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)
2024/30.2525.76-40.320.81-24.90.81N/A-
2024/20.2-45.27-51.880.56-15.140.88N/A主係客戶訂單減少,以致營收減少。
2024/10.3616.2845.750.3645.751.08N/A-
2023/120.31-21.48-17.44.32-28.451.050.24-
2023/110.417.72.674.01-29.191.090.23-
2023/100.34-2.71-18.283.61-31.541.050.24-
2023/90.35-3.7-23.083.27-32.671.040.26-
2023/80.369.12-38.742.92-33.661.050.26-
2023/70.33-7.19-23.072.56-32.871.120.24-
2023/60.36-16.51-40.462.23-34.121.150.24-
2023/50.4318.83-44.91.87-32.761.210.23-
2023/40.36-14.28-41.011.45-28.061.20.23-
2023/30.421.4-28.531.08-22.41.080.31-
2023/20.4165.7740.70.66-17.951.040.33-
2023/10.25-34.1-51.480.25-51.481.020.33因客戶需求減少,以致營收減少。
2022/120.38-2.39-45.776.0562.861.180.28主係併入美福業務,以致年度累計營收增加。
2022/110.39-6.32-36.55.6788.11.260.26主係併入美福業務,以致營收增加。
2022/100.42-8.43-10.845.28119.891.460.23主係併入美福業務,以致營收增加。
2022/90.45-23.31122.514.86151.361.480.28主係併入美福業務,以致營收增加。
2022/80.5937.0589.894.41154.751.620.26主係併入美福業務,以致營收增加。
2022/70.43-28.1757.653.82168.981.810.23主係併入美福業務,以致營收增加。
2022/60.6-22.73183.13.39195.561.990.27主併入美福業務,以致營收增加。
2022/50.7827.22276.32.79198.391.980.27主併入美福業務,以致營收增加。
2022/40.613.83221.822.01176.261.490.35主係併入美福業務,以致營收增加。
2022/30.5999.67210.881.4160.171.40.44主係併入美福業務,以致營收增加。
2022/20.29-42.84128.70.81132.611.510.4主係併入美福業務,以致營收增加。
2022/10.52-26.35134.910.52134.911.830.33主係併入美福業務,以致營收增加。
2021/120.714.29231.263.7197.951.780.29主係併入美福業務,以致營收增加。
2021/110.6131.52221.223.0181.031.280.41主係併入美福業務,以致營收增加。
2021/100.47128.54212.282.462.890.980.53主係併入美福業務,以致營收增加。
2021/90.2-34.5565.851.9346.070.790.63主係客戶訂單需求成長,以致營收增加。
2021/80.3113.78121.231.7344.050.80.63主係客戶訂單需求成長,以致營收增加。
2021/70.2728.9779.471.4233.810.690.72主係客戶訂單需求成長,以致營收增加
2021/60.212.718.141.1526.150.610.67-
2021/50.218.85.150.9328.130.590.7-
2021/40.190.3-7.160.7336.60.510.81-
2021/30.1946.8928.630.5463.890.540.54主係客戶訂單需求成長,以致營收增加
2021/20.13-41.2887.440.3592.570.560.52主係客戶訂單需求成長,以致營收增加
2021/10.223.8595.720.2295.720.620.47主係客戶訂單需求成長,以致營收增加。
2020/120.2110.835.561.88-4.160.550.36-
2020/110.1927.8512.051.66-5.270.460.43-
2020/100.1521.384.171.47-7.130.410.48-
2020/90.12-12.7-22.161.32-8.250.420.34-
2020/80.14-7.69-21.491.2-6.540.470.3-
2020/70.15-15.09-11.481.06-4.120.530.27-
2020/60.18-8.5824.770.91-2.770.580.28-
2020/50.2-3.9416.00.73-7.780.550.29-
2020/40.238.9820.730.53-14.270.420.38-
2020/30.15114.04-11.620.33-27.390.330.61-
2020/20.07-38.69-35.870.18-36.60.380.53-
2020/10.11-43.98-37.030.11-37.030.480.41-
2019/120.217.64-8.351.96-20.420.510.21-
2019/110.1718.87-0.361.76-21.60.470.23-
2019/100.14-9.31-18.431.59-23.350.480.23-
2019/90.16-11.94-21.471.44-23.80.510.2-
2019/80.184.06-25.391.29-24.080.50.2-
2019/70.1719.68-15.651.11-23.860.490.21-
2019/60.14-15.0-28.060.93-25.20.480.27-
2019/50.17-0.03-11.820.79-24.660.0N/A-
2019/40.171.73-21.690.62-27.530.0N/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
2024/10.362023/10.252022/10.522021/10.222020/10.11
2024/20.22023/20.412022/20.292021/20.132020/20.07
2024/30.252023/30.422022/30.592021/30.192020/30.15
N/AN/A2023/40.362022/40.612021/40.192020/40.2
N/AN/A2023/50.432022/50.782021/50.212020/50.2
N/AN/A2023/60.362022/60.62021/60.212020/60.18
N/AN/A2023/70.332022/70.432021/70.272020/70.15
N/AN/A2023/80.362022/80.592021/80.312020/80.14
N/AN/A2023/90.352022/90.452021/90.22020/90.12
N/AN/A2023/100.342022/100.422021/100.472020/100.15
N/AN/A2023/110.42022/110.392021/110.612020/110.19
N/AN/A2023/120.312022/120.382021/120.72020/120.21
  • 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: 0.46%
合約負債 QoQ YoY
23Q4 (20)0.01-90.910.0
23Q3 (19)0.110266.67

每月營收相關資訊

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。