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)
2024/100.05-47.99-69.391.7612.430.25N/A太陽能及儲能系統建置:銷貨額$1,801,150;ITO:銷貨額$1,680,593
2024/90.09-24.839.851.7120.950.321.16ITO:銷貨額$3,425,752;售電:銷貨額$1,938,852
2024/80.12-2.25-43.011.6221.60.371.01太陽能及儲能系統建置:銷貨額$6,096,873;ITO:銷貨額$3,086,340
2024/70.12-12.27-50.01.5133.140.361.04太陽能及儲能系統建置:銷貨額$5,786,413;售電:銷貨額$2,024,249
2024/60.1330.34-2.161.3954.980.620.66ITO:銷貨額$6,048,325;3D光學膜:銷貨額$3,965,188
2024/50.1-72.96-50.851.2665.310.640.64ITO:銷貨額$5,173,775;HC膜:銷貨額$2,568,402
2024/40.38139.51110.511.15109.60.830.49太陽能及儲能系統建置:銷貨額$27,661,405;ITO:銷貨額$8,139,882
2024/30.16-45.4427.010.77109.160.770.6ITO:銷貨額$6,763,123;太陽能及儲能系統建置:銷貨額$6,276,791
2024/20.29-9.12202.290.61151.390.690.66太陽能及儲能系統建置:銷貨額$22,742,813;ITO:銷貨額$4,776,655
2024/10.32301.28118.030.32118.030.580.8ITO:銷貨額$14,512,704;太陽能及儲能系統建置:銷貨額$14,419,146
2023/120.08-54.17-23.751.8220.50.40.97太陽能及儲能系統建置:銷貨額$4,679,908;3D光學膜:銷貨額$1,041,481
2023/110.1718.6452.751.7423.820.40.97ITO:銷貨額$8,242,921;太陽能及儲能系統建置:銷貨額$7,220,805
2023/100.1586.6646.41.5621.250.430.91太陽能及儲能系統建置:銷貨額$9,504,684;3D光學膜:銷貨額$1,909,559
2023/90.08-61.0-28.441.4119.120.520.75ITO:銷貨額$3,185,217;太陽能及儲能系統建置:銷貨額$1,396,168
2023/80.2-14.2254.991.3423.980.580.68ITO:銷貨額$8,766,423;太陽能及儲能系統建置:銷貨額$8,498,196
2023/70.2471.6561.291.1319.710.580.67ITO:銷貨額$14,706,245;太陽能及儲能系統建置:銷貨額$5,854,489
2023/60.14-34.5327.380.912.120.530.72ITO:銷貨額$8,442,689;太陽能及儲能系統建置:銷貨額$2,966,731
2023/50.2115.8277.630.769.740.520.74太陽能及儲能系統建置:銷貨額$10,661,312;ITO:銷貨額$5,506,186
2023/40.1844.51165.380.55-4.210.40.94ITO:銷貨額$7,656,858;太陽能及儲能系統建置:銷貨額$5,364,958
2023/30.1329.84-7.680.37-27.070.371.06ITO:銷貨額$6,947,653;太陽能及儲能系統建置:銷貨額$3,729,328
2023/20.1-34.45-36.940.24-34.180.351.12ITO:銷貨額$4,351,481;太陽能及儲能系統建置:銷貨額$3,741,407
2023/10.1540.32-32.240.15-32.240.371.06太陽能及儲能系統建置:銷貨額$11,330,964;ITO:銷貨額$1,285,540
2022/120.1-8.19-62.71.51-49.050.321.88ITO:銷貨額$5,031,332;太陽能及儲能系統建置:銷貨額$2,999,615
2022/110.1113.71-53.231.4-47.620.331.85太陽能及儲能系統建置:銷貨額$5,679,900;3D光學膜:銷貨額$2,207,940
2022/100.1-8.76-56.561.29-47.050.341.76太陽能系統建置:銷貨額$6,493,166;台電躉售電費:銷貨額$1,431,040
2022/90.11-15.54-62.371.19-46.050.391.19ITO:銷貨額$4,333,428;防窺補償膜:銷貨額$2,633,300
2022/80.13-10.74-52.291.08-43.550.381.2防窺補償膜:銷貨額$4,663,948;ITO:銷貨額$3,477,857
2022/70.1535.57-46.050.95-42.090.371.24防窺補償膜:銷貨額$7,732,626;3D光學膜:銷貨額$1,265,665
2022/60.11-8.71-58.970.8-41.30.291.12防窺補償膜:銷貨額$5,412,800;3D光學膜:銷貨額$2,641,155
2022/50.1273.04-51.680.69-37.080.321.02ITO:銷貨額$3,486,247;3D光學膜:銷貨額$3,473,057
2022/40.07-49.73-64.630.57-32.910.360.92ITO:銷貨額$3,623,021;硬化光學膜:銷貨額$754,325
2022/30.14-11.29-37.070.51-23.680.510.673D光學膜:銷貨額$5,905,418; ITO:銷貨額$3,528,806
2022/20.15-29.57-27.310.37-17.230.650.52硬化光學膜:銷貨額$7,089,750;ITO:銷貨額$3,328,762
2022/10.22-22.75-8.280.22-8.280.740.46防窺補償膜:銷貨額$10,555,195;ITO:銷貨額$4,447,738
2021/120.2815.1182.252.9615.720.760.66防窺補償膜:銷貨額$8,602,523;硬化光學膜:銷貨額$7,884,123
