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)
2024/101.537.248.1214.96-0.824.38N/A-
2024/91.43-0.09-0.6213.43-1.754.20.93-
2024/81.436.11-5.3612.01-1.884.370.9-
2024/71.34-16.03-5.610.58-1.394.690.84-
2024/61.6-8.025.559.23-0.755.040.75-
2024/51.742.28-0.487.63-1.985.030.75-
2024/41.77.446.115.89-2.414.350.87-
2024/31.5848.64-6.484.19-5.494.190.89-
2024/21.07-30.88-21.422.61-4.884.040.92-
2024/11.547.2311.31.5411.34.420.84-
2023/121.44-0.36-5.9217.96-19.284.290.86-
2023/111.442.07-13.6716.53-20.264.290.86-
2023/101.41-1.43-15.4915.08-20.844.360.85-
2023/91.43-4.85-10.9813.67-21.354.370.89-
2023/81.515.84-18.512.24-22.414.450.88-
2023/71.42-6.1-25.1210.73-22.944.690.83-
2023/61.52-13.29-24.489.3-22.594.870.83-
2023/51.759.07-14.937.79-22.215.050.8-
2023/41.6-5.31-28.346.04-24.094.650.87-
2023/31.6924.9-18.124.43-22.434.430.99-
2023/21.36-2.09-21.962.74-24.884.271.02-
2023/11.39-9.35-27.521.39-27.524.580.95-
2022/121.53-8.58-26.5822.262.54.870.96-
2022/111.67-0.06-11.8620.735.584.960.94-
2022/101.673.82-10.1919.067.455.130.91-
2022/91.61-12.89-16.1117.389.525.360.95-
2022/81.85-2.75-9.5315.7713.055.760.89-
2022/71.9-5.29-3.213.9216.935.970.86-
2022/62.01-2.3210.5112.0220.916.30.87-
2022/52.06-8.1123.6410.0123.246.360.87-
2022/42.248.1729.387.9623.146.040.91-
2022/32.0719.0424.235.7220.865.721.09-
2022/21.74-9.0744.413.6519.035.731.09-
2022/11.91-8.172.621.912.625.891.06-
2021/122.089.7523.9921.7121.975.841.01-
2021/111.91.8220.1819.6321.755.681.04-
2021/101.86-3.0228.4917.7321.935.831.01-
2021/91.92-6.0620.915.8721.25.930.91-
2021/82.044.0549.6613.9521.245.830.92-
2021/71.978.1225.0911.9117.415.450.99-
2021/61.829.2721.349.9416.015.210.87-
2021/51.66-3.859.328.1214.885.060.9-
2021/41.733.872.816.4616.44.60.99-
2021/31.6738.375.694.7322.314.730.72-
2021/21.2-35.3811.63.0733.734.740.72-
2021/11.8610.9453.371.8653.375.120.66主係半導體產業需求提高,使本公司導線架產品銷貨金額較去年同期增加
2020/121.686.389.5617.8-1.04.710.66-
2020/111.588.858.9816.12-1.994.620.67-
2020/101.45-8.750.8414.54-3.054.40.7-
2020/91.5916.2817.4213.1-3.464.530.71-
2020/81.37-13.03-7.3811.51-5.774.430.73-
2020/71.574.87-5.6510.14-5.554.590.7-
2020/61.5-1.54-2.438.57-5.544.70.71-
2020/51.52-9.570.77.07-6.174.780.7-
2020/41.686.7811.385.55-7.894.340.77-
2020/31.5846.11-2.173.87-14.343.870.82-
2020/21.08-11.2-4.312.29-21.093.820.83-
2020/11.21-20.75-31.721.21-31.724.190.76-
2019/121.535.824.1817.98-11.880.0N/A-
2019/111.450.73-20.1316.45-13.130.0N/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
2024/11.542023/11.392022/11.912021/11.862020/11.21
2024/21.072023/21.362022/21.742021/21.22020/21.08
2024/31.582023/31.692022/32.072021/31.672020/31.58
2024/41.72023/41.62022/42.242021/41.732020/41.68
2024/51.742023/51.752022/52.062021/51.662020/51.52
2024/61.62023/61.522022/62.012021/61.822020/61.5
2024/71.342023/71.422022/71.92021/71.972020/71.57
2024/81.432023/81.512022/81.852021/82.042020/81.37
2024/91.432023/91.432022/91.612021/91.922020/91.59
2024/101.532023/101.412022/101.672021/101.862020/101.45
N/AN/A2023/111.442022/111.672021/111.92020/111.58
N/AN/A2023/121.442022/121.532021/122.082020/121.68
  • 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: 14.94%
合約負債 QoQ YoY
24Q3 (20)1.631.885333.33
24Q2 (19)1.65233.331500.0
24Q1 (18)0.030.00.0
23Q4 (17)0.030.00.0
23Q3 (16)0.03-70.050.0
23Q2 (15)0.1233.33400.0
23Q1 (14)0.030.050.0
22Q4 (13)0.0350.050.0
22Q3 (12)0.020.00.0
22Q2 (11)0.020.00.0
22Q1 (10)0.020.00.0
21Q4 (9)0.020.0-80.0
21Q3 (8)0.020.0100.0
21Q2 (7)0.020.0100.0
21Q1 (6)0.02-80.0100.0
20Q4 (5)0.1900.00
20Q3 (4)0.010.00.0
20Q2 (3)0.010.00.0
20Q1 (2)0.0100.0

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