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)
2024/33.4451.07124.77.5485.057.54N/A主要係通信網路相關產品出貨增加及本公司承接之工程,隨工程執行進度認列收入所致。
2024/22.2825.2281.694.161.165.97N/A主要係本公司承接之工程,隨工程執行情形認列收入所致。
2024/11.82-3.141.181.8241.186.62N/A-
2023/121.88-35.7446.5420.3920.06.861.05-
2023/112.9242.083.5918.5217.836.731.07主要係本公司承接之工程,隨工程執行情形認列收入所致。
2023/102.0617.6160.8415.610.425.641.28主要係本公司承接之工程,隨工程執行情形認列收入所致。
2023/91.75-4.613.3913.545.45.331.5-
2023/81.835.0217.0811.795.714.91.64-
2023/71.7532.630.439.953.854.171.92-
2023/61.3218.879.678.21-0.464.131.7-
2023/51.11-35.16-3.786.89-2.194.351.61-
2023/41.7111.5532.785.78-1.884.491.56-
2023/31.5322.161.54.07-11.564.071.25-
2023/21.25-2.69-13.572.54-17.923.821.34-
2023/11.290.57-21.761.29-21.764.161.23-
2022/121.28-19.5-53.3417.0-1.644.151.13主要係去年同期客戶訂單集中12月出貨所致。
2022/111.5924.41-18.1515.718.124.561.03-
2022/101.28-24.39-7.814.1212.184.541.03-
2022/91.698.0166.7912.8414.654.61.02通信網路相關產品及電信收入增加所致
2022/81.5717.011.7211.159.464.111.14-
2022/71.3411.5-18.249.589.13.691.27-
2022/61.24.283.528.2515.373.641.43-
2022/51.15-10.51-19.967.0517.673.951.32-
2022/41.29-14.7213.235.8929.574.251.22-
2022/31.514.0127.624.6135.014.611.54-
2022/21.45-11.948.043.138.945.841.21-
2022/11.65-40.0231.791.6531.796.341.12-
2021/122.7541.2100.217.2820.246.081.17通信網路相關產品收入增加所致
2021/111.9440.1538.0614.5311.84.351.64-
2021/101.3936.7717.712.598.613.81.87-
2021/91.01-27.6412.4511.27.584.051.92-
2021/81.4-14.3826.4210.197.124.21.86-
2021/71.6441.273.28.784.574.241.84通信網路相關產品收入增加所致
2021/61.16-19.38-11.057.15-4.123.732.19-
2021/51.4426.61-4.065.99-2.663.762.18-
2021/41.14-3.89-16.564.55-2.23.32.48-
2021/31.1820.65-4.133.413.733.412.25-
2021/20.98-21.57-17.232.238.463.612.12-
2021/11.25-9.843.371.2543.374.041.9-
2020/121.39-1.64-27.8514.38-4.883.972.01-
2020/111.4119.4830.2313.0-1.543.492.29-
2020/101.1830.67-23.4511.59-4.383.192.5-
2020/90.9-18.65-40.210.41-1.62.962.84-
2020/81.1117.312.239.514.813.362.5-
2020/70.95-27.48-13.438.43.93.752.24-
2020/61.3-13.056.297.456.614.171.96-
2020/51.510.1136.466.156.684.12.0-
2020/41.3610.4320.694.65-0.333.782.16-
2020/31.234.16-1.03.29-7.033.292.6-
2020/21.1835.8530.352.06-10.323.962.16-
2020/10.87-54.12-37.020.87-37.023.852.22-
2019/121.975.6543.8615.1-21.814.521.8-
2019/111.08-29.77-45.8713.2-26.634.131.97-
2019/101.542.0813.8312.12-24.234.042.01-
2019/91.5152.670.7910.58-27.753.592.44-
2019/80.99-9.52-43.699.07-31.03.312.65-
2019/71.09-10.95-39.748.08-29.043.422.56-
2019/61.2311.61-8.486.99-27.023.452.45-
2019/51.1-2.61-29.575.77-30.030.0N/A-
2019/41.13-9.41-40.44.67-30.140.0N/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
2024/11.822023/11.292022/11.652021/11.252020/10.87
2024/22.282023/21.252022/21.452021/20.982020/21.18
2024/33.442023/31.532022/31.512021/31.182020/31.23
N/AN/A2023/41.712022/41.292021/41.142020/41.36
N/AN/A2023/51.112022/51.152021/51.442020/51.5
N/AN/A2023/61.322022/61.22021/61.162020/61.3
N/AN/A2023/71.752022/71.342021/71.642020/70.95
N/AN/A2023/81.832022/81.572021/81.42020/81.11
N/AN/A2023/91.752022/91.692021/91.012020/90.9
N/AN/A2023/102.062022/101.282021/101.392020/101.18
N/AN/A2023/112.922022/111.592021/111.942020/111.41
N/AN/A2023/121.882022/121.282021/122.752020/121.39
  • 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: 5.97%
合約負債 QoQ YoY
23Q4 (20)1.02117.0278.95
23Q3 (19)0.47-2.08487.5
23Q2 (18)0.48-15.79585.71
23Q1 (17)0.570.0714.29
22Q4 (16)0.57612.5280.0
22Q3 (15)0.0814.29-57.89
22Q2 (14)0.070.0-66.67
22Q1 (13)0.07-53.33-69.57
21Q4 (12)0.15-21.05-44.44
21Q3 (11)0.19-9.52-56.82
21Q2 (10)0.21-8.7-54.35
21Q1 (9)0.23-14.81-94.18
20Q4 (8)0.27-38.64-68.97
20Q3 (7)0.44-4.350
20Q2 (6)0.46-88.35-6.12
20Q1 (5)3.95354.020
19Q4 (4)0.8700.0

每月營收相關資訊

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