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)
2024/33.4615.326.179.3610.959.36N/A-
2024/23.03.1717.145.913.6311.16N/A-
2024/12.91-44.64-7.382.91-7.3811.78N/A-
2023/125.2544.8957.5237.12-19.311.750.84本月增減百分比達50%以上主係機器組裝等產品銷售及其他之產品銷售YOY增加181M。
2023/113.6226.0431.3631.87-25.319.441.05-
2023/102.87-2.4-10.2228.24-29.228.251.2-
2023/92.9521.1-12.3925.37-30.888.221.32-
2023/82.43-14.57-28.2322.42-32.758.161.33-
2023/72.85-1.31-24.8819.99-33.268.651.25-
2023/62.89-0.96-36.4517.15-34.478.71.11-
2023/52.910.39-31.7314.26-34.058.561.12-
2023/42.95.59-33.3411.35-34.628.211.17-
2023/32.757.35-44.888.45-35.058.451.13-
2023/22.56-18.43-39.455.7-28.949.041.06-
2023/13.14-6.18-17.213.14-17.219.241.04-
2022/123.3521.28-18.0346.0-11.99.311.06-
2022/112.76-13.85-29.8342.65-11.389.321.06-
2022/103.2-4.59-26.7139.89-9.749.950.99-
2022/93.36-0.97-28.3936.69-7.8810.540.97-
2022/83.39-10.58-22.8733.34-5.1411.740.87-
2022/73.79-16.8-23.1529.95-2.6112.610.81-
2022/64.566.77-2.5226.161.3113.180.78-
2022/54.27-1.97-7.5921.62.1613.580.75-
2022/44.35-12.26-14.3817.334.8813.540.76-
2022/34.9617.357.5512.9813.4512.980.74-
2022/24.2311.5318.998.0217.4412.10.8-
2022/13.79-7.0915.753.7915.7511.80.82-
2021/124.083.7920.4752.2349.0512.380.72-
2021/113.93-10.0225.448.1552.1113.00.69本年增減百分比達50%以上主係測試代工增加720M及機器組裝之產品銷售增加860M。
2021/104.37-7.0948.2644.2255.0513.470.67本年增減百分比達50%以上主係測試代工增加687M及機器組裝之產品銷售增加815M。
2021/94.77.0179.439.8555.8314.030.57本月增減主係測試代工增加69M及機器組裝之產品銷售增加105M;年度增減主係測試代工增加652M及機器組裝之產品銷售增加732M。
2021/84.39-10.9168.2735.1553.1414.00.57本月增減主係測試代工增加84M及機器組裝之產品銷售增加88M;年度增減主係測試代工增加583M及機器組裝之產品銷售增加627M。
2021/74.935.5972.9230.7551.214.220.56本月增減主係測試代工增加77M及機器組裝之產品銷售增加97M;年度增減主係測試代工增加500M及機器組裝之產品銷售增加539M。
2021/64.671.1477.2625.8247.6514.370.55本月增減達50%以上,主係測試代工增加97M及機器組裝之產品銷售增加68M
2021/54.62-9.1767.3521.1542.414.320.55本月增減達50%以上,主係測試代工增加106M及機器組裝之產品銷售增加79M
2021/45.0810.1376.9716.5336.7113.260.6本月增減達50%以上,主係機器組裝之產品銷售增加
2021/34.6229.9535.3611.4524.1611.450.67-
2021/23.558.4933.026.8317.5810.220.75-
2021/13.27-3.324.423.274.429.80.78-
2020/123.398.0918.8235.028.329.460.62-
2020/113.136.49-9.4231.637.318.690.68-
2020/102.9412.7-5.8428.59.538.160.72-
2020/92.610.19-5.2725.5611.648.060.71-
2020/82.61-8.457.622.9513.958.090.71-
2020/72.857.7721.0420.3414.828.250.69-
2020/62.64-4.28-7.9517.4913.868.280.73-
2020/52.76-4.06-4.2914.8518.879.040.67-
2020/42.88-15.5716.1612.0925.838.950.67-
2020/33.4127.536.699.2229.189.220.63-
2020/22.67-14.9131.325.8125.158.660.68-
2020/13.1410.1720.353.1420.359.480.62-
2019/122.85-18.260.8532.4-7.189.480.49-
2019/113.4910.915.4929.55-7.889.390.5-
2019/103.1413.77-5.8226.06-10.318.330.56-
2019/92.7613.82-15.7422.92-10.897.550.75-
2019/82.432.91-20.0520.16-10.197.670.73-
2019/72.36-18.11-20.7817.73-8.648.120.69-
2019/62.88-0.19.8615.37-6.448.240.7-
2019/52.8816.43-1.1812.49-9.540.0N/A-
2019/42.48-0.62-12.099.61-11.780.0N/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
2024/12.912023/13.142022/13.792021/13.272020/13.14
2024/23.02023/22.562022/24.232021/23.552020/22.67
2024/33.462023/32.752022/34.962021/34.622020/33.41
N/AN/A2023/42.92022/44.352021/45.082020/42.88
N/AN/A2023/52.912022/54.272021/54.622020/52.76
N/AN/A2023/62.892022/64.562021/64.672020/62.64
N/AN/A2023/72.852022/73.792021/74.932020/72.85
N/AN/A2023/82.432022/83.392021/84.392020/82.61
N/AN/A2023/92.952022/93.362021/94.72020/92.61
N/AN/A2023/102.872022/103.22021/104.372020/102.94
N/AN/A2023/113.622022/112.762021/113.932020/113.13
N/AN/A2023/125.252022/123.352021/124.082020/123.39
  • 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: 13.39%
合約負債 QoQ YoY
23Q4 (20)1.729.55142.25
23Q3 (19)1.57175.4448.11
23Q2 (18)0.57-25.97-62.25
23Q1 (17)0.778.45-67.78
22Q4 (16)0.71-33.02-29.7
22Q3 (15)1.06-29.826.19
22Q2 (14)1.51-36.82235.56
22Q1 (13)2.39136.63319.3
21Q4 (12)1.0120.24188.57
21Q3 (11)0.8486.6729.23
21Q2 (10)0.45-21.05-21.05
21Q1 (9)0.5762.86256.25
20Q4 (8)0.35-46.1552.17
20Q3 (7)0.6514.04261.11
20Q2 (6)0.57256.2516.33
20Q1 (5)0.16-30.43-42.86
19Q4 (4)0.2327.780.0
19Q3 (3)0.18-63.270.0
19Q2 (2)0.4975.00.0
19Q1 (1)0.280.00.0

每月營收相關資訊

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