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)
2024/31.1947.4-8.233.5713.343.57N/A-
2024/20.81-48.53-26.692.3828.473.87N/A-
2024/11.575.02109.691.57109.694.51N/A去年受農曆新年影響基期較低所致
2023/121.53.1837.615.49-6.024.220.49-
2023/111.4513.933.1113.99-9.14.40.47-
2023/101.27-22.831.5412.54-10.334.380.47-
2023/91.6817.019.6111.3-11.284.50.82-
2023/81.432.96-5.569.62-14.144.130.9-
2023/71.396.46-1.218.19-15.483.90.95-
2023/61.318.511.676.8-17.93.650.87-
2023/51.25.72-17.385.49-22.773.640.88-
2023/41.14-12.28-14.344.29-24.163.540.9-
2023/31.317.75-21.163.15-27.183.151.1-
2023/21.147.21-2.551.85-30.882.941.18-
2023/10.75-31.08-51.590.75-51.593.241.07本月營收受農曆新年工作天數減少影響致較去年同期下降
2022/121.09-22.67-38.9416.48-15.83.740.65-
2022/111.4112.19-17.0215.39-13.484.190.58-
2022/101.25-18.07-14.4413.99-13.114.30.57-
2022/91.530.8-21.9312.73-12.984.450.88-
2022/81.527.7-15.7711.21-11.594.090.95-
2022/71.4120.36-16.519.69-10.94.040.97-
2022/61.17-19.73-31.888.28-9.873.961.11-
2022/51.469.621.337.11-4.814.430.99-
2022/41.33-19.27-14.455.65-6.284.111.07-
2022/31.6545.557.894.32-3.454.320.76-
2022/21.13-26.8616.882.68-9.324.460.74-
2022/11.55-13.07-22.091.55-22.095.020.66-
2021/121.785.08-2.6819.5712.224.940.48-
2021/111.6915.68-3.6617.7913.975.120.47-
2021/101.46-25.24-4.8916.116.215.220.46-
2021/91.968.75-0.8614.6318.855.450.52-
2021/81.86.764.1112.6822.615.20.55-
2021/71.69-1.798.110.8826.334.840.59-
2021/61.7219.4136.459.1930.374.710.59-
2021/51.44-7.4548.597.4729.044.520.61-
2021/41.551.81-0.916.0325.124.050.68-
2021/31.5357.68-6.644.4837.664.480.82-
2021/20.97-51.2538.562.9582.64.780.77本月營收較去年同期增加主要係因本月客戶需求增加且去年營收受COVID-19疫情影響較低所致
2021/11.998.58116.081.99116.085.570.66受惠於5G通訊需求強勁以及農曆年前下游提升備貨意願增加
2020/121.834.029.3417.44-7.225.130.47-
2020/111.7614.2-1.2315.61-8.845.270.46-
2020/101.54-22.072.8913.85-9.735.240.46-
2020/91.9814.213.5812.31-11.095.260.5-
2020/81.7310.856.7910.34-13.434.550.57-
2020/71.5623.96-11.638.61-16.613.790.69-
2020/61.2630.04-9.187.05-17.633.790.72-
2020/50.97-38.28-41.935.79-19.274.170.66-
2020/41.57-4.08-12.94.82-12.43.90.7-
2020/31.63134.047.233.25-12.153.250.81-
2020/20.7-23.97-11.311.62-25.83.290.8-
2020/10.92-45.05-33.990.92-33.994.370.6-
2019/121.67-6.0431.1818.8-3.734.950.47-
2019/111.7818.9719.7417.13-6.175.180.45-
2019/101.5-21.55-2.3215.35-8.465.020.47-
2019/91.9117.75-10.6413.85-9.085.290.54-
2019/81.62-8.27-29.0111.94-8.834.770.6-
2019/71.7727.39-5.4110.32-4.574.820.59-
2019/61.39-16.85-22.48.56-4.394.850.78-
2019/51.67-7.43-2.947.170.090.0N/A-
2019/41.818.099.75.511.040.0N/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
2024/11.572023/10.752022/11.552021/11.992020/10.92
2024/20.812023/21.12022/21.132021/20.972020/20.7
2024/31.192023/31.32022/31.652021/31.532020/31.63
N/AN/A2023/41.142022/41.332021/41.552020/41.57
N/AN/A2023/51.22022/51.462021/51.442020/50.97
N/AN/A2023/61.312022/61.172021/61.722020/61.26
N/AN/A2023/71.392022/71.412021/71.692020/71.56
N/AN/A2023/81.432022/81.522021/81.82020/81.73
N/AN/A2023/91.682022/91.532021/91.962020/91.98
N/AN/A2023/101.272022/101.252021/101.462020/101.54
N/AN/A2023/111.452022/111.412021/111.692020/111.76
N/AN/A2023/121.52022/121.092021/121.782020/121.83
  • 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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