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)
2024/110.5413.94-64.218.53-26.051.56N/A因市場需求下降
2024/100.47-13.86-69.898.0-20.341.72N/A因市場需求下降
2024/90.55-21.63-58.467.52-11.191.860.27因市場需求下降
2024/80.713.84-45.686.98-2.491.790.28-
2024/70.6128.05-39.026.286.961.710.3-
2024/60.48-23.08-42.075.6716.472.230.26-
2024/50.62-44.89-19.245.1928.452.920.2-
2024/41.13-3.5950.194.5639.713.250.18因市場需求增加
2024/31.1723.9415.863.4336.583.430.37-
2024/20.95-28.155.162.2650.533.620.35因市場需求增加
2024/11.32-3.02118.151.32118.154.170.3因市場需求增加
2023/121.36-9.5480.9612.9-3.174.420.3因市場需求增加
2023/111.5-4.1373.2911.54-8.194.380.31因市場需求增加
2023/101.5718.81247.9110.04-14.224.170.32因市場需求增加
2023/91.322.48192.028.47-24.73.610.4因市場需求增加
2023/81.2927.8130.417.16-33.753.120.47因市場需求增加
2023/71.0121.6518.45.87-42.692.60.56-
2023/60.837.22-35.944.86-48.222.350.52-
2023/50.772.48-57.464.04-50.172.540.48因市場需求下降
2023/40.75-25.63-55.23.27-48.072.660.46因市場需求下降
2023/31.0112.5-40.342.51-45.482.510.49-
2023/20.949.03-35.811.5-48.462.250.55-
2023/10.6-19.56-60.170.6-60.172.220.55因市場需求下降
2022/120.75-13.37-48.0413.32-17.912.070.52-
2022/110.8792.46-45.6212.57-14.971.770.61-
2022/100.45-0.26-66.8811.7-11.271.460.74因市場需求下降
2022/90.45-19.13-72.4611.25-4.881.860.32因市場需求下降
2022/80.56-34.32-63.1810.85.972.70.22因市場需求下降
2022/70.85-34.18-43.1510.2418.053.950.15-
2022/61.29-28.8-8.979.3930.794.780.27-
2022/51.817.9533.318.140.575.190.25-
2022/41.68-0.9746.026.2942.814.780.27-
2022/31.721.0548.594.6141.684.610.38-
2022/21.4-7.5240.462.9237.944.360.4-
2022/11.514.9235.71.5135.74.550.38-
2021/121.44-9.3421.9316.2329.224.40.43-
2021/111.5917.2230.6914.7829.974.590.41-
2021/101.36-17.088.0313.1929.894.510.42-
2021/91.648.1238.9911.8332.984.650.48-
2021/81.521.4251.0110.1932.064.430.51主因係重要子公司志昱科技股份有限公司因調整訂單結構導致
2021/71.495.3759.878.6829.234.270.53主因係重要子公司志昱科技股份有限公司因調整訂單結構導致
2021/61.424.275.247.1824.273.930.53-
2021/51.3618.249.515.7730.063.650.57-
2021/41.150.7730.854.4138.063.290.63-
2021/31.1414.4232.13.2640.83.260.47-
2021/21.0-10.6550.42.1145.993.30.46主因係重要子公司志昱科技股份有限公司因調整訂單結構導致
2021/11.12-5.7142.251.1242.253.520.43-
2020/121.18-2.8371.6712.5659.953.660.32主因係重要子公司志昱科技股份有限公司因調整訂單結構導致
2020/111.22-3.09100.911.3758.823.660.32主因係重要子公司志昱科技股份有限公司因調整訂單結構導致
2020/101.266.6754.8310.1554.933.440.34主因係重要子公司志昱科技股份有限公司因調整訂單結構導致
2020/91.1817.4754.488.954.943.120.43主因係重要子公司志昱科技股份有限公司因調整訂單結構導致
2020/81.07.3624.377.7255.023.290.4主因係重要子公司志昱科技股份有限公司因調整訂單結構導致
2020/70.93-30.6330.676.7160.943.520.38主因係重要子公司志昱科技股份有限公司因調整訂單結構導致
2020/61.358.5203.925.7867.213.470.33主因係重要子公司志昱科技股份有限公司因調整訂單結構導致
2020/51.2441.28282.414.4347.12.980.38主因係重要子公司志昱科技股份有限公司因調整訂單結構導致
2020/40.881.7319.323.1918.672.410.47-
2020/30.8630.2812.372.3118.432.310.56-
2020/20.66-15.4917.151.4522.372.140.6-
2020/10.7813.7727.160.7827.160.0N/A-
2019/120.6913.7-18.727.85-50.160.0N/A主因係重要子公司志昱科技股份有限公司因調整訂單結構
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
2024/11.322023/10.62022/11.512021/11.122020/10.78
2024/20.952023/20.92022/21.42021/21.02020/20.66
2024/31.172023/31.012022/31.72021/31.142020/30.86
2024/41.132023/40.752022/41.682021/41.152020/40.88
2024/50.622023/50.772022/51.812021/51.362020/51.24
2024/60.482023/60.832022/61.292021/61.422020/61.35
2024/70.612023/71.012022/70.852021/71.492020/70.93
2024/80.72023/81.292022/80.562021/81.522020/81.0
2024/90.552023/91.322022/90.452021/91.642020/91.18
2024/100.472023/101.572022/100.452021/101.362020/101.26
2024/110.542023/111.52022/110.872021/111.592020/111.22
N/AN/A2023/121.362022/120.752021/121.442020/121.18
  • 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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