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)
2024/33.0819.93281.037.23217.57.23N/A因客戶擴產,設備需求較去年同期上升
2024/22.5763.31254.974.15182.485.5N/A因客戶擴產,設備需求較去年同期上升
2024/11.5716.68111.831.57111.834.1N/A因客戶擴產,設備需求較去年同期上升
2023/121.3514.84112.9412.05-46.393.72.92因去年同期客戶擴產,設備需求上升
2023/111.180.026.1910.7-51.023.513.08因去年同期客戶擴產,設備需求上升
2023/101.170.961.139.53-54.073.473.12因去年同期客戶擴產,設備需求上升
2023/91.162.63-25.18.35-57.343.322.01因去年同期客戶擴產,設備需求上升
2023/81.1311.28-46.07.19-60.123.162.11因去年同期客戶擴產,設備需求增加
2023/71.021.43-48.696.06-61.982.952.26因去年同期客戶擴產,設備需求增加
2023/61.08.77-61.955.04-63.882.762.42因去年同期客戶擴產,設備需求增加
2023/50.9211.1-63.424.03-64.332.562.61因去年同期客戶擴產,設備需求增加
2023/40.832.66-66.543.11-64.592.372.82因去年同期客戶擴產,設備需求增加
2023/30.8111.72-69.692.28-63.822.283.0因去年同期客戶擴產,設備需求增加
2023/20.72-2.54-64.721.47-59.52.13.25因去年同期客戶擴產,設備需求增加
2023/10.7417.29-52.670.74-52.672.482.75因去年同期客戶擴產,設備需求增加
2022/120.63-42.72-46.7622.49-13.652.92.45-
2022/111.11-4.74-10.5121.85-12.063.821.86-
2022/101.16-25.22-42.0520.75-12.144.821.48-
2022/91.55-26.01-40.3619.58-9.375.641.21-
2022/82.15.73-23.1218.03-5.126.731.01-
2022/71.99-24.77-26.6315.93-2.17.150.95-
2022/62.644.58-1.2113.942.797.650.85-
2022/52.521.63-4.4611.33.777.680.85-
2022/42.48-6.99-1.018.786.417.210.9-
2022/32.6730.030.716.39.666.31.2-
2022/22.0530.7443.333.6217.334.821.57-
2022/11.5731.94-5.151.57-5.154.01.89-
2021/121.19-3.733.3926.0472.894.431.63因客戶擴廠,設備需求增加
2021/111.24-38.31-19.5624.8578.645.851.23因客戶擴廠,設備需求增加
2021/102.01-23.0431.3623.6290.847.340.98因客戶擴廠,設備需求增加
2021/92.61-4.6271.8421.6199.218.040.58因客戶擴廠,設備需求增加
2021/82.730.981.8419.01103.668.110.58因客戶擴廠,設備需求增加
2021/72.711.2993.2216.27107.858.020.59因客戶擴廠,設備需求增加
2021/62.671.1493.9213.57111.047.820.8因客戶擴廠,設備需求增加
2021/52.645.3103.2210.89115.717.80.8因客戶擴廠,設備需求增加
2021/42.51-5.36107.548.25120.046.590.95因客戶擴廠,設備需求增加
2021/32.6585.06194.595.74125.995.740.99因客戶擴廠,設備需求增加
2021/21.43-13.4873.513.0988.354.241.35因客戶擴廠,設備需求增加
2021/11.6643.83103.391.66103.394.351.31因客戶擴廠,設備需求增加
2020/121.15-25.1107.1915.0645.94.220.88因客戶擴廠,設備需求增加
2020/111.540.7477.713.9142.424.580.81因客戶擴廠,設備需求增加
2020/101.530.6679.9312.3738.994.540.82因客戶擴廠,設備需求增加
2020/91.520.9274.6210.8534.674.420.67因客戶擴廠,設備需求增加
2020/81.57.2266.319.3329.854.280.69因客戶擴產,設備需求增加。
2020/71.41.6547.357.8324.614.080.73-
2020/61.385.9949.866.4320.553.890.82-
2020/51.37.5424.025.0514.443.410.94-
2020/41.2134.3244.523.7511.462.941.09-
2020/30.99.0-3.652.540.512.540.99-
2020/20.831.4115.461.642.962.21.14-
2020/10.8146.52-7.220.81-7.222.241.12-
2019/120.56-35.76-35.6110.32-46.392.270.89-
2019/110.872.0-32.89.77-46.892.580.78-
2019/100.85-2.3-32.568.9-47.962.620.77-
2019/90.87-3.88-48.548.05-49.182.720.73-
2019/80.9-4.99-47.217.19-49.252.770.71-
2019/70.953.39-45.516.28-49.532.920.68-
2019/60.92-12.28-54.535.33-50.192.80.85因去年同期客戶擴產,設備需求增加
2019/51.0525.31-48.574.41-49.180.0N/A-
2019/40.84-10.45-57.333.36-49.370.0N/A因去年同期客戶擴產,設備需求增加
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
2024/11.572023/10.742022/11.572021/11.662020/10.81
2024/22.572023/20.722022/22.052021/21.432020/20.83
2024/33.082023/30.812022/32.672021/32.652020/30.9
N/AN/A2023/40.832022/42.482021/42.512020/41.21
N/AN/A2023/50.922022/52.522021/52.642020/51.3
N/AN/A2023/61.02022/62.642021/62.672020/61.38
N/AN/A2023/71.022022/71.992021/72.712020/71.4
N/AN/A2023/81.132022/82.12021/82.732020/81.5
N/AN/A2023/91.162022/91.552021/92.612020/91.52
N/AN/A2023/101.172022/101.162021/102.012020/101.53
N/AN/A2023/111.182022/111.112021/111.242020/111.54
N/AN/A2023/121.352022/120.632021/121.192020/121.15
  • 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: 9.58%
合約負債 QoQ YoY
23Q4 (20)0.8236.6728.12
23Q3 (19)0.6-63.41122.22
23Q2 (18)1.6451.85485.71
23Q1 (17)1.0868.7583.05
22Q4 (16)0.64137.04137.04
22Q3 (15)0.27-3.57-70.97
22Q2 (14)0.28-52.54-85.19
22Q1 (13)0.59118.5290.32
21Q4 (12)0.27-70.973.85
21Q3 (11)0.93-50.7952.46
21Q2 (10)1.89509.68329.55
21Q1 (9)0.3119.2334.78
20Q4 (8)0.26-57.3818.18
20Q3 (7)0.6138.6435.56
20Q2 (6)0.4491.3214.29
20Q1 (5)0.234.550.0
19Q4 (4)0.22-51.110.0
19Q3 (3)0.45221.430.0
19Q2 (2)0.14-39.130.0
19Q1 (1)0.230.00.0

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