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)
2024/111.6626.3937.0414.688.714.25N/A-
2024/101.323.110.2913.025.913.96N/A-
2024/91.28-7.1-10.8811.716.594.010.55-
2024/81.370.81-8.7510.439.24.040.54-
2024/71.364.560.19.0612.563.980.55-
2024/61.3-1.2924.757.715.13.830.54-
2024/51.329.5640.286.3913.313.910.53-
2024/41.2-13.2812.655.077.923.720.56-
2024/31.3923.122.873.876.523.870.49-
2024/21.13-16.4912.222.488.683.870.49-
2024/11.35-3.115.91.355.93.960.48-
2023/121.3914.95-33.7614.9-41.753.920.54-
2023/111.21-7.5-35.0913.51-42.473.960.53-
2023/101.31-8.37-31.3712.29-43.114.250.5-
2023/91.43-4.88-29.3910.98-44.254.30.54-
2023/81.510.59-43.299.55-45.953.910.6-
2023/71.3630.31-49.168.05-46.423.350.7-
2023/61.0410.99-55.936.69-45.833.050.79北美客戶停滯性通膨導致出貨放緩,加上客戶庫存水位仍高,需求減少。
2023/50.94-12.01-59.615.64-43.433.360.71本年比去年同期客戶需求減少
2023/41.07-20.81-61.224.7-38.493.420.7本年比去年同期客戶需求減少
2023/31.3534.3-20.143.63-25.663.630.78-
2023/21.01-21.19-7.772.28-28.584.390.65-
2023/11.28-39.4-39.371.28-39.375.250.54-
2022/122.1112.64-2.1225.59-19.95.890.65-
2022/111.87-2.2-25.0223.48-21.185.810.66-
2022/101.91-5.72-26.5721.61-20.836.590.58-
2022/92.03-23.61-38.3319.7-20.227.360.68-
2022/82.65-0.85-17.2417.67-17.447.70.65-
2022/72.6812.97-12.9515.02-17.487.380.68-
2022/62.371.71-23.9912.34-18.47.460.73-
2022/52.33-15.52-16.739.97-16.956.780.8-
2022/42.7663.09-4.237.64-17.025.540.98-
2022/31.6955.11-34.554.89-22.834.891.19-
2022/21.09-48.19-17.463.19-14.765.351.09-
2022/12.1-2.17-13.282.1-13.286.750.86-
2021/122.15-13.71-28.8731.9427.137.250.72-
2021/112.49-4.234.9329.7934.88.380.62-
2021/102.6-20.8114.3927.338.49.10.57-
2021/93.292.5133.324.741.539.570.61-
2021/83.214.2830.521.4142.889.40.62-
2021/73.08-1.3521.7818.245.318.990.64-
2021/63.1211.4227.215.1351.258.790.58去年同期受疫情影響出貨減少,營收基期偏低。
2021/52.8-2.8411.7512.0159.068.260.62去年第一季受疫情影響出貨減少,營收基期偏低。
2021/42.8811.4550.49.2182.536.780.76109年4月受疫情影響出貨減少,營收基期偏低。
2021/32.5895.62113.456.33102.176.330.64109年3月受疫情影響出貨減少,營收基期偏低。
2021/21.32-45.57140.73.7595.076.770.6109年2月受疫情影響出貨減少,營收基期偏低。
2021/12.43-19.7576.822.4376.827.830.52去年因受COVID-19疫情及適逢農曆春節工作天數較少之影響。
2020/123.0227.330.2625.12-10.697.680.4-
2020/112.384.3912.022.1-14.387.120.43-
2020/102.28-7.72-10.3519.72-16.747.20.42-
2020/92.470.35-7.817.45-17.517.450.34-
2020/82.46-2.689.9614.98-18.917.430.34-
2020/72.533.0322.1412.53-22.887.480.34-
2020/62.45-2.10.3710.0-29.456.870.41-
2020/52.530.75-13.517.55-35.665.630.51-
2020/41.9158.17-34.765.05-42.913.670.78-
2020/31.21120.59-47.113.13-46.963.130.89-
2020/20.55-60.01-46.951.92-46.864.240.66-
2020/11.37-40.88-46.831.37-46.830.0N/A-
2019/122.329.45-23.4928.13-10.420.0N/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
2024/11.352023/11.282022/12.12021/12.432020/11.37
2024/21.132023/21.012022/21.092021/21.322020/20.55
2024/31.392023/31.352022/31.692021/32.582020/31.21
2024/41.22023/41.072022/42.762021/42.882020/41.91
2024/51.322023/50.942022/52.332021/52.82020/52.5
2024/61.32023/61.042022/62.372021/63.122020/62.45
2024/71.362023/71.362022/72.682021/73.082020/72.53
2024/81.372023/81.52022/82.652021/83.212020/82.46
2024/91.282023/91.432022/92.032021/93.292020/92.47
2024/101.322023/101.312022/101.912021/102.62020/102.28
2024/111.662023/111.212022/111.872021/112.492020/112.38
N/AN/A2023/121.392022/122.112021/122.152020/123.02
  • 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: 5.89%
合約負債 QoQ YoY
24Q3 (20)0.5735.7172.73
24Q2 (19)0.4216.67-20.75
24Q1 (18)0.369.09-7.69
23Q4 (17)0.330.0-35.29
23Q3 (16)0.33-37.74-50.75
23Q2 (15)0.5335.9-11.67
23Q1 (14)0.39-23.53-20.41
22Q4 (13)0.51-23.882.0
22Q3 (12)0.6711.6767.5
22Q2 (11)0.622.4533.33
22Q1 (10)0.49-2.0-12.5
21Q4 (9)0.525.0-1.96
21Q3 (8)0.4-11.11-25.93
21Q2 (7)0.45-19.640.0
21Q1 (6)0.569.814.29
20Q4 (5)0.51-5.5610.87
20Q3 (4)0.5420.00.0
20Q2 (3)0.45-8.160.0
20Q1 (2)0.496.520.0
19Q4 (1)0.460.00.0

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