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)
2024/112.0913.83183.9713.19-21.945.22N/A產業景氣復甦
2024/101.8442.55101.8411.1-31.324.19N/A產業景氣復甦
2024/91.2921.0119.939.26-39.273.460.9-
2024/81.07-4.0-24.347.97-43.773.230.96-
2024/71.115.41-33.456.9-45.913.210.97-
2024/61.050.15-44.515.79-47.783.140.91-
2024/51.051.5-46.574.74-48.463.020.95-
2024/41.0410.86-46.123.69-48.972.890.99-
2024/30.931.9-49.482.65-50.02.651.03主係全球產業景氣尚未回溫,致本期營業收入較去年同期減少。
2024/20.9213.98-49.91.72-50.282.431.13主係全球產業景氣尚未回溫,致本期營業收入較去年同期減少。
2024/10.812.88-50.70.8-50.72.251.22主係全球產業景氣尚未回溫,致本期營業收入較去年同期減少。
2023/120.71-3.29-61.717.61-16.242.361.11主係全球產業景氣尚未回溫,致本期營業收入較去年同期減少。
2023/110.74-19.08-52.9516.9-11.832.720.96主係全球產業景氣尚未回溫,致本期營業收入較去年同期減少。
2023/100.91-15.29-39.8816.16-8.173.390.77-
2023/91.07-23.66-28.8215.25-5.194.150.62-
2023/81.41-15.576.0914.17-2.744.970.52-
2023/71.67-12.091.712.77-3.625.530.47-
2023/61.9-3.564.0311.1-4.385.790.53-
2023/51.972.3511.889.2-5.945.740.53-
2023/41.923.940.557.23-9.855.60.55-
2023/31.851.05-9.235.31-13.115.310.67-
2023/21.8312.16-10.613.46-15.055.320.67-
2023/11.63-12.3-19.531.63-19.535.060.7-
2022/121.8618.8-4.7521.02-23.564.940.67-
2022/111.573.38-31.6919.16-25.04.590.72-
2022/101.510.29-27.8417.6-24.344.350.76-
2022/91.5113.77-38.0516.08-23.994.480.88-
2022/81.33-19.06-43.6714.57-22.164.790.82-
2022/71.64-10.07-29.5313.25-19.065.220.75-
2022/61.823.71-25.711.61-17.335.490.73-
2022/51.76-8.01-26.339.78-15.565.710.7-
2022/41.91-6.17-17.238.02-12.766.00.67-
2022/32.04-0.47-27.86.11-11.266.110.6-
2022/22.050.972.124.070.216.030.61-
2022/12.033.8-1.652.03-1.656.270.59-
2021/121.95-14.795.6827.5114.716.340.63-
2021/112.299.222.5125.5515.466.830.58-
2021/102.1-13.8813.9723.2614.816.890.58-
2021/92.443.4445.4621.1614.897.120.58-
2021/82.361.2546.6518.7211.837.140.57-
2021/72.33-5.1955.0516.378.147.170.57今年載板市場新產品開發銷售貢獻營收
2021/62.452.8324.4514.042.977.150.52-
2021/52.393.346.5111.59-0.657.520.49-
2021/42.31-18.15-9.739.2-2.367.140.52-
2021/32.8240.7811.626.890.386.890.56-
2021/22.0-2.76-9.844.07-6.165.910.65-
2021/12.0611.55-2.282.06-2.285.780.67-
2020/121.85-1.2230.7423.98-5.645.560.65-
2020/111.871.5938.8722.13-7.785.390.67-
2020/101.849.897.1120.26-10.555.120.71-
2020/91.684.28-7.3118.42-12.014.780.78-
2020/81.617.06-29.316.74-12.455.080.74-
2020/71.5-23.9-35.9515.13-10.185.710.66-
2020/61.97-11.98-25.7613.63-6.016.770.55-
2020/52.24-12.42-13.9111.66-1.597.330.51-
2020/42.561.210.749.421.877.310.51-
2020/32.5313.710.296.862.36.860.53-
2020/22.225.384.744.333.525.750.64-
2020/12.1149.272.262.112.260.0N/A-
2019/121.414.91-46.6425.41-18.290.0N/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
2024/10.82023/11.632022/12.032021/12.062020/12.11
2024/20.922023/21.832022/22.052021/22.02020/22.22
2024/30.932023/31.852022/32.042021/32.822020/32.53
2024/41.042023/41.922022/41.912021/42.312020/42.56
2024/51.052023/51.972022/51.762021/52.392020/52.24
2024/61.052023/61.92022/61.822021/62.452020/61.97
2024/71.112023/71.672022/71.642021/72.332020/71.5
2024/81.072023/81.412022/81.332021/82.362020/81.61
2024/91.292023/91.072022/91.512021/92.442020/91.68
2024/101.842023/100.912022/101.512021/102.12020/101.84
2024/112.092023/110.742022/111.572021/112.292020/111.87
N/AN/A2023/120.712022/121.862021/121.952020/121.85
  • 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: 17.71%
合約負債 QoQ YoY
24Q3 (20)1.03472.221187.5
24Q2 (19)0.1812.5-63.27
24Q1 (18)0.1614.29-70.37
23Q4 (17)0.1475.0-61.11
23Q3 (16)0.08-83.67-81.82
23Q2 (15)0.49-9.26-7.55
23Q1 (14)0.5450.03.85
22Q4 (13)0.36-18.18-62.11
22Q3 (12)0.44-16.98-41.33
22Q2 (11)0.531.9239.47
22Q1 (10)0.52-45.26136.36
21Q4 (9)0.9526.67187.88
21Q3 (8)0.7597.37108.33
21Q2 (7)0.3872.7390.0
21Q1 (6)0.22-33.33-35.29
20Q4 (5)0.33-8.33135.71
20Q3 (4)0.3680.00.0
20Q2 (3)0.2-41.180.0
20Q1 (2)0.34142.860.0
19Q4 (1)0.140.00.0

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