愛玩股

   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)
2026/40.48448.5106.450.9559.340.65N/A主係本月結案金額較去年同期高
2026/30.093.55-55.840.4829.90.483.59主係去年同期標案結案金額較高
2026/20.08-72.86-36.30.39127.651.161.48主係上月結案金額較去年同期高,導致今年累積金額較去年同期高
2026/10.31-59.87655.440.31655.441.341.28主係本月結案金額較去年同期高
2025/120.77192.45-48.284.8915.141.171.42-
2025/110.2689.38-43.564.1249.330.543.09-
2025/100.141.9916.673.8668.211.121.49主係本月結案金額較去年同期高
2025/90.14-83.83-56.843.7271.031.821.03主係去年同期標案結案金額較高
2025/80.840.35805.223.5892.742.030.93主係本月結案金額較去年同期高
2025/70.84140.6778.312.7455.182.140.88主係本月結案金額較去年同期高
2025/60.35-63.37150.541.946.771.531.65主係本期含高階光電轉換設備$19,703(仟元)
2025/50.95313.29205.921.5534.271.381.83主係本月結案金額較去年同期高
2025/40.2317.386.880.6-29.010.564.52主係本月結案金額較去年同期高
2025/30.249.39116.550.37-48.840.376.89主係本月結案金額較去年同期高
2025/20.13221.89-54.150.17-72.651.661.53主係去年同期標案結案金額較高
2025/10.04-97.25-88.10.04-88.11.991.27主係本月國外結案金額較去年同期低
2024/121.49219.13141.314.24-37.172.070.99主係本月標案結案金額較去年同期高
2024/110.47291.54-65.462.76-55.080.92.29主係去年同期標案結案金額較高
2024/100.12-62.27-92.632.29-52.160.533.91主係去年同期外銷及國內標案結案金額較高
2024/90.32238.95422.452.17-31.590.883.19主係本期標案結案金額較高
2024/80.09-80.23-82.21.86-40.380.73.98主係去年同期之國外訂單金額高
2024/70.47238.1621.671.76-31.950.923.04-
2024/60.14-55.272.781.29-41.350.575.2-
2024/50.31152.47-77.621.15-44.240.535.68主係去年同期標案結案金額較高
2024/40.1235.92-3.860.8424.020.55.95-
2024/30.09-68.37-76.150.7230.490.72N/A主係去年同期標案結案金額較高
2024/20.29-16.47231.660.63266.371.25N/A主係本月標案結案金額較去年同期高
2024/10.34-44.28301.470.34301.472.31N/A主係本月認列之國外訂單較去年同期高
2023/120.62-54.33-36.476.7640.33.58N/A-
2023/111.35-16.46237.246.1459.653.02N/A主係今年同期標案結案金額較高
2023/101.612575.5992.134.7939.042.2N/A主係今年同期標案結案金額較高
2023/90.06-88.45-92.843.1821.920.97N/A主係去年同期標案結案金額較高
2023/80.5235.16302.543.1276.861.04N/A主係本月認列之國外訂單較去年同期高
2023/70.39185.66187.462.5958.91.91N/A主係今年同期標案結案金額較高
2023/60.14-90.26-5.412.2147.351.65N/A-
2023/51.39985.041256.462.0752.931.9N/A主係今年同期標案結案金額較高
2023/40.13-66.28-81.010.68-45.640.59N/A主係去年同期標案認列金額較高
2023/30.38339.95173.950.55-4.220.55N/A主係今年同期標案結案金額較高
2023/20.091.09-30.650.17-60.721.14N/A主係去年同期標案結案金額較高
2023/10.09-91.18-72.690.09-72.691.46N/A主係去年同期標案結案金額較高
2022/120.97142.43-29.424.82-8.52.21N/A-
2022/110.4-52.4-67.093.85-1.12.08N/A主係去年同期接取網路及寬頻設備成長
2022/100.84-0.36721.273.4528.891.81N/A主係標案結案金額較去年同期高
2022/90.84549.58104.432.611.331.11N/A主係標案結案金額較去年同期高
2022/80.13-3.47-61.441.76-18.370.41N/A主係去年同期標案結案金額較高
2022/70.13-6.03.661.63-10.410.38N/A-
2022/60.1439.58125.111.5-11.490.92N/A主係本期含高階光電轉換設備 $7,557(仟元)
2022/50.1-84.81-80.681.35-16.820.92N/A去年同期含高階光電轉換設備 $47,654(仟元)；本期訂單結案金額較去年同期高
2022/40.68386.49198.711.2514.060.94N/A主係標案結案金額較去年同期高；本期含高階光電轉換設備 $91(仟元)
2022/30.1411.36-75.350.58-33.830.58N/A去年同期含高階光電轉換設備 $48,762(仟元)；本期訂單結案金額較去年同期高
2022/20.12-60.1929.180.4442.031.81N/A-
2022/10.31-77.247.890.3147.892.9N/A-
2021/121.3713.02137.175.2666.52.69N/A主係標案結案金額較去年同期高
2021/111.221087.88229.713.8950.641.73N/A主係本月接取網路及寬頻設備成長
2021/100.1-75.19-45.782.6720.80.85N/A-
2021/90.4122.5231.912.5727.010.88N/A-
2021/80.34159.4950.342.1626.120.53N/A主係標案結案金額較去年同期高
2021/70.13104.1-28.681.8222.470.72N/A-
2021/60.06-88.02-75.421.6929.60.0N/A主係本月認列之國外訂單較去年同期低
2021/50.53134.81149.871.6355.570.0N/A含高階光電轉換設備$47,654(仟元)
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
2026/10.312025/10.042024/10.342023/10.092022/10.31
2026/20.082025/20.132024/20.292023/20.092022/20.12
2026/30.092025/30.22024/30.092023/30.382022/30.14
2026/40.482025/40.232024/40.122023/40.132022/40.68
N/AN/A2025/50.952024/50.312023/51.392022/50.1
N/AN/A2025/60.352024/60.142023/60.142022/60.14
N/AN/A2025/70.842024/70.472023/70.392022/70.13
N/AN/A2025/80.842024/80.092023/80.522022/80.13
N/AN/A2025/90.142024/90.322023/90.062022/90.84
N/AN/A2025/100.142024/100.122023/101.612022/100.84
N/AN/A2025/110.262024/110.472023/111.352022/110.4
N/AN/A2025/120.772024/121.492023/120.622022/120.97
  • 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: 2.3%
合約負債 QoQ YoY
26Q1 (8)0.130.00.0
25Q4 (7)0.138.33-13.33
25Q3 (6)0.1220.0-7.69
25Q2 (5)0.1-23.08-33.33
25Q1 (4)0.13-13.330.0
24Q4 (3)0.1515.380.0
24Q3 (2)0.13-13.330.0
24Q2 (1)0.150.00.0

免責聲明

本網站所有資料僅供參考，如使用者依本資料交易發生交易損失需自行負責，本網站對資料內容錯誤﹑更新延誤不負任何責任。