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)
2024/30.3610.7-23.831.29-18.131.29N/A-
2024/20.32-47.54-27.810.94-15.731.36N/A-
2024/10.6144.69-7.630.61-7.631.46N/A-
2023/120.420.7613.855.14-6.811.230.89-
2023/110.428.23-26.94.71-8.311.130.98-
2023/100.3922.76-36.074.29-5.971.150.95-
2023/90.32-29.08-26.853.9-1.331.250.91-
2023/80.45-8.24-17.113.591.791.30.88-
2023/70.4934.4822.253.145.211.230.93-
2023/60.36-4.75-16.892.652.611.071.01-
2023/50.3814.54-22.182.296.791.180.92-
2023/40.33-29.08-34.311.9115.341.250.88-
2023/30.474.91-0.331.5834.471.580.67-
2023/20.45-32.885.281.1157.681.480.71係因專案取得客戶通過驗收的影響,使得銷貨金額較去年同期高所致。
2023/10.6678.35136.760.66136.761.610.66係因依客戶出貨排程及本月專案取得客戶驗收通過,使得銷貨金額較高所致。
2022/120.37-35.31-31.345.5120.071.560.73-
2022/110.58-5.344.675.1426.961.620.7-
2022/100.6140.4746.574.5630.471.580.71-
2022/90.43-19.6314.93.9628.31.370.95-
2022/80.5435.3228.53.5230.161.370.95-
2022/70.4-8.5710.142.9830.471.320.98-
2022/60.44-10.813.512.5834.261.430.78-
2022/50.49-3.3216.382.1442.551.460.77-
2022/40.517.61101.111.6652.671.40.8去年營收衰退,主係客戶延後拉貨所致及客戶標案本月通知驗收。
2022/30.4710.8341.951.1740.821.170.89-
2022/20.4250.92213.220.740.081.250.84去年同期營收衰退,主係客戶延後拉貨所致。
2022/10.28-48.27-23.630.28-23.631.370.76-
2021/120.54-1.3752.04.59-0.31.510.6因受疫情影響,110/Q1客戶下單較晚,且遇到粗胚材料交期延長,才導致訂單只能安排在12月出貨
2021/110.5532.5445.994.05-4.71.340.68-
2021/100.4210.12-8.283.5-9.631.210.75-
2021/90.38-10.1225.573.08-9.811.160.78-
2021/80.4215.984.02.71-13.221.20.75-
2021/70.36-14.07-12.282.29-15.771.20.75-
2021/60.420.276.111.93-16.41.090.78-
2021/50.4267.0512.881.5-21.081.00.85-
2021/40.25-24.03-26.11.08-29.310.721.19-
2021/30.33144.55-32.240.83-30.230.831.01-
2021/20.14-63.2-68.330.5-28.840.860.98-
2021/10.372.9531.470.3731.471.10.76-
2020/120.36-5.2728.924.6110.651.190.0-
2020/110.38-16.73-6.384.259.351.130.0-
2020/100.4550.770.273.8711.171.160.0-
2020/90.3-25.55-24.253.4212.791.120.0-
2020/80.4-2.1715.933.1218.371.210.0-
2020/70.413.9424.482.7218.741.180.0-
2020/60.46.6722.172.317.771.110.0-
2020/50.379.3511.431.9116.891.20.0-
2020/40.34-30.35-16.581.5318.31.260.0-
2020/30.4914.3189.651.1934.281.190.0-
2020/20.4352.7688.620.7111.740.980.0-
2020/10.280.95-31.130.28-31.130.960.0-
2019/120.28-31.21-13.154.16-12.671.130.0-
2019/110.4-10.811.533.88-12.631.250.0-
2019/100.4513.88-8.733.48-14.021.20.0-
2019/90.413.9410.353.03-14.761.080.0-
2019/80.355.03-24.912.63-17.581.00.0-
2019/70.332.02-24.922.29-16.330.990.0-
2019/60.32-2.69-16.011.96-14.681.070.0-
2019/50.33-18.14-9.061.63-14.410.0N/A-
2019/40.4158.35-7.761.3-15.690.0N/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
2024/10.612023/10.662022/10.282021/10.372020/10.28
2024/20.322023/20.452022/20.422021/20.142020/20.43
2024/30.362023/30.472022/30.472021/30.332020/30.49
N/AN/A2023/40.332022/40.512021/40.252020/40.34
N/AN/A2023/50.382022/50.492021/50.422020/50.37
N/AN/A2023/60.362022/60.442021/60.422020/60.4
N/AN/A2023/70.492022/70.42021/70.362020/70.41
N/AN/A2023/80.452022/80.542021/80.422020/80.4
N/AN/A2023/90.322022/90.432021/90.382020/90.3
N/AN/A2023/100.392022/100.612021/100.422020/100.45
N/AN/A2023/110.422022/110.582021/110.552020/110.38
N/AN/A2023/120.422022/120.372021/120.542020/120.36
  • 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: 0.65%
合約負債 QoQ YoY
23Q4 (20)0.020-66.67

每月營收相關資訊

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