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)
2024/30.73-14.08-5.862.4216.322.42N/A-
2024/20.84-0.7652.691.729.382.51N/A營收增加主因係客戶去年同期庫存去化
2024/10.854.5912.350.8512.352.44N/A-
2023/120.815.62-8.3710.45-19.592.330.48-
2023/110.772.83-1.939.63-20.462.570.44-
2023/100.75-28.3815.558.86-21.752.960.38-
2023/91.05-10.3829.578.11-24.023.230.35-
2023/81.1715.1-10.677.06-28.43.180.35-
2023/71.011.08-21.985.89-31.113.050.37-
2023/61.0-2.43-24.874.88-32.752.80.41-
2023/51.0333.95-21.293.88-34.522.570.45-
2023/40.77-0.42-41.982.85-38.272.090.55-
2023/30.7739.37-27.882.08-36.782.080.6-
2023/20.55-26.98-37.271.31-41.052.20.57-
2023/10.76-14.7-43.540.76-43.542.430.51-
2022/120.8913.05-36.7312.99-5.442.320.61-
2022/110.7921.16-34.4312.1-1.882.240.63-
2022/100.65-19.69-35.0511.321.612.760.51-
2022/90.81-38.22-30.8810.675.223.410.47-
2022/81.310.53-8.269.869.923.940.41-
2022/71.3-2.64-0.928.5613.353.940.41-
2022/61.342.2-7.287.2616.353.960.54-
2022/51.31-1.2613.375.9223.453.70.58-
2022/41.3223.7723.124.6226.643.270.66-
2022/31.0721.229.043.2928.13.290.58-
2022/20.88-34.2769.622.2244.443.630.52本月訂單需求較去年同月增加,致營業收入增加。
2022/11.34-4.4125.41.3425.43.940.48-
2021/121.417.1516.7613.7415.093.60.56-
2021/111.220.026.0812.3414.93.360.6-
2021/101.0-14.54-4.1111.1415.943.590.56-
2021/91.17-17.99-17.0510.1418.383.90.46-
2021/81.428.573.298.9725.354.180.43-
2021/71.31-8.89-3.777.5530.613.90.46-
2021/61.4424.9825.576.2441.233.670.47-
2021/51.157.2320.834.846.733.210.53-
2021/41.079.6138.993.6457.392.570.66主係109年受疫情影響,部分客戶延遲下單出貨;110年營運未受影響,使本月及本年營收較109年同期增加.
2021/30.9888.5799.192.5766.622.570.56主係109年受疫情影響,部分客戶延遲下單出貨;110年營運未受影響,使本月及本年營收較109年同期增加.
2021/20.52-51.422.461.5446.552.790.52-
2021/11.07-11.070.961.0770.963.40.42本月增減百分比達70.96%,係醫療及家用產品出貨量增加,及去年本月逢春節假期使上班天數減少所致。
2020/121.26.4346.5411.945.813.370.34-
2020/111.138.4934.110.742.623.580.32-
2020/101.04-26.0723.849.61-0.133.830.3-
2020/91.412.1248.868.57-2.424.150.27-
2020/81.381.1332.597.16-8.623.890.29-
2020/71.3618.8824.55.78-14.923.460.32-
2020/61.1520.265.014.42-22.52.870.4-
2020/50.9523.34-2.483.27-29.032.220.51-
2020/40.7757.09-19.072.32-36.181.690.67-
2020/30.4915.93-44.871.54-42.31.540.69-
2020/20.42-32.16-20.61.05-41.011.870.57-
2020/10.63-23.71-49.770.63-49.772.290.46-
2019/120.82-2.59-28.811.28-7.392.50.4-
2019/110.840.193.4710.46-5.162.630.38-
2019/100.84-11.14-10.069.62-5.842.830.35-
2019/90.95-9.031.928.78-5.423.080.25-
2019/81.04-5.03-5.167.83-6.243.230.24-
2019/71.10.28-7.036.79-6.43.160.25-
2019/61.0911.673.715.7-6.283.030.35-
2019/50.982.354.534.61-8.370.0N/A-
2019/40.967.02-20.93.63-11.320.0N/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
2024/10.852023/10.762022/11.342021/11.072020/10.63
2024/20.842023/20.552022/20.882021/20.522020/20.42
2024/30.732023/30.772022/31.072021/30.982020/30.49
N/AN/A2023/40.772022/41.322021/41.072020/40.77
N/AN/A2023/51.032022/51.312021/51.152020/50.95
N/AN/A2023/61.02022/61.342021/61.442020/61.15
N/AN/A2023/71.012022/71.32021/71.312020/71.36
N/AN/A2023/81.172022/81.312021/81.422020/81.38
N/AN/A2023/91.052022/90.812021/91.172020/91.41
N/AN/A2023/100.752022/100.652021/101.02020/101.04
N/AN/A2023/110.772022/110.792021/111.22020/111.13
N/AN/A2023/120.812022/120.892021/121.42020/121.2
  • 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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