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)
2024/108.64-2.8611.7375.267.2826.5N/A-
2024/98.9-0.63-2.1866.616.7325.690.51-
2024/88.9614.345.9257.718.2524.030.55-
2024/77.838.15.048.768.6922.520.59-
2024/67.25-2.6510.7940.939.4221.780.57-
2024/57.444.910.1633.689.1321.160.58-
2024/47.097.12.4326.248.8518.40.67-
2024/36.6241.37-3.5719.1411.4419.140.69-
2024/24.69-40.191.1412.5221.4519.080.69-
2024/17.8319.4838.027.8338.0221.120.62-
2023/126.56-2.4827.8883.4312.4121.020.61-
2023/116.72-13.0718.976.8711.2623.560.55-
2023/107.74-14.9623.4970.1510.5825.290.51-
2023/99.17.5937.4962.419.1625.010.47-
2023/88.4513.3434.5353.315.4622.450.53-
2023/77.4614.0625.6844.861.3320.750.57-
2023/66.54-3.21-2.0337.4-2.4320.220.58-
2023/56.76-2.453.1230.86-2.5220.550.57-
2023/46.930.8231.4624.1-3.9918.430.64-
2023/36.8748.3-14.3317.18-13.4117.180.72-
2023/24.63-18.38-6.8110.31-12.7815.440.8-
2023/15.6810.7-17.115.68-17.1116.460.75-
2022/125.13-9.33-42.1474.21-5.0917.050.67-
2022/115.65-9.72-30.4769.09-0.3518.530.62-
2022/106.26-5.32-16.0363.433.6419.160.6-
2022/96.625.28-20.057.176.3718.830.64-
2022/86.285.89-2.7650.5511.1718.890.63-
2022/75.93-11.09-5.7444.2713.4819.160.63-
2022/66.681.8814.8338.3317.1918.50.73-
2022/56.5524.3518.6831.6617.719.840.68-
2022/45.27-34.3-5.8525.1117.4418.260.74-
2022/38.0261.3235.6819.8425.7119.840.66-
2022/24.97-27.443.8211.8219.7320.680.64-
2022/16.85-22.726.756.856.7523.840.55-
2021/128.868.9544.8878.233.3824.450.47-
2021/118.139.0359.1869.3332.0423.860.48NB市場暢旺,以及產能提升
2021/107.46-9.843.8561.229.1122.190.52-
2021/98.2727.9828.8453.7427.321.030.58-
2021/86.462.6314.9545.4727.0318.570.65-
2021/76.38.3121.0839.0129.2817.630.69-
2021/65.815.315.1532.7130.9916.930.76-
2021/55.52-1.364.5226.935.017.030.76-
2021/45.6-5.31-0.7921.3845.9914.960.86-
2021/35.9171.033.3515.7875.3215.780.61110年3月產線人力較充足,出貨量增
2021/23.46-46.11128.739.87116.0415.990.61去年2月疫情影響大陸延後復工
2021/16.414.87109.776.41109.7717.640.55疫情影響
2020/126.1219.756.8158.6221.3516.410.55疫情影響
2020/115.11-1.4617.6752.5118.2416.710.54-
2020/105.19-19.2217.3147.418.317.230.52-
2020/96.4214.1827.1542.2118.4217.240.48-
2020/85.628.1119.9335.7916.9815.870.52-
2020/75.23.0120.0330.1716.4515.530.54-
2020/65.05-4.4116.9324.9715.7315.970.45-
2020/55.28-6.3831.119.9215.4315.350.47-
2020/45.6427.2868.5414.6410.6611.580.62因疫情影響,異地上班,筆電需求增加所致
2020/34.43193.3115.119.0-8.939.00.62-
2020/21.51-50.58-25.84.57-24.288.470.66-
2020/13.06-21.59-23.513.06-23.5111.30.49-
2019/123.9-10.172.548.3110.440.0N/A-
2019/114.34-1.762.4444.4111.20.0N/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
2024/17.832023/15.682022/16.852021/16.412020/13.06
2024/24.692023/24.632022/24.972021/23.462020/21.51
2024/36.622023/36.872022/38.022021/35.912020/34.43
2024/47.092023/46.932022/45.272021/45.62020/45.64
2024/57.442023/56.762022/56.552021/55.522020/55.28
2024/67.252023/66.542022/66.682021/65.812020/65.05
2024/77.832023/77.462022/75.932021/76.32020/75.2
2024/88.962023/88.452022/86.282021/86.462020/85.62
2024/98.92023/99.12022/96.622021/98.272020/96.42
2024/108.642023/107.742022/106.262021/107.462020/105.19
N/AN/A2023/116.722022/115.652021/118.132020/115.11
N/AN/A2023/126.562022/125.132021/128.862020/126.12
  • 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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