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)
2024/101.38-33.7222.6714.8110.795.31N/A-
2024/92.0812.4425.0213.439.75.72.36-
2024/81.855.0426.1811.357.294.992.7-
2024/71.7627.8658.619.54.254.692.87因監控系列產品營收較去年同期大幅成長所致。
2024/61.38-10.8839.067.74-3.34.272.93-
2024/51.5515.113.256.36-9.294.023.11-
2024/41.3418.61-7.954.81-14.743.183.94-
2024/31.1360.99-27.253.47-17.113.473.98-
2024/20.7-56.85-42.62.33-11.14.083.38-
2024/11.63-6.7216.471.6316.474.92.82-
2023/121.7515.34-13.2616.63-18.014.393.47-
2023/111.5234.7925.1414.89-18.544.313.54-
2023/101.12-32.4511.713.37-21.644.263.58-
2023/91.6713.4982.712.25-23.734.243.87因監控系列產品營收較去年同期大幅成長所致。
2023/81.4732.0417.2910.58-30.143.574.6-
2023/71.1112.1-17.259.11-34.413.474.74-
2023/60.99-27.42-24.568.0-36.243.824.65-
2023/51.37-6.45-20.427.01-37.614.384.05-
2023/41.46-6.25-45.895.64-40.714.244.19-
2023/31.5627.01-48.834.18-38.664.184.66-
2023/21.23-12.44-32.362.63-30.454.644.2-
2023/11.4-30.54-28.691.4-28.694.634.22-
2022/122.0266.42-30.9220.29-49.224.235.69-
2022/111.2120.32-60.1218.27-50.673.137.7市場需求下降。
2022/101.0110.47-63.717.06-49.823.177.61市場需求下降。
2022/90.91-27.14-72.1416.06-48.593.517.59市場需求下降。
2022/81.25-6.84-67.5715.14-45.833.916.81市場需求下降。
2022/71.342.19-66.4913.89-42.354.376.08市場需求下降。
2022/61.31-23.43-66.9212.55-37.545.733.93市場需求下降。
2022/51.72-36.39-51.7511.24-30.297.463.02市場需求下降
2022/42.7-11.34-18.959.52-24.227.562.98-
2022/33.0467.9-10.876.82-26.126.822.79-
2022/21.81-7.69-20.273.78-35.076.72.84-
2022/11.96-32.71-44.571.96-44.577.922.4-
2021/122.92-3.92-24.9839.9620.068.731.74-
2021/113.049.53-32.637.0526.029.081.67-
2021/102.77-15.22-34.1534.0136.649.91.53-
2021/93.27-15.17-18.5231.2351.0711.141.01因監控系列產品營收較去年同期大幅成長所致。
2021/83.86-3.7428.2227.9667.8511.840.95因監控系列產品營收較去年同期大幅成長所致。
2021/74.010.8677.3424.176.5911.540.98因監控系列產品營收較去年同期大幅成長所致。
2021/63.9711.69103.8720.0976.4410.860.89因監控系列產品營收較去年同期大幅成長所致。
2021/53.566.83103.516.1270.7810.30.94因監控系列產品營收較去年同期大幅成長所致。
2021/43.33-2.596.612.5663.349.021.07因監控系列產品營收較去年同期大幅成長所致。
2021/33.4250.1831.579.2353.959.230.9因監控系列產品營收較去年同期大幅成長所致。
2021/22.27-35.8342.485.8271.029.710.86因監控系列產品營收較去年同期大幅成長所致。
2021/13.54-8.9296.263.5496.2611.940.7因監控系列產品營收較去年同期大幅成長所致。
2020/123.89-13.6949.0533.2945.0912.610.67-
2020/114.517.01116.229.444.5812.740.67因監控系列產品營收較去年同期大幅成長所致。
2020/104.214.89102.1524.8936.411.240.76因監控系列產品營收較去年同期大幅成長所致。
2020/94.0233.4987.4320.6727.929.291.27因監控系列產品營收較去年同期大幅成長所致。
2020/83.0133.1124.8416.6618.827.221.64-
2020/72.2615.969.4713.6517.575.961.99-
2020/61.9511.49-4.011.3919.335.392.32-
2020/51.753.21-19.689.4425.636.042.08-
2020/41.69-34.75-7.27.6944.125.892.13-
2020/32.662.6350.036.070.86.01.76因監控系列產品營收較去年同期大幅成長所致
2020/21.6-11.61150.423.490.996.011.76因監控系列產品營收較去年同期大幅成長所致。
2020/11.81-30.8357.871.8157.876.51.62因監控系列產品營收較去年同期大幅成長所致
2019/122.6125.1926.6522.9412.770.0N/A-
2019/112.090.053.620.3311.20.0N/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
2024/11.632023/11.42022/11.962021/13.542020/11.81
2024/20.72023/21.232022/21.812021/22.272020/21.6
2024/31.132023/31.562022/33.042021/33.422020/32.6
2024/41.342023/41.462022/42.72021/43.332020/41.69
2024/51.552023/51.372022/51.722021/53.562020/51.75
2024/61.382023/60.992022/61.312021/63.972020/61.95
2024/71.762023/71.112022/71.342021/74.012020/72.26
2024/81.852023/81.472022/81.252021/83.862020/83.01
2024/92.082023/91.672022/90.912021/93.272020/94.02
2024/101.382023/101.122022/101.012021/102.772020/104.21
N/AN/A2023/111.522022/111.212021/113.042020/114.51
N/AN/A2023/121.752022/122.022021/122.922020/123.89
  • 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: 1.81%
合約負債 QoQ YoY
24Q3 (20)0.14-66.67-57.58
24Q2 (19)0.4231.2535.48
24Q1 (18)0.32-17.9533.33
23Q4 (17)0.3918.18-43.48
23Q3 (16)0.336.45-23.26
23Q2 (15)0.3129.170.0
23Q1 (14)0.24-65.22-82.48
22Q4 (13)0.6960.4797.14
22Q3 (12)0.4338.71-34.85
22Q2 (11)0.31-77.37-26.19
22Q1 (10)1.37291.43705.88
21Q4 (9)0.35-46.97118.75
21Q3 (8)0.6657.14560.0
21Q2 (7)0.42147.06-2.33
21Q1 (6)0.176.25-66.67
20Q4 (5)0.1660.060.0
20Q3 (4)0.1-76.740.0
20Q2 (3)0.43-15.690.0
20Q1 (2)0.51410.00.0
19Q4 (1)0.10.00.0

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