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)
2026/630.01-16.92-3.19179.01-14.76108.23N/A-
2026/536.12-14.230.86149.01-16.77106.02N/A-
2026/442.1151.5-9.22112.89-21.1787.67N/A-
2026/327.856.49-20.5870.78-26.970.780.93-
2026/217.76-29.57-29.4242.98-30.4875.930.87-
2026/125.22-23.44-31.225.22-31.293.550.71-
2025/1232.94-6.89-6.02395.955.05105.670.44-
2025/1135.38-5.25-5.79363.06.1998.060.48-
2025/1037.3547.434.02327.627.6689.030.53-
2025/925.33-3.870.64290.278.1580.250.77-
2025/826.35-7.75-23.1264.948.9385.910.72-
2025/728.57-7.84-14.9238.5914.1895.370.65-
2025/631.0-13.43-4.23210.0319.75113.20.41-
2025/535.81-22.811.3179.0325.19117.20.4-
2025/446.3932.5454.91143.2233.03106.560.44訂單充沛以及產能持穩擴增,以致營收較去年同期大幅成長。
2025/335.039.0747.1796.8324.696.830.73-
2025/225.17-31.347.0161.8314.6496.880.73-
2025/136.664.5620.5436.6620.54109.270.65-
2024/1235.06-6.6543.95376.934.53108.520.55-
2024/1137.564.6136.97341.8433.6398.630.61-
2024/1035.942.6418.76304.2833.2395.340.63-
2024/925.17-26.5539.61268.3835.4493.010.64-
2024/834.272.0839.97243.2135.02100.210.59-
2024/733.573.7136.93208.9434.24101.290.59-
2024/632.37-8.4217.58175.3733.740.0N/A-
2024/535.3518.0250.26143.038.030.0N/A訂單增加,營收增加
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股價
長短期營收
營收年增率
  • 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: 3.0%
合約負債 QoQ YoY
26Q1 (8)0.7529.312.74
25Q4 (7)0.5813.73-46.79
25Q3 (6)0.5124.398.51
25Q2 (5)0.41-43.84-22.64
25Q1 (4)0.73-33.030.0
24Q4 (3)1.09131.910.0
24Q3 (2)0.47-11.320.0
24Q2 (1)0.530.00.0

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