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)
2024/30.789.73-9.92.2111.352.21N/A-
2024/20.71-3.0121.381.4427.622.11N/A-
2024/10.737.8334.310.7334.312.16N/A-
2023/120.68-11.0927.728.8-15.082.080.7-
2023/110.7618.1628.58.12-17.392.060.71-
2023/100.64-1.514.317.36-20.322.080.7-
2023/90.65-16.915.466.72-22.572.210.81-
2023/80.791.8316.756.06-24.732.340.76-
2023/70.77-1.425.545.28-28.512.410.74-
2023/60.78-7.89-5.624.51-32.252.520.9-
2023/50.85-4.26-18.383.72-36.052.60.87-
2023/40.893.17-27.992.87-39.92.330.97-
2023/30.8647.84-37.971.99-44.031.991.33-
2023/20.587.31-46.031.12-47.931.651.6-
2023/10.542.54-49.820.54-49.821.661.59-
2022/120.53-10.55-49.1610.36-34.281.682.04-
2022/110.595.12-48.999.83-33.221.771.93-
2022/100.56-9.12-54.219.24-31.881.861.85受產業景氣變動影響
2022/90.62-8.02-55.918.68-29.652.021.84受產業景氣變動影響
2022/80.67-7.94-54.688.06-26.272.231.66受產業景氣變動影響
2022/70.73-11.84-49.37.38-21.812.61.43-
2022/60.83-20.35-41.846.65-16.853.11.14-
2022/51.04-15.54-24.585.82-11.433.660.97-
2022/41.23-11.12-13.184.78-7.933.70.96-
2022/31.3928.625.313.55-5.953.550.94-
2022/21.08-0.21-2.992.16-12.03.21.04-
2022/11.083.89-19.471.08-19.473.281.01-
2021/121.04-10.25-11.2615.7623.223.430.89-
2021/111.16-5.64-4.9214.7226.73.790.81-
2021/101.23-12.5-2.2113.5630.414.120.74-
2021/91.4-5.4513.812.3334.894.330.57-
2021/81.492.9831.6810.9338.194.350.56-
2021/71.441.1226.049.4439.274.250.58-
2021/61.433.2847.198.041.954.230.5-
2021/51.38-2.7848.966.5740.874.120.51-
2021/41.427.8147.715.1938.863.850.55-
2021/31.3218.46-3.083.7735.83.770.58-
2021/21.11-17.1643.452.4673.063.630.6客戶需求增加所致
2021/11.3414.48108.771.34108.773.740.58因客戶需求增加所致
2020/121.17-3.8314.4612.7919.593.650.44-
2020/111.22-2.9522.7411.6220.143.710.43-
2020/101.261.8242.0410.419.843.620.44-
2020/91.239.433.399.1417.323.510.41-
2020/81.13-1.4228.97.9115.153.240.44-
2020/71.1418.0923.46.7813.143.040.47-
2020/60.974.536.995.6411.272.860.57-
2020/50.93-3.59-1.484.6712.23.250.5-
2020/40.96-29.255.73.7416.23.10.52-
2020/31.3675.3450.832.7820.342.780.55客戶需求增加以及1~2月因疫情關係遞延至3月出貨所致
2020/20.7820.5514.571.420.812.440.63-
2020/10.64-37.23-11.930.64-11.932.660.58-
2019/121.023.1121.7310.71.642.90.55-
2019/110.9912.3125.099.67-0.12.80.57-
2019/100.88-4.37-6.68.68-2.352.690.6-
2019/90.935.722.047.79-1.852.730.71-
2019/80.88-5.63-8.976.87-2.352.710.71-
2019/70.932.39-13.65.99-1.32.770.7-
2019/60.91-3.7514.545.071.332.760.78-
2019/50.943.43-3.044.16-1.140.0N/A-
2019/40.910.9312.463.22-0.570.0N/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
2024/10.732023/10.542022/11.082021/11.342020/10.64
2024/20.712023/20.582022/21.082021/21.112020/20.78
2024/30.782023/30.862022/31.392021/31.322020/31.36
N/AN/A2023/40.892022/41.232021/41.422020/40.96
N/AN/A2023/50.852022/51.042021/51.382020/50.93
N/AN/A2023/60.782022/60.832021/61.432020/60.97
N/AN/A2023/70.772022/70.732021/71.442020/71.14
N/AN/A2023/80.792022/80.672021/81.492020/81.13
N/AN/A2023/90.652022/90.622021/91.42020/91.23
N/AN/A2023/100.642022/100.562021/101.232020/101.26
N/AN/A2023/110.762022/110.592021/111.162020/111.22
N/AN/A2023/120.682022/120.532021/121.042020/121.17
  • 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: 1.48%
合約負債 QoQ YoY
23Q4 (20)0.070.040.0
23Q3 (19)0.0775.0133.33
23Q2 (18)0.04100.033.33
23Q1 (17)0.02-60.0-50.0
22Q4 (16)0.0566.67-28.57
22Q3 (15)0.030.0-57.14
22Q2 (14)0.03-25.0-50.0
22Q1 (13)0.04-42.86-50.0
21Q4 (12)0.070.0-30.0
21Q3 (11)0.0716.67-56.25
21Q2 (10)0.06-25.0500.0
21Q1 (9)0.08-20.00
20Q4 (8)0.1-37.5233.33
20Q3 (7)0.161500.00
20Q2 (6)0.0100

每月營收相關資訊

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。