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)
2024/100.7329.4654.65.79-7.71.79N/A主係本月濺鍍設備收入較去年同期增加所致
2024/90.5611.83-18.225.07-12.751.640.98-
2024/80.5-13.33-25.824.5-12.021.720.94-
2024/70.58-8.89-13.04.0-9.922.260.71-
2024/60.64-38.99-38.613.42-9.372.40.66-
2024/51.0445.2468.382.791.682.140.74主係本月濺鍍設備收入較去年同期增加所致
2024/40.7291.1111.531.74-17.791.311.21-
2024/30.3870.28-47.841.03-30.571.032.02-
2024/20.22-48.57-63.230.65-14.131.131.83主係本月濺鍍設備收入較去年同期減少所致
2024/10.43-10.46174.070.43174.071.61.3主係本月濺鍍設備收入較去年同期增加所致
2023/120.48-30.38-53.967.45-28.31.641.39主係本月濺鍍設備收入較去年同期減少所致
2023/110.6946.3-32.826.97-25.441.851.23-
2023/100.47-31.51-53.76.28-24.531.831.24主係本月濺鍍設備收入較去年同期減少所致
2023/90.691.43-36.635.81-20.472.031.18-
2023/80.681.64-38.65.12-17.652.381.0-
2023/70.67-35.72-39.374.44-13.132.321.03-
2023/61.0467.36-8.943.78-5.952.30.98-
2023/50.62-3.79-35.762.74-4.761.981.14-
2023/40.64-10.6341.282.1210.851.961.15-
2023/30.7220.0325.851.481.331.481.88-
2023/20.6283.3760.40.76-14.511.81.54主係本月濺鍍設備收入較去年同期增加所致
2023/10.16-84.96-69.360.16-69.362.221.25主係本月工作天較少,代工及設備收入較去年同期減少所致。
2022/121.041.5918.3110.3834.313.080.95-
2022/111.020.8115.289.3436.373.130.93-
2022/101.02-6.2575.818.3239.513.20.91主係本月濺鍍設備收入較去年同期增加所致
2022/91.08-1.7238.837.335.613.290.97-
2022/81.10.3665.96.2235.063.340.95主係本月濺鍍設備收入較去年同期增加所致
2022/71.1-3.4577.965.1229.863.21.0主係本月濺鍍設備收入較去年同期增加所致
2022/61.1418.0674.094.0220.912.561.06主係本月濺鍍設備收入較去年同期增加所致
2022/50.96111.6269.842.887.881.991.36主係本月濺鍍設備收入較去年同期增加所致
2022/40.46-20.39-16.361.91-8.871.41.93-
2022/30.5752.9811.61.46-6.241.461.55-
2022/20.37-26.78-32.910.89-15.031.771.28-
2022/10.51-41.915.550.515.552.280.99-
2021/120.88-1.044.547.7343.622.350.7-
2021/110.8953.7469.886.8543.52.250.73本月累計營收較去年同期增加,主係因濺鍍設備及代工業務收入皆增加所致。
2021/100.58-25.9719.655.9640.262.020.81-
2021/90.7817.4316.965.3842.92.060.89-
2021/80.667.6629.134.648.481.940.95-
2021/70.62-5.5566.623.9452.341.841.0本月及本年累計營收增加,主係因濺鍍設備及代工業務收入皆增加所致。
2021/60.6515.186.853.3249.951.770.88-
2021/50.574.248.42.6766.41.630.95本年累計營收較去年同期增加,主係因濺鍍設備及代工業務收入皆增加所致。
2021/40.546.2382.92.172.041.620.96本月及本年累計營收較去年同期增加,主係因濺鍍設備及代工收入增加所致。
2021/30.51-8.0363.371.5568.531.550.96本月及本年累計營收較去年同期增加,主係因濺鍍代工收入增加所致。
2021/20.5615.19108.911.0471.21.650.91本月及本年累計營收較去年同期增加,主係因去年同期受新冠肺炎疫情影響,濺鍍代工收入偏低所致。
2021/10.48-20.4641.730.4841.731.620.93-
2020/120.6116.35118.995.38-28.251.610.72主係本月濺鍍設備收入較去年同期增加所致
2020/110.528.280.354.77-33.921.670.7-
2020/100.48-27.63-28.334.25-36.581.670.7-
2020/90.6729.65-13.793.77-37.511.550.97-
2020/80.5138.92-30.493.1-41.01.51.0-
2020/70.37-39.43-2.332.59-42.721.371.1-
2020/60.6159.96-38.912.21-46.431.291.05-
2020/50.3828.42-58.021.6-48.840.991.37主係本月濺鍍設備收入較去年同期減少所致
2020/40.3-5.1-56.241.22-45.070.881.55主係本月濺鍍設備收入較去年同期減少所致
2020/30.3117.58-58.950.92-40.140.921.47主係本月濺鍍設備收入較去年同期減少所致
2020/20.27-21.84-30.210.61-21.60.891.53-
2020/10.3422.89-13.230.34-13.231.141.19-
2019/120.28-46.67-51.277.5-18.090.0N/A主係本月濺鍍設備收入較去年同期減少所致
2019/110.52-22.67-0.477.23-15.890.0N/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
2024/10.432023/10.162022/10.512021/10.482020/10.34
2024/20.222023/20.62022/20.372021/20.562020/20.27
2024/30.382023/30.722022/30.572021/30.512020/30.31
2024/40.722023/40.642022/40.462021/40.542020/40.3
2024/51.042023/50.622022/50.962021/50.572020/50.38
2024/60.642023/61.042022/61.142021/60.652020/60.61
2024/70.582023/70.672022/71.12021/70.622020/70.37
2024/80.52023/80.682022/81.12021/80.662020/80.51
2024/90.562023/90.692022/91.082021/90.782020/90.67
2024/100.732023/100.472022/101.022021/100.582020/100.48
N/AN/A2023/110.692022/111.022021/110.892020/110.52
N/AN/A2023/120.482022/121.042021/120.882020/120.61
  • 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: 16.97%
合約負債 QoQ YoY
24Q3 (20)0.674.69-2.9
24Q2 (19)0.64-62.79-41.28
24Q1 (18)1.72237.25-31.47
23Q4 (17)0.51-26.09-84.06
23Q3 (16)0.69-36.7-63.49
23Q2 (15)1.09-56.57-28.76
23Q1 (14)2.51-21.5629.38
22Q4 (13)3.269.31357.14
22Q3 (12)1.8923.53186.36
22Q2 (11)1.53-21.13121.74
22Q1 (10)1.94177.14273.08
21Q4 (9)0.76.0694.44
21Q3 (8)0.66-4.3526.92
21Q2 (7)0.6932.6953.33
21Q1 (6)0.5244.4423.81
20Q4 (5)0.36-30.7712.5
20Q3 (4)0.5215.560.0
20Q2 (3)0.457.140.0
20Q1 (2)0.4231.250.0
19Q4 (1)0.320.00.0

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