. 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)
2024/102.49-2.9814.1925.8620.787.86N/A-
2024/92.57-8.010.523.3721.537.972.47-
2024/82.797.4118.5220.823.058.842.23-
2024/72.6-24.4227.4118.023.788.852.23-
2024/63.4422.849.2315.423.198.892.24-
2024/52.85.943.1311.9617.37.832.55-
2024/42.6511.1434.939.1611.166.633.01-
2024/32.3848.79-9.796.513.746.512.87-
2024/21.6-36.76-19.754.1313.566.392.93-
2024/12.5312.1954.02.5354.07.582.47主係因出貨量增加。
2023/122.26-19.2722.1626.46-8.67.232.43-
2023/112.7927.9427.724.21-10.77.32.4-
2023/102.18-6.121.6421.41-14.076.872.56-
2023/92.33-1.3124.4119.23-15.566.732.79-
2023/82.3615.46-10.3616.9-19.136.712.8-
2023/72.04-11.47-24.5314.54-20.396.312.97-
2023/62.3117.780.5512.5-19.676.233.12-
2023/51.96-0.16-31.3110.2-23.176.562.96-
2023/41.96-25.69-25.498.24-20.956.62.94-
2023/32.6432.36-5.746.28-19.416.283.18-
2023/21.9921.36-8.713.64-27.085.483.64-
2023/11.64-10.99-41.41.64-41.45.683.52-
2022/121.85-15.61-40.2528.95-10.046.183.21-
2022/112.191.83-22.7427.11-6.836.213.2-
2022/102.1514.9-26.1624.92-5.126.652.99-
2022/91.87-28.9-36.0522.77-2.57.212.86-
2022/82.63-2.79-4.3620.92.297.632.71-
2022/72.7117.96-2.2318.273.337.852.63-
2022/62.29-19.55-20.7815.574.367.782.7-
2022/52.858.35.4813.2710.428.282.53-
2022/42.63-6.08.5410.4211.867.622.76-
2022/32.828.19-7.827.7913.037.792.44-
2022/22.18-22.0957.124.9929.478.082.35主係因出貨量增加及國際銅價上漲
2022/12.8-9.2513.862.813.868.732.18-
2021/123.099.1131.9632.1942.388.831.94-
2021/112.83-2.6740.1129.143.598.671.98-
2021/102.91-0.4856.9526.2743.978.582.0主係因出貨量增加及國際銅價較去年同期上漲。
2021/92.926.3247.323.3642.58.442.05-
2021/82.75-0.6258.8620.4341.848.412.06主係因出貨量增加及國際銅價上漲。
2021/72.77-4.4153.0717.6839.528.372.07主係因出貨量增加及國際銅價上漲
2021/62.97.1274.3514.9137.268.021.91主係因出貨量增加及國際銅價上漲
2021/52.711.4353.4112.0230.578.171.88主係因半導體與汽車產業需求增加致出貨量增加及國際銅價上漲
2021/42.43-20.1829.149.3225.176.852.24-
2021/33.04118.5233.956.8923.836.891.94-
2021/21.39-43.54-21.923.8516.876.192.16-
2021/12.465.1662.432.4662.436.831.96主係因半導體與汽車產業需求增加致出貨量增加及國際銅價上漲
2020/122.3415.856.8422.61-11.176.222.09-
2020/112.029.02-6.0420.26-12.875.862.22-
2020/101.85-6.6-10.9718.24-13.565.572.33-
2020/91.9914.67-6.6616.39-13.855.522.31-
2020/81.73-4.25-19.9514.4-14.755.22.46-
2020/71.818.87-24.4312.67-13.995.232.44-
2020/61.66-5.73-22.6510.87-11.965.32.5-
2020/51.76-6.19-23.599.2-9.715.912.24-
2020/41.88-17.21-4.237.44-5.665.932.23-
2020/32.2727.37-2.015.57-6.135.572.46-
2020/21.7817.4610.463.3-8.775.492.5-
2020/11.52-30.82-24.271.52-24.275.862.34-
2019/122.191.88-13.5225.45-18.130.0N/A-
2019/112.153.293.3423.26-18.540.0N/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
2024/12.532023/11.642022/12.82021/12.462020/11.52
2024/21.62023/21.992022/22.182021/21.392020/21.78
2024/32.382023/32.642022/32.82021/33.042020/32.27
2024/42.652023/41.962022/42.632021/42.432020/41.88
2024/52.82023/51.962022/52.852021/52.72020/51.76
2024/63.442023/62.312022/62.292021/62.92020/61.66
2024/72.62023/72.042022/72.712021/72.772020/71.81
2024/82.792023/82.362022/82.632021/82.752020/81.73
2024/92.572023/92.332022/91.872021/92.922020/91.99
2024/102.492023/102.182022/102.152021/102.912020/101.85
N/AN/A2023/112.792022/112.192021/112.832020/112.02
N/AN/A2023/122.262022/121.852021/123.092020/122.34
  • 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: 0.31%
合約負債 QoQ YoY
24Q3 (20)0.1110.0-15.38
24Q2 (19)0.1-47.3742.86
24Q1 (18)0.19216.67216.67
23Q4 (17)0.06-53.85-68.42
23Q3 (16)0.1385.71-43.48
23Q2 (15)0.0716.67-83.33
23Q1 (14)0.06-68.42-88.24
22Q4 (13)0.19-17.39-71.64
22Q3 (12)0.23-45.24-55.77
22Q2 (11)0.42-17.65147.06
22Q1 (10)0.51-23.88183.33
21Q4 (9)0.6728.85458.33
21Q3 (8)0.52205.88300.0
21Q2 (7)0.17-5.56240.0
21Q1 (6)0.1850.0-14.29
20Q4 (5)0.12-7.6971.43
20Q3 (4)0.13160.00.0
20Q2 (3)0.05-76.190.0
20Q1 (2)0.21200.00.0
19Q4 (1)0.070.00.0

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