2021/110.245.6162.222.6811.440.770.65防窺補償膜:銷貨額$8,402,250;3D光學膜:銷貨額$5,256,631
2021/100.23-20.9653.462.438.040.80.63防窺補償膜:銷貨額$12,138,850;ITO:銷貨額$3,730,443
2021/90.297.0746.362.24.780.840.54防窺補償膜:銷貨額$18,193,560;3D光學膜:銷貨額$2,704,835
2021/80.270.9231.921.910.40.810.56防窺補償膜:銷貨額$17,510,470;3D光學膜:銷貨額$5,049,297
2021/70.273.1-32.251.64-3.450.780.58防窺補償膜:銷貨額$18,026,346;ITO:銷貨額$6,438,570
2021/60.267.52-40.921.365.450.70.83防窺補償膜:銷貨額$11,746,855;3D光學膜:銷貨額$6,310,838
2021/50.2426.65-19.471.129.780.650.89防窺補償膜:銷貨額$14,950,128;3D光學膜:銷貨額$4,611,006
2021/40.19-10.5520.890.8657.240.620.94防窺補償膜:銷貨額$11,964,980;ITO:銷貨額$4,290,340
2021/30.222.4567.10.6672.320.660.84防窺補償膜:銷貨額$14,097,145;ITO:銷貨額$2,042,491
2021/20.21-11.14102.480.4574.950.60.93防窺補償膜:銷貨額$15,403,020;ITO:銷貨額$1,697,854
2021/10.2453.556.10.2456.10.541.03防窺補償膜:銷貨額$17,952,711;3D光學膜:銷貨額$3,295,476
2020/120.152.46-9.212.56165.840.461.343D光學膜:銷貨額$8,414,163;防窺補償膜:銷貨額$4,238,761
2020/110.15-0.0844.462.4203.450.51.223D光學膜:銷貨額$6,659,447;防窺補償膜:銷貨額$5,367,525
2020/100.15-24.6241.782.25227.590.561.09防窺補償膜:銷貨額$7,243,548;ITO:銷貨額$2,741,486
2020/90.2-3.4970.692.1261.610.810.9RealD 3D光學膜:銷貨額$4,172,438;防霧膜:銷貨額$4,050,000
2020/80.21-48.17105.641.9309.881.050.69防窺補償膜:銷貨額$8,406,370;防霧膜:銷貨額$6,604,050
2020/70.4-10.07429.81.69366.641.150.64防窺補償膜:銷貨額$22,595,583;防霧膜:銷貨額$5,679,750
2020/60.4546.55606.811.29350.040.910.55防霧膜:銷貨額$24.702,690;防窺補償膜:銷貨額$12,981,245
2020/50.390.14589.950.85278.030.590.84防窺補償膜:銷貨額$15,078,781;防霧膜:銷貨額$7,888,326
2020/40.1623.64262.680.54201.920.391.27RealD 3D光學膜的銷貨額 $819,462
2020/30.1324.1498.440.39182.310.390.83RealD 3D光學膜的銷貨額 $2,534,323
2020/20.1-31.5256.750.26258.850.430.75RealD 3D光學膜的銷貨額 $5,739,535
2020/10.15-10.72260.30.15260.30.430.75RealD 3D光學膜的銷貨額 $8,112,320
2019/120.1763.03613.840.96108.410.0N/ARealD 3D光學膜的銷貨額 $7,081,621
2019/110.1-1.93244.810.7980.890.0N/ARealD 3D光學膜的銷貨額 $7,662,353
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
2024/10.322023/10.152022/10.222021/10.242020/10.15
2024/20.292023/20.12022/20.152021/20.212020/20.1
2024/30.162023/30.132022/30.142021/30.222020/30.13
2024/40.382023/40.182022/40.072021/40.192020/40.16
2024/50.12023/50.212022/50.122021/50.242020/50.3
2024/60.132023/60.142022/60.112021/60.262020/60.45
2024/70.122023/70.242022/70.152021/70.272020/70.4
2024/80.122023/80.22022/80.132021/80.272020/80.21
2024/90.092023/90.082022/90.112021/90.292020/90.2
2024/100.052023/100.152022/100.12021/100.232020/100.15
N/AN/A2023/110.172022/110.112021/110.242020/110.15
N/AN/A2023/120.082022/120.12021/120.282020/120.15
  • 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: 0.16%
合約負債 QoQ YoY
24Q3 (20)0.01-85.71-90.91
24Q2 (19)0.07-53.33-12.5
24Q1 (18)0.15650.087.5
23Q4 (17)0.02-81.82-83.33
23Q3 (16)0.1137.50
23Q2 (15)0.080.00
23Q1 (14)0.08-33.330
22Q4 (13)0.1200

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