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)
2026/40.41132.421.140.9421.040.73N/A-
2026/30.1815.9469.220.5320.970.535.29上期受景氣影響，且外銷金額大幅下降
2026/20.15-25.446.430.356.00.55.6-
2026/10.238.775.680.25.680.515.48-
2025/120.15-10.0913.53.448.880.634.19-
2025/110.16-49.9-28.653.298.690.942.83-
2025/100.32-27.8722.913.1311.721.182.25-
2025/90.4511.44155.372.8110.561.441.68上期受景氣影響，外銷金額大幅下降，且本期高單價機台集中出貨所致
2025/80.4-31.614.892.36-0.231.281.9-
2025/70.59104.68.381.95-2.871.182.06-
2025/60.29-4.4374.671.36-7.040.933.05上期高單價機台延後出貨,基期較低所致
2025/50.3-10.24-18.851.07-17.410.743.8-
2025/40.34224.6511.020.77-16.830.584.85-
2025/30.1-27.07-38.040.44-30.280.446.47-
2025/20.14-25.96-47.420.33-27.460.466.12-
2025/10.1949.040.910.190.910.555.16-
2024/120.13-43.48-64.133.16-26.860.624.27本月受全球景氣影響，外銷金額大幅下降所致
2024/110.23-13.7-57.023.03-23.480.673.97主係上期高單價機台集中出貨所致
2024/100.2649.85-3.832.8-18.30.793.35-
2024/90.18-49.86-48.492.54-19.561.072.28-
2024/80.35-35.473.592.36-16.041.062.3-
2024/70.54229.7433.212.01-18.731.082.26-
2024/60.17-55.6-64.51.47-29.010.843.04高單價機台延後出貨所致
2024/50.3722.812.991.3-18.70.843.03-
2024/40.381.157.690.93-26.890.743.45-
2024/30.17-38.11-61.640.63-36.710.63N/A上期集中出貨/本期訂單延後交貨所致
2024/20.2742.11-10.830.46-17.140.82N/A-
2024/10.19-47.03-24.710.19-24.711.08N/A-
2023/120.36-32.28-14.84.322.741.16N/A-
2023/110.5393.1144.583.964.71.15N/A-
2023/100.27-19.74-20.363.430.420.96N/A-
2023/90.340.85-25.053.162.751.09N/A-
2023/80.34-17.035.532.817.61.21N/A-
2023/70.41-12.1530.52.477.91.2N/A-
2023/60.4741.3419.152.074.321.08N/A-
2023/50.3317.0420.281.60.681.05N/A-
2023/40.28-35.48-1.481.27-3.381.02N/A-
2023/30.4443.8469.780.99-3.90.99N/A上期疫情影響，基期低/本月集中出貨
2023/20.320.0-27.970.56-28.480.98N/A-
2023/10.25-40.06-29.080.25-29.081.04N/A-
2022/120.4214.9261.944.222.21.13N/A上期疫情影響，基期低/本期集中出貨
2022/110.376.36-22.993.7818.951.17N/A-
2022/100.34-24.4637.283.4126.331.12N/A-
2022/90.4642.0140.583.0725.211.09N/A-
2022/80.322.667.212.6122.871.02N/A上期疫情影響，基期低
2022/70.31-19.79-19.632.2918.470.98N/A-
2022/60.3942.688.881.9828.070.95N/A-
2022/50.27-4.14-7.361.5933.850.82N/A-
2022/40.2911.191.591.3247.490.96N/A-
2022/30.26-38.979.791.0368.561.03N/A去年景氣影響,基期低而本年集中交貨所致
2022/20.4218.1482.230.78105.371.04N/A上期景氣影響,基期低且本期集中交貨所致
2022/10.3636.87141.60.36141.61.09N/A上期受疫情影響景氣基期低所致
2021/120.26-45.34-26.223.447.20.99N/A-
2021/110.4889.61134.253.1811.331.05N/A單價高之機台集中本月出貨
2021/100.25-22.65-30.362.71.910.77N/A-
2021/90.3268.9134.362.456.990.91N/A-
2021/80.19-50.68-55.972.133.770.94N/A上期集中交貨所致
2021/70.398.67146.121.9419.911.04N/A上期疫情影響延後交機所致
2021/60.3621.3829.611.556.190.0N/A景氣回溫出口增加
2021/50.35.12114.531.190.70.0N/A上期受疫情影響延後交貨
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
2026/10.22025/10.192024/10.192023/10.252022/10.36
2026/20.152025/20.142024/20.272023/20.32022/20.42
2026/30.182025/30.12024/30.172023/30.442022/30.26
2026/40.412025/40.342024/40.32023/40.282022/40.29
N/AN/A2025/50.32024/50.372023/50.332022/50.27
N/AN/A2025/60.292024/60.172023/60.472022/60.39
N/AN/A2025/70.592024/70.542023/70.412022/70.31
N/AN/A2025/80.42024/80.352023/80.342022/80.32
N/AN/A2025/90.452024/90.182023/90.342022/90.46
N/AN/A2025/100.322024/100.262023/100.272022/100.34
N/AN/A2025/110.162024/110.232023/110.532022/110.37
N/AN/A2025/120.152024/120.132023/120.362022/120.42
  • 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: 4.02%
合約負債 QoQ YoY
26Q1 (8)0.2391.67-59.65
25Q4 (7)0.12200.0-68.42
25Q3 (6)0.04-93.33-83.33
25Q2 (5)0.65.2622.45
25Q1 (4)0.5750.00.0
24Q4 (3)0.3858.330.0
24Q3 (2)0.24-51.020.0
24Q2 (1)0.490.00.0

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