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)
2024/110.18-32.8313.952.1-16.530.72N/A-
2024/100.26-7.0176.131.92-18.520.74N/A音訊IC客戶需求增加
2024/90.2846.0826.991.66-24.890.633.18-
2024/80.1925.13-11.11.38-30.680.583.44-
2024/70.15-34.327.271.19-33.080.573.51-
2024/60.2329.13-29.531.03-37.510.613.54-
2024/50.18-6.18-35.850.8-39.520.553.9-
2024/40.198.8737.090.62-40.520.454.78-
2024/30.18122.73-34.270.42-52.790.425.64去年同期有技術服務收入認列所致
2024/20.08-51.36-66.430.24-60.830.494.9去年同期有技術服務收入認列及控制IC客戶需求減少所致
2024/10.16-32.02-57.370.16-57.370.564.25去年同期有技術服務收入認列所致
2023/120.2456.42-51.172.76-31.530.544.94控制IC客戶需求減少
2023/110.153.81-33.32.51-28.780.535.12-
2023/100.15-32.96-44.872.36-28.460.594.58-
2023/90.222.26-47.322.21-27.00.565.34-
2023/80.2279.1528.281.99-23.720.674.46-
2023/70.12-63.62-59.931.77-27.330.744.05因通膨等因素影響,致終端市場需求減少所致。
2023/60.3317.55-7.281.65-22.710.764.33-
2023/50.28100.52-8.511.32-25.830.74.72-
2023/40.14-47.81-53.991.04-29.490.655.05因通膨等因素影響,致終端市場需求減少所致。
2023/30.2713.74-28.00.89-23.00.894.19-
2023/20.24-38.23-31.680.62-20.621.123.35-
2023/10.39-22.13-11.790.39-11.791.113.37-
2022/120.49113.66-24.184.03-41.841.03.91-
2022/110.23-14.19-42.353.53-43.680.924.23-
2022/100.27-35.93-52.543.3-43.770.864.53通膨因素影響,以致終端市場需求減少所致。
2022/90.42149.03-28.653.03-42.830.894.48-
2022/80.17-44.04-69.682.61-44.610.834.82通膨因素影響,以致終端市場需求減少所致。
2022/70.3-15.82-46.752.44-41.240.974.12-
2022/60.3615.98-45.262.14-40.370.983.79-
2022/50.310.84-47.381.78-39.270.993.73-
2022/40.31-18.32-38.631.47-37.231.033.59-
2022/30.387.92-33.951.16-36.861.162.97-
2022/20.35-20.25-41.120.79-38.161.442.4-
2022/10.44-33.06-35.570.44-35.571.492.31-
2021/120.6562.43-9.596.926.431.622.06-
2021/110.4-29.36-37.036.278.431.562.15-
2021/100.57-3.67-5.865.8714.071.721.95-
2021/90.595.81-25.065.316.721.721.72-
2021/80.56-1.72-0.724.7125.51.781.66-
2021/70.57-13.4617.584.1530.121.811.63-
2021/60.6611.545.363.5832.351.751.43-
2021/50.5917.611.462.9329.751.661.5-
2021/40.5-12.1-1.732.3439.541.661.5-
2021/30.57-3.79-10.991.8457.551.841.17主要係因客戶需求增加所致
2021/20.59-12.7387.531.27140.621.991.08主要係因客戶需求增加所致
2021/10.68-6.06219.580.68219.582.041.05去年恰逢年假及因客戶需求減少
2020/120.7213.125.886.512.691.960.97-
2020/110.645.66.545.782.312.030.94-
2020/100.6-23.313.265.151.811.950.98-
2020/90.7940.1856.884.541.621.831.04主要係因客戶需求增加所致
2020/80.5616.422.763.75-5.371.51.27-
2020/70.486.97-6.83.19-9.051.511.25-
2020/60.45-22.17-16.372.71-9.441.541.23-
2020/50.5813.918.062.26-7.911.731.1-
2020/40.51-20.38-4.661.68-14.421.461.3-
2020/30.64102.763.431.17-18.081.171.46技術服務收入認列及客戶需求增加所致
2020/20.3248.7-20.170.53-48.941.211.41-
2020/10.21-68.87-66.760.21-66.760.0N/A逢年假客戶需求減少所致
2019/120.6813.83-11.316.33-14.350.0N/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
2024/10.162023/10.392022/10.442021/10.682020/10.21
2024/20.082023/20.242022/20.352021/20.592020/20.32
2024/30.182023/30.272022/30.382021/30.572020/30.64
2024/40.192023/40.142022/40.312021/40.52020/40.51
2024/50.182023/50.282022/50.312021/50.592020/50.58
2024/60.232023/60.332022/60.362021/60.662020/60.45
2024/70.152023/70.122022/70.32021/70.572020/70.48
2024/80.192023/80.222022/80.172021/80.562020/80.56
2024/90.282023/90.222022/90.422021/90.592020/90.79
2024/100.262023/100.152022/100.272021/100.572020/100.6
2024/110.182023/110.152022/110.232021/110.42020/110.64
N/AN/A2023/120.242022/120.492021/120.652020/120.72
  • 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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