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)
2024/114.7814.5-0.4942.4613.313.83N/A-
2024/104.18-14.3614.3637.6815.3312.61N/A-
2024/94.8837.1458.3433.515.4511.980.81本期係因訂單需求增加所致
2024/83.550.247.628.6310.3610.820.9-
2024/73.55-4.731.6324.9510.2210.820.9-
2024/63.724.8412.7921.411.7911.290.88-
2024/53.55-11.6-0.3417.6811.5810.960.9-
2024/44.0218.4318.2214.1315.0410.920.91-
2024/33.39-3.28-1.610.1113.8210.111.09-
2024/23.519.1624.976.7223.6210.371.06-
2024/13.21-12.0822.173.2122.1711.670.94-
2023/123.65-23.9311.1341.1310.4312.110.93-
2023/114.831.5950.6937.4710.3611.530.98本期係因訂單需求增加所致
2023/103.6518.5618.332.676.1810.031.13-
2023/93.08-6.8-1.6629.024.839.871.15-
2023/83.3-5.31-9.8625.945.6610.091.12-
2023/73.495.6813.2123.1710.9710.351.09-
2023/63.3-7.3318.6519.6810.5810.81.13-
2023/53.56-9.4713.8416.389.0910.951.12-
2023/43.9414.1818.9112.827.8310.191.2-
2023/33.4522.84-7.098.883.568.881.5-
2023/22.816.7211.665.4411.688.721.53-
2023/12.63-20.0311.72.6311.79.111.47-
2022/123.293.13-9.5937.2416.249.561.35-
2022/113.193.31-5.3633.9519.559.41.37-
2022/103.09-1.44-2.7530.7622.99.881.3-
2022/93.13-14.5721.7427.6826.639.881.37-
2022/83.6718.9247.5124.5527.289.531.42-
2022/73.0810.7519.3120.8824.298.991.5-
2022/62.78-11.08-8.9217.825.199.221.45-
2022/53.13-5.4410.0415.0234.5310.151.32-
2022/43.31-10.7961.7611.8942.99.531.41本月營收較去年同期增加主要係因訂單出貨增加所致
2022/33.7147.6540.388.5836.758.581.52-
2022/22.516.7555.434.8734.18.51.54本月營收較去年同期增加主要係因訂單增加所致
2022/12.35-35.2816.972.3516.979.361.4-
2021/123.647.9726.9132.0419.4110.181.09-
2021/113.376.1538.0528.418.519.111.22-
2021/103.1723.3864.6325.0316.298.231.35本月營收較去年同期增加主要係因公營機關出貨增加所致
2021/92.573.519.0421.8611.547.641.62-
2021/82.48-3.816.7719.2910.618.121.53-
2021/72.58-15.4518.2616.89.758.481.46-
2021/63.067.4364.8514.228.347.951.35本月營收較去年同期增加主要係因公營機關出貨增加所致
2021/52.8438.9926.5211.16-0.957.531.42-
2021/42.05-22.58-27.688.32-7.796.311.7-
2021/32.6463.4813.766.271.296.271.51-
2021/21.62-19.65-24.63.63-6.196.491.45-
2021/12.01-29.7816.712.0116.717.321.29-
2020/122.8717.44-16.0926.83-14.757.231.24-
2020/112.4426.58-30.023.96-14.596.531.38-
2020/101.93-10.78-31.6321.52-12.46.221.44-
2020/92.161.5239.1519.6-9.916.471.52-
2020/82.13-2.57-34.1117.43-13.686.171.6-
2020/72.1817.84-33.815.31-9.796.291.57-
2020/61.85-17.54-26.413.12-4.06.931.42-
2020/52.25-20.56-25.011.271.057.41.33-
2020/42.8321.7941.329.0210.647.31.35-
2020/32.328.33-8.916.190.656.191.7-
2020/22.1424.3827.843.877.437.281.44-
2020/11.72-49.52-10.371.72-10.370.0N/A-
2019/123.42-2.0251.4131.473.520.0N/A本月營收較去年同期增加主要係因出貨增加所致
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
2024/13.212023/12.632022/12.352021/12.012020/11.72
2024/23.512023/22.812022/22.512021/21.622020/22.14
2024/33.392023/33.452022/33.712021/32.642020/32.32
2024/44.022023/43.942022/43.312021/42.052020/42.83
2024/53.552023/53.562022/53.132021/52.842020/52.25
2024/63.722023/63.32022/62.782021/63.062020/61.85
2024/73.552023/73.492022/73.082021/72.582020/72.18
2024/83.552023/83.32022/83.672021/82.482020/82.13
2024/94.882023/93.082022/93.132021/92.572020/92.16
2024/104.182023/103.652022/103.092021/103.172020/101.93
2024/114.782023/114.82022/113.192021/113.372020/112.44
N/AN/A2023/123.652022/123.292021/123.642020/122.87
  • 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: 32.71%
合約負債 QoQ YoY
24Q3 (20)6.35159.18408.0
24Q2 (19)2.45-14.34104.17
24Q1 (18)2.86232.56132.52
23Q4 (17)0.86-31.2-8.51
23Q3 (16)1.254.1734.41
23Q2 (15)1.2-2.4490.48
23Q1 (14)1.2330.8580.88
22Q4 (13)0.941.0864.91
22Q3 (12)0.9347.62-7.0
22Q2 (11)0.63-7.3536.96
22Q1 (10)0.6819.388.89
21Q4 (9)0.57-43.0850.0
21Q3 (8)1.0117.391150.0
21Q2 (7)0.4627.78557.14
21Q1 (6)0.36500.0500.0
20Q4 (5)0.06-25.00.0
20Q3 (4)0.0814.290.0
20Q2 (3)0.0716.670.0
20Q1 (2)0.060.00.0
19Q4 (1)0.060.00.0

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