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)
2024/31.0338.28-27.252.58-32.632.58N/A-
2024/20.74-8.5-45.461.55-35.772.44N/A-
2024/10.81-8.52-23.320.81-23.323.17N/A-
2023/120.89-39.7-37.8216.85-12.323.991.03-
2023/111.47-9.643.0315.96-10.284.770.86-
2023/101.63-2.211.914.49-11.444.720.87-
2023/91.6717.0314.3112.86-13.724.551.05-
2023/81.42-2.38-2.111.19-16.764.381.09-
2023/71.46-2.52-4.079.77-18.544.441.07-
2023/61.50.45-2.938.31-20.644.481.44-
2023/51.490.0-7.16.81-23.74.391.47-
2023/41.495.45-21.05.32-27.334.261.51-
2023/31.413.67-24.53.83-29.533.831.46-
2023/21.3628.64-22.692.42-32.173.851.45-
2023/11.06-25.82-41.411.06-41.413.921.43-
2022/121.43-0.09-28.8419.22-1.494.311.25-
2022/111.43-1.86-27.417.791.634.341.24-
2022/101.46-0.09-25.5316.365.314.371.23-
2022/91.460.22-23.3214.99.764.431.05-
2022/81.45-4.35-20.4413.4515.144.521.03-
2022/71.52-1.36-12.3411.9921.754.670.99-
2022/61.54-3.85-4.6710.4729.045.030.9-
2022/51.6-14.954.848.9337.445.360.84-
2022/41.890.7734.497.3347.475.520.82-
2022/31.876.1647.825.4452.575.440.72客戶需求增加
2022/21.76-2.551.833.5755.195.580.7客戶需求增加
2022/11.81-9.9158.611.8158.615.780.68客戶需求增加
2021/122.011.9281.6319.51107.615.930.48客戶需求增加
2021/111.970.66102.917.5111.075.820.49客戶需求增加
2021/101.962.86104.9615.53112.155.680.5客戶需求增加
2021/91.93.98100.6513.58113.235.460.57客戶需求增加
2021/81.835.38123.9611.68115.425.180.6客戶需求增加
2021/71.737.26127.239.85113.914.880.64客戶需求增加
2021/61.625.74188.338.11111.264.550.55客戶需求增加
2021/51.539.09264.026.598.094.20.6客戶需求增加
2021/41.410.76139.24.9773.713.830.65客戶需求增加
2021/31.279.0354.373.5756.833.570.65客戶需求增加
2021/21.161.84102.412.358.213.40.68客戶需求增加
2021/11.143.1629.431.1429.433.210.72-
2020/121.113.852.29.4-12.493.031.07-
2020/110.971.6827.628.29-14.132.871.13-
2020/100.950.712.377.32-17.72.721.2-
2020/90.9516.067.926.37-20.882.531.66-
2020/80.826.92-14.475.42-24.42.141.96-
2020/70.7636.11-18.084.6-25.931.742.4-
2020/60.5633.5-31.873.84-27.311.572.71-
2020/50.42-28.31-56.943.28-26.471.832.32因為新冠肺炎的因素導致全球需求量降低,所以訂單量減少。
2020/40.59-28.51-38.782.86-17.941.982.14-
2020/30.8242.97-12.822.27-10.052.271.66-
2020/20.57-34.87-23.261.45-8.42.531.49-
2020/10.88-18.534.80.884.82.721.39-
2019/121.0842.1719.7210.74-4.792.691.49-
2019/110.76-10.45-24.139.66-6.922.491.61-
2019/100.85-3.28-20.838.9-5.082.681.5-
2019/90.88-8.02-20.758.05-3.042.761.59-
2019/80.952.4-10.537.17-0.322.711.62-
2019/70.9313.2-6.76.221.452.731.61-
2019/60.82-15.62-17.725.283.042.761.4-
2019/50.981.921.254.468.070.0N/A-
2019/40.961.794.033.4810.150.0N/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
2024/10.812023/11.062022/11.812021/11.142020/10.88
2024/20.742023/21.362022/21.762021/21.162020/20.57
2024/31.032023/31.412022/31.872021/31.272020/30.82
N/AN/A2023/41.492022/41.892021/41.42020/40.59
N/AN/A2023/51.492022/51.62021/51.532020/50.42
N/AN/A2023/61.52022/61.542021/61.622020/60.56
N/AN/A2023/71.462022/71.522021/71.732020/70.76
N/AN/A2023/81.422022/81.452021/81.832020/80.82
N/AN/A2023/91.672022/91.462021/91.92020/90.95
N/AN/A2023/101.632022/101.462021/101.962020/100.95
N/AN/A2023/111.472022/111.432021/111.972020/110.97
N/AN/A2023/120.892022/121.432021/122.012020/121.1
  • 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: 0.67%
合約負債 QoQ YoY
23Q4 (20)0.03-86.9650.0
23Q3 (19)0.2327.7835.29
23Q2 (18)0.1820.050.0
23Q1 (17)0.15650.0-11.76
22Q4 (16)0.02-88.24-60.0
22Q3 (15)0.1741.67466.67
22Q2 (14)0.12-29.41300.0
22Q1 (13)0.17240.0325.0
21Q4 (12)0.0566.67-28.57
21Q3 (11)0.030.0-92.11
21Q2 (10)0.03-25.0-78.57
21Q1 (9)0.04-42.86-75.0
20Q4 (8)0.07-81.58133.33
20Q3 (7)0.38171.4311.76
20Q2 (6)0.14-12.57.69
20Q1 (5)0.16433.33-68.63
19Q4 (4)0.03-91.180.0
19Q3 (3)0.34161.540.0
19Q2 (2)0.13-74.510.0
19Q1 (1)0.510.00.0

每月營收相關資訊

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