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)
2024/32.9630.73-3.248.30.938.3N/A-
2024/22.26-26.32-14.015.343.47.87N/A-
2024/13.0721.1621.553.0721.558.37N/A-
2023/122.54-8.25-0.7534.52-11.328.050.46-
2023/112.760.46-9.3631.98-12.068.450.44-
2023/102.75-6.16-12.0829.22-12.319.10.41-
2023/92.93-14.16-19.6626.46-12.339.450.41-
2023/83.4210.1-2.223.53-11.329.40.41-
2023/73.17.91-7.7820.12-12.719.170.42-
2023/62.88-9.84-20.7117.01-13.558.790.42-
2023/53.1916.983.2114.14-11.938.980.41-
2023/42.73-10.88-7.6210.95-15.558.420.44-
2023/33.0616.18-17.38.22-17.888.220.48-
2023/22.634.15-2.295.16-18.237.720.51-
2023/12.53-1.07-30.12.53-30.18.130.48-
2022/122.56-16.21-27.4238.93-6.968.740.47-
2022/113.05-2.54-18.7636.37-5.089.830.42-
2022/103.13-14.25-2.8933.32-3.610.270.4-
2022/93.654.483.5730.19-3.6710.510.43-
2022/83.493.81-2.2426.54-4.5910.490.43-
2022/73.37-7.2-6.023.05-4.9310.080.44-
2022/63.6317.356.0719.68-4.759.670.53-
2022/53.094.7-7.716.05-6.99.740.52-
2022/42.95-20.22-14.9112.96-6.79.350.54-
2022/33.737.27-0.2910.01-3.9710.010.59-
2022/22.7-25.480.486.31-6.019.830.6-
2022/13.622.71-10.333.62-10.3310.890.54-
2021/123.52-6.230.2241.8410.1310.50.59-
2021/113.7616.5-0.8338.3211.1410.50.59-
2021/103.22-8.54-2.6134.5612.6210.320.6-
2021/93.52-1.38-11.0731.3414.4710.680.53-
2021/83.57-0.174.0727.8218.7910.570.54-
2021/73.584.729.524.2421.3210.350.55-
2021/63.422.1-5.6320.6623.6310.240.57-
2021/53.35-3.46-4.0317.2431.7410.530.55-
2021/43.47-6.51-0.8713.944.749.860.59-
2021/33.7138.3324.8610.4370.9110.430.63去年同期受新冠疫情影響營收基期較低, 今年筆記型電腦等需求增加, 新能源及汽車電子相關產品發酵.
2021/22.68-33.5164.856.72114.6510.230.64去年同期受新冠疫情影響營收基期較低, 今年2月筆記型電腦/Chromebook需求增加。 新能源及汽車電子相關產品發酵。
2021/14.0314.8190.634.0390.6311.330.58疫情影響,筆記型電腦 /Chromebook需求強勁,客戶拉貨增加。消費型電子相關應用產品需求成長。新能源相關應用產品發酵。
2020/123.51-7.2230.637.9914.5910.610.56-
2020/113.7914.4219.1734.4813.1711.060.54-
2020/103.31-16.4915.9730.6912.4710.710.56-
2020/93.9615.4225.3327.3812.0610.670.38-
2020/83.435.0313.3223.4210.0910.330.4-
2020/73.27-9.7511.4919.989.5610.380.39-
2020/63.623.8415.4716.719.1810.610.42-
2020/53.49-0.2925.5213.097.569.960.45-
2020/43.517.7542.329.62.257.480.6-
2020/32.97193.4323.316.1-11.966.10.65-
2020/21.01-52.13-42.823.13-30.775.820.68-
2020/12.12-21.34-23.012.12-23.017.980.5-
2019/122.69-15.3424.0133.159.458.720.45-
2019/113.1811.3424.1830.468.329.190.43-
2019/102.85-9.7510.1227.286.749.050.44-
2019/93.164.358.5924.436.369.130.4-
2019/83.033.341.1421.276.039.10.4-
2019/72.93-6.5316.0418.246.898.850.41-
2019/63.1412.8713.0915.315.38.380.42-
2019/52.7813.05-3.6712.173.460.0N/A-
2019/42.462.0314.969.395.780.0N/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
2024/13.072023/12.532022/13.622021/14.032020/12.12
2024/22.262023/22.632022/22.72021/22.682020/21.01
2024/32.962023/33.062022/33.72021/33.712020/32.97
N/AN/A2023/42.732022/42.952021/43.472020/43.5
N/AN/A2023/53.192022/53.092021/53.352020/53.49
N/AN/A2023/62.882022/63.632021/63.422020/63.62
N/AN/A2023/73.12022/73.372021/73.582020/73.27
N/AN/A2023/83.422022/83.492021/83.572020/83.43
N/AN/A2023/92.932022/93.652021/93.522020/93.96
N/AN/A2023/102.752022/103.132021/103.222020/103.31
N/AN/A2023/112.762022/113.052021/113.762020/113.79
N/AN/A2023/122.542022/122.562021/123.522020/123.51
  • 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: 0.17%
合約負債 QoQ YoY
23Q4 (20)0.02-80.0-90.91
23Q3 (19)0.1233.33-47.37
23Q2 (18)0.030.0-83.33
23Q1 (17)0.03-86.36-78.57
22Q4 (16)0.2215.7929.41
22Q3 (15)0.195.565.56
22Q2 (14)0.1828.5720.0
22Q1 (13)0.14-17.65-17.65
21Q4 (12)0.17-5.560.0
21Q3 (11)0.1820.0350.0
21Q2 (10)0.15-11.76650.0
21Q1 (9)0.170.054.55
20Q4 (8)0.17325.06.25
20Q3 (7)0.04100.0-76.47
20Q2 (6)0.02-81.82-89.47
20Q1 (5)0.11-31.25-31.25
19Q4 (4)0.16-5.880.0
19Q3 (3)0.17-10.530.0
19Q2 (2)0.1918.750.0
19Q1 (1)0.160.00.0

每月營收相關資訊

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