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備註(年增率變動50%需說明原因)
2024/214.59-40.75-37.8239.21-20.3761.41N/A-
2024/124.6210.89-4.4924.62-4.4964.78N/A-
2023/1222.223.61-28.88271.2-9.7858.330.49-
2023/1117.96-1.13-36.54249.0-7.5660.830.47-
2023/1018.17-26.46-29.88231.04-4.1663.10.45-
2023/924.722.1-16.17212.87-1.0668.210.41-
2023/820.23-13.09-26.88188.171.3266.890.42-
2023/723.28-0.41-2.59167.946.2671.180.39-
2023/623.38-4.67-6.9144.667.8472.360.4-
2023/524.520.25-4.36121.2811.2472.040.4-
2023/424.466.092.996.7616.0470.980.41-
2023/323.06-1.72-1.0872.321.2872.30.5-
2023/223.46-8.9982.8949.2435.6480.460.45疫情影響減緩,電子紙應用需求持續成長,帶動公司營收上升
2023/125.78-17.429.8225.789.8285.30.43-
2022/1231.2210.342.79300.6152.9785.430.52電子紙應用需求持續成長,帶動公司營收上升
2022/1128.39.2319.17269.3854.2483.680.53電子紙應用需求持續成長,帶動公司營收上升
2022/1025.91-12.0717.43241.0859.7683.050.53電子紙應用需求持續成長,帶動公司營收上升
2022/929.476.557.48215.1767.0281.040.63電子紙應用需求持續成長,帶動公司營收上升
2022/827.6715.77221.29185.768.6476.680.66電子紙應用需求持續成長,帶動公司營收上升
2022/723.9-4.8243.6158.0355.6874.650.68電子紙應用需求持續成長,帶動公司營收上升
2022/625.11-2.0681.36134.1358.0674.520.61電子紙應用需求持續成長,帶動公司營收上升
2022/525.647.86107.19109.0253.5172.720.62電子紙應用需求持續成長,帶動公司營收上升
2022/423.771.9866.4383.3842.1859.910.76電子紙應用需求持續成長,帶動公司營收上升
2022/323.3181.7153.359.6134.3859.610.74電子紙應用需求持續成長,市場需求增加進而帶動公司營收上升
2022/212.83-45.35-5.4236.324.5158.160.76-
2022/123.477.3550.5623.4750.5669.090.64電子紙應用需求持續成長,市場需求增加進而帶動公司營收上升
2021/1221.86-7.9371.02196.5127.967.680.61電子紙應用需求持續成長,市場需求增加進而帶動公司營收上升
2021/1123.757.6371.73174.6423.9964.520.64因應ESG推動與倡導,元太電子紙具備現今社會環境所追求的綠色技術特性,使電子紙應用需求持續成長,市場需求增加帶動營收上升
2021/1022.0617.938.18150.8918.7949.390.84-
2021/918.71117.2821.91128.8316.0143.970.87-
2021/88.61-48.25-43.23110.1215.0639.10.98-
2021/716.6420.218.86101.526.0442.860.9-
2021/613.8511.8833.2484.8627.5540.50.73-
2021/512.38-13.354.6271.0226.541.860.71-
2021/414.28-6.06-5.3458.6432.3443.050.69-
2021/315.212.119.0944.3651.7944.360.54本期累計營收較去年累計增加,主係去年2月因疫情及工廠封城等影響,導致營收下降;另,今年因客戶需求增加所致。
2021/213.56-13.0102.829.1577.1741.940.57本月及本年累計營收均較去年同期/累計增加,主係去年因疫情及工廠封城等影響,導致營收下降;另今年因客戶需求增加所致。
2021/115.5921.9459.6215.5959.6242.20.57本期合併營收較去年同期增加,主係去年1月因春節假期影響營收下降,以及今年1月客戶需求增加所致。
2020/1212.78-7.5523.36153.6312.9442.580.48-
2020/1113.83-13.3839.61140.8412.0845.140.45-
2020/1015.974.0213.54127.029.7346.490.44-
2020/915.351.17-12.88111.059.244.520.46-
2020/815.178.3470.6995.713.8339.560.52主係疫情啟動與宅經濟相關消費性產品需求,eReader主力客戶需求攀升所致。
2020/714.034.7438.8680.537.1136.220.57-
2020/610.39-12.15-26.766.532.1937.310.56-
2020/511.83-21.6-0.6556.1410.2439.680.53-
2020/415.0918.1859.3944.3113.5734.540.6因109年Q1受到疫情影響造成供貨不及,隨著中國大陸廠區陸續復工,導致109/4當月客戶需求增加,與108/4同期比較增加幅度超過50%
2020/312.7790.96.2629.22-1.129.220.82-
2020/26.69-31.52-19.5716.45-6.1526.820.89-
2020/19.77-5.755.949.775.9430.030.8-
2019/1210.364.62-7.08136.02-4.2734.330.57-
2019/119.9-29.56-27.8125.65-4.0341.590.47-
2019/1014.06-20.1912.87115.75-1.2440.570.48-
2019/917.6298.2535.64101.69-2.9236.590.55-
2019/88.89-11.85-31.5484.07-8.3833.150.61-
2019/710.08-28.88-26.3475.18-4.5736.170.56-
2019/614.1819.07-16.7265.10.035.550.59-
2019/511.9125.7716.7750.925.9333.390.63-
2019/49.47-21.26.3939.013.010.0N/A-
2019/312.0144.4823.0929.551.970.0N/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
2024/124.622023/125.782022/123.472021/115.592020/19.77
2024/214.592023/223.462022/212.832021/213.562020/26.69
N/AN/A2023/323.062022/323.312021/315.22020/312.77
N/AN/A2023/424.462022/423.772021/414.282020/415.09
N/AN/A2023/524.522022/525.642021/512.382020/511.83
N/AN/A2023/623.382022/625.112021/613.852020/610.39
N/AN/A2023/723.282022/723.92021/716.642020/714.0
N/AN/A2023/820.232022/827.672021/88.612020/815.17
N/AN/A2023/924.72022/929.472021/918.712020/915.35
N/AN/A2023/1018.172022/1025.912021/1022.062020/1015.97
N/AN/A2023/1117.962022/1128.32021/1123.752020/1113.83
N/AN/A2023/1222.22022/1231.222021/1221.862020/1212.78
  • 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: 5.51%
合約負債 QoQ YoY
23Q4 (20)6.3-14.5244.16
23Q3 (19)7.37-33.24-31.19
23Q2 (18)11.04-4.33-49.52
23Q1 (17)11.54164.07-54.44
22Q4 (16)4.37-59.2-86.59
22Q3 (15)10.71-51.03-31.74
22Q2 (14)21.87-13.6635.33
22Q1 (13)25.33-22.2893.95
21Q4 (12)32.59107.71123.83
21Q3 (11)15.69-2.9111.91
21Q2 (10)16.1623.74-1.4
21Q1 (9)13.06-10.310.87
20Q4 (8)14.563.8512.09
20Q3 (7)14.02-14.46-12.54
20Q2 (6)16.3939.13-10.83
20Q1 (5)11.78-9.31-32.95
19Q4 (4)12.99-18.960.0
19Q3 (3)16.03-12.790.0
19Q2 (2)18.384.610.0
19Q1 (1)17.570.00.0

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