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)
2024/30.3218.746.811.0343.881.03N/A-
2024/20.27-38.8429.510.7170.541.08N/A本年累計營收較去年增加,主係客戶庫存去化趨於正常及實際邊緣運算IC需求數量上升所致。
2024/10.4417.27111.540.44111.541.21N/A本月營收較去年增加,主係客戶庫存去化趨於正常及實際IC需求數量上升所致
2023/120.38-5.7793.094.22-18.121.210.76本月營收較去年增加,主係客戶庫存去化趨於正常及實際IC需求數量上升所致。
2023/110.4-7.72134.863.85-22.481.220.75本月營收較去年增加,主係客戶庫存去化趨於正常及實際IC需求數量上升所致。
2023/100.4310.05141.723.45-28.051.220.75本月營收較去年增加,主係客戶庫存去化趨於正常及實際IC需求數量上升所致。
2023/90.39-0.941.633.02-34.621.160.85-
2023/80.46.05-3.362.62-39.491.20.82-
2023/70.37-14.212.22.23-43.261.190.83-
2023/60.4412.94-18.381.85-47.921.141.06-
2023/50.3920.73-44.291.42-53.121.01.21累計營收較去年減少,主係產品終端需求下降及去年價格調漲通知故部分客戶提前備貨等因素所致。
2023/40.326.61-41.641.03-55.740.831.46累計營收較去年減少,主係產品終端需求下降及去年價格調漲通知故部分客戶提前備貨等因素所致。
2023/30.343.97-54.280.72-60.040.722.1本月營收及累計營收較去年減少,主係產品終端需求下降及去年價格調漲通知故部分客戶提前備貨等因素所致。
2023/20.21-0.1-54.80.42-63.360.612.46本月營收及累計營收較去年減少,主係產品終端需求下降且因通膨影響,中國解封政策導致客戶工廠受疫情衝擊及開工率低等因素所致。
2023/10.217.04-69.190.21-69.190.572.62本月營收較去年減少,主係產品終端需求下降且因春節及通膨影響,中國解封政策導致客戶工廠受疫情衝擊及開工率低等因素所致。
2022/120.1914.6-61.745.16-7.530.543.21本月營收淨額較去年本月減少,主係產品終端需求下降且因通膨影響,中國解封政策導致客戶工廠受疫情衝擊及開工率低等因素所致。
2022/110.17-5.02-67.54.96-2.10.632.78本月營業收入淨額較去年本月減少,主係產品終端需求下降且因通膨影響,系統代工廠及風扇廠調節先前庫存等因素所致。
2022/100.18-35.51-68.414.795.40.872.01本月營業收入淨額較去年本月減少,主係產品終端需求下降且因通膨影響,系統代工廠及風扇廠調節先前庫存等因素所致。
2022/90.28-32.39-46.794.6115.881.051.76-
2022/80.4112.17-7.244.3425.311.311.41-
2022/70.37-31.49-5.073.9330.071.591.16-
2022/60.53-22.9112.373.5635.211.770.77-
2022/50.6926.4883.643.0340.221.890.72本月營業收入淨額較去年本月增加,主係產品IC價格調漲、美元匯率變動及中國疫情影響貨物運輸時間變長,客戶提前拉貨所致。
2022/40.55-16.4723.42.3431.061.660.82-
2022/30.6542.311.031.7933.591.790.52-
2022/20.46-31.950.41.1464.061.640.57本月營業收入淨額較去年本月增加,主係產品IC售價上漲;本年累計營業收入淨額較去年累計增加,主係客戶實際IC需求數量上升所致。
2022/10.6832.9574.870.6874.871.710.55本月營業收入淨額較去年本月增加及本年累計營業收入淨額較去年累計增加,主係客戶實際IC需求數量上升及因應春節提前備貨所致。
2021/120.51-2.6438.075.5837.771.60.52-
2021/110.52-7.6935.765.0737.741.610.52-
2021/100.578.6244.934.5537.981.530.54-
2021/90.5217.8552.243.9837.041.350.54本月營業收入淨額較去年本月增加,主係因應半導體晶圓產能持續不足,客戶提前備貨IC庫存及客戶實際IC需求數量亦有所上升所致。
2021/80.4414.828.413.4635.011.30.56-
2021/70.38-18.923.133.0236.041.240.59-
2021/60.4725.9630.032.6338.151.290.49-
2021/50.38-15.046.52.1640.081.470.43-
2021/40.44-31.6129.321.7838.791.40.45-
2021/30.65111.8698.961.3442.241.340.46本月營業收入淨額較去年本月增加,主係因應半導體晶圓產能持續不足,客戶提前備貨IC庫存及客戶實際IC需求數量亦有所上升所致。
2021/20.31-20.831.70.6912.271.060.58-
2021/10.394.9722.330.3922.331.140.54-
2020/120.37-4.277.644.0513.121.140.53-
2020/110.38-1.46-6.073.6813.71.120.54-
2020/100.3914.119.863.2916.571.080.56-
2020/90.34-0.5917.182.916.141.00.65-
2020/80.3410.0839.392.5616.01.020.64-
2020/70.31-14.3668.962.2213.060.930.7係因本月銷售風扇馬達驅動控制IC較去年同期增加11,426仟元所致。
2020/60.3641.9249.171.917.250.960.56-
2020/50.26-24.96-1.481.540.560.930.58-
2020/40.345.2130.371.280.980.970.56-
2020/30.338.312.390.94-6.660.940.53-
2020/20.3-4.77-1.630.62-14.340.960.52-
2020/10.32-7.63-23.720.32-23.721.070.47-
2019/120.34-16.472.093.58-7.531.080.26-
2019/110.4125.7512.963.24-8.441.030.27-
2019/100.3311.550.122.83-10.890.860.32-
2019/90.2918.24-22.322.5-12.150.720.44-
2019/80.2533.43-24.22.21-10.60.680.47-
2019/70.18-24.39-48.771.96-8.540.690.46-
2019/60.24-6.27-31.991.78-0.40.770.38-
2019/50.26-0.7-4.31.537.560.0N/A-
2019/40.26-9.291.141.2710.370.0N/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
2024/10.442023/10.212022/10.682021/10.392020/10.32
2024/20.272023/20.212022/20.462021/20.312020/20.3
2024/30.322023/30.32022/30.652021/30.652020/30.33
N/AN/A2023/40.322022/40.552021/40.442020/40.34
N/AN/A2023/50.392022/50.692021/50.382020/50.26
N/AN/A2023/60.442022/60.532021/60.472020/60.36
N/AN/A2023/70.372022/70.372021/70.382020/70.31
N/AN/A2023/80.42022/80.412021/80.442020/80.34
N/AN/A2023/90.392022/90.282021/90.522020/90.34
N/AN/A2023/100.432022/100.182021/100.572020/100.39
N/AN/A2023/110.42022/110.172021/110.522020/110.38
N/AN/A2023/120.382022/120.192021/120.512020/120.37
  • 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

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。