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)
2024/30.9328.73.22.49-0.472.49N/A-
2024/20.72-13.83-10.661.56-2.542.26N/A-
2024/10.8419.825.730.845.732.27N/A-
2023/120.7-4.14-2.619.23-18.072.152.11-
2023/110.731.42-12.788.53-19.132.132.13-
2023/100.726.3-12.497.8-19.682.162.1-
2023/90.68-11.75-29.97.08-20.342.172.24-
2023/80.775.59-32.236.41-19.172.32.12-
2023/70.73-9.58-34.765.64-17.02.332.09-
2023/60.80.1-31.034.91-13.512.412.04-
2023/50.80.37-27.324.11-8.982.51.96-
2023/40.8-11.23-21.773.3-3.032.511.96-
2023/30.911.42.452.54.992.52.1-
2023/20.811.9823.821.66.482.322.27-
2023/10.7910.36-6.820.79-6.822.352.24-
2022/120.72-14.15-34.8811.27-30.542.382.13-
2022/110.841.76-25.5110.55-30.222.631.93-
2022/100.82-14.84-29.219.71-30.62.921.73-
2022/90.97-14.69-31.258.89-30.733.211.71-
2022/81.131.651.967.93-30.663.411.61-
2022/71.11-4.41-5.696.79-34.183.391.62-
2022/61.175.49-20.785.68-37.863.291.65-
2022/51.118.04-24.94.51-41.143.011.81-
2022/41.0216.26-28.43.41-45.02.562.13-
2022/30.8834.63-48.612.38-49.972.382.33-
2022/20.65-23.25-50.91.5-50.732.612.13疫情影響缺料
2022/10.85-22.87-50.60.85-50.63.081.81疫情影響缺料
2021/121.1-1.79-31.9416.2318.353.391.53-
2021/111.12-3.29-34.6615.1225.13.691.41-
2021/101.16-17.3-32.114.035.013.681.41-
2021/91.4126.53-12.3612.8448.293.71.4-
2021/81.11-5.97-19.0711.4362.093.761.37本年累計營收較去年累計增加主要係因客戶需求增加所致
2021/71.18-19.710.6410.3281.714.121.25本年累計營收較去年累計增加主要係因客戶需求增加所致
2021/61.470.0154.659.14102.844.371.06本月營收較去年同期增加主要係因客戶需求增加所致
2021/51.473.0108.527.67115.754.611.01本月營收較去年同期增加主要係因客戶需求增加所致
2021/41.43-16.55127.066.2117.544.471.04本月營收較去年同期增加主要係因客戶需求增加所致
2021/31.7128.63125.254.77114.844.770.83本月營收較去年同期增加主要係因客戶需求增加所致
2021/21.33-22.7989.733.05109.414.680.85本月營收較去年同期增加主要係因客戶需求增加所致
2021/11.726.26127.641.72127.645.070.78本月營收較去年同期增加主要係因客戶需求增加所致
2020/121.62-5.71106.2213.7110.455.060.74本月營收較去年同期增加主要係因客戶需求增加所致
2020/111.720.4898.312.093.975.040.74本月營收較去年同期增加主要係因客戶需求增加所致
2020/101.716.7470.9410.37-3.634.690.8本月營收較去年同期增加主要係因客戶需求增加所致
2020/91.616.8382.238.66-11.294.150.83本月營收較去年同期增加主要係因客戶需求增加所致。
2020/81.3716.9449.067.05-20.563.50.99-
2020/71.1723.360.015.68-28.622.831.22-
2020/60.9534.854.554.51-33.582.291.43-
2020/50.7112.16-38.733.55-39.492.091.56-
2020/40.63-17.21-50.612.85-39.672.091.56受嚴重特殊傳染性肺炎疫情影響
2020/30.768.34-41.692.22-35.632.221.31-
2020/20.7-7.36-15.891.46-31.942.251.29-
2020/10.76-3.73-42.170.76-42.172.411.2-
2019/120.79-9.33-40.8412.41-26.582.661.09-
2019/110.87-13.37-33.6311.63-25.362.751.05-
2019/101.013.79-20.2210.76-24.62.81.03-
2019/90.88-4.42-32.299.76-25.022.981.09-
2019/80.92-21.54-42.658.88-24.223.011.08-
2019/71.1728.96-32.057.96-21.293.241.0-
2019/60.91-20.98-42.696.78-19.073.340.99-
2019/51.15-9.57-24.565.87-13.550.0N/A-
2019/41.27-2.27-7.184.72-10.350.0N/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
2024/10.842023/10.792022/10.852021/11.722020/10.76
2024/20.722023/20.812022/20.652021/21.332020/20.7
2024/30.932023/30.92022/30.882021/31.712020/30.76
N/AN/A2023/40.82022/41.022021/41.432020/40.63
N/AN/A2023/50.82022/51.112021/51.472020/50.71
N/AN/A2023/60.82022/61.172021/61.472020/60.95
N/AN/A2023/70.732022/71.112021/71.182020/71.17
N/AN/A2023/80.772022/81.132021/81.112020/81.37
N/AN/A2023/90.682022/90.972021/91.412020/91.6
N/AN/A2023/100.722022/100.822021/101.162020/101.71
N/AN/A2023/110.732022/110.842021/111.122020/111.72
N/AN/A2023/120.72022/120.722021/121.12020/121.62
  • 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, 最新合約負債佔股本: 0.5%
合約負債 QoQ YoY
23Q4 (20)0.07-12.5-53.33
23Q3 (19)0.08-38.46-69.23
23Q2 (18)0.130.0-63.89
23Q1 (17)0.13-13.33-70.45
22Q4 (16)0.15-42.31-60.53
22Q3 (15)0.26-27.78-33.33
22Q2 (14)0.36-18.18-36.84
22Q1 (13)0.4415.790.0
21Q4 (12)0.38-2.56-17.39
21Q3 (11)0.39-31.58-39.06
21Q2 (10)0.5729.5539.02
21Q1 (9)0.44-4.3522.22
20Q4 (8)0.46-28.1212.2
20Q3 (7)0.6456.1120.69
20Q2 (6)0.4113.89173.33
20Q1 (5)0.36-12.2200.0
19Q4 (4)0.4141.380.0
19Q3 (3)0.2993.330.0
19Q2 (2)0.1525.00.0
19Q1 (1)0.120.00.0

每月營收相關資訊

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