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)
2024/91.09-5.48-53.957.0-74.773.55N/A本月因112/9/22災害影響造成營收減少。
2024/81.15-12.8-51.035.92-76.73.4N/A本月因112/9/22災害影響造成營收減少。
2024/71.3241.7-49.394.77-79.313.32N/A本月因112/9/22災害影響造成營收減少。
2024/60.93-13.26-73.463.45-83.122.741.21本月因112/9/22災害影響造成營收減少。
2024/51.0744.3-69.742.52-85.122.21.51本月因112/9/22災害影響造成營收減少。。
2024/40.7456.01-78.931.45-89.181.232.69本月因112/9/22災害停工影響造成營收減少。
2024/30.38249.1-89.160.61-93.80.615.7本月因112/9/22災害停工影響,造成營收減少。
2024/20.11-9.39-96.740.23-96.370.2414.65本月因112/9/22災害停工影響造成營收減少。
2024/10.121401.99-95.950.12-95.950.369.7本月因112/9/22災害停工影響造成營收減少。
2023/120.01-96.51-99.7828.12-21.840.368.43本月因9/22災害停工影響造成營收減少。
2023/110.2391.94-93.2228.11-13.012.711.12本月因9/22災害停工影響造成營收減少。
2023/100.12-94.89-96.327.88-3.554.820.63本月因9月22日災害停工影響,造成營收減少。
2023/92.360.5-26.1727.768.227.310.43-
2023/82.35-9.88-25.3125.413.118.450.37-
2023/72.6-25.7-16.2623.0619.369.650.32-
2023/63.5-1.113.5320.4526.1910.570.59-
2023/53.540.4816.7816.9529.1710.60.59-
2023/43.530.021.1713.432.910.420.6-
2023/33.534.8530.039.8837.669.880.77-
2023/23.3612.572.636.3542.310.010.76去年2月逢春節假期,出貨天數少,營收基期低。
2023/12.99-18.3918.822.9918.8210.060.76-
2022/123.667.4445.9335.9837.9310.330.67-
2022/113.414.6840.7832.3237.089.860.7-
2022/103.261.9431.4528.9136.659.590.72-
2022/93.191.6632.8825.6537.349.450.59-
2022/83.141.0428.2622.4638.09.340.6-
2022/73.110.7439.6619.3239.739.230.61-
2022/63.091.7145.0816.2139.749.030.52-
2022/53.034.2741.0313.1238.548.660.54-
2022/42.917.3145.2910.0937.817.570.62-
2022/32.7139.2142.187.1834.997.180.59-
2022/21.95-22.568.054.4630.976.970.6-
2022/12.520.2256.72.5256.77.450.57客戶因應市場需求增加產品鋪貨,本公司因應客戶需求增加產能,故出貨量較往年增加。
2021/122.513.6532.8926.0864.387.410.49客戶因應市場需求增加產品鋪貨,本公司因應客需增加產能,故出貨量較往年增加。
2021/112.42-2.2548.2623.5868.637.30.5客戶因應市場需求增加產品鋪貨,本公司因應客需增加產能,故出貨量較往年增加。
2021/102.483.0553.7521.1571.337.330.5客戶因應市場需求增加產品鋪貨,本公司因應客需增加產能,故出貨量較往年增加。
2021/92.4-1.8648.8518.6873.967.080.521.109年受到COVID-19疫情影響,基期較低。2.客戶因應市場需求增加產品鋪貨,故出貨量較往年增加。
2021/82.4510.0259.5316.2778.416.80.541.109年受到COVID-19疫情影響,基期較低。2.客戶因應市場需求增加產品鋪貨,故出貨量較往年增加。
2021/72.234.6598.7713.8282.236.510.56109年受到COVID-19疫情影響,基期較低
2021/62.13-1.12152.5811.679.376.280.57109年受到COVID-19疫情影響,基期較低
2021/52.157.42229.979.4768.46.060.59109年受到COVID-19疫情影響,基期較低
2021/42.05.01125.557.3247.215.710.62去年受到COVID-19疫情影響,基期較低
2021/31.915.7919.135.3230.175.320.62-
2021/21.812.326.783.4137.295.30.62-
2021/11.61-15.051.391.6151.395.130.64去年同期受農曆春節,工作天數減少之影響
2020/121.8915.6415.8415.87-12.465.130.64-
2020/111.631.363.7113.98-15.264.860.67-
2020/101.61-0.227.1512.35-17.264.760.68-
2020/91.615.1713.4510.74-20.04.270.54-
2020/81.5437.08-3.119.12-23.973.50.66-
2020/71.1232.98-31.937.59-27.142.610.88-
2020/60.8429.17-44.616.47-26.242.380.98-
2020/50.65-26.56-58.05.62-22.393.140.74本月營收較去年同期減少58%,主係受新冠肺炎各國實施居家限制令影響,導致主要客戶訂單需求減少所致。
2020/40.89-44.53-41.364.97-12.673.910.6-
2020/31.612.586.994.08-2.284.080.65-
2020/21.4234.115.022.48-7.454.110.64-
2020/11.06-34.96-26.681.06-26.684.270.62-
2019/121.633.534.618.1314.694.710.57-
2019/111.574.723.6116.515.80.0N/A-
2019/101.55.642.6414.9217.250.0N/A-
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
2024/10.122023/12.992022/12.522021/11.612020/11.06
2024/20.112023/23.362022/21.952021/21.82020/21.42
2024/30.382023/33.532022/32.712021/31.912020/31.6
2024/40.742023/43.532022/42.912021/42.02020/40.89
2024/51.072023/53.542022/53.032021/52.152020/50.65
2024/60.932023/63.52022/63.092021/62.132020/60.84
2024/71.322023/72.62022/73.112021/72.232020/71.12
2024/81.152023/82.352022/83.142021/82.452020/81.54
2024/91.092023/92.362022/93.192021/92.42020/91.61
N/AN/A2023/100.122022/103.262021/102.482020/101.61
N/AN/A2023/110.232022/113.412021/112.422020/111.63
N/AN/A2023/120.012022/123.662021/122.512020/121.89
  • 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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