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)
2024/111.5914.89-2.7915.55-2.774.56N/A-
2024/101.39-12.34-17.5913.96-2.774.48N/A-
2024/91.584.6215.1612.57-0.84.710.44-
2024/81.51-6.54-3.4110.99-2.744.610.45-
2024/71.629.12-5.159.48-2.644.350.48-
2024/61.4818.1513.987.87-2.14.190.65-
2024/51.25-13.93-4.526.38-5.214.080.66-
2024/41.466.1121.225.13-5.373.920.69-
2024/31.3725.51-2.273.67-12.953.670.75-
2024/21.09-9.31-3.282.3-18.284.10.67-
2024/11.21-33.0-28.361.21-28.364.640.59-
2023/121.89.933.0517.82.465.120.56-
2023/111.64-2.6-8.1416.02.394.690.61-
2023/101.6822.513.8814.363.754.620.62-
2023/91.37-12.24-10.0312.682.544.640.67-
2023/81.56-8.22-5.7611.34.314.570.68-
2023/71.731.1312.499.746.134.320.72-
2023/61.3-1.03-17.648.044.883.820.9-
2023/51.319.27-0.716.7410.723.920.87-
2023/41.2-14.4516.555.4213.93.740.91-
2023/31.4124.221.524.2213.174.220.79-
2023/21.13-32.835.982.8120.054.560.73-
2023/11.68-3.6131.791.6831.795.210.64-
2022/121.75-2.027.5117.3721.215.010.65-
2022/111.7820.7532.9215.6220.554.790.68-
2022/101.48-3.2330.8413.8419.124.660.7-
2022/91.53-8.0830.5412.3617.864.70.86-
2022/81.669.5547.2310.8416.274.750.85-
2022/71.52-3.9922.29.1812.014.420.91-
2022/61.5819.330.917.6610.193.931.03-
2022/51.3228.270.256.085.843.741.08-
2022/41.03-25.48-20.564.767.513.481.16-
2022/31.3829.68-0.323.7319.163.730.99-
2022/21.07-16.4744.662.3434.73.710.99-
2022/11.28-6.7427.381.2827.383.990.92-
2021/121.372.1536.1114.3327.723.840.82-
2021/111.3418.8644.312.9626.93.640.87-
2021/101.13-3.4526.6811.6225.153.420.92-
2021/91.173.6727.2510.4924.993.540.58-
2021/81.13-9.073.09.3224.713.570.58-
2021/71.242.8518.928.1928.443.760.55-
2021/61.21-8.6415.326.9530.33.820.46-
2021/51.321.6446.435.7533.964.010.43-
2021/41.3-6.527.644.4330.643.420.51-
2021/31.3988.2224.433.1331.923.130.61-
2021/20.74-26.4575.221.7438.592.750.69射頻天線:去年同期受疫情影響致出貨量減少;量測設備:係因配合設備交期致本期營收增加。
2021/11.0-0.3520.121.020.122.940.65-
2020/121.018.320.111.2223.752.830.65-
2020/110.934.3438.1610.2124.122.740.67-
2020/100.89-3.01-0.619.2822.872.90.63-
2020/90.92-16.0813.978.3926.033.060.45-
2020/81.094.9821.737.4727.693.180.43-
2020/71.04-0.2641.776.3828.782.990.46-
2020/61.0516.021.065.3426.512.960.29-
2020/50.9-11.445.164.2927.913.030.28-
2020/41.02-8.8536.713.3924.02.550.34-
2020/31.12165.0478.242.3719.242.370.36109年2月因疫情影響,出貨部份遞延至本月所致。
2020/20.42-49.58-21.61.26-7.852.090.41-
2020/10.83-0.361.080.831.080.0N/A-
2019/120.8424.5819.49.0622.170.0N/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
2024/11.212023/11.682022/11.282021/11.02020/10.83
2024/21.092023/21.132022/21.072021/20.742020/20.42
2024/31.372023/31.412022/31.382021/31.392020/31.12
2024/41.462023/41.22022/41.032021/41.32020/41.02
2024/51.252023/51.312022/51.322021/51.322020/50.9
2024/61.482023/61.32022/61.582021/61.212020/61.05
2024/71.622023/71.72022/71.522021/71.242020/71.04
2024/81.512023/81.562022/81.662021/81.132020/81.09
2024/91.582023/91.372022/91.532021/91.172020/90.92
2024/101.392023/101.682022/101.482021/101.132020/100.89
2024/111.592023/111.642022/111.782021/111.342020/110.93
N/AN/A2023/121.82022/121.752021/121.372020/121.01
  • 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: 8.55%
合約負債 QoQ YoY
24Q3 (20)0.43-33.85-51.69
24Q2 (19)0.65-43.97-48.41
24Q1 (18)1.16-9.38-41.71
23Q4 (17)1.2843.82-41.28
23Q3 (16)0.89-29.37-63.22
23Q2 (15)1.26-36.68-55.94
23Q1 (14)1.99-8.7241.13
22Q4 (13)2.18-9.92129.47
22Q3 (12)2.42-15.38103.36
22Q2 (11)2.86102.84121.71
22Q1 (10)1.4148.42-3.42
21Q4 (9)0.95-20.17-29.1
21Q3 (8)1.19-7.7529.35
21Q2 (7)1.29-11.64115.0
21Q1 (6)1.468.9697.3
20Q4 (5)1.3445.65131.03
20Q3 (4)0.9253.330.0
20Q2 (3)0.6-18.920.0
20Q1 (2)0.7427.590.0
19Q4 (1)0.580.00.0

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