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)
2026/40.58-17.2919.592.2941.921.69N/A-
2026/30.773.5737.111.7151.51.710.25主係客戶訂單增加,以致營收增加。
2026/20.4-33.4330.541.0163.41.360.31主係客戶訂單增加,以致營收增加。
2026/10.6175.8296.280.6196.281.360.31主係客戶訂單成長,以致營收較前期增加。
2025/120.35-16.17-7.464.5719.41.060.28-
2025/110.4134.5121.694.2222.311.020.29-
2025/100.311.0525.553.8122.370.960.31-
2025/90.3-12.43-10.463.522.11.040.27-
2025/80.35-10.6-1.183.226.461.140.25-
2025/70.39-4.05-0.812.8530.91.240.23-
2025/60.4-9.7319.542.4737.831.340.21-
2025/50.45-7.8557.942.0642.081.440.19主係客戶訂單成長,以致營收較前期增加。
2025/40.49-5.1737.081.6238.241.310.21-
2025/30.5165.25103.931.1338.741.130.27主係客戶訂單成長,以致營收較前期增加。
2025/20.310.0855.20.629.740.990.31主係客戶訂單增加,以致營收增加
2025/10.31-17.11-15.130.31-15.131.020.3-
2024/120.3710.2419.053.82-11.590.960.25-
2024/110.3438.77-15.213.45-13.980.920.26-
2024/100.24-27.93-28.093.11-13.850.930.26-
2024/90.34-3.36-2.922.87-12.371.080.21-
2024/80.35-10.26-3.262.53-13.51.080.21-
2024/70.3915.6417.642.18-14.951.010.23-
2024/60.3419.25-5.581.79-19.80.970.28-
2024/50.28-20.02-33.91.45-22.510.890.3-
2024/40.3541.05-1.791.17-19.140.80.34-
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-
2023/120.31-21.48-17.44.32-28.451.05N/A-
2023/110.417.72.674.01-29.191.09N/A-
2023/100.34-2.71-18.283.61-31.541.05N/A-
2023/90.35-3.7-23.083.27-32.671.04N/A-
2023/80.369.12-38.742.92-33.661.05N/A-
2023/70.33-7.19-23.072.56-32.871.12N/A-
2023/60.36-16.51-40.462.23-34.121.15N/A-
2023/50.4318.83-44.91.87-32.761.21N/A-
2023/40.36-14.28-41.011.45-28.061.2N/A-
2023/30.421.4-28.531.08-22.41.08N/A-
2023/20.4165.7740.70.66-17.951.04N/A-
2023/10.25-34.1-51.480.25-51.481.02N/A因客戶需求減少,以致營收減少。
2022/120.38-2.39-45.776.0562.861.18N/A主係併入美福業務,以致年度累計營收增加。
2022/110.39-6.32-36.55.6788.11.26N/A主係併入美福業務,以致營收增加。
2022/100.42-8.43-10.845.28119.891.46N/A主係併入美福業務,以致營收增加。
2022/90.45-23.31122.514.86151.361.48N/A主係併入美福業務,以致營收增加。
2022/80.5937.0589.894.41154.751.62N/A主係併入美福業務,以致營收增加。
2022/70.43-28.1757.653.82168.981.81N/A主係併入美福業務,以致營收增加。
2022/60.6-22.73183.13.39195.561.99N/A主併入美福業務,以致營收增加。
2022/50.7827.22276.32.79198.391.98N/A主併入美福業務,以致營收增加。
2022/40.613.83221.822.01176.261.49N/A主係併入美福業務,以致營收增加。
2022/30.5999.67210.881.4160.171.4N/A主係併入美福業務,以致營收增加。
2022/20.29-42.84128.70.81132.611.51N/A主係併入美福業務,以致營收增加。
2022/10.52-26.35134.910.52134.911.83N/A主係併入美福業務,以致營收增加。
2021/120.714.29231.263.7197.951.78N/A主係併入美福業務,以致營收增加。
2021/110.6131.52221.223.0181.031.28N/A主係併入美福業務,以致營收增加。
2021/100.47128.54212.282.462.890.98N/A主係併入美福業務,以致營收增加。
2021/90.2-34.5565.851.9346.070.79N/A主係客戶訂單需求成長,以致營收增加。
2021/80.3113.78121.231.7344.050.8N/A主係客戶訂單需求成長,以致營收增加。
2021/70.2728.9779.471.4233.810.69N/A主係客戶訂單需求成長,以致營收增加
2021/60.212.718.141.1526.150.0N/A-
2021/50.218.85.150.9328.130.0N/A-
股價
長短期營收
營收年增率
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
2026/10.612025/10.312024/10.362023/10.252022/10.52
2026/20.42025/20.312024/20.22023/20.412022/20.29
2026/30.72025/30.512024/30.252023/30.422022/30.59
2026/40.582025/40.492024/40.352023/40.362022/40.61
N/AN/A2025/50.452024/50.282023/50.432022/50.78
N/AN/A2025/60.42024/60.342023/60.362022/60.6
N/AN/A2025/70.392024/70.392023/70.332022/70.43
N/AN/A2025/80.352024/80.352023/80.362022/80.59
N/AN/A2025/90.32024/90.342023/90.352022/90.45
N/AN/A2025/100.312024/100.242023/100.342022/100.42
N/AN/A2025/110.412024/110.342023/110.42022/110.39
N/AN/A2025/120.352024/120.372023/120.312022/120.38
  • 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8季, 最新合約負債佔股本: 0.36%
合約負債 QoQ YoY
26Q1 (8)0.010.00
25Q4 (7)0.0100

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