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)
2024/31.849.14-20.625.35-14.25.35N/A-
2024/21.68-7.76-20.613.51-10.45.14N/A-
2024/11.8212.061.641.821.644.81N/A-
2023/121.6319.8-25.620.75-8.784.340.99-
2023/111.360.75-32.0319.12-6.994.11.04-
2023/101.35-2.93-10.8417.76-4.294.011.07-
2023/91.399.65-14.7616.41-3.715.030.77-
2023/81.27-46.57-34.0115.02-2.545.510.7-
2023/72.3726.9-2.6313.761.925.680.68-
2023/61.8730.3724.1611.382.935.150.75-
2023/51.43-22.5-7.559.52-0.415.60.69-
2023/41.85-20.04-18.528.080.976.290.61-
2023/32.319.1629.886.238.76.230.66-
2023/22.1218.092.933.92-0.856.10.67-
2023/11.8-17.97-4.991.8-4.995.980.69-
2022/122.199.4420.1222.754.945.71.05-
2022/112.032.17-0.3820.563.545.141.16-
2022/101.51-7.2-17.5718.563.995.061.18-
2022/91.63-15.1-10.4217.056.465.991.1-
2022/81.92-21.1720.5415.428.625.861.13-
2022/72.4461.8353.0713.57.125.491.2主係自動化業務營收貢獻,故使集團整體營收增加。
2022/61.51-2.93-50.0611.060.475.331.18主係本期自動化機台銷售業務較去年同期減少,故造成兩期差異。
2022/51.55-31.7-16.499.5519.545.61.12-
2022/42.2727.4745.668.030.466.111.03-
2022/31.78-13.4816.165.7325.285.730.81-
2022/22.069.052.663.9529.875.770.8主係本期自動化機台銷售認列,及持續拓展其他電子沖壓零組件相關業務,故造成兩期差異。
2022/11.893.711.71.8911.75.720.81-
2021/121.82-9.24-30.5621.6812.815.670.82-
2021/112.019.3627.9419.8619.675.660.82-
2021/101.840.8312.3417.8518.85.250.88-
2021/91.8214.249.8516.0119.595.010.85-
2021/81.590.09-8.1514.1920.976.20.69-
2021/71.59-47.215.2912.626.026.470.66-
2021/63.0262.3488.9811.0129.726.430.56主係自動化業務營收貢獻,故使集團整體營收增加。
2021/51.8619.129.877.9915.994.950.72-
2021/41.561.6521.96.1317.994.440.81-
2021/31.5313.6911.934.5816.714.580.98-
2021/21.35-20.241.713.0419.285.670.79-
2021/11.69-35.5338.331.6938.335.890.76-
2020/122.6267.2392.6619.226.925.830.61主係自動化業務營收貢獻,故使集團整體營收增加
2020/111.57-3.96-3.3616.59-0.14.860.74-
2020/101.63-1.39-23.3415.020.245.030.71-
2020/91.66-4.4926.3813.394.154.90.77-
2020/81.7414.757.4711.731.624.840.78-
2020/71.51-5.257.3610.00.674.80.79-
2020/61.6-5.6118.018.49-0.424.570.71-
2020/51.6932.1725.356.89-3.94.340.74-
2020/41.28-6.66-35.525.2-10.683.980.81-
2020/31.373.322.73.922.153.920.7-
2020/21.338.4621.762.551.863.910.7-
2020/11.22-10.22-13.471.22-13.474.210.65-
2019/121.36-16.11-25.3117.97-13.325.120.53-
2019/111.62-23.82-20.5116.61-12.165.070.53-
2019/102.1362.5711.9714.99-11.155.060.53-
2019/91.31-18.78-54.3212.86-14.094.330.65主要因整體終端需求疲弱,導致客戶延遲拉貨所致。
2019/81.6114.64-19.011.54-4.544.370.65-
2019/71.414.13-9.229.93-1.694.110.69-
2019/61.350.25-8.698.52-0.334.680.59-
2019/51.35-32.01-2.777.171.420.0N/A-
2019/41.9848.6743.565.822.440.0N/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
2024/11.822023/11.82022/11.892021/11.692020/11.22
2024/21.682023/22.122022/22.062021/21.352020/21.33
2024/31.842023/32.312022/31.782021/31.532020/31.37
N/AN/A2023/41.852022/42.272021/41.562020/41.28
N/AN/A2023/51.432022/51.552021/51.862020/51.69
N/AN/A2023/61.872022/61.512021/63.022020/61.6
N/AN/A2023/72.372022/72.442021/71.592020/71.51
N/AN/A2023/81.272022/81.922021/81.592020/81.74
N/AN/A2023/91.392022/91.632021/91.822020/91.66
N/AN/A2023/101.352022/101.512021/101.842020/101.63
N/AN/A2023/111.362022/112.02021/112.012020/111.57
N/AN/A2023/121.632022/122.192021/121.822020/122.62
  • 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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