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)
2024/323.1336.74-2.1963.134.0863.13N/A-
2024/216.91-26.72-8.540.08.163.76N/A-
2024/123.08-2.8524.6923.0824.6971.81N/A-
2023/1223.76-4.83-1.04269.13-7.0372.350.57-
2023/1124.975.6723.81245.37-7.5871.630.57-
2023/1023.632.53-2.01220.41-10.1670.50.58-
2023/923.04-3.35.64196.78-11.0469.040.61-
2023/823.837.56.39173.74-12.8769.690.61-
2023/722.17-6.44-11.09149.91-15.3167.250.63-
2023/623.6910.73-17.25127.74-16.067.10.69-
2023/521.4-2.78-18.96104.05-15.7167.050.69-
2023/422.01-6.93-20.6982.66-14.8364.140.72-
2023/323.6527.91-1.3360.65-12.4860.650.87-
2023/218.49-0.12-13.7337.0-18.3761.010.87-
2023/118.51-22.91-22.5418.51-22.5462.690.84-
2022/1224.0119.08-10.68289.51-0.2568.290.84-
2022/1120.17-16.36-14.66265.50.8166.090.87-
2022/1024.1110.557.0245.342.3468.320.84-
2022/921.81-2.61-17.15221.221.8569.140.81-
2022/822.4-10.16-9.68199.414.4775.960.74-
2022/724.93-12.924.01177.026.5979.970.7-
2022/628.638.4518.4152.097.0282.790.58-
2022/526.4-4.860.29123.454.6978.120.62-
2022/427.7515.7816.997.055.9573.150.66-
2022/323.9711.84-7.2469.32.1269.30.67-
2022/221.43-10.339.7245.337.8972.210.65-
2022/123.9-11.16.323.96.374.410.63-
2021/1226.8813.7714.36290.2418.8873.050.63-
2021/1123.634.867.66263.3619.3672.490.64-
2021/1022.53-14.41.49239.7320.6573.660.63-
2021/926.336.1615.88217.1923.0675.090.56-
2021/824.83.452.9190.8724.1272.950.57-
2021/723.97-0.883.88166.0728.0774.470.56-
2021/624.18-8.129.15142.133.374.250.55-
2021/526.3210.8725.98117.9239.6475.910.54-
2021/423.74-8.1339.7391.5944.1369.110.59-
2021/325.8432.3164.467.8545.7467.850.59今年受全球經濟逐漸復甦,訂單較去年增加。而去年受疫情影響,本公司在去年3月份配合美國各州防疫措施延後出貨,故造成該差異。
2021/219.53-13.1241.442.0136.2365.520.61-
2021/122.48-4.3632.0322.4832.0367.940.58-
2020/1223.517.111.68244.142.0267.660.55-
2020/1121.95-1.1422.48220.631.0966.870.56-
2020/1022.2-2.264.32198.69-0.8169.020.54-
2020/922.72-5.729.14176.48-1.4269.890.48-
2020/824.14.4410.69153.77-2.8169.330.49-
2020/723.074.141.49129.67-4.9766.120.51-
2020/622.156.033.63106.6-6.2660.040.54-
2020/520.8922.981.0484.44-8.5553.60.61-
2020/416.998.08-14.5863.55-11.3346.520.7-
2020/315.7213.8-13.5746.56-10.0846.560.71-
2020/213.81-18.88-5.0830.84-8.1851.890.64-
2020/117.03-19.1-10.5617.03-10.5655.990.59-
2019/1221.0517.4514.38239.299.3760.250.56-
2019/1117.92-15.79-9.79218.248.9160.020.56-
2019/1021.282.245.67200.3210.9763.860.53-
2019/920.81-4.385.85179.0411.6365.320.54-
2019/821.77-4.2412.55158.2312.4465.880.53-
2019/722.736.3419.92136.4612.4264.790.54-
2019/621.383.388.92113.7211.0361.950.59-
2019/520.683.9512.6892.3411.540.0N/A-
2019/419.899.3612.8871.6711.210.0N/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
2024/123.082023/118.512022/123.92021/122.482020/117.03
2024/216.912023/218.492022/221.432021/219.532020/213.81
2024/323.132023/323.652022/323.972021/325.842020/315.72
N/AN/A2023/422.012022/427.752021/423.742020/416.99
N/AN/A2023/521.42022/526.42021/526.322020/520.89
N/AN/A2023/623.692022/628.632021/624.182020/622.15
N/AN/A2023/722.172022/724.932021/723.972020/723.07
N/AN/A2023/823.832022/822.42021/824.82020/824.1
N/AN/A2023/923.042022/921.812021/926.332020/922.72
N/AN/A2023/1023.632022/1024.112021/1022.532020/1022.2
N/AN/A2023/1124.972022/1120.172021/1123.632020/1121.95
N/AN/A2023/1223.762022/1224.012021/1226.882020/1223.51
  • 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: 20.72%
合約負債 QoQ YoY
23Q4 (20)6.07-22.18-2.25
23Q3 (19)7.85.4134.48
23Q2 (18)7.4-7.3822.92
23Q1 (17)7.9928.66-0.62
22Q4 (16)6.217.07-13.27
22Q3 (15)5.8-3.65-19.56
22Q2 (14)6.02-25.12-18.54
22Q1 (13)8.0412.29-7.9
21Q4 (12)7.16-0.69-11.28
21Q3 (11)7.21-2.449.74
21Q2 (10)7.39-15.3534.36
21Q1 (9)8.738.1850.0
20Q4 (8)8.0722.8391.23
20Q3 (7)6.5719.4552.08
20Q2 (6)5.5-5.511.79
20Q1 (5)5.8237.9122.27
19Q4 (4)4.22-2.310.0
19Q3 (3)4.32-12.20.0
19Q2 (2)4.923.360.0
19Q1 (1)4.760.00.0

每月營收相關資訊

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