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)
2024/101.37-9.986.2115.28-23.114.67N/A-
2024/91.52-14.17-43.9613.91-25.145.72.7-
2024/81.78-26.15-0.112.39-21.925.872.63-
2024/72.442.7113.7110.61-24.675.272.93-
2024/61.6843.05-33.498.21-31.454.583.72-
2024/51.18-31.51-43.216.52-30.94.883.5-
2024/41.72-13.39-13.065.35-27.434.363.91-
2024/31.99203.04-12.663.63-32.713.634.58-
2024/20.66-33.38-55.741.64-47.363.315.02因113年2月適逢春節假期及大陸廠春節假期延長,工作天數減少,致本月營收較去年同期減少。
2024/10.98-41.09-39.750.98-39.754.723.51-
2023/121.67-19.35-20.9823.62-23.825.032.88-
2023/112.0760.32-7.5621.95-24.026.082.38-
2023/101.29-52.51-44.3919.88-25.415.792.5-
2023/92.7253.0-37.3618.59-23.66.612.32-
2023/81.78-15.93-40.615.87-20.616.432.39-
2023/72.11-16.53-35.4914.09-17.086.722.29-
2023/62.5322.157.3911.97-12.696.592.45-
2023/52.074.83-13.629.44-16.866.332.55-
2023/41.98-12.99-26.727.37-17.735.732.82-
2023/32.2753.5429.655.39-13.845.392.97-
2023/21.48-9.3-20.693.11-30.85.233.06-
2023/11.63-22.73-37.961.63-37.965.992.68-
2022/122.11-5.66-35.3831.01-14.66.682.41-
2022/112.24-3.54-36.9628.89-12.558.911.8-
2022/102.32-46.51-11.4926.65-9.69.661.66-
2022/94.3445.1149.724.33-9.4210.611.48-
2022/82.99-8.71-11.3819.99-16.588.631.82-
2022/73.2838.9512.4416.99-17.438.041.95-
2022/62.36-1.74-30.6113.71-22.377.462.35-
2022/52.4-11.07-22.9311.36-20.46.862.56-
2022/42.753.95-13.28.95-19.696.322.77-
2022/31.75-6.08-57.486.25-22.216.252.69受烏俄戰爭及船運缺櫃影響出貨遞延
2022/21.87-29.0532.114.514.977.772.17-
2022/12.63-19.55.282.635.289.461.78-
2021/123.27-7.977.0736.3117.379.451.64-
2021/113.5535.4324.6233.0418.499.081.71-
2021/102.62-9.530.4629.4817.88.91.74-
2021/92.9-14.0938.226.8619.829.191.7-
2021/83.3815.8331.4823.9617.929.691.61-
2021/72.92-14.25-8.6920.5815.959.431.65-
2021/63.49.1113.7917.6721.369.631.51-
2021/53.120.1512.9314.2723.3210.351.4-
2021/43.11-24.597.3311.1526.578.651.68-
2021/34.13191.8768.858.0436.018.041.75本月較去年大幅增加係因景氣暢旺、接單增加所致
2021/21.41-43.46-15.833.9112.876.972.01-
2021/12.5-18.1239.832.539.838.411.67-
2020/123.057.087.6330.94-9.498.521.58-
2020/112.859.1716.9227.88-11.047.561.78-
2020/102.6124.44-10.3325.03-13.47.281.85-
2020/92.1-18.27-36.5422.42-13.747.861.87-
2020/82.57-19.56-8.4720.32-10.428.751.68-
2020/73.196.856.0217.75-10.698.941.64-
2020/62.998.295.3714.56-13.688.651.77-
2020/52.76-4.8-9.3711.57-17.538.11.89-
2020/42.918.6111.148.81-19.87.022.18-
2020/32.4445.48-21.975.91-29.435.912.86-
2020/21.68-6.06-17.153.47-33.886.32.68-
2020/11.79-36.97-44.431.79-44.437.062.39-
2019/122.8416.33-36.9634.18-29.850.0N/A-
2019/112.44-16.27-43.7931.34-29.120.0N/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
2024/10.982023/11.632022/12.632021/12.52020/11.79
2024/20.662023/21.482022/21.872021/21.412020/21.68
2024/31.992023/32.272022/31.752021/34.132020/32.44
2024/41.722023/41.982022/42.72021/43.112020/42.9
2024/51.182023/52.072022/52.42021/53.122020/52.76
2024/61.682023/62.532022/62.362021/63.42020/62.99
2024/72.42023/72.112022/73.282021/72.922020/73.19
2024/81.782023/81.782022/82.992021/83.382020/82.57
2024/91.522023/92.722022/94.342021/92.92020/92.1
2024/101.372023/101.292022/102.322021/102.622020/102.61
N/AN/A2023/112.072022/112.242021/113.552020/112.85
N/AN/A2023/121.672022/122.112021/123.272020/123.05
  • 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: 15.74%
合約負債 QoQ YoY
24Q3 (20)1.52-27.96-4.4
24Q2 (19)2.1112.2347.55
24Q1 (18)1.888.67-7.39
23Q4 (17)1.738.81-23.45
23Q3 (16)1.5911.19-36.65
23Q2 (15)1.43-29.56-30.58
23Q1 (14)2.03-10.18-10.96
22Q4 (13)2.26-9.962.26
22Q3 (12)2.5121.84-9.71
22Q2 (11)2.06-9.65-34.6
22Q1 (10)2.283.17-24.75
21Q4 (9)2.21-20.5-0.45
21Q3 (8)2.78-11.7541.84
21Q2 (7)3.153.9682.08
21Q1 (6)3.0336.4925.73
20Q4 (5)2.2213.27-2.63
20Q3 (4)1.9613.290.0
20Q2 (3)1.73-28.220.0
20Q1 (2)2.415.70.0
19Q4 (1)2.280.00.0

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