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)
2024/102.88-2.16-23.0630.91-0.368.96N/A-
2024/92.95-5.72-20.1728.022.759.30.39-
2024/83.13-2.95-14.6425.076.349.760.37-
2024/73.22-5.465.0121.9510.210.030.36-
2024/63.410.314.2518.7311.1410.130.34-
2024/53.42.0715.2515.3212.810.250.34-
2024/43.33-5.5942.8711.9212.138.740.4-
2024/33.5387.1614.538.593.58.590.38-
2024/21.88-40.84-32.855.07-2.998.50.39-
2024/13.18-7.1631.623.1831.6210.280.32-
2023/123.43-6.512.2838.12-16.5610.850.32-
2023/113.67-2.1221.6734.69-18.6211.110.31-
2023/103.751.5120.0231.02-21.6911.10.31-
2023/93.690.8-8.2427.27-25.2610.420.38-
2023/83.6619.4-11.3723.58-27.3710.00.4-
2023/73.07-6.15-24.2819.92-29.79.280.43-
2023/63.2710.89-29.416.85-30.618.550.41-
2023/52.9526.53-33.3413.58-30.898.360.42-
2023/42.33-24.32-22.7310.63-30.188.210.43-
2023/33.089.73-37.028.3-32.038.30.45-
2023/22.8115.95-1.525.22-28.698.280.45-
2023/12.42-20.8-45.982.42-45.988.490.44-
2022/123.051.3-40.4245.68-8.239.190.45-
2022/113.02-3.44-32.3542.63-4.5310.160.4-
2022/103.12-22.39-12.9639.61-1.4511.280.36-
2022/94.02-2.63-7.8936.49-0.3212.210.39-
2022/84.132.010.6632.470.6912.810.37-
2022/74.05-12.5-5.7428.330.713.10.36-
2022/64.634.715.7524.281.8612.070.52-
2022/54.4246.6611.0419.650.9912.320.51-
2022/43.01-38.31-26.1215.23-1.5910.750.58-
2022/34.8971.586.412.217.1912.210.52-
2022/22.85-36.3913.247.337.7312.450.51-
2022/14.48-12.664.494.484.4914.060.46-
2021/125.1315.029.1149.78-5.313.170.5-
2021/114.4624.225.1444.66-6.7112.410.53-
2021/103.59-17.86-10.3640.2-7.8712.060.54-
2021/94.376.4-4.8736.61-7.6112.770.49-
2021/84.11-4.481.0832.24-7.9712.780.49-
2021/74.3-1.821.9828.13-9.1612.660.49-
2021/64.389.94-17.6923.84-10.9212.440.51-
2021/53.98-2.41-24.9319.46-9.2412.660.51-
2021/44.08-11.16-30.9815.48-4.0811.190.57-
2021/34.5982.61-1.511.3911.4711.390.57-
2021/22.52-41.3-0.316.822.3711.50.56-
2021/14.29-8.841.254.2941.2513.220.49-
2020/124.710.83-3.852.5712.5812.940.49-
2020/114.245.91-5.2147.8714.512.840.5-
2020/104.0-12.83-13.2743.6316.8612.660.5-
2020/94.5913.060.8339.6321.1112.870.52-
2020/84.06-3.62-6.0135.0424.3913.60.49-
2020/74.21-20.772.7730.9729.914.840.45-
2020/65.320.2848.7826.7635.5416.540.35-
2020/55.3-10.2870.5121.4432.6115.880.37因新冠肺炎疫情因素,市埸對筆電及桌機需求仍強勁,另通訊產品新運用推出,致本月營收較去年同期大幅成長
2020/45.9126.7857.2716.1323.5813.10.44主要係受惠於5G基地台對散熱模組持續拉貨,致營收大幅成長。
2020/34.6684.8224.310.229.9510.220.44-
2020/22.52-16.8321.995.560.2410.440.43-
2020/13.03-37.89-12.73.03-12.712.390.37-
2019/124.899.235.1246.6934.950.0N/A-
2019/114.47-3.0834.2141.8134.930.0N/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
2024/13.182023/12.422022/14.482021/14.292020/13.03
2024/21.882023/22.812022/22.852021/22.522020/22.52
2024/33.532023/33.082022/34.892021/34.592020/34.66
2024/43.332023/42.332022/43.012021/44.082020/45.91
2024/53.42023/52.952022/54.422021/53.982020/55.3
2024/63.412023/63.272022/64.632021/64.382020/65.32
2024/73.222023/73.072022/74.052021/74.32020/74.21
2024/83.132023/83.662022/84.132021/84.112020/84.06
2024/92.952023/93.692022/94.022021/94.372020/94.59
2024/102.882023/103.752022/103.122021/103.592020/104.0
N/AN/A2023/113.672022/113.022021/114.462020/114.24
N/AN/A2023/123.432022/123.052021/125.132020/124.7
  • 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

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。