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)
2026/610.887.520.372.88-7.5531.86N/A-
2026/510.12-6.72-8.361.99-11.1633.98N/A-
2026/410.85-16.53-17.9651.87-11.734.66N/A-
2026/313.020.38-14.3141.01-9.8841.010.46-
2026/210.8-37.22-16.2828.01-7.6744.820.42-
2026/117.212.39-1.317.21-1.350.80.37-
2025/1216.810.13.48154.078.5547.220.54-
2025/1116.7923.246.21137.269.240.350.63-
2025/1013.6237.0814.62120.479.6332.180.79-
2025/99.9415.237.35106.859.0328.020.94-
2025/88.62-8.81-7.9396.919.227.130.98-
2025/79.464.54-6.6688.2911.2329.540.9-
2025/69.05-18.06-3.6978.8313.8533.320.55-
2025/511.04-16.5411.4769.7916.639.450.46-
2025/413.23-12.829.358.7517.6241.310.44-
2025/315.1817.631.6845.5220.2845.520.47-
2025/212.9-25.9949.6730.3415.2946.580.46-
2025/117.447.36-1.4617.44-1.4649.480.43-
2024/1216.242.7324.52141.93-0.7443.930.61-
2024/1115.8133.015.48125.69-3.2836.950.72-
2024/1011.8828.3824.54109.88-5.4930.510.88-
2024/99.26-1.170.6298.0-8.1828.760.83-
2024/89.37-7.5614.3588.74-9.0128.890.82-
2024/710.137.8720.4279.38-11.1529.430.81-
2024/69.39-5.1511.5769.24-14.4331.40.59-
2024/59.9-18.160.6259.85-17.4533.530.55-
2024/412.15.02-5.649.94-20.2932.250.58-
2024/311.5233.67-28.7337.84-24.0737.84N/A-
2024/28.62-51.27-50.7726.32-21.8439.05N/A1.因春節假期，出貨天數少。2.配合客戶產品鋪貨及市場需求。
2024/117.6935.689.5217.699.5244.12N/A-
2023/1212.73-6.95-41.46142.69-33.3935.96N/A-
2023/1113.6943.44-31.58129.96-32.4732.43N/A-
2023/109.543.72-45.88116.27-32.5826.93N/A-
2023/99.212.31-42.29106.73-31.0625.8N/A-
2023/88.19-2.66-52.0297.53-29.7725.02N/A去年因疫情銷售暢旺，營收放量成長，今年因主力客戶去化庫存以致營收下滑。
2023/78.41-0.05-49.9189.34-26.6626.68N/A-
2023/68.42-14.45-47.4680.92-22.9431.08N/A-
2023/59.84-23.23-42.172.51-18.5238.84N/A-
2023/412.82-20.71-42.1962.66-12.9546.51N/A-
2023/316.17-7.66-5.0849.840.0549.84N/A-
2023/217.518.459.4733.672.7355.43N/A1.去年2月因春節假期，出貨天數少，基期較低。2.配合客戶產品鋪貨及市場需求。
2023/116.16-25.74-25.8616.16-25.8657.92N/A-
2022/1221.768.7529.88214.2326.759.4N/A-
2022/1120.0113.4520.05192.4726.3553.58N/A-
2022/1017.6310.615.88172.4627.1250.65N/A-
2022/915.94-6.6253.24154.8328.5449.82N/A客戶為因應產品鋪貨及市場需求，故出貨量較往年增加。
2022/817.071.6150.39138.8926.2149.9N/A客戶為因應產品鋪貨及市場需求，故出貨量較往年增加。
2022/716.84.8411.61121.8223.4249.83N/A-
2022/616.02-5.7331.32105.0225.5555.2N/A-
2022/517.0-23.3514.4788.9924.5656.22N/A-
2022/422.1830.1734.271.9927.2150.2N/A-
2022/317.0455.1326.249.8124.3349.81N/A-
2022/210.98-49.612.7232.7723.3849.53N/A-
2022/121.7930.0929.5521.7929.5555.21N/A-
2021/1216.750.5213.51169.0840.0248.63N/A-
2021/1116.669.5234.19152.3343.7142.28N/A-
2021/1015.2246.2612.15135.6644.9736.97N/A-
2021/910.4-8.36-4.99120.4550.5336.81N/A客戶為因應產品鋪貨及市場需求，故出貨量較往年增加。
2021/811.35-24.58-0.74110.0559.340.0N/A客戶為因應產品鋪貨及市場需求，故出貨量較往年增加。
2021/715.0523.3650.9698.6971.260.0N/A客戶為因應產品鋪貨及市場需求，故出貨量較往年增加。
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
2026/117.212025/117.442024/117.692023/116.162022/121.79
2026/210.82025/212.92024/28.622023/217.512022/210.98
2026/313.02025/315.182024/311.522023/316.172022/317.04
2026/410.852025/413.232024/412.12023/412.822022/422.18
2026/510.122025/511.042024/59.92023/59.842022/517.0
2026/610.882025/69.052024/69.392023/68.422022/616.02
N/AN/A2025/79.462024/710.132023/78.412022/716.8
N/AN/A2025/88.622024/89.372023/88.192022/817.07
N/AN/A2025/99.942024/99.262023/99.22022/915.94
N/AN/A2025/1013.622024/1011.882023/109.542022/1017.63
N/AN/A2025/1116.792024/1115.812023/1113.692022/1120.01
N/AN/A2025/1216.812024/1216.242023/1212.732022/1221.76
  • 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, 最新合約負債佔股本: 0.89%
合約負債 QoQ YoY
26Q1 (8)0.14-30.0-61.11
25Q4 (7)0.2-31.03-25.93
25Q3 (6)0.2926.09480.0
25Q2 (5)0.23-36.11283.33
25Q1 (4)0.3633.330.0
24Q4 (3)0.27440.00.0
24Q3 (2)0.05-16.670.0
24Q2 (1)0.060.00.0

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