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)
2024/100.37-8.19-9.235.03-2.371.24N/A-
2024/90.4-13.742.94.66-1.791.471.71-
2024/80.47-22.2-20.364.26-2.211.551.61-
2024/70.622.1223.953.790.591.541.62-
2024/60.498.0-26.473.19-2.821.61.61-
2024/50.45-31.23-15.172.73.181.791.44-
2024/40.66-2.8517.392.257.891.611.61-
2024/30.68150.98-9.711.594.381.591.59-
2024/20.27-57.77-5.470.9118.141.311.93-
2024/10.6461.0332.080.6432.081.491.7-
2023/120.4-11.08-43.656.0-19.861.251.81-
2023/110.4510.18-12.455.6-17.381.241.82-
2023/100.414.07-22.155.15-17.781.381.64-
2023/90.39-33.24-6.84.75-17.381.461.65-
2023/80.5821.08-5.124.36-18.221.731.39-
2023/70.48-27.56-35.43.77-19.931.681.43-
2023/60.6724.59-15.43.29-17.011.761.25-
2023/50.54-4.82-28.892.62-17.411.851.19-
2023/40.56-25.28-9.582.09-13.851.61.38-
2023/30.75162.76-4.281.52-15.321.521.57-
2023/20.29-40.98-43.230.77-23.881.481.62-
2023/10.49-31.3-4.710.49-4.711.71.41-
2022/120.7138.1452.447.4827.181.741.39訂單增加,本月客戶出貨成長
2022/110.51-2.01-28.276.7825.021.451.67-
2022/100.5224.59-22.066.2733.091.561.55-
2022/90.42-32.04-13.565.7442.231.781.51-
2022/80.62-17.5634.135.3349.842.151.25-
2022/70.75-5.1287.64.7152.172.291.18訂單增加,本月客戶出貨成長
2022/60.794.7363.583.9646.932.161.15訂單增加,本月客戶出貨成長
2022/50.7521.01106.083.1743.312.161.15訂單增加,本月客戶出貨成長
2022/40.62-20.9120.912.4230.921.911.3-
2022/30.7955.8363.261.834.771.81.57博弈產品客戶下單增加
2022/20.5-0.9458.171.0118.711.481.91博弈產品客戶下單增加
2022/10.519.91-4.80.51-4.81.691.67-
2021/120.46-35.0-21.175.88-28.121.851.2-
2021/110.716.46-15.175.42-28.661.871.18-
2021/100.6738.17-18.284.71-30.341.611.37-
2021/90.485.46-47.134.04-32.01.341.85-
2021/80.4615.29-32.823.55-29.241.341.86-
2021/70.4-17.27-48.193.09-28.671.252.0-
2021/60.4831.94-28.332.7-24.471.361.46-
2021/50.37-28.99-50.662.21-23.571.361.46受疫情影響,客戶下單減少
2021/40.516.78-22.071.85-14.291.311.51-
2021/30.4850.97-17.871.34-10.861.341.38-
2021/20.32-40.38-1.740.85-6.351.441.28-
2021/10.53-8.98-8.910.53-8.911.960.94-
2020/120.59-30.05-20.388.1919.652.250.81-
2020/110.842.5548.867.624.52.580.71-
2020/100.82-10.5949.126.7622.012.420.75-
2020/90.9234.042.255.9419.032.370.94-
2020/80.68-11.0926.825.0215.592.131.04-
2020/70.7714.4523.914.3414.02.181.02-
2020/60.67-9.1622.563.5712.062.071.0-
2020/50.7412.1329.342.99.881.991.05-
2020/40.6612.5420.312.164.491.571.32-
2020/30.5980.637.81.5-1.221.51.49-
2020/20.32-44.7365.690.91-6.271.651.35去年2月逢農曆春節,出貨減少
2020/10.59-20.45-24.410.59-24.411.891.18-
2019/120.7430.7971.476.8411.770.0N/A新開發之電子遊戲機檯觸控顯示器出貨金額增加所致
2019/110.562.732.726.17.250.0N/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
2024/10.642023/10.492022/10.512021/10.532020/10.59
2024/20.272023/20.292022/20.52021/20.322020/20.32
2024/30.682023/30.752022/30.792021/30.482020/30.59
2024/40.662023/40.562022/40.622021/40.512020/40.66
2024/50.452023/50.542022/50.752021/50.372020/50.74
2024/60.492023/60.672022/60.792021/60.482020/60.67
2024/70.62023/70.482022/70.752021/70.42020/70.77
2024/80.472023/80.582022/80.622021/80.462020/80.68
2024/90.42023/90.392022/90.422021/90.482020/90.92
2024/100.372023/100.412022/100.522021/100.672020/100.82
N/AN/A2023/110.452022/110.512021/110.712020/110.84
N/AN/A2023/120.42022/120.712021/120.462020/120.59
  • 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: 0.39%
合約負債 QoQ YoY
24Q3 (20)0.040.00.0
24Q2 (19)0.0433.3333.33
24Q1 (18)0.03-25.0-76.92
23Q4 (17)0.040.0100.0
23Q3 (16)0.0433.33100.0
23Q2 (15)0.03-76.920.0
23Q1 (14)0.13550.030.0
22Q4 (13)0.020.0-85.71
22Q3 (12)0.02-33.33-33.33
22Q2 (11)0.03-70.050.0
22Q1 (10)0.1-28.57400.0
21Q4 (9)0.14366.67600.0
21Q3 (8)0.0350.00.0
21Q2 (7)0.020.0-33.33
21Q1 (6)0.020.0-60.0
20Q4 (5)0.02-33.33-60.0
20Q3 (4)0.030.00.0
20Q2 (3)0.03-40.00.0
20Q1 (2)0.050.00.0
19Q4 (1)0.050.00.0

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