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)
2024/30.4341.812.941.1711.351.17N/A-
2024/20.3-31.76-11.080.7416.841.11N/A-
2024/10.4421.6948.720.4448.721.19N/A-
2023/120.36-5.3313.014.22-12.931.130.5-
2023/110.381.1827.833.85-14.781.110.51-
2023/100.3811.04.973.47-17.811.090.52-
2023/90.34-6.157.983.09-19.951.040.53-
2023/80.368.13-8.02.75-22.451.020.54-
2023/70.345.26-18.182.38-24.271.00.55-
2023/60.32-6.19-23.552.04-25.190.990.64-
2023/50.343.69-19.181.72-25.491.090.58-
2023/40.33-20.88-21.631.38-26.891.090.58-
2023/30.4222.48-18.021.05-28.41.050.7-
2023/20.3414.13-5.620.64-33.860.960.77-
2023/10.3-7.52-50.70.3-50.70.920.8一、因春節造成營業天數較短。二、大陸因防疫政策調整,造成當地客戶停工。致使整體營收較去年同期大幅下降。
2022/120.327.08-41.614.84-18.660.980.81-
2022/110.3-16.91-44.964.52-16.320.980.82-
2022/100.3614.19-26.114.22-13.11.080.74-
2022/90.32-20.05-39.163.86-11.641.130.79-
2022/80.4-3.82-32.373.54-7.921.230.73-
2022/70.41-1.64-18.63.15-3.521.250.71-
2022/60.42-0.82-13.62.73-0.751.260.68-
2022/50.420.55-4.572.311.991.350.64-
2022/40.42-17.25-8.431.893.581.290.67-
2022/30.5141.01-0.951.477.611.470.62-
2022/20.36-40.377.70.9612.741.520.6-
2022/10.69.5115.980.615.981.70.53-
2021/120.550.9526.375.9636.491.590.59-
2021/110.5511.5324.715.437.621.560.6-
2021/100.49-5.9625.24.8639.241.60.59-
2021/90.52-11.1327.394.3741.011.610.56-
2021/80.5915.7658.793.8543.081.580.58因工控、車用及智能應用訂單增長。致營收增加幅度較大。
2021/70.514.3946.673.2640.581.430.63-
2021/60.489.5343.082.7539.511.390.55-
2021/50.44-3.537.912.2738.781.410.54-
2021/40.46-10.4828.611.8338.991.310.58-
2021/30.5153.3321.351.3742.851.370.44-
2021/20.33-35.7934.520.8659.841.290.46去年度因疫情影響,故去年度基期較低。且本年度延續去年第四季市況復甦,故銷售持續增長。
2021/10.5219.3281.80.5281.81.40.43因去年同期逢春節連假營業天數較短基期較低。且本月接單延續去年Q4情況,業績持續成長。
2020/120.44-0.3723.64.3610.361.270.47-
2020/110.4411.9730.773.939.071.240.48-
2020/100.39-4.3212.463.496.841.170.5-
2020/90.4110.7627.43.16.171.120.55-
2020/80.376.9317.32.693.551.050.59-
2020/70.351.833.482.321.651.010.62-
2020/60.345.5710.541.971.331.020.73-
2020/50.32-10.01-6.791.64-0.381.10.67-
2020/40.36-15.540.51.311.311.030.72-
2020/30.4269.9717.50.961.620.960.75-
2020/20.25-13.222.20.53-8.170.890.81-
2020/10.29-18.87-15.610.29-15.610.970.74-
2019/120.355.3917.43.95-6.421.040.74-
2019/110.33-3.71.913.6-8.241.00.77-
2019/100.358.38-0.923.26-9.170.980.78-
2019/90.321.99-11.922.92-10.070.970.72-
2019/80.31-5.66-11.332.6-9.830.950.73-
2019/70.338.78-11.362.28-9.620.980.71-
2019/60.31-10.98-12.491.95-9.321.010.72-
2019/50.34-2.96-15.911.64-8.70.0N/A-
2019/40.35-1.26-1.261.3-6.570.0N/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
2024/10.442023/10.32022/10.62021/10.522020/10.29
2024/20.32023/20.342022/20.362021/20.332020/20.25
2024/30.432023/30.422022/30.512021/30.512020/30.42
N/AN/A2023/40.332022/40.422021/40.462020/40.36
N/AN/A2023/50.342022/50.422021/50.442020/50.32
N/AN/A2023/60.322022/60.422021/60.482020/60.34
N/AN/A2023/70.342022/70.412021/70.512020/70.35
N/AN/A2023/80.362022/80.42021/80.592020/80.37
N/AN/A2023/90.342022/90.322021/90.522020/90.41
N/AN/A2023/100.382022/100.362021/100.492020/100.39
N/AN/A2023/110.382022/110.32021/110.552020/110.44
N/AN/A2023/120.362022/120.322021/120.552020/120.44
  • 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: 0.8%
合約負債 QoQ YoY
23Q4 (20)0.03200.00
23Q3 (19)0.010.00
23Q2 (18)0.0100

每月營收相關資訊

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