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)
2024/1117.352.3335.27174.8416.0452.14N/A-
2024/1016.96-4.8934.02157.4914.2552.8N/A-
2024/917.83-1.0323.26140.5312.2553.070.46-
2024/818.024.5623.96122.710.8152.360.46-
2024/717.230.6628.39104.698.8251.360.47-
2024/617.110.5626.4187.465.6550.230.52-
2024/517.025.7212.0870.341.5948.640.54-
2024/416.13.719.653.33-1.3441.060.64-
2024/315.5264.374.7637.23-5.4337.230.6-
2024/29.44-23.02-27.8921.71-11.5833.80.66-
2024/112.271.437.0512.277.0537.190.6-
2023/1212.09-5.71-14.84162.76-17.2937.570.52-
2023/1112.831.38-11.49150.67-17.4839.940.49-
2023/1012.65-12.530.36137.84-18.041.650.47-
2023/914.46-0.4611.43125.19-19.4942.420.45-
2023/814.538.31.3110.73-22.341.490.46-
2023/713.42-0.88-8.0396.2-24.9542.140.45-
2023/613.54-10.83-10.982.78-27.1243.410.51-
2023/515.183.38-18.569.24-29.6344.690.5-
2023/414.69-0.86-27.0954.05-32.2342.60.52-
2023/314.8113.13-33.8239.35-33.9939.370.52-
2023/213.114.29-22.2524.55-34.0438.750.53-
2023/111.46-19.31-43.7911.46-43.7940.150.51-
2022/1214.2-2.01-24.83196.8-13.9341.30.61-
2022/1114.4914.97-32.03182.6-12.9540.080.63-
2022/1012.61-2.89-44.67168.11-10.839.930.63-
2022/912.98-9.51-43.33155.51-6.1441.920.76-
2022/814.35-1.68-36.14142.52-0.1744.130.72-
2022/714.59-3.97-32.34128.186.5448.420.66-
2022/615.2-18.44-26.47113.5915.0353.970.66-
2022/518.63-7.51-9.1898.3926.0261.160.59-
2022/420.15-10.0115.0179.7638.5759.380.6-
2022/322.3932.9148.8359.6248.8859.620.6-
2022/216.84-17.3752.0737.2348.9156.120.64本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2022/120.397.946.420.3946.460.60.59本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/1218.89-11.443.62228.68110.0963.00.53本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/1121.32-6.4168.79209.79119.2267.020.5本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/1022.79-0.54114.14188.47126.8968.160.49本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/922.911.97110.8165.68128.7766.940.41本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/822.474.17134.14142.77131.9464.70.42本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/721.574.34142.17120.31131.5362.750.43本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/620.670.73158.198.74129.3358.70.36本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/520.5217.13196.5478.07122.7653.070.39本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/417.5216.43144.8757.56104.6243.630.48本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/315.0435.895.3740.0490.8940.040.39本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/211.08-20.4573.2925.088.2938.150.41本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2021/113.925.85102.2113.92102.2139.710.39本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2020/1213.154.1154.27108.8518.4336.430.39本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2020/1112.6318.7271.1995.6914.7734.140.42本月營收較去年同期增加主係顯示器驅動IC出貨量增加所致
2020/1010.64-2.0832.983.069.2931.10.46-
2020/910.8713.2524.672.426.5129.370.46-
2020/89.67.7429.8761.553.8426.510.51-
2020/78.9111.2120.2951.960.1423.830.57-
2020/68.0115.7412.0143.05-3.2122.080.68-
2020/56.92-3.27-10.4635.05-6.1221.770.69-
2020/47.15-7.09-10.7328.13-4.9921.240.7-
2020/37.720.45-8.920.98-2.8620.980.77-
2020/26.39-7.1724.3513.281.0221.80.74-
2020/16.89-19.24-13.956.89-13.950.0N/A-
2019/128.5315.5312.7291.913.820.0N/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
2024/112.272023/111.462022/120.392021/113.922020/16.89
2024/29.442023/213.12022/216.842021/211.082020/26.39
2024/315.522023/314.812022/322.392021/315.042020/37.7
2024/416.12023/414.692022/420.152021/417.522020/47.15
2024/517.022023/515.182022/518.632021/520.522020/56.92
2024/617.112023/613.542022/615.22021/620.672020/68.01
2024/717.232023/713.422022/714.592021/721.572020/78.91
2024/818.022023/814.532022/814.352021/822.472020/89.6
2024/917.832023/914.462022/912.982021/922.912020/910.87
2024/1016.962023/1012.652022/1012.612021/1022.792020/1010.64
2024/1117.352023/1112.832022/1114.492021/1121.322020/1112.63
N/AN/A2023/1212.092022/1214.22021/1218.892020/1213.15
  • 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: 3.3%
合約負債 QoQ YoY
24Q3 (20)0.4100.0-64.29
24Q2 (19)0.2-31.03-86.84
24Q1 (18)0.29-12.12-79.58
23Q4 (17)0.33-70.54-75.19
23Q3 (16)1.12-26.32-12.5
23Q2 (15)1.527.04120.29
23Q1 (14)1.426.7759.55
22Q4 (13)1.333.9158.33
22Q3 (12)1.2885.5126.73
22Q2 (11)0.69-22.47-23.33
22Q1 (10)0.895.9512.66
21Q4 (9)0.84-16.8378.72
21Q3 (8)1.0112.2236.49
21Q2 (7)0.913.92233.33
21Q1 (6)0.7968.09-69.5
20Q4 (5)0.47-36.49113.64
20Q3 (4)0.74174.070.0
20Q2 (3)0.27-89.580.0
20Q1 (2)2.591077.270.0
19Q4 (1)0.220.00.0

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