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)
2024/30.6727.99-55.871.79-50.031.79N/A客戶需求減少所致。
2024/20.52-12.3-58.181.12-45.721.99N/A113年2月營業日較去年減少所致.
2024/10.6-31.46-26.520.6-26.522.77N/A-
2023/120.87-33.17-50.7112.64-43.083.20.77因某些客戶毛利不高、收款天期較長,公司考量不予交易。
2023/111.3127.596.0211.76-42.423.410.72-
2023/101.02-5.6710.8110.46-45.533.070.81-
2023/91.0812.95-20.819.44-48.382.851.02-
2023/80.9618.64-20.068.35-50.612.671.09客戶庫存調節,致需求減少。
2023/70.81-10.09-61.177.39-52.942.731.06客戶庫存調節,致需求減少.
2023/60.9-12.25-57.116.58-51.692.991.06營收下滑主要受市場庫存調節影響。
2023/51.03-3.95-56.885.68-50.73.610.87營收下滑主要受市場庫存調節影響。
2023/41.07-29.76-62.034.66-49.093.840.82營收下滑主要受市場庫存調節影響.
2023/31.5221.29-33.023.59-43.343.590.94-
2023/21.2554.1-31.762.07-49.13.840.88-
2023/10.81-54.02-63.420.81-63.423.810.89本月營業天數較少及去年同期需求旺盛, 致本月營收較去年同期減少.
2022/121.7743.77-27.9322.2-0.423.920.91-
2022/111.2333.35-54.2620.432.973.521.02本月營收較去年同期減少係因市場需求減少所致。
2022/100.92-32.6-50.5919.211.963.491.02本月營收較去年同期減少係因市場需求減少所致。
2022/91.3714.0335.9218.2819.614.650.78-
2022/81.2-42.37-21.0916.9118.455.380.68-
2022/72.08-0.7147.5315.7123.186.560.55-
2022/62.1-11.781.3913.6220.147.290.45-
2022/52.38-15.435.5911.5324.337.460.44-
2022/42.8123.976.19.1530.356.920.48本月營收較去年同期增加主要係因客戶需求量增加所致。
2022/32.2723.578.356.3316.866.330.56-
2022/21.84-17.445.634.0622.226.520.55-
2022/12.22-9.417.892.227.897.370.48-
2021/122.46-8.7551.0422.349.097.020.31本月營收較去年同期增加主要係因客戶需求量增加所致。
2021/112.6944.0625.5419.8448.855.570.4-
2021/101.8785.42-0.2917.1553.314.40.5本年營收較去年增加主要係因客戶需求量增加所致。
2021/91.01-33.8-38.4215.2864.13.940.41本年營收較去年增加主要係因客戶需求量增加所致。
2021/81.527.7511.2414.2785.955.00.33本年營收較去年增加主要係因客戶需求量增加所致。
2021/71.41-31.7631.3612.75102.165.740.28本月營收較去年同期增加主要係因客戶需求量增加所致。
2021/62.07-8.1275.5311.34116.715.920.22本月營收較去年同期增加主要係因客戶需求量增加所致。
2021/52.2541.03137.569.27128.695.950.22本月營收較去年同期增加主要係因客戶需求量增加所致。
2021/41.6-23.7584.637.02125.984.950.26本月營收較去年同期增加主要係因客戶需求量增加所致。
2021/32.166.15154.915.42141.965.420.26本月營收較去年同期增加主要係因客戶需求量增加所致。
2021/21.26-38.82136.183.32134.444.950.29本月營收較去年同期增加主要係因客戶需求量增加所致。
2021/12.0626.81133.332.06133.335.830.25本月營收較去年同期增加主要係因客戶需求量增加所致。
2020/121.63-24.1659.1614.9610.15.640.3本月營收較去年同期增加主要係因客戶需求量增加所致。
2020/112.1414.4180.5313.336.115.650.3本月營收較去年同期增加主要係因客戶需求量增加所致。
2020/101.8714.51113.411.19-1.654.880.35本月營收較去年同期增加主要係因客戶需求量增加所致。
2020/91.6419.5898.359.31-11.274.080.37本月營收較去年同期增加主要係因客戶需求量增加所致。
2020/81.3727.2470.517.68-20.633.620.41本月營收較去年同期增加主要係因客戶需求量增加所致。
2020/71.08-8.8211.966.31-28.873.20.47-
2020/61.1824.34-6.315.23-33.832.990.5-
2020/50.959.6-23.784.05-39.042.640.57-
2020/40.875.26-47.483.1-42.552.220.68-
2020/30.8253.94-40.892.24-40.392.240.56-
2020/20.53-39.56-45.551.42-40.12.440.51-
2020/10.88-13.5-36.250.88-36.253.090.4-
2019/121.02-13.97-4.6113.58-1.393.090.36-
2019/111.1935.25-13.4512.56-1.122.890.38-
2019/100.886.44-10.6811.370.372.510.44-
2019/90.822.8-35.9810.51.422.590.4-
2019/80.8-16.44-41.449.676.743.020.34-
2019/70.96-23.71-0.368.8715.323.460.3-
2019/61.261.1542.817.9117.574.150.27-
2019/51.24-24.4810.716.6513.760.0N/A-
2019/41.6518.4820.075.4114.490.0N/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
2024/10.62023/10.812022/12.222021/12.062020/10.88
2024/20.522023/21.252022/21.842021/21.262020/20.53
2024/30.672023/31.522022/32.272021/32.12020/30.82
N/AN/A2023/41.072022/42.812021/41.62020/40.87
N/AN/A2023/51.032022/52.382021/52.252020/50.95
N/AN/A2023/60.92022/62.12021/62.072020/61.18
N/AN/A2023/70.812022/72.082021/71.412020/71.08
N/AN/A2023/80.962022/81.22021/81.522020/81.37
N/AN/A2023/91.082022/91.372021/91.012020/91.64
N/AN/A2023/101.022022/100.922021/101.872020/101.87
N/AN/A2023/111.312022/111.232021/112.692020/112.14
N/AN/A2023/120.872022/121.772021/122.462020/121.63
  • 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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