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)
2024/31.39109.45-30.833.55-31.783.55N/A-
2024/20.66-55.4-62.422.16-32.383.5N/A受制春節工作天數減少以及歲修影響。
2024/11.4911.245.071.495.073.99N/A-
2023/121.3415.17-14.5418.22-12.913.90.83-
2023/111.16-16.53-12.7216.88-12.783.70.87-
2023/101.3921.9411.2415.72-12.784.080.79-
2023/91.14-25.76-34.5514.33-14.574.30.8-
2023/81.54-4.71-11.4713.18-12.254.560.76-
2023/71.6215.15-12.9811.64-12.364.770.72-
2023/61.4-20.05-12.2610.03-12.254.830.77-
2023/51.765.28-4.828.62-12.255.440.68-
2023/41.67-17.174.286.87-13.975.450.68-
2023/32.0113.78-21.395.2-18.545.20.77-
2023/21.7724.712.373.19-16.644.760.85-
2023/11.42-9.52-36.941.42-36.944.320.93-
2022/121.5717.62-33.7920.92-18.354.150.99-
2022/111.336.39-41.0419.36-16.774.330.95-
2022/101.25-28.26-27.5318.02-14.164.740.87-
2022/91.750.42-1.8316.77-12.965.340.74-
2022/81.74-6.35-1.3215.02-14.095.20.76-
2022/71.8616.11-19.8613.28-15.525.30.75-
2022/61.6-13.27-27.3611.43-14.775.040.85-
2022/51.8415.36-24.399.83-12.36.00.72-
2022/41.6-37.57-38.237.98-8.935.730.75-
2022/32.5662.659.516.393.336.390.76-
2022/21.57-30.0224.393.82-0.436.190.78-
2022/12.25-5.01-12.632.25-12.636.880.7-
2021/122.374.74-6.0425.63-4.366.360.66-
2021/112.2630.773.2323.26-4.195.770.72-
2021/101.73-2.81-23.5321.0-4.925.270.79-
2021/91.780.94-28.919.27-2.85.860.66-
2021/81.76-23.94-24.9817.490.966.280.62-
2021/72.325.25-15.4915.735.036.960.56-
2021/62.2-9.72-9.2213.419.647.230.54-
2021/52.44-5.75-6.1111.2114.317.370.53-
2021/42.5910.68-3.248.7721.686.190.63-
2021/32.3484.7511.736.1836.46.180.53-
2021/21.27-50.8545.873.8457.586.360.52疫情影響
2021/12.582.1564.052.5864.057.290.45主係因市場需求持續成長及109/1適逢農曆新年所致
2020/122.5215.0915.826.818.716.970.43-
2020/112.19-3.13-13.9924.2819.026.950.43-
2020/102.26-9.64-1.4222.0923.737.110.42-
2020/92.56.521.0419.8227.447.60.42-
2020/82.35-14.3220.7117.3228.427.520.42-
2020/72.7413.0734.2114.9729.727.770.41-
2020/62.43-6.6352.4312.2328.757.70.44本公司散熱模組客戶因市場需求增加,致本公司產量及出貨量亦相對增加所致。
2020/52.6-2.8646.949.823.987.370.46-
2020/42.6727.8240.47.2117.375.640.6-
2020/32.09141.1928.734.537.04.530.7-
2020/20.87-44.735.02.44-6.534.610.68-
2020/11.57-27.88-11.881.57-11.886.290.5-
2019/122.18-14.5333.5822.5718.657.020.47-
2019/112.5511.0247.0520.417.256.910.48-
2019/102.2910.9557.4517.8513.956.310.53營收與去年同期比增加57%,主係本期市場訂單與產銷量皆較去年同期成長所致。
2019/92.076.2154.3315.569.496.060.45本月營收增加54%,主係本期市場訂單與產銷量皆較去年同期成長所致。
2019/81.95-4.7428.2313.494.825.580.49-
2019/72.0428.4123.2611.541.695.40.5-
2019/61.59-9.9915.249.5-1.995.260.5-
2019/51.77-7.19-5.567.91-4.850.0N/A-
2019/41.9117.198.346.14-4.650.0N/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
2024/11.492023/11.422022/12.252021/12.582020/11.57
2024/20.662023/21.772022/21.572021/21.272020/20.87
2024/31.392023/32.012022/32.562021/32.342020/32.09
N/AN/A2023/41.672022/41.62021/42.592020/42.67
N/AN/A2023/51.762022/51.842021/52.442020/52.6
N/AN/A2023/61.42022/61.62021/62.22020/62.43
N/AN/A2023/71.622022/71.862021/72.322020/72.74
N/AN/A2023/81.542022/81.742021/81.762020/82.35
N/AN/A2023/91.142022/91.752021/91.782020/92.5
N/AN/A2023/101.392022/101.252021/101.732020/102.26
N/AN/A2023/111.162022/111.332021/112.262020/112.19
N/AN/A2023/121.342022/121.572021/122.372020/122.52
  • 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

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