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)
2024/31.5422.75-18.164.49-10.514.49N/A-
2024/21.25-25.99-22.852.95-5.924.68N/A-
2024/11.7-1.6712.321.712.325.09N/A-
2023/121.723.44-2.1821.2-16.825.160.51-
2023/111.67-5.64-16.3719.47-17.915.280.5-
2023/101.77-4.2-7.5317.81-18.055.590.47-
2023/91.84-6.78-10.2116.04-19.065.860.46-
2023/81.98-3.04-13.4414.2-20.095.720.47-
2023/72.0420.34-13.712.22-21.075.430.49-
2023/61.7-0.05-22.8310.18-22.45.160.57-
2023/51.7-3.86-18.688.48-22.315.340.55-
2023/41.76-6.25-27.456.78-23.175.270.56-
2023/31.8815.72-14.245.02-21.545.020.59-
2023/21.637.75-14.573.14-25.364.90.6-
2023/11.51-14.37-34.31.51-34.35.270.56-
2022/121.76-11.56-33.2625.49-0.445.670.53-
2022/111.994.33-22.6523.723.335.960.51-
2022/101.91-6.98-23.4421.736.616.250.48-
2022/92.05-10.13-6.8619.8210.816.710.49-
2022/82.29-3.34-6.6717.7713.296.850.48-
2022/72.377.615.1515.4816.996.650.49-
2022/62.25.33145.9413.1119.426.720.48本月營收較去年同期變動超過50%以上.主係因110年度組織重組除列相關110/1-6月子公司營收所致
2022/52.09-14.23-34.5710.92-30.756.710.48-
2022/42.4310.82-24.668.83-29.786.530.49-
2022/32.215.28-40.256.4-31.546.40.51-
2022/21.9-17.12-22.64.2-25.916.840.48-
2022/12.3-13.02-28.442.3-28.447.520.43-
2021/122.642.5-33.2825.6-33.527.720.4-
2021/112.583.26-28.1822.96-33.547.280.42-
2021/102.513.16-25.0220.38-34.167.150.43-
2021/92.21-9.95-36.5917.89-35.276.90.45-
2021/82.458.91-21.9715.68-35.08-0.08-37.05-
2021/72.25147.01-32.0913.23-37.030.664.79-
2021/6-4.78-249.97-257.8410.98-37.961.641.8組織重組除列子公司營收:688,573(仟元),6月實際營收:210,253(仟元)
2021/53.19-1.244.4215.767.4510.090.29-
2021/43.23-12.11.5612.588.259.360.32-
2021/33.6749.3315.469.3510.779.350.25-
2021/22.46-23.371.375.677.929.630.24-
2021/13.21-18.9113.553.2113.5510.760.22-
2020/123.9610.330.9538.51-23.1110.880.22-
2020/113.597.81-0.2934.55-25.1610.40.23-
2020/103.33-4.29-16.1230.96-27.269.950.24-
2020/93.4810.8-5.0327.63-28.49.930.25-
2020/83.14-5.2-15.6724.15-30.869.480.27-
2020/73.319.29-19.3721.01-32.679.40.27-
2020/63.03-0.77-29.6717.7-34.689.260.56-
2020/53.05-3.94-35.4914.67-35.639.420.55-
2020/43.18-0.08-26.5111.62-35.678.790.59-
2020/33.1831.1-35.58.44-38.558.440.61-
2020/22.43-14.17-33.665.25-40.279.180.56-
2020/12.83-27.91-44.972.83-44.9710.350.5-
2019/123.928.97-19.4850.09-4.6711.490.39-
2019/113.6-9.3-33.7546.17-3.1511.230.4-
2019/103.978.36-27.6142.570.7711.360.4-
2019/93.66-1.61-20.538.65.0111.490.42-
2019/83.72-9.36-25.2934.938.6712.140.39-
2019/74.11-4.66-7.3231.2114.913.150.36-
2019/64.31-8.99-7.1427.119.2413.370.36-
2019/54.739.4216.1622.7926.010.0N/A-
2019/44.33-12.2917.1918.0628.870.0N/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
2024/11.72023/11.512022/12.32021/13.212020/12.83
2024/21.252023/21.632022/21.92021/22.462020/22.43
2024/31.542023/31.882022/32.22021/33.672020/33.18
N/AN/A2023/41.762022/42.432021/43.232020/43.18
N/AN/A2023/51.72022/52.092021/53.192020/53.05
N/AN/A2023/61.72022/62.22021/6-4.782020/63.03
N/AN/A2023/72.042022/72.372021/72.252020/73.31
N/AN/A2023/81.982022/82.292021/82.452020/83.14
N/AN/A2023/91.842022/92.052021/92.212020/93.48
N/AN/A2023/101.772022/101.912021/102.52020/103.33
N/AN/A2023/111.672022/111.992021/112.582020/113.59
N/AN/A2023/121.722022/121.762021/122.642020/123.96
  • 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: 3.86%
合約負債 QoQ YoY
23Q4 (20)0.2-20.05.26
23Q3 (19)0.258.7-28.57
23Q2 (18)0.23-17.86-20.69
23Q1 (17)0.2847.37-6.67
22Q4 (16)0.19-45.71-32.14
22Q3 (15)0.3520.6916.67
22Q2 (14)0.29-3.3331.82
22Q1 (13)0.37.14-3.23
21Q4 (12)0.28-6.6733.33
21Q3 (11)0.336.360
21Q2 (10)0.22-29.030
21Q1 (9)0.3147.620
20Q4 (8)0.2100

每月營收相關資訊

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