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)
2024/30.8338.0-8.192.15-19.842.15N/A-
2024/20.6-17.86-35.041.33-25.72.14N/A-
2024/10.73-9.85-15.760.73-15.762.36N/A-
2023/120.81-1.44-18.559.88-44.752.453.54-
2023/110.82-0.49-38.799.07-46.292.343.72-
2023/100.8219.25-40.78.25-46.942.174.0-
2023/90.695.51-52.457.42-47.552.23.75半導體市場需求疲軟,供應鏈調整庫存。
2023/80.65-23.0-59.16.73-46.992.383.46半導體市場需求疲軟,供應鏈調整庫存。
2023/70.85-2.2-50.156.08-45.242.623.14半導體市場需求疲軟,供應鏈調整庫存。
2023/60.87-3.25-42.275.23-44.352.542.61-
2023/50.916.37-47.924.36-44.752.572.58-
2023/40.77-14.13-52.313.46-43.862.592.56半導體市場低迷,客戶下單保守。
2023/30.9-2.35-43.122.69-40.852.692.14-
2023/20.926.51-39.941.79-39.642.782.07-
2023/10.86-12.84-39.30.86-39.33.21.8-
2022/120.99-25.93-24.1417.8811.553.721.38-
2022/111.34-3.59-15.1216.8914.734.181.22-
2022/101.39-4.37-12.715.5518.314.441.15-
2022/91.45-9.24-7.0314.1622.594.760.92-
2022/81.6-6.145.1412.727.234.810.91-
2022/71.7113.2514.4211.131.214.940.88-
2022/61.51-12.7213.869.3934.84.850.95-
2022/51.736.5624.457.8939.714.930.94-
2022/41.622.4246.636.1644.684.740.97-
2022/31.583.0924.644.5443.994.540.97-
2022/21.537.6565.642.9657.024.271.03市場熱絡,價格調漲
2022/11.438.9348.691.4348.694.311.02-
2021/121.31-17.1322.1316.0328.884.480.84-
2021/111.58-0.8433.9914.7229.524.730.79-
2021/101.591.8337.2213.1429.04.680.8-
2021/91.562.6349.1611.5527.944.580.76-
2021/81.522.1431.689.9825.164.340.81-
2021/71.4912.728.68.4624.054.20.83-
2021/61.32-4.6124.646.9723.123.820.91-
2021/51.3925.5536.525.6522.773.760.92-
2021/41.1-12.948.514.2618.873.31.05-
2021/31.2737.0118.743.1522.983.151.16-
2021/20.93-3.3519.111.8826.012.961.24-
2021/10.96-10.5233.490.9633.493.211.14-
2020/121.07-9.0855.9512.4316.133.411.1去年因中美貿易爭端,市場需求減少,今年恢復正常。
2020/111.181.5530.2311.3613.43.391.1-
2020/101.1610.6940.5310.1811.733.371.11-
2020/91.05-9.3827.699.028.863.361.18-
2020/81.16-0.2428.27.986.793.381.18-
2020/71.169.2321.826.823.853.241.23-
2020/61.064.4811.695.660.83.11.41-
2020/51.02-0.211.574.6-1.413.11.41-
2020/41.02-4.7312.713.58-2.232.861.52-
2020/31.0737.4412.062.56-7.122.561.61-
2020/20.788.3-14.121.5-17.242.181.9-
2020/10.724.52-20.380.72-20.382.311.79-
2019/120.69-24.08-31.8910.71-27.082.421.64-
2019/110.99.58-28.3910.02-26.722.551.55-
2019/100.830.57-34.949.12-26.552.551.55-
2019/90.82-9.03-34.038.29-25.62.671.45-
2019/80.9-5.2-29.577.47-24.542.81.38-
2019/70.950.15-28.086.57-23.792.91.33-
2019/60.95-4.98-25.455.61-23.012.851.42-
2019/51.010.72-20.224.66-22.50.0N/A-
2019/40.9-5.27-26.823.66-23.10.0N/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
2024/10.732023/10.862022/11.432021/10.962020/10.72
2024/20.62023/20.922022/21.532021/20.932020/20.78
2024/30.832023/30.92022/31.582021/31.272020/31.07
N/AN/A2023/40.772022/41.622021/41.12020/41.02
N/AN/A2023/50.92022/51.732021/51.392020/51.02
N/AN/A2023/60.872022/61.512021/61.322020/61.06
N/AN/A2023/70.852022/71.712021/71.492020/71.16
N/AN/A2023/80.652022/81.62021/81.522020/81.16
N/AN/A2023/90.692022/91.452021/91.562020/91.05
N/AN/A2023/100.822022/101.392021/101.592020/101.16
N/AN/A2023/110.822022/111.342021/111.582020/111.18
N/AN/A2023/120.812022/120.992021/121.312020/121.07
  • 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: 0.27%
合約負債 QoQ YoY
23Q4 (20)0.03-40.00
23Q3 (19)0.050.00
23Q2 (18)0.0500

每月營收相關資訊

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