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)
2024/30.4552.32-25.851.14-34.271.14N/A-
2024/20.3-23.22-47.010.69-38.871.17N/A-
2024/10.39-20.61-30.70.39-30.71.31N/A-
2023/120.4912.99-5.115.83-0.891.250.66-
2023/110.4331.74-1.775.35-0.491.060.78-
2023/100.338.64-27.834.91-0.371.00.83-
2023/90.3-17.66-47.614.592.411.040.96-
2023/80.37-1.87-31.894.289.81.310.77-
2023/70.37-33.8-29.743.9216.481.530.65-
2023/60.56-4.71-10.633.5425.171.810.62-
2023/50.59-9.1333.912.9835.471.860.6-
2023/40.656.6576.122.3935.871.830.61客戶機種需求增加,整體營收提升。
2023/30.618.8626.311.7325.11.730.74-
2023/20.560.434.151.1224.451.640.79-
2023/10.568.6916.030.5616.031.510.85-
2022/120.5116.9618.655.8912.091.410.9-
2022/110.44-3.2-14.445.3711.491.470.86-
2022/100.45-21.1431.024.9314.591.570.81-
2022/90.587.0336.484.4813.151.650.73-
2022/80.541.2122.923.910.371.70.7-
2022/70.53-15.7916.513.368.591.610.75-
2022/60.6342.7731.312.837.221.440.84-
2022/50.4419.51-5.142.21.851.30.93-
2022/40.37-23.5-24.261.763.781.270.95-
2022/30.4815.6216.021.3915.191.390.85-
2022/20.42-13.1549.820.914.751.330.88-
2022/10.4811.14-4.630.48-4.631.430.82-
2021/120.43-15.657.045.25-26.151.30.92-
2021/110.5148.2347.584.82-28.161.280.93-
2021/100.35-17.85-4.24.3-32.311.210.99-
2021/90.42-3.59-32.373.96-34.011.320.77-
2021/80.44-4.05-15.093.53-34.21.380.74-
2021/70.46-5.09-46.883.1-36.231.40.73-
2021/60.483.12-28.552.64-33.941.440.66-
2021/50.47-4.58-36.032.16-35.041.370.69-
2021/40.4917.19-43.471.69-34.761.190.8-
2021/30.4249.3-52.811.2-30.41.20.79因產品定位策略調整、公司客戶受新冠肺炎疫情影響所致
2021/20.28-44.71-9.670.79-6.891.190.8-
2021/10.5124.75-5.270.51-5.271.260.75-
2020/120.4116.28-54.547.11-29.011.120.82因產品定位策略調整、公司客戶受新冠肺炎疫情影響所致。
2020/110.35-3.77-61.486.71-26.521.340.69因產品定位策略調整、公司客戶受新冠肺炎疫情影響所致。
2020/100.36-42.01-64.676.36-22.671.50.61因產品定位策略調整、公司客戶受新冠肺炎疫情影響所致。
2020/90.6221.03-36.736.0-16.692.00.39-
2020/80.52-39.97-37.135.37-13.52.050.39-
2020/70.8627.65-8.744.86-9.92.260.35-
2020/60.67-7.67-6.464.0-10.152.270.42-
2020/50.73-15.67-0.553.32-10.862.480.39-
2020/40.87-2.170.972.59-13.392.060.47-
2020/30.88185.8119.091.73-19.151.730.53-
2020/20.31-42.03-20.290.84-39.521.730.53-
2020/10.53-40.13-46.940.53-46.942.330.39-
2019/120.89-1.47-9.7510.02-15.192.820.34-
2019/110.9-11.75-22.369.13-15.682.920.33-
2019/101.033.85-2.458.22-14.882.830.34-
2019/90.9920.273.37.2-16.392.750.29-
2019/80.82-12.86-14.736.21-18.852.480.32-
2019/70.9430.852.025.39-19.452.40.33-
2019/60.72-1.84-19.774.45-22.892.310.35-
2019/50.73-14.37-30.643.73-23.460.0N/A-
2019/40.8615.38-2.612.99-21.470.0N/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
2024/10.392023/10.562022/10.482021/10.512020/10.53
2024/20.32023/20.562022/20.422021/20.282020/20.31
2024/30.452023/30.612022/30.482021/30.422020/30.88
N/AN/A2023/40.652022/40.372021/40.492020/40.87
N/AN/A2023/50.592022/50.442021/50.472020/50.73
N/AN/A2023/60.562022/60.632021/60.482020/60.67
N/AN/A2023/70.372022/70.532021/70.462020/70.86
N/AN/A2023/80.372022/80.542021/80.442020/80.52
N/AN/A2023/90.32022/90.582021/90.422020/90.62
N/AN/A2023/100.332022/100.452021/100.352020/100.36
N/AN/A2023/110.432022/110.442021/110.512020/110.35
N/AN/A2023/120.492022/120.512021/120.432020/120.41
  • 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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