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)
2024/96.07-6.0517.1750.6935.1418.91N/A-
2024/86.461.1945.0344.6238.0319.52N/A-
2024/76.38-4.3373.5138.1636.9118.68N/A本月營收較去年同期增加,主要係晶圓、光罩載具產品營收增加所致。
2024/66.6718.72102.931.7731.3617.61.14本月營收較去年同期增加,主要係晶圓、光罩載具產品營收增加所致。
2024/55.625.9861.5325.120.115.81.27本月營收較去年同期增加,主要係晶圓、光罩載具產品營收增加所致。
2024/45.38.7376.3219.4812.0114.541.38本月營收較去年同期增加,主要係光罩、晶圓載具產品營收增加所致。
2024/34.8811.76-30.1314.18-1.4314.181.45-
2024/24.36-11.572.39.325.6414.481.42-
2024/14.93-4.7357.44.9357.412.951.59本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品產品營收增加及子公司機台設備產品增加所致
2023/125.1882.96-20.0150.7713.0313.211.44-
2023/112.83-45.58-34.5345.5918.613.211.44-
2023/105.20.44107.0342.7625.3314.841.29本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品產品營收增加所致
2023/95.1816.2948.5337.518.7513.311.34-
2023/84.4521.0611.332.3215.0611.421.56-
2023/73.6811.8615.8227.8715.6810.451.71-
2023/63.29-5.48-13.3824.1915.659.781.78-
2023/53.4815.688.7720.922.0913.471.29-
2023/43.01-56.91-17.8917.3925.0714.251.22-
2023/36.9863.6670.2714.3840.4514.381.17本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品產品營收增加及子公司機台設備產品增加所致
2023/24.2736.0453.937.420.5313.881.21本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品產品營收增加及子公司機台設備產品增加所致
2023/13.14-51.59-6.933.14-6.9313.941.2-
2022/126.4849.7659.5244.9243.9113.311.24本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品產品營收增加及子公司機台設備產品增加所致
2022/114.3272.085.3938.4441.5810.321.59-
2022/102.51-27.93-33.9634.1248.3710.01.65-
2022/93.49-12.8545.8931.5864.5610.671.41本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品產品營收增加及子公司機台設備產品增加所致
2022/84.025.98102.2328.0967.2210.981.37本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品產品營收增加所致
2022/73.18-16.3436.524.0962.6610.171.48本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品產品營收增加所致
2022/63.818.787.7420.9167.5310.661.15本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品產品營收增加所致
2022/53.2-12.6835.9517.1263.6210.961.12本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品產品營收增加所致
2022/43.66-10.64120.5513.972.8510.531.16本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品產品營收增加所致
2022/34.147.9573.6410.2460.4310.241.04本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品產品營收增加所致
2022/22.77-17.7552.756.1452.6810.21.04本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品產品營收增加所致
2022/13.37-17.0152.623.3752.6211.530.92本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品產品營收增加所致
2021/124.06-1.0513.2131.2124.6311.970.83-
2021/114.17.82145.5527.1526.5410.30.97本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品及子公司家登自動化-機台設備產品營收增加所致
2021/103.8159.1999.8822.9916.218.171.22本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品及子公司家登自動化-機台設備產品營收增加所致
2021/92.3920.7938.6719.197.36.71.46-
2021/81.98-14.9615.6216.83.956.331.55-
2021/72.3315.058.4314.812.56.71.46-
2021/62.02-14.04-36.6612.481.466.041.49-
2021/52.3541.659.9610.4614.836.371.41-
2021/41.66-29.64-31.498.0415.385.841.54-
2021/32.3630.1518.836.3840.396.381.27-
2021/21.81-17.8161.114.0257.137.611.07本月營收較去年同期增加,主係家登子公司吳江新創-汽車買賣及子公司家登自動化-機台設備產品營收增加所致
2021/12.21-38.4454.02.2154.07.461.09本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品及子公司家登自動化-機台設備產品營收增加所致
2020/123.59114.629.4525.045.577.161.15-
2020/111.67-12.23-35.1721.462.415.31.55-
2020/101.910.445.519.797.715.341.54-
2020/91.720.72-12.3317.887.955.581.5-
2020/81.71-20.25-21.216.1610.687.051.18-
2020/72.15-32.7924.1214.4516.37.481.12-
2020/63.1949.2335.5612.315.037.761.05-
2020/52.14-11.75-28.539.119.236.551.25-
2020/42.4222.0492.216.9730.415.541.48本月營收較去年同期增加,主係家登母公司-光罩、晶圓載具品及子公司家登自動化-機台設備產品營收增加所致
2020/31.9976.4627.494.5511.324.551.68-
2020/21.13-21.4438.382.561.345.331.44-
2020/11.43-48.25-16.281.43-16.286.781.13-
2019/122.777.4616.1723.7244.847.151.02-
2019/112.5842.8447.0120.9549.720.0N/A-
2019/101.8-8.2228.4118.3750.090.0N/A本年營收較去年增加,主係家登母公司EUV POD(極紫外光光罩盒營收增加)
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
2024/14.932023/13.142022/13.372021/12.212020/11.43
2024/24.362023/24.272022/22.772021/21.812020/21.13
2024/34.882023/36.982022/34.12021/32.362020/31.99
2024/45.32023/43.012022/43.662021/41.662020/42.42
2024/55.622023/53.482022/53.22021/52.352020/52.14
2024/66.672023/63.292022/63.82021/62.022020/63.19
2024/76.382023/73.682022/73.182021/72.332020/72.15
2024/86.462023/84.452022/84.02021/81.982020/81.71
2024/96.072023/95.182022/93.492021/92.392020/91.72
N/AN/A2023/105.22022/102.512021/103.812020/101.9
N/AN/A2023/112.832022/114.322021/114.12020/111.67
N/AN/A2023/125.182022/126.482021/124.062020/123.59
  • 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: 63.22%
合約負債 QoQ YoY
24Q2 (20)5.97-17.43-29.76
24Q1 (19)7.23-13.62-23.73
23Q4 (18)8.37-8.6218.05
23Q3 (17)9.167.7631.8
23Q2 (16)8.5-10.3437.1
23Q1 (15)9.4833.7171.12
22Q4 (14)7.092.0154.13
22Q3 (13)6.9512.138.45
22Q2 (12)6.211.9153.85
22Q1 (11)5.5420.4368.39
21Q4 (10)4.6-8.3746.96
21Q3 (9)5.0224.5744.67
21Q2 (8)4.0322.4910.71
21Q1 (7)3.295.1115.85
20Q4 (6)3.13-9.850.48
20Q3 (5)3.47-4.6733.46
20Q2 (4)3.6428.170.0
20Q1 (3)2.8436.540.0
19Q4 (2)2.08-20.00.0
19Q3 (1)2.60.00.0

每月營收相關資訊

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