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)
2026/40.09-0.2-58.950.34-53.690.24N/A前端客戶需求減少
2026/30.0923.87-70.130.26-51.60.260.66前端客戶需求減少
2026/20.07-29.9-39.260.17-29.170.340.5-
2026/10.1-41.39-19.850.1-19.850.380.45-
2025/120.1751.22-34.772.44-16.980.390.46-
2025/110.110.07-60.952.27-15.250.420.43前端客戶需求減少
2025/100.11-41.67-69.582.16-9.740.450.4前端客戶需求減少
2025/90.1933.2111.732.041.190.51.36-
2025/80.14-10.74-32.211.850.20.890.76-
2025/70.16-72.3640.11.714.430.970.7-
2025/60.59166.39255.751.541.721.020.74客戶端需求增加
2025/50.224.63-51.60.96-29.170.721.04客戶端需求減少
2025/40.21-27.39-7.230.74-17.840.611.22-
2025/30.29151.9524.780.53-21.410.531.53-
2025/20.11-7.51-40.990.24-45.730.51.62客戶需求減少
2025/10.12-52.3-49.490.12-49.490.671.2客戶需求減少
2024/120.26-9.47-3.772.949.930.920.86-
2024/110.29-22.0570.62.6811.470.830.95客戶需求增加
2024/100.37114.28122.012.397.00.751.05客戶需求增加
2024/90.17-19.18-12.492.02-2.240.52.08-
2024/80.2184.4753.121.85-1.160.492.11客戶需求增加
2024/70.12-29.82-23.971.63-5.530.731.42-
2024/60.16-63.76-58.061.52-3.760.851.11客戶需求減少
2024/50.45100.5643.411.3514.230.911.03-
2024/40.23-2.339.520.93.580.651.44-
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-
2023/120.2760.49-22.72.67-24.560.61N/A-
2023/110.171.43-31.272.4-24.760.53N/A-
2023/100.17-15.54-14.342.23-24.220.5N/A-
2023/90.241.42-23.442.07-24.920.49N/A-
2023/80.14-8.41-71.81.87-25.070.68N/A客戶端需求減少
2023/70.15-61.29-14.231.73-13.540.86N/A-
2023/60.3923.9437.471.58-13.470.92N/A-
2023/50.3253.16-25.881.19-22.940.71N/A-
2023/40.2110.4-0.570.87-21.80.49N/A-
2023/30.19104.0-25.070.66-26.70.66N/A-
2023/20.09-75.95-66.390.47-27.330.82N/A終端客戶需求減少
2023/10.389.090.840.380.840.98N/A-
2022/120.3542.719.283.547.640.79N/A-
2022/110.2526.41-2.053.196.50.7N/A-
2022/100.19-24.51-32.932.957.280.95N/A-
2022/90.26-47.942.012.7512.020.93N/A-
2022/80.49178.5436.392.499.630.96N/A-
2022/70.18-37.9524.132.04.570.89N/A-
2022/60.29-33.17142.191.822.990.92N/A終端客戶需求增加
2022/50.43105.47175.731.54-6.930.89N/A終端客戶需求增加
2022/40.21-16.8-40.361.11-25.850.73N/A-
2022/30.25-8.48-57.540.9-21.440.9N/A終端客戶需求減少
2022/20.27-27.8610.160.6516.560.95N/A-
2022/10.3829.0421.650.3821.650.92N/A-
2021/120.2917.16-60.233.29-25.020.83N/A終端客戶需求減少
2021/110.25-13.43-34.233.0-17.90.72N/A-
2021/100.2959.84126.62.75-16.00.83N/A客戶端需求增加
2021/90.18-49.97-55.982.46-21.80.69N/A終端需求減少
2021/80.36153.49-17.572.28-16.650.62N/A-
2021/70.1421.04-51.01.91-16.470.42N/A終端客戶需求減少
2021/60.12-23.92-70.711.77-11.440.0N/A客戶端需求減少
2021/50.16-55.56-64.311.653.50.0N/A客戶端需求減少
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
2026/10.12025/10.122024/10.252023/10.382022/10.38
2026/20.072025/20.112024/20.192023/20.092022/20.27
2026/30.092025/30.292024/30.232023/30.192022/30.25
2026/40.092025/40.212024/40.232023/40.212022/40.21
N/AN/A2025/50.222024/50.452023/50.322022/50.43
N/AN/A2025/60.592024/60.162023/60.392022/60.29
N/AN/A2025/70.162024/70.122023/70.152022/70.18
N/AN/A2025/80.142024/80.212023/80.142022/80.49
N/AN/A2025/90.192024/90.172023/90.22022/90.26
N/AN/A2025/100.112024/100.372023/100.172022/100.19
N/AN/A2025/110.112024/110.292023/110.172022/110.25
N/AN/A2025/120.172024/120.262023/120.272022/120.35
  • 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
合約負債 QoQ YoY

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