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)
2024/30.2319.1323.810.671.720.67N/A-
2024/20.19-20.83112.010.44-7.00.71N/A終端客戶需求增加
2024/10.25-9.12-35.610.25-35.610.69N/A-
2023/120.2760.49-22.72.67-24.560.611.39-
2023/110.171.43-31.272.4-24.760.531.58-
2023/100.17-15.54-14.342.23-24.220.51.67-
2023/90.241.42-23.442.07-24.920.491.82-
2023/80.14-8.41-71.81.87-25.070.681.3客戶端需求減少
2023/70.15-61.29-14.231.73-13.540.861.03-
2023/60.3923.9437.471.58-13.470.921.05-
2023/50.3253.16-25.881.19-22.940.711.35-
2023/40.2110.4-0.570.87-21.80.491.97-
2023/30.19104.0-25.070.66-26.70.661.8-
2023/20.09-75.95-66.390.47-27.330.821.44終端客戶需求減少
2023/10.389.090.840.380.840.981.22-
2022/120.3542.719.283.547.640.791.34-
2022/110.2526.41-2.053.196.50.71.52-
2022/100.19-24.51-32.932.957.280.951.12-
2022/90.26-47.942.012.7512.020.931.27-
2022/80.49178.5436.392.499.630.961.23-
2022/70.18-37.9524.132.04.570.891.33-
2022/60.29-33.17142.191.822.990.921.22終端客戶需求增加
2022/50.43105.47175.731.54-6.930.891.26終端客戶需求增加
2022/40.21-16.8-40.361.11-25.850.731.53-
2022/30.25-8.48-57.540.9-21.440.91.14終端客戶需求減少
2022/20.27-27.8610.160.6516.560.951.09-
2022/10.3829.0421.650.3821.650.921.12-
2021/120.2917.16-60.233.29-25.020.831.19終端客戶需求減少
2021/110.25-13.43-34.233.0-17.90.721.37-
2021/100.2959.84126.62.75-16.00.831.19客戶端需求增加
2021/90.18-49.97-55.982.46-21.80.691.6終端需求減少
2021/80.36153.49-17.572.28-16.650.621.77-
2021/70.1421.04-51.01.91-16.470.422.65終端客戶需求減少
2021/60.12-23.92-70.711.77-11.440.621.67客戶端需求減少
2021/50.16-55.56-64.311.653.51.090.95客戶端需求減少
2021/40.35-40.7647.881.528.861.190.88-
2021/30.59137.4544.611.1524.021.151.0-
2021/20.25-20.33-15.310.567.851.30.89-
2021/10.31-57.8137.920.3137.921.430.8-
2020/120.7493.75153.64.39-56.071.250.82終端需求及標案增加
2020/110.38198.26-19.943.65-62.370.921.11終端需求減少
2020/100.13-68.95-78.653.27-64.560.981.04終端客戶需求減少
2020/90.41-6.31-66.463.14-63.581.141.08終端需求減少
2020/80.4450.69-80.932.73-63.11.131.09終端需求減少
2020/70.29-27.64-62.972.29-55.041.131.09終端需求減少
2020/60.4-7.3-38.152.0-53.591.070.28IC 終端需求減少
2020/50.4384.16-36.591.6-56.341.080.28IC 需求減少
2020/40.24-42.07-65.751.16-60.90.940.32IC需求減少
2020/30.4139.05-61.040.93-59.430.930.38IC 需求減少
2020/20.2929.74-66.840.52-58.080.810.43IC需求減少
2020/10.23-22.43-36.220.23-36.220.990.35-
2019/120.29-38.83-48.129.9970.481.370.21本年度IC需求增加
2019/110.48-20.4743.49.783.042.30.12IC需求增加
2019/100.6-51.2141.119.2285.684.130.07IC需求增加
2019/91.23-46.72186.448.6389.854.320.07IC需求增加
2019/82.3192.57325.757.479.793.740.09價格上漲,需求增加
2019/70.7920.8641.755.142.572.120.15-
2019/60.65-4.9619.424.3142.722.030.24-
2019/50.69-0.5473.763.6647.860.0N/AIC 需求增加
2019/40.69-34.0918.032.9742.940.0N/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
2024/10.252023/10.382022/10.382021/10.312020/10.23
2024/20.192023/20.092022/20.272021/20.252020/20.29
2024/30.232023/30.192022/30.252021/30.592020/30.41
N/AN/A2023/40.212022/40.212021/40.352020/40.24
N/AN/A2023/50.322022/50.432021/50.162020/50.43
N/AN/A2023/60.392022/60.292021/60.122020/60.4
N/AN/A2023/70.152022/70.182021/70.142020/70.29
N/AN/A2023/80.142022/80.492021/80.362020/80.44
N/AN/A2023/90.22022/90.262021/90.182020/90.41
N/AN/A2023/100.172022/100.192021/100.292020/100.13
N/AN/A2023/110.172022/110.252021/110.252020/110.38
N/AN/A2023/120.272022/120.352021/120.292020/120.74
  • 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: 0.33%
合約負債 QoQ YoY
23Q4 (20)0.03200.00.0
23Q3 (19)0.01-66.67-50.0
23Q2 (18)0.03-40.050.0
23Q1 (17)0.0566.6766.67
22Q4 (16)0.0350.050.0
22Q3 (15)0.020.0-71.43
22Q2 (14)0.02-33.33-50.0
22Q1 (13)0.0350.00.0
21Q4 (12)0.02-71.43-71.43
21Q3 (11)0.0775.0250.0
21Q2 (10)0.0433.330
21Q1 (9)0.03-57.140
20Q4 (8)0.07250.0600.0
20Q3 (7)0.0200

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