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)
2024/30.858.99-10.072.12-17.682.12N/A-
2024/20.5-38.82-45.031.32-21.682.03N/A-
2024/10.8214.885.820.825.822.19N/A-
2023/120.718.81-20.678.96-36.951.991.09-
2023/110.655.02-38.718.24-38.051.861.17-
2023/100.627.71-45.287.59-37.991.781.22-
2023/90.580.79-52.586.96-37.252.011.22本月營收較去年同期減少,係因PMOLED之市場應用需求減少。
2023/80.57-32.75-53.146.39-35.352.191.11本月營收較去年同期減少,係因PMOLED之市場應用需求減少。
2023/70.8511.6-28.685.81-32.832.470.99-
2023/60.77-9.91-42.64.96-33.52.391.11-
2023/50.859.92-37.184.19-31.522.511.06-
2023/40.77-12.71-39.023.34-29.912.571.03-
2023/30.89-2.82-31.442.57-26.612.571.14-
2023/20.9117.79-15.71.68-23.792.581.13-
2023/10.77-13.88-31.530.77-31.532.741.07-
2022/120.9-15.92-26.3614.21-2.293.110.92-
2022/111.07-6.24-23.1513.31-0.083.430.83-
2022/101.14-6.65-7.0512.242.63.590.79-
2022/91.22-0.4-1.811.13.73.640.78-
2022/81.232.35-0.519.884.433.760.76-
2022/71.2-10.183.968.655.173.880.73-
2022/61.33-1.4115.557.465.373.950.7-
2022/51.356.715.786.123.383.910.71-
2022/41.27-1.863.954.770.333.640.76-
2022/31.2919.47-2.833.5-0.93.50.75-
2022/21.08-4.3211.662.210.253.430.76-
2022/11.13-7.38-8.671.13-8.673.740.7-
2021/121.22-12.251.1214.547.883.840.59-
2021/111.3913.3924.5713.328.543.860.59-
2021/101.23-1.386.5411.936.943.70.61-
2021/91.240.92.3810.76.993.630.57-
2021/81.236.96-0.629.467.623.540.58-
2021/71.15-0.160.838.238.983.470.59-
2021/61.15-1.21-2.747.0810.433.540.5-
2021/51.17-4.2-7.595.9213.423.720.48-
2021/41.22-8.27-11.044.7520.143.520.5-
2021/31.3337.350.263.5336.663.530.43本月較去年同期增加,主要係出貨量增加所致。
2021/20.97-21.7411.352.2129.593.410.45-
2021/11.242.5448.651.2448.653.560.43-
2020/121.218.0916.1213.48-0.593.470.41-
2020/111.12-3.0110.1112.27-1.973.480.41-
2020/101.15-5.2313.0511.15-3.043.60.39-
2020/91.21-2.0512.1910.0-4.63.60.42-
2020/81.248.531.378.79-6.543.570.42-
2020/71.14-3.71-6.137.55-7.723.590.42-
2020/61.19-6.141.556.41-8.03.820.43-
2020/51.26-7.775.465.22-9.923.520.47-
2020/41.3754.9321.553.96-13.943.120.53-
2020/30.881.75-25.242.59-25.472.590.82-
2020/20.874.45-15.021.7-25.592.740.77-
2020/10.83-19.88-34.140.83-34.142.880.73-
2019/121.042.5-23.5813.56-19.783.070.57-
2019/111.01-0.42-20.2812.52-19.453.110.56-
2019/101.02-5.96-29.911.5-19.383.320.53-
2019/91.08-11.49-20.8110.49-18.193.520.56-
2019/81.220.49-13.029.4-17.873.610.55-
2019/71.224.17-3.498.18-18.553.580.55-
2019/61.17-2.52-22.16.96-20.713.490.58-
2019/51.26.29-22.085.8-20.430.0N/A-
2019/41.13-4.71-23.054.6-19.990.0N/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
2024/10.822023/10.772022/11.132021/11.242020/10.83
2024/20.52023/20.912022/21.082021/20.972020/20.87
2024/30.82023/30.892022/31.292021/31.332020/30.88
N/AN/A2023/40.772022/41.272021/41.222020/41.37
N/AN/A2023/50.852022/51.352021/51.172020/51.26
N/AN/A2023/60.772022/61.332021/61.152020/61.19
N/AN/A2023/70.852022/71.22021/71.152020/71.14
N/AN/A2023/80.572022/81.232021/81.232020/81.24
N/AN/A2023/90.582022/91.222021/91.242020/91.21
N/AN/A2023/100.622022/101.142021/101.232020/101.15
N/AN/A2023/110.652022/111.072021/111.392020/111.12
N/AN/A2023/120.712022/120.92021/121.222020/121.21
  • 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: 4.45%
合約負債 QoQ YoY
23Q4 (20)0.225.066.67
23Q3 (19)0.16100.0-11.11
23Q2 (18)0.08-42.86-46.67
23Q1 (17)0.1416.67-26.32
22Q4 (16)0.12-33.33-40.0
22Q3 (15)0.1820.020.0
22Q2 (14)0.15-21.0515.38
22Q1 (13)0.19-5.046.15
21Q4 (12)0.233.33100.0
21Q3 (11)0.1515.3866.67
21Q2 (10)0.130.044.44
21Q1 (9)0.1330.044.44
20Q4 (8)0.111.11-9.09
20Q3 (7)0.090.0-30.77
20Q2 (6)0.090.0-18.18
20Q1 (5)0.09-18.18-30.77
19Q4 (4)0.11-15.380.0
19Q3 (3)0.1318.180.0
19Q2 (2)0.11-15.380.0
19Q1 (1)0.130.00.0

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