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)
2024/30.4841.95-26.551.510.641.5N/A-
2024/20.34-51.29-6.051.0344.741.48N/A-
2024/10.6950.8196.490.6996.491.85N/A配合客戶訂單出貨,故當月營收較去年同期成長。
2023/120.46-34.99-17.365.59-1.441.51.13-
2023/110.7107.44-2.175.130.271.571.08-
2023/100.34-35.39-34.884.430.671.321.28-
2023/90.5214.3539.154.095.451.371.13-
2023/80.4620.165.453.571.821.281.21-
2023/70.38-13.4-13.173.111.31.211.28-
2023/60.4412.71-30.22.733.731.371.12-
2023/50.39-26.97-8.492.2814.471.580.97-
2023/40.54-17.4510.081.8920.741.540.99-
2023/30.6581.695.881.3625.531.361.19配合客戶訂單出貨,故當月營收較去年同期成長。
2023/20.361.8618.480.71-5.541.261.28-
2023/10.35-36.57-21.710.35-21.711.620.99-
2022/120.55-23.047.435.6718.781.790.81-
2022/110.7238.0779.945.1220.161.620.9配合客戶訂單出貨及合併子公司營收成長。
2022/100.5238.05-1.94.413.971.331.1-
2022/90.38-13.3333.353.8816.51.251.31-
2022/80.44-1.0685.03.514.941.511.09去年同期基期較低所致
2022/70.44-30.3919.483.079.081.51.09-
2022/60.6347.7852.372.637.511.550.91配合客戶訂單出貨及合併子公司營收成長
2022/50.43-12.14-11.162.0-1.651.251.12-
2022/40.4946.872.621.571.31.121.25-
2022/30.339.85-25.971.080.721.081.41-
2022/20.3-32.7-16.630.7519.821.271.2-
2022/10.45-12.9569.80.4569.81.361.12去年同期基期較低所致
2021/120.5228.89-8.914.783.11.451.0-
2021/110.4-24.726.134.264.771.211.2-
2021/100.5387.6963.263.864.631.051.38配合客戶訂單出貨
2021/90.2820.22-18.33.33-1.020.892.05-
2021/80.24-36.1-28.773.050.951.021.79-
2021/70.37-11.23-16.72.814.61.261.44-
2021/60.41-13.84-4.372.448.81.371.24-
2021/50.481.4810.162.0311.951.41.21-
2021/40.475.9443.371.5512.521.281.32-
2021/30.4523.714.571.072.751.071.64-
2021/20.3637.0710.050.631.481.191.48-
2021/10.26-53.3-8.290.26-8.291.211.46-
2020/120.5750.1864.384.6311.121.271.46因疫情影響及缺櫃,致11月訂單延至12月出貨。
2020/110.3815.7912.454.076.331.051.77-
2020/100.33-6.07-7.013.695.741.01.85-
2020/90.354.8115.083.377.161.121.74-
2020/80.33-25.28-12.423.026.331.211.62-
2020/70.441.9138.542.699.21.311.49-
2020/60.43-0.7315.132.254.831.21.6-
2020/50.4432.0624.361.812.631.21.61-
2020/40.33-22.71-14.441.38-2.751.091.76-
2020/30.4330.193.21.041.631.041.65-
2020/20.3314.21-7.430.620.570.961.79-
2020/10.29-16.311.620.2911.620.971.78-
2019/120.342.74-15.224.1716.731.031.59-
2019/110.33-4.25-12.173.8220.820.991.66-
2019/100.3516.24-3.283.4925.341.031.6-
2019/90.3-20.24-15.133.1429.621.01.56-
2019/80.3818.29.882.8437.291.071.45-
2019/70.32-15.3138.252.4642.741.051.49-
2019/60.387.2118.472.1443.441.111.2-
2019/50.35-9.1416.921.7750.190.0N/A客戶訂單增加
2019/40.39-6.77132.151.4161.60.0N/A客戶訂單增加
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
2024/10.692023/10.352022/10.452021/10.262020/10.29
2024/20.342023/20.362022/20.32021/20.362020/20.33
2024/30.482023/30.652022/30.332021/30.452020/30.43
N/AN/A2023/40.542022/40.492021/40.472020/40.33
N/AN/A2023/50.392022/50.432021/50.482020/50.44
N/AN/A2023/60.442022/60.632021/60.412020/60.43
N/AN/A2023/70.382022/70.442021/70.372020/70.44
N/AN/A2023/80.462022/80.442021/80.242020/80.33
N/AN/A2023/90.522022/90.382021/90.282020/90.35
N/AN/A2023/100.342022/100.522021/100.532020/100.33
N/AN/A2023/110.72022/110.722021/110.42020/110.38
N/AN/A2023/120.462022/120.552021/120.522020/120.57
  • 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: 0.24%
合約負債 QoQ YoY
23Q4 (20)0.0100.0

每月營收相關資訊

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