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)
2026/40.23-32.44120.070.82-21.660.68N/A奧地利專案出貨
2026/30.33177.6748.970.59-37.120.591.91-
2026/20.12-11.95-65.370.26-64.10.412.76印度客戶裝機減緩
2026/10.14-9.69-62.890.14-62.890.452.52印度客戶裝機減緩
2025/120.15-5.01-43.172.34-20.40.592.08-
2025/110.16-41.9-56.952.19-18.130.751.62印度客戶裝機遞延
2025/100.27-13.88-30.162.03-11.880.691.77-
2025/90.32236.2418.981.76-8.120.512.78-
2025/80.091.53-48.871.44-12.550.324.36-
2025/70.09-30.59-44.651.34-7.920.34.74-
2025/60.1394.93-39.711.25-3.110.314.66-
2025/50.07-32.78-69.051.114.560.43.6印度客戶遞延出貨
2025/40.1-54.27-69.731.0524.080.682.11客戶訂單遞延出貨
2025/30.22-35.4649.230.9487.480.941.41印度客戶出貨增加
2025/20.35-5.63144.790.72103.850.981.35印度客戶需求增加
2025/10.3738.376.070.3776.071.011.32印度客戶需求增加
2024/120.27-28.0520.532.94-20.51.031.44-
2024/110.37-5.7467.32.68-23.111.031.44主要係印度客戶需求增加
2024/100.3946.727.552.31-29.270.851.76-
2024/90.2744.48-28.841.91-35.210.622.73-
2024/80.199.92-43.211.64-36.140.582.94-
2024/70.17-24.4-37.431.46-35.110.622.76-
2024/60.220.06-24.81.29-34.790.792.06-
2024/50.22-34.25-30.111.07-36.560.712.27-
2024/40.34125.477.630.84-38.080.632.56-
2024/30.155.85-44.20.5-51.890.5N/A終端客戶需求減緩
2024/20.14-32.12-66.170.35-54.570.57N/A終端客戶需求減緩
2024/10.21-5.31-40.790.21-40.790.65N/A-
2023/120.22-0.13-26.443.7-46.040.75N/A-
2023/110.22-28.13-54.133.48-46.940.91N/A歐洲客戶依銷售狀況調整訂單
2023/100.31-18.16-30.13.26-46.371.01N/A-
2023/90.3815.3-39.352.95-47.650.97N/A-
2023/80.3321.1-48.732.57-48.680.89N/A-
2023/70.27-9.13-49.732.25-48.670.89N/A-
2023/60.3-6.99-48.561.98-48.520.93N/A-
2023/50.321.25-49.811.68-48.510.91N/A-
2023/40.3216.88-55.461.36-48.191.01N/A客戶庫存調整,本月出貨減緩
2023/30.27-35.82-62.71.05-45.511.05N/A客戶庫存調整,本月出貨減緩
2023/20.4218.7912.90.78-35.091.08N/A-
2023/10.3517.63-56.870.35-56.871.14N/A客戶庫存去化,本期出貨需求減緩
2022/120.3-37.73-65.286.87-19.571.23N/A歐洲業績受烏俄戰爭影響,既有訂單遞延出貨。
2022/110.489.52-38.516.56-14.391.55N/A-
2022/100.44-28.99-31.566.08-11.641.7N/A-
2022/90.62-2.52-38.765.64-9.581.8N/A-
2022/80.6418.74-25.755.02-3.91.75N/A-
2022/70.54-7.03-25.254.380.391.75N/A-
2022/60.58-9.25-7.483.845.461.92N/A-
2022/50.64-10.12-16.113.268.132.07N/A-
2022/40.71-2.1116.812.6316.291.81N/A-
2022/30.7294.2643.651.9216.11.92N/A-
2022/20.37-54.62-26.231.194.02.06N/A-
2022/10.82-5.2927.770.8227.772.48N/A-
2021/120.8710.2749.548.546.632.3N/A-
2021/110.7921.9-10.437.673.272.45N/A-
2021/100.65-36.46-25.146.885.112.52N/A-
2021/91.0218.1622.386.249.72.59N/A-
2021/80.8619.544.065.227.542.2N/A-
2021/70.7215.07-1.764.368.252.1N/A-
2021/60.62-17.72-19.843.6410.470.0N/A-
2021/50.7625.1644.93.0219.860.0N/A-
股價
長短期營收
營收年增率
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
2026/10.142025/10.372024/10.212023/10.352022/10.82
2026/20.122025/20.352024/20.142023/20.422022/20.37
2026/30.332025/30.222024/30.152023/30.272022/30.72
2026/40.232025/40.12024/40.342023/40.322022/40.71
N/AN/A2025/50.072024/50.222023/50.322022/50.64
N/AN/A2025/60.132024/60.222023/60.32022/60.58
N/AN/A2025/70.092024/70.172023/70.272022/70.54
N/AN/A2025/80.092024/80.192023/80.332022/80.64
N/AN/A2025/90.322024/90.272023/90.382022/90.62
N/AN/A2025/100.272024/100.392023/100.312022/100.44
N/AN/A2025/110.162024/110.372023/110.222022/110.48
N/AN/A2025/120.152024/120.272023/120.222022/120.3
  • 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8季, 最新合約負債佔股本: 0.25%
合約負債 QoQ YoY
26Q1 (8)0.01-88.89-83.33
25Q4 (7)0.09-10.0-50.0
25Q3 (6)0.1-9.09900.0
25Q2 (5)0.1183.330
25Q1 (4)0.06-66.670.0
24Q4 (3)0.181700.00.0
24Q3 (2)0.0100.0

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。