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)
2026/43.71-21.63-7.8716.018.412.24N/A-
2026/34.7425.1432.3612.2929.5612.290.57-
2026/23.790.5711.647.5527.8710.920.64-
2026/13.7611.6949.763.7649.7611.150.63-
2025/123.37-16.0337.0542.1814.9910.680.67-
2025/114.0121.6346.2538.8113.4111.620.62-
2025/103.3-23.45-15.2434.810.5510.60.68-
2025/94.3144.439.0631.514.1911.270.55-
2025/82.99-24.86-23.7127.1811.0410.050.61-
2025/73.9728.6119.7224.217.6510.690.58-
2025/63.09-14.72-10.3720.2317.2510.740.58-
2025/53.62-10.122.0717.1424.1611.230.55-
2025/44.0312.5849.9313.5124.7311.00.57-
2025/33.585.5542.529.4816.419.480.71-
2025/23.3934.93.635.94.788.360.8-
2025/12.512.216.372.516.377.720.87-
2024/122.46-10.39-4.6936.6853.369.10.65主係去年同期受客戶庫存調整影響,使得基期較低。
2024/112.74-29.5133.0334.2260.399.740.61主係去年同期受客戶庫存調整影響,使得基期較低。
2024/103.8925.678.4831.4763.3210.910.54主係去年同期受客戶庫存調整影響,使得基期較低。
2024/93.1-20.7935.5927.5861.3810.330.63主係去年同期受客戶庫存調整影響,使得基期較低。
2024/83.9117.9268.0124.4865.3610.680.6主係去年同期受客戶庫存調整影響,使得基期較低。
2024/73.32-3.7276.1120.5764.879.730.66主係去年同期受客戶庫存調整影響,使得基期較低。
2024/63.4516.1357.7617.2562.879.10.73主係去年同期受客戶庫存調整影響,使得基期較低。
2024/52.9710.4190.1513.864.198.170.82主係去年同期受客戶庫存調整影響,使得基期較低。
2024/42.697.0268.2310.8358.278.470.79主係去年同期受客戶庫存調整影響,使得基期較低。
2024/32.51-23.2432.198.1555.248.15N/A主係去年同期受客戶庫存調整影響,使得基期較低。
2024/23.2738.46130.215.6468.328.22N/A主係去年同期受客戶庫存調整影響,使得基期較低。
2024/12.36-8.4122.662.3622.667.01N/A-
2023/122.5825.0819.9423.91-13.846.82N/A-
2023/112.06-5.43-6.7321.33-16.686.53N/A-
2023/102.18-4.57-12.6719.27-17.626.8N/A-
2023/92.29-1.85-7.4417.09-18.216.5N/A-
2023/82.3323.6-13.5214.8-19.666.4N/A-
2023/71.88-13.75-4.8812.48-20.715.63N/A-
2023/62.1839.98-29.1610.59-22.995.34N/A-
2023/51.56-2.31-15.058.41-21.25.06N/A-
2023/41.6-15.89-32.496.85-22.484.92N/A-
2023/31.933.66-13.65.25-18.825.25N/A-
2023/21.42-26.22-33.23.35-21.525.5N/A-
2023/11.93-10.44-9.881.93-9.886.29N/A-
2022/122.15-2.73-0.8727.7641.546.86N/A-
2022/112.21-11.4510.1225.6146.827.18N/A-
2022/102.51.1232.123.451.597.66N/A主係去年同期受疫情影響產能,使得基期較低。
2022/92.47-8.2947.1220.954.327.14N/A主係去年同期受疫情影響產能,使得基期較低。
2022/82.6935.9553.318.4355.337.76N/A主係去年同期受疫情影響產能,使得基期較低。
2022/71.98-35.7641.0415.7355.696.9N/A主係去年同期受疫情影響產能,使得基期較低。
2022/63.0867.85131.6113.7558.057.29N/A主係去年同期受疫情影響產能,使得基期較低。
2022/51.84-22.3658.8510.6744.766.4N/A主係去年5月24至31日受疫情影響暫停生產及出貨,使得基期較低。
2022/42.377.6342.218.8342.146.69N/A-
2022/32.23.3342.656.4642.116.46N/A-
2022/22.13-0.4672.994.2741.846.44N/A主係代工訂單增加使營收成長
2022/12.14-1.4920.282.1420.286.32N/A-
2021/122.178.05101.0519.6128.476.07N/A主係代工訂單增加使營收成長
2021/112.016.2246.7517.4422.945.58N/A-
2021/101.8912.6216.4215.4320.45.33N/A-
2021/91.68-4.4431.1613.5420.984.84N/A-
2021/81.7625.0870.6611.8619.664.49N/A主係代工訂單增加使營收成長
2021/71.45.48-4.5210.1113.763.89N/A-
2021/61.3315.12-0.778.717.380.0N/A-
2021/51.16-30.49-14.447.3721.40.0N/A-
股價
長短期營收
營收年增率
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
2026/13.762025/12.512024/12.362023/11.932022/12.14
2026/23.792025/23.392024/23.272023/21.422022/22.13
2026/34.742025/33.582024/32.512023/31.92022/32.2
2026/43.712025/44.032024/42.692023/41.62022/42.37
N/AN/A2025/53.622024/52.972023/51.562022/51.84
N/AN/A2025/63.092024/63.452023/62.182022/63.08
N/AN/A2025/73.972024/73.322023/71.882022/71.98
N/AN/A2025/82.992024/83.912023/82.332022/82.69
N/AN/A2025/94.312024/93.12023/92.292022/92.47
N/AN/A2025/103.32024/103.892023/102.182022/102.5
N/AN/A2025/114.012024/112.742023/112.062022/112.21
N/AN/A2025/123.372024/122.462023/122.582022/122.15
  • 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8季, 最新合約負債佔股本: 7.46%
合約負債 QoQ YoY
26Q1 (8)0.47-7.84-34.72
25Q4 (7)0.5134.2141.67
25Q3 (6)0.388.5765.22
25Q2 (5)0.35-51.3929.63
25Q1 (4)0.72100.00.0
24Q4 (3)0.3656.520.0
24Q3 (2)0.23-14.810.0
24Q2 (1)0.270.00.0

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