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)
2024/30.0282050.0115.90.02-98.130.02N/A客戶依銷售情形調整訂單
2024/20.0-99.73-99.990.01-99.40.02N/A客戶依銷售情形調整訂單
2024/10.01-24.4-98.930.01-98.930.03N/A客戶依銷售情形調整訂單
2023/120.0111.08-98.832.26-86.430.050.61客戶依銷售情形調整訂單
2023/110.01-69.5-99.012.25-85.750.060.51客戶依銷售情形調整訂單
2023/100.0353.65-97.492.24-84.920.070.46客戶依銷售情形調整訂單
2023/90.0221.88-99.062.21-83.830.050.89客戶依銷售情形調整訂單
2023/80.0264.77-99.172.19-81.120.460.09客戶依銷售情形調整訂單
2023/70.01-97.78-99.372.18-77.490.880.05客戶依銷售情形調整交貨排程
2023/60.441.41-76.232.17-73.290.870.05客戶依銷售情形調整交貨排程
2023/50.4316638.8-80.741.73-72.420.440.09客戶依銷售情形調整交貨排程
2023/40.0-66.09-99.891.3-67.790.580.07客戶依銷售情形調整交貨排程
2023/30.01-98.66-99.171.3-19.431.30.05客戶依銷售情形調整交貨排程
2023/20.57-20.9969.321.2986.872.160.03客戶依銷售情形調整訂單
2023/10.72-17.08103.530.72103.532.510.02海外客戶需求強勁,持續依訂單排程積極拉貨
2022/120.87-5.99804.5416.67424.192.980.03海外客戶需求強勁,持續依訂單排程積極拉貨
2022/110.92-22.4370.1415.8412.364.180.02海外客戶需求強勁,持續依訂單排程積極拉貨
2022/101.19-42.49299.5514.88485.425.20.02海外客戶需求強勁,持續依訂單排程積極拉貨
2022/92.076.52722.5313.69510.095.570.08海外客戶需求強勁,持續依訂單排程積極拉貨
2022/81.9424.55299.7911.62483.265.350.08海外客戶需求強勁,持續依訂單排程積極拉貨
2022/71.56-15.35417.899.68542.465.650.07海外客戶需求強勁,持續依訂單排程積極拉貨
2022/61.84-17.81522.988.12573.66.510.12海外客戶需求強勁,持續依訂單排程積極拉貨
2022/52.24-7.442572.946.27590.085.590.14海外客戶需求強勁,持續依訂單排程積極拉貨
2022/42.42163.67601.694.03388.483.680.21海外客戶需求強勁,持續依訂單排程積極拉貨
2022/30.92173.73178.491.61235.071.610.94海外客戶依訂單排程開始積極拉貨
2022/20.34-5.03211.950.69359.590.791.92新增客戶,客戶依銷售情形調整訂單
2022/10.35268.48734.750.35734.750.991.52新增客戶,客戶依銷售情形調整訂單
2021/120.1-82.31-13.693.18295.960.941.06新增客戶,客戶依銷售情形調整訂單
2021/110.5482.141333.953.08345.71.090.91新增客戶,客戶依銷售情形調整訂單
2021/100.318.37407.322.54288.551.040.96新增客戶,客戶依銷售情形調整訂單
2021/90.25-48.22332.612.24276.841.040.19新增客戶,客戶依銷售情形調整訂單
2021/80.4961.34540.521.99270.81.080.18新增客戶,客戶依銷售情形調整訂單
2021/70.31.81171.481.51226.440.680.29新增客戶,客戶依銷售情形調整訂單
2021/60.3252.6349.921.21243.840.730.23新增客戶.客戶依銷售情況調整訂單
2021/50.08-75.737.530.91219.340.760.22新增客戶.客戶依銷售情況調整訂單
2021/40.354.64573.150.83268.930.780.22新增客戶
2021/30.33206.62392.220.48178.380.480.33新增客戶
2021/20.11154.12184.630.1542.320.260.61新增客戶.客戶視銷售情況調整訂單
2021/10.04-61.9-37.310.04-37.310.190.84-
2020/120.11193.78187.480.837.50.210.67客戶視銷售情況調整訂單
2020/110.04-35.5538.40.6926.870.150.9-
2020/100.060.94-7.960.6526.260.190.73-
2020/90.06-23.3326.810.631.070.250.73-
2020/80.08-31.6142.90.5431.540.250.71-
2020/70.1168.73164.750.4629.840.240.76新客戶開發及客戶依銷售狀況調整訂單
2020/60.077.7880.650.3511.810.180.67新客戶開發及客戶依銷售狀況調整訂單
2020/50.0618.923.040.282.760.180.67-
2020/40.05-23.47-9.770.222.690.160.77-
2020/30.0777.37.590.177.10.170.52-
2020/20.04-44.032.660.116.790.140.62-
2020/10.0774.79.240.079.240.130.67-
2019/120.0441.44-43.260.58-31.730.130.77-
2019/110.03-57.14-43.840.55-30.730.140.73-
2019/100.0639.08-17.360.52-29.860.160.61-
2019/90.05-13.61-7.680.45-31.320.141.42-
2019/80.0526.7-38.530.41-33.240.131.52-
2019/70.0415.13-44.030.36-32.370.141.45-
2019/60.04-38.52-56.210.31-30.430.152.49客戶視銷售情況調整訂單
2019/50.064.13-28.850.28-24.60.0N/A-
2019/40.06-8.74-12.630.22-23.360.0N/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
2024/10.012023/10.722022/10.352021/10.042020/10.07
2024/20.02023/20.572022/20.342021/20.112020/20.04
2024/30.022023/30.012022/30.922021/30.332020/30.07
N/AN/A2023/40.02022/42.422021/40.352020/40.05
N/AN/A2023/50.432022/52.242021/50.082020/50.06
N/AN/A2023/60.442022/61.842021/60.32020/60.07
N/AN/A2023/70.012022/71.562021/70.32020/70.11
N/AN/A2023/80.022022/81.942021/80.492020/80.08
N/AN/A2023/90.022022/92.072021/90.252020/90.06
N/AN/A2023/100.032022/101.192021/100.32020/100.06
N/AN/A2023/110.012022/110.922021/110.542020/110.04
N/AN/A2023/120.012022/120.872021/120.12020/120.11
  • 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
合約負債 QoQ YoY

每月營收相關資訊

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