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)
2024/110.17-8.36-19.482.063.530.57N/A-
2024/100.19-6.7229.911.896.340.58N/A-
2024/90.211.84-0.691.74.220.620.46-
2024/80.18-23.846.551.494.930.60.49-
2024/70.2436.9740.221.314.710.590.49-
2024/60.171.3510.571.07-0.880.540.48-
2024/50.17-9.39-3.630.9-2.840.570.46-
2024/40.19-6.86-0.590.73-2.650.520.5-
2024/30.259.95-21.850.54-3.360.540.54-
2024/20.13-37.353.730.3313.130.480.6-
2024/10.237.0319.930.219.930.520.56-
2023/120.15-12.1419.682.09-30.310.460.67-
2023/110.1715.69-7.951.94-34.970.520.6-
2023/100.15-28.69-36.191.77-36.740.520.59-
2023/90.2120.01-18.711.63-36.790.550.75-
2023/80.170.21-3.521.42-38.750.50.82-
2023/70.178.0-76.361.25-41.660.510.81客戶需求減少
2023/60.16-11.67-24.761.08-24.090.530.81-
2023/50.18-6.53-23.270.92-23.970.630.68-
2023/40.19-26.78-14.910.75-24.140.580.75-
2023/30.26112.34-16.330.55-26.880.550.81-
2023/20.12-27.56-15.150.29-34.270.421.08-
2023/10.1736.75-43.490.17-43.490.480.94-
2022/120.12-32.43-39.533.0-30.70.541.86-
2022/110.18-19.8-42.42.99-27.570.671.5-
2022/100.23-9.16-54.812.81-26.330.661.52本年度大陸地區受疫情影響,營收較去年下降。
2022/90.2542.44-30.012.58-21.961.151.31-
2022/80.18-75.45-52.612.32-20.971.111.36本月較上月減少半導體部門之銷售
2022/70.72243.8362.392.15-16.361.161.3本月增加半導體部門銷售
2022/60.21-9.92-50.421.43-32.850.673.19本月較去年同期因大陸地區疫情致出貨較少
2022/50.233.64-39.771.22-28.480.772.77-
2022/40.22-28.0-44.280.98-25.150.683.12-
2022/30.31115.31-21.850.76-16.660.762.23-
2022/20.14-51.76-3.790.45-12.590.652.6-
2022/10.346.32-16.290.3-16.290.832.05-
2021/120.21-35.63-43.964.3329.291.030.8-
2021/110.32-37.0816.54.1338.291.190.7-
2021/100.5140.6881.363.8140.51.240.67本月訂單增加
2021/90.36-3.55-2.13.335.791.180.74-
2021/80.37-15.8616.812.9442.561.240.7-
2021/70.444.9777.512.5747.291.250.69本期較去年同期接單量增加
2021/60.429.4270.312.1242.221.210.63本期較去年同期接單量增加
2021/50.39-4.1247.61.736.611.190.65-
2021/40.40.9841.481.3133.680.950.81-
2021/30.4165.0723.340.9130.480.910.77-
2021/20.15-58.028.020.5136.680.880.8-
2021/10.36-2.0453.810.3653.811.00.7本月訂單較去年同期訂單增加
2020/120.3733.8113.63.35-20.120.920.7-
2020/110.27-2.04-33.492.98-22.930.920.69-
2020/100.28-24.05-2.192.71-21.680.970.66-
2020/90.3715.08-11.612.43-23.430.940.74-
2020/80.3227.84-3.192.06-25.220.820.84-
2020/70.250.71-36.581.74-28.210.760.91-
2020/60.25-5.16-28.771.49-26.590.80.77-
2020/50.26-8.1-36.911.24-26.140.870.7-
2020/40.29-11.95-16.10.98-22.620.750.81-
2020/30.32132.15-14.320.7-25.00.71.02-
2020/20.14-40.23-13.440.37-32.330.71.02-
2020/10.23-27.65-40.130.23-40.130.0N/A-
2019/120.32-21.66-2.874.22.70.0N/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
2024/10.22023/10.172022/10.32021/10.362020/10.23
2024/20.132023/20.122022/20.142021/20.152020/20.14
2024/30.22023/30.262022/30.312021/30.42020/30.32
2024/40.192023/40.192022/40.222021/40.42020/40.29
2024/50.172023/50.182022/50.232021/50.392020/50.26
2024/60.172023/60.162022/60.212021/60.422020/60.25
2024/70.242023/70.172022/70.722021/70.442020/70.25
2024/80.182023/80.172022/80.182021/80.372020/80.32
2024/90.22023/90.212022/90.252021/90.362020/90.37
2024/100.192023/100.152022/100.232021/100.512020/100.28
2024/110.172023/110.172022/110.182021/110.322020/110.27
N/AN/A2023/120.152022/120.122021/120.212020/120.37
  • 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
合約負債 QoQ YoY

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