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)
2024/106.74-3.320.959.2512.3820.7N/A-
2024/96.97-0.385.0852.5214.0521.660.1-
2024/87.0-9.0614.7745.5515.5521.230.1-
2024/77.6917.6326.2438.5515.720.110.11-
2024/66.5411.3117.6130.8613.3416.420.12-
2024/55.8746.5432.8524.3212.2414.230.13-
2024/44.01-7.83-2.1818.456.9612.930.15-
2024/34.35-4.95-4.2314.449.8114.440.14-
2024/24.58-17.0111.0910.0917.2315.470.13-
2024/15.512.4822.875.5122.8716.660.12-
2023/125.38-6.679.0463.87-17.3917.820.12-
2023/115.77-13.63-11.7858.49-19.1919.070.11-
2023/106.680.662.3252.72-19.9319.40.11-
2023/96.638.8-2.7946.05-22.3818.820.11-
2023/86.090.03-14.8139.42-24.9217.750.12-
2023/76.099.59-16.2133.32-26.5216.070.13-
2023/65.5625.73-24.2927.23-28.4814.080.18-
2023/54.427.89-38.1821.67-29.4913.060.19-
2023/44.1-9.76-40.3117.25-26.8512.760.2-
2023/34.5410.25-31.713.15-21.3213.150.19-
2023/24.12-8.21-17.338.61-14.4613.540.18-
2023/14.49-9.04-11.664.49-11.6615.960.15-
2022/124.93-24.5-17.2677.320.8417.990.15-
2022/116.540.178.9672.382.3619.880.14-
2022/106.52-4.360.9665.851.7520.50.13-
2022/96.82-4.65-10.9859.321.8421.250.13-
2022/87.16-1.61-2.4452.53.7821.770.13-
2022/77.27-0.964.7445.354.8421.770.13-
2022/67.342.6523.2638.084.8621.360.14-
2022/57.154.1749.4430.731.2520.670.14-
2022/46.873.2554.3323.58-7.7718.50.16因晶圓級尺寸封裝及晶圓測試需求較去年同期增加
2022/36.6533.456.1116.71-20.8516.710.16-
2022/24.98-1.91-23.8810.06-32.2416.030.17-
2022/15.08-14.81-38.825.08-38.8217.040.16-
2021/125.96-0.56-28.5376.675.3518.420.15-
2021/116.0-7.18-21.9970.719.7420.120.14-
2021/106.46-15.68-18.8864.7114.0421.460.13-
2021/97.664.48-1.7958.2519.4221.940.13-
2021/87.335.64-1.0150.5923.4620.230.14-
2021/76.9416.5413.5543.2528.8717.690.16-
2021/65.9624.4640.6236.3132.2815.190.2-
2021/54.797.5815.0430.3530.7615.50.2-
2021/44.45-29.0-6.7425.5734.1917.260.18-
2021/36.27-4.2734.4721.1247.8621.120.12-
2021/26.55-21.1733.8614.8554.3523.20.11因晶圓級尺寸封裝及晶圓測試需求較去年同期增加
2021/18.3-0.4875.548.375.5424.340.1因晶圓級尺寸封裝及晶圓測試需求較去年同期增加
2020/128.348.53110.7172.7856.424.00.09因晶圓級尺寸封裝及晶圓測試需求較去年同期增加
2020/117.69-3.4859.7364.4351.3423.460.09因晶圓級尺寸封裝及晶圓測試需求較去年同期增加
2020/107.972.0853.5356.7450.2723.180.09因晶圓級尺寸封裝及晶圓測試需求較去年同期增加
2020/97.85.3144.5848.7849.7621.330.1-
2020/87.4121.1923.4340.9750.7817.760.12因晶圓級尺寸封裝及晶圓測試需求較去年同期增加
2020/76.1144.3115.333.5658.5414.510.14因晶圓級尺寸封裝需求較去年同期增加
2020/64.241.821.3327.4572.9913.170.17因晶圓級尺寸封裝需求較去年同期增加
2020/54.16-12.7818.8223.2198.6313.590.17因晶圓級尺寸封裝需求較去年同期增加
2020/44.772.3786.0919.05132.7814.320.16因晶圓級尺寸封裝需求較去年同期增加
2020/34.66-4.71129.2814.28154.0714.280.14因晶圓級尺寸封裝需求較去年同期增加
2020/24.893.37247.839.62168.113.580.15因晶圓級尺寸封裝需求較去年同期增加
2020/14.7319.45116.754.73116.7513.50.15因晶圓級尺寸封裝需求較去年同期增加
2019/123.96-17.7217.1946.53-1.290.0N/A-
2019/114.81-7.231.1842.57-2.720.0N/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
2024/15.512023/14.492022/15.082021/18.32020/14.73
2024/24.582023/24.122022/24.982021/26.552020/24.89
2024/34.352023/34.542022/36.652021/36.272020/34.66
2024/44.012023/44.12022/46.872021/44.452020/44.77
2024/55.872023/54.422022/57.152021/54.792020/54.16
2024/66.542023/65.562022/67.342021/65.962020/64.24
2024/77.692023/76.092022/77.272021/76.942020/76.11
2024/87.02023/86.092022/87.162021/87.332020/87.41
2024/96.972023/96.632022/96.822021/97.662020/97.8
2024/106.742023/106.682022/106.522021/106.462020/107.97
N/AN/A2023/115.772022/116.542021/116.02020/117.69
N/AN/A2023/125.382022/124.932021/125.962020/128.34
  • 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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