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)
2024/31.9633.187.415.214.815.2N/A-
2024/21.47-16.76-2.393.2419.84.92N/A-
2024/11.774.9747.791.7747.795.37N/A-
2023/121.68-12.11-10.2721.86-37.645.611.56-
2023/111.92-4.7613.320.18-39.185.941.47-
2023/102.010.329.9118.26-42.06.031.45-
2023/92.010.03-25.5616.25-45.736.041.66-
2023/82.01-0.9-28.4914.24-47.726.151.63-
2023/72.02-4.36-38.2812.24-49.936.021.66-
2023/62.1212.81-42.9310.21-51.745.681.71客戶去化庫存,調整出貨速度
2023/51.8811.14-48.968.09-53.615.391.8客戶去化庫存,調整出貨速度
2023/41.69-7.48-47.426.22-54.855.021.93客戶去化庫存,調整出貨速度
2023/31.8321.02-46.634.53-57.114.532.14客戶去化庫存,調整出貨速度
2023/21.5126.03-49.842.7-62.134.582.12客戶去化庫存,調整出貨速度
2023/11.2-36.27-71.061.2-71.064.772.04客戶去化庫存,調整出貨速度
2022/121.8810.97-47.6635.063.375.122.3-
2022/111.699.19-51.3333.189.415.941.99客戶去化庫存,調整出貨速度
2022/101.55-42.53-52.5231.4917.277.051.67客戶去化庫存,調整出貨速度
2022/92.7-3.9-11.3529.9426.938.781.36-
2022/82.81-14.48-14.2527.2532.69.81.21-
2022/73.28-11.560.5624.4441.4710.671.12-
2022/63.710.8931.5821.1650.9910.60.92本月營收較去年同期增加主係無線模組出貨量增加所致
2022/53.6814.4836.0617.4555.8810.310.95本月營收較去年同期增加主係無線模組出貨量增加所致
2022/43.21-6.0820.213.7762.199.641.01本月營收較去年同期增加主係無線模組出貨量增加所致
2022/33.4213.7348.6510.5681.4710.560.85本月營收較去年同期增加主係無線模組出貨量增加所致
2022/23.01-27.28131.677.14102.9210.730.84本月營收較去年同期增加主係無線模組出貨量增加所致
2022/14.1415.2786.124.1486.1211.20.8本月營收較去年同期增加主係無線模組出貨量增加所致
2021/123.593.1866.2533.9227.2410.330.67本月營收較去年同期增加主係無線模組出貨量增加所致
2021/113.486.5342.6230.3323.819.780.71-
2021/103.267.2932.9726.8521.739.580.73-
2021/93.04-7.0419.4623.5920.329.580.86-
2021/83.270.2924.8820.5520.459.350.88-
2021/73.2615.7128.7517.2819.648.780.94-
2021/62.824.3212.2514.0117.718.190.89-
2021/52.71.1322.2211.1919.167.670.95-
2021/42.6716.144.778.4918.226.271.17-
2021/32.377.254.885.8225.625.821.02-
2021/21.3-41.5822.83.5244.275.621.06-
2021/12.225.9460.692.2260.696.760.88本月營收較去年同期增加主係無線模組出貨量增加所致
2020/122.1-13.9717.1326.6521.956.990.6-
2020/112.44-0.6626.9824.5622.387.460.56-
2020/102.45-4.5723.6622.1221.897.650.55-
2020/92.57-1.8327.3819.6621.677.290.62-
2020/82.620.034.617.0920.866.640.68-
2018/52.19.1411.48.74-12.125.75N/A-
2018/41.9211.0-9.496.64-17.624.78N/A-
2018/31.7353.48-29.244.72-20.534.72N/A-
2018/21.13-39.33-39.372.99-14.420.0N/A-
2018/11.86-2.7614.041.8614.040.0N/A-
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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
2024/11.772023/11.22022/14.142021/12.222020/82.62
2024/21.472023/21.512022/23.012021/21.32020/92.57
2024/31.962023/31.832022/33.422021/32.32020/102.45
N/AN/A2023/41.692022/43.212021/42.672020/112.44
N/AN/A2023/51.882022/53.682021/52.72020/122.1
N/AN/A2023/62.122022/63.712021/62.82N/AN/A
N/AN/A2023/72.022022/73.282021/73.26N/AN/A
N/AN/A2023/82.012022/82.812021/83.27N/AN/A
N/AN/A2023/92.012022/92.72021/93.04N/AN/A
N/AN/A2023/102.012022/101.552021/103.26N/AN/A
N/AN/A2023/111.922022/111.692021/113.48N/AN/A
N/AN/A2023/121.682022/121.882021/123.59N/AN/A
  • 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: 2.72%
合約負債 QoQ YoY
23Q4 (20)0.18-5.26-14.29
23Q3 (19)0.1926.67-50.0
23Q2 (18)0.157.14-76.92
23Q1 (17)0.14-33.33-53.33
22Q4 (16)0.21-44.74-12.5
22Q3 (15)0.38-41.5472.73
22Q2 (14)0.65116.67242.11
22Q1 (13)0.325.057.89
21Q4 (12)0.249.09200.0
21Q3 (11)0.2215.7957.14
21Q2 (10)0.190.026.67
21Q1 (9)0.19137.50
20Q4 (8)0.08-42.860
20Q3 (7)0.14-6.670
20Q2 (6)0.1500

每月營收相關資訊

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