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)
2024/33.8539.69-58.2511.12-50.5411.12N/A本月較去年同月減少50%以上,係客戶需求減少
2024/22.75-39.15-57.137.28-45.1811.31N/A本月較去年同月減少50%以上,係客戶需求減少
2024/14.5312.34-33.984.53-33.9812.97N/A-
2023/124.03-8.71-53.9172.75-27.9812.480.32本月較去年同月減少50%以上,係客戶需求減少
2023/114.419.35-37.0768.72-25.5212.340.33-
2023/104.043.75-43.2764.31-24.5711.480.35-
2023/93.899.38-60.3960.27-22.8711.320.46本月較去年同月減少50%以上,係客戶需求減少
2023/83.56-8.3-64.6256.38-17.4714.880.35本月較去年同月減少50%以上,係客戶需求減少
2023/73.88-47.95-42.7752.83-9.3420.820.25-
2023/67.45-21.5147.4348.95-4.9426.460.26-
2023/59.49-0.1746.841.5-10.6428.220.24-
2023/49.513.2116.6632.0-19.9425.150.27-
2023/39.2143.44-21.022.49-29.3122.490.5-
2023/26.42-6.29-33.5913.28-34.1222.020.51-
2023/16.86-21.57-34.626.86-34.6222.610.49-
2022/128.7424.640.29101.017.5822.870.42-
2022/117.01-1.42-10.6892.278.3323.950.41-
2022/107.11-27.55-5.0985.2610.2626.980.36-
2022/99.82-2.2949.5578.1411.926.650.3-
2022/810.0548.3139.8468.328.021.880.37-
2022/76.7834.08-1.1658.273.9218.30.44-
2022/65.05-21.85-10.351.54.6219.670.29-
2022/56.47-20.66-9.5446.446.5526.280.22-
2022/48.15-30.11-10.3639.989.7129.490.2-
2022/311.6620.5866.6931.8216.3931.820.24客戶需求增加
2022/29.67-7.74-3.0620.16-0.928.870.26-
2022/110.4920.31.1810.491.1827.050.28-
2021/128.7211.061.2193.89-34.1524.060.25本月營收較去年本月增加50%以上,主要是客戶需求增加
2021/117.854.73106.4485.17-37.921.910.28本月營收較去年本月增加50%以上,主要是客戶需求增加
2021/107.514.1771.9177.32-42.0221.250.29本月營收較去年本月增加50%以上,主要是客戶需求增加
2021/96.57-8.63-60.9969.83-45.8720.610.16本月營收較去年本月減少50%以上,主要是客戶需求減少
2021/87.194.81-49.4963.26-43.619.680.17-
2021/76.8621.69-10.256.07-42.7519.640.17-
2021/65.63-21.19-63.8949.22-45.521.880.12本月營收較去年本月減少50%以上,主要是客戶需求減少
2021/57.15-21.38-54.3743.58-41.6623.240.11本月營收較去年本月減少50%以上,主要是客戶需求減少
2021/49.0929.96-57.9936.43-38.2826.070.1本月營收較去年本月減少50%以上,主要是客戶需求減少
2021/37.0-29.87-55.8827.34-26.8827.340.1本月營收較去年本月減少50%以上,主要是客戶需求減少
2021/29.98-3.7-16.6720.34-5.5125.750.11-
2021/110.3691.698.4610.368.4619.570.14-
2020/125.4142.15-49.77142.58-25.8913.570.12-
2020/113.8-12.78-62.76137.18-24.4725.00.07本月較去年同月減少50%以上,係客戶需求減少
2020/104.36-74.09-63.37133.37-22.1935.420.05本月較去年同月減少50%以上,係客戶需求減少
2020/916.8318.27-18.9129.01-19.1238.70.07-
2020/814.2386.37-29.57112.18-19.1537.470.07-
2020/77.64-51.06-61.7897.95-17.3738.910.07因客戶需求減少,本月營收較去年同期減少達50%以上.
2020/615.6-0.43-21.0590.32-8.3752.920.11-
2020/515.67-27.6-10.4174.71-5.1953.180.11-
2020/421.6536.4634.6759.04-3.749.490.12-
2020/315.8632.451.7837.39-17.3437.390.3-
2020/211.9825.34-20.4121.53-27.432.290.35-
2020/19.55-11.24-34.69.55-34.630.530.37-
2019/1210.765.4-23.83192.441.4232.880.17-
2019/1110.21-14.21-26.01181.6348.9842.870.13-
2019/1011.9-42.64-12.02171.4258.5652.870.1本年累計營業收入淨額,較去年累計營業收入淨額成長,主要是客戶需求增加。
2019/920.762.7256.03159.5268.6660.940.12本月營收較去年同期成長,主要是客戶需求增加
2019/820.211.1158.84138.7670.7359.950.12本月營收較去年同期成長,主要是客戶需求增加
2019/719.981.162.19118.5572.9357.240.13本月營收較去年同期成長,主要是客戶需求增加
2019/619.7612.9862.9998.5775.2853.330.16本月營收較去年同期成長,主要是客戶需求增加
2019/517.498.8247.3878.8178.660.0N/A本月營收較去年同期成長,主要是客戶需求增加
2019/416.073.1437.8261.3190.180.0N/A本月營收較去年同期成長,主要是客戶需求增加
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
2024/14.532023/16.862022/110.492021/110.362020/19.55
2024/22.752023/26.422022/29.672021/29.982020/211.98
2024/33.852023/39.212022/311.662021/37.02020/315.86
N/AN/A2023/49.512022/48.152021/49.092020/421.65
N/AN/A2023/59.492022/56.472021/57.152020/515.67
N/AN/A2023/67.452022/65.052021/65.632020/615.6
N/AN/A2023/73.882022/76.782021/76.862020/77.64
N/AN/A2023/83.562022/810.052021/87.192020/814.23
N/AN/A2023/93.892022/99.822021/96.572020/916.83
N/AN/A2023/104.042022/107.112021/107.52020/104.36
N/AN/A2023/114.412022/117.012021/117.852020/113.8
N/AN/A2023/124.032022/128.742021/128.722020/125.41
  • 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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