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)
2024/30.5722.2-25.311.672.481.67N/A-
2024/20.46-27.014.761.126.821.6N/A-
2024/10.6426.7137.370.6437.371.72N/A-
2023/120.5-13.3-21.526.944.681.670.85-
2023/110.58-1.44-3.596.447.491.850.77-
2023/100.59-13.74-17.095.868.721.910.74-
2023/90.687.130.65.2712.641.940.75-
2023/80.643.130.644.5914.681.720.85-
2023/70.6233.4927.513.9517.321.820.79-
2023/60.46-37.93-20.243.3315.611.71.03-
2023/50.7449.9548.762.8724.632.00.87-
2023/40.5-34.682.682.1317.931.661.05-
2023/30.7687.7742.851.6323.521.631.05-
2023/20.4-12.62-0.950.8710.441.511.13-
2023/10.46-27.6122.790.4622.791.711.0-
2022/120.646.544.456.6331.011.950.93-
2022/110.6-15.247.455.9929.721.990.92-
2022/100.714.6745.315.3932.82.020.9-
2022/90.687.1753.84.6831.091.790.97本月營收較去年同期增,係客戶銷售之設備投入生產,帶動零組件需求增加。
2022/80.6330.6637.184.027.881.71.03-
2022/70.48-16.52.63.3726.281.561.11-
2022/60.5815.7760.152.8831.371.561.0本月營收較去年同期增加,係主要客戶之設備出貨增加,帶動零組件出貨需求。
2022/50.53.4913.532.325.681.521.03-
2022/40.48-9.1232.551.829.531.421.09-
2022/30.5330.1839.351.3228.461.321.14-
2022/20.418.3238.420.7922.011.231.22-
2022/10.38-14.848.130.388.131.381.09-
2021/120.44-20.77-5.475.06-7.661.490.88-
2021/110.5614.658.14.62-7.871.490.88本月營收較去年同期增加,主係客戶增加年底備庫致部份零組件出貨增加,且設備機台於本月完成安裝測試認列收入增加所致。
2021/100.4910.7884.34.06-12.881.390.94本月營收較去年同期增加,主係客戶年底備庫致部份零組件出貨增加,且設備機台於本月完成安裝測試認列收入增加所致。
2021/90.44-4.423.963.57-18.751.370.98-
2021/80.46-2.270.293.13-22.511.291.04-
2021/70.4730.33-12.132.67-25.441.271.05-
2021/60.36-17.92-32.942.19-27.791.171.16-
2021/50.4420.83-22.911.83-26.681.191.14-
2021/40.36-4.46-33.881.39-27.81.041.3-
2021/30.3829.32-18.311.03-25.361.031.21-
2021/20.3-15.38-27.630.64-28.991.111.11-
2021/10.35-25.56-30.110.35-30.111.171.06-
2020/120.4732.59.145.4819.791.091.0-
2020/110.3533.6-7.725.0120.90.971.12-
2020/100.26-25.48-37.864.6623.821.081.01-
2020/90.36-22.65-15.214.3931.71.350.95-
2020/80.46-14.3820.874.0438.451.540.83-
2020/70.54-0.5335.143.5841.091.650.78-
2020/60.54-5.6437.673.0442.21.660.77-
2020/50.573.6350.172.543.221.590.8本月營收較去年同期增加,主係半導體設備市場回溫,帶動零組件出貨需求增加,且設備機台於本月完成安裝測試認列收入。
2020/40.5518.0285.041.9341.281.430.9本月營收較去年同期增加,主係半導體設備市場回溫,帶動設備零組件出貨需求增加,使得本公司營收增加所致。
2020/30.4714.5744.851.3829.031.380.96-
2020/20.41-18.2865.050.9122.161.340.99本月營收較去年同期增加,主係半導體設備市場回溫,帶動設備零組件出貨需求增加,使得本公司營收增加所致。
2020/10.516.260.760.50.761.311.01-
2019/120.4312.02-3.554.57-2.881.241.11-
2019/110.38-10.0317.394.14-2.811.231.11-
2019/100.431.673.493.76-4.491.231.12-
2019/90.4210.2627.773.33-5.421.21.14-
2019/80.38-4.27-3.972.91-8.831.171.17-
2019/70.41.32-1.662.53-9.511.171.17-
2019/60.392.922.062.14-10.841.071.33-
2019/50.3827.69-14.021.74-13.30.0N/A-
2019/40.3-7.6-19.561.36-13.10.0N/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
2024/10.642023/10.462022/10.382021/10.352020/10.5
2024/20.462023/20.42022/20.412021/20.32020/20.41
2024/30.572023/30.762022/30.532021/30.382020/30.47
N/AN/A2023/40.52022/40.482021/40.362020/40.55
N/AN/A2023/50.742022/50.52021/50.442020/50.57
N/AN/A2023/60.462022/60.582021/60.362020/60.54
N/AN/A2023/70.622022/70.482021/70.472020/70.54
N/AN/A2023/80.642022/80.632021/80.462020/80.46
N/AN/A2023/90.682022/90.682021/90.442020/90.36
N/AN/A2023/100.592022/100.712021/100.492020/100.26
N/AN/A2023/110.582022/110.62021/110.562020/110.35
N/AN/A2023/120.52022/120.642021/120.442020/120.47
  • 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: 4.54%
合約負債 QoQ YoY
23Q4 (20)0.17-10.53-63.83
23Q3 (19)0.19-40.62-64.15
23Q2 (18)0.32-5.88-37.25
23Q1 (17)0.34-27.66-22.73
22Q4 (16)0.47-11.3246.88
22Q3 (15)0.533.9235.9
22Q2 (14)0.5115.91104.0
22Q1 (13)0.4437.5158.82
21Q4 (12)0.32-17.95255.56
21Q3 (11)0.3956.0200.0
21Q2 (10)0.2547.0678.57
21Q1 (9)0.1788.89-48.48
20Q4 (8)0.09-30.77-70.0
20Q3 (7)0.13-7.14-56.67
20Q2 (6)0.14-57.58-56.25
20Q1 (5)0.3310.017.86
19Q4 (4)0.30.00.0
19Q3 (3)0.3-6.250.0
19Q2 (2)0.3214.290.0
19Q1 (1)0.280.00.0

每月營收相關資訊

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