215.5735.7231.833.1412.42.01-
2022/64.3543.7228.8926.8-1.2911.391.83-
2022/53.02-24.7-26.9722.46-5.5813.231.58-
2022/44.02-35.06-13.4719.43-1.0713.811.51-
2022/36.1971.2981.5115.422.7615.421.31主係中國汽車市場需求增加,致本月銷售額增加
2022/23.61-35.72-28.219.23-20.3816.01.26-
2022/15.62-17.05-14.375.62-14.3718.41.1-
2021/126.7712.8233.0256.5629.9416.331.22-
2021/116.069.0225.9549.7929.5315.021.33-
2021/103.55-35.0-13.3243.7930.0412.931.55-
2021/95.4739.7420.4940.2436.0413.081.38-
2021/83.915.647.0834.7738.8610.991.65-
2021/73.79.76-13.1530.8644.2911.221.61-
2021/63.37-18.56-5.6927.1658.5912.161.2主係中國汽車市場需求增加,使銷售額相對增加。
2021/54.14-10.7826.5823.7875.5612.191.2主係中國汽車市場需求增加,使銷售額相對增加。
2021/44.6436.2125.9219.6491.1613.081.11
2021/33.41-32.25171.8515.0127.6715.00.88主係中國汽車市場需求增加,致本月銷售額增加
2021/25.03-23.33166.311.59117.2816.680.79主係中國汽車市場需求增加,致本月銷售額增加
2021/16.5628.8690.416.5690.4116.420.81主係中國汽車市場需求增加,致本月銷售額增加
2020/125.096.8219.9443.535.6113.960.93
2020/114.7716.3127.6838.443.9613.40.97
2020/104.1-9.6539.6133.671.312.291.06
2020/94.5424.1950.8429.57-2.412.450.81因中國汽車市場需求回溫,致本公司訂單增加。
2020/83.65-14.31-2.2925.04-8.2711.490.88
2020/74.2619.1833.6821.39-9.2111.110.91
2020/63.589.319.1617.12-15.9310.531.02
2020/53.27-11.24-7.3913.55-22.08.211.31
2020/43.69194.07-7.6710.28-25.736.831.58
2020/31.25-33.64-60.926.59-33.056.591.72因受新冠疫情(COVID-19)影響,中國各地封城,進而使汽車銷售量大幅減少,致本公司訂單亦受到延遲出貨
2020/21.89-45.17-44.345.34-19.579.581.18
2020/13.45-18.826.383.456.3811.420.99
2019/124.2513.71-0.641.22-6.3710.911.09
2019/113.7327.18-8.4336.97-6.999.681.23
2019/102.94-2.38-27.4733.24-6.839.681.23
2019/93.01-19.55-16.9230.3-4.199.931.04
2019/83.7417.234.1827.3-2.549.931.04
2019/73.196.24-11.0123.56-3.539.721.06
2019/63.0-15.05-20.0320.37-2.2510.530.91
2019/53.53-11.5216.8817.371.650.0N/A
2019/43.9924.4615.113.84-1.610.0N/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
2024/18.252023/15.022022/15.622021/16.562020/13.45
2024/25.022023/24.012022/23.612021/25.032020/21.89
2024/35.112023/36.572022/36.192021/33.412020/31.25
N/AN/A2023/46.12022/44.022021/44.642020/43.69
N/AN/A2023/57.32022/53.022021/54.142020/53.27
N/AN/A2023/68.712022/64.352021/63.372020/63.58
N/AN/A2023/77.432022/75.022021/73.72020/74.26
N/AN/A2023/88.372022/86.022021/83.912020/83.65
N/AN/A2023/99.632022/95.912021/95.472020/94.54
N/AN/A2023/108.512022/106.842021/103.552020/104.1
N/AN/A2023/118.612022/117.582021/116.02020/114.77
N/AN/A2023/1210.862022/127.942021/126.772020/125.09
  • 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: 0.61%
合約負債 QoQ YoY
23Q4 (20)0.070.0-12.5
23Q3 (19)0.0740.0-41.67
23Q2 (18)0.05-16.67-86.11
23Q1 (17)0.06-25.0-98.2
22Q4 (16)0.08-33.33-33.33
22Q3 (15)0.12-66.67140.0
22Q2 (14)0.36-89.221700.0
22Q1 (13)3.342683.338250.0
21Q4 (12)0.12140.0300.0
21Q3 (11)0.05150.025.0
21Q2 (10)0.02-50.0100.0
21Q1 (9)0.0433.330
20Q4 (8)0.03-25.0200.0
20Q3 (7)0.04300.00.0
20Q2 (6)0.0100.0

每月營收相關資訊

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