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)
2024/100.42-2.71-5.924.34-4.21.26N/A-
2024/90.432.25-4.23.93-4.011.261.08-
2024/80.420.7-11.093.5-3.991.261.08-
2024/70.42-1.29-7.93.08-2.931.281.06-
2024/60.42-5.59-10.532.66-2.111.271.04-
2024/50.4511.4-11.82.24-0.341.360.97-
2024/40.4-21.49-6.061.792.981.231.07-
2024/30.5159.17-2.211.395.911.390.97-
2024/20.32-42.93-10.50.8811.261.221.1-
2024/10.5665.6329.20.5629.21.311.03-
2023/120.34-17.5919.915.2920.451.191.17-
2023/110.41-7.06-4.644.9520.491.31.07-
2023/100.44-0.921.214.5323.451.361.03-
2023/90.45-5.0920.414.0926.461.371.03-
2023/80.474.3121.343.6427.241.391.01-
2023/70.45-4.114.833.1728.171.430.99-
2023/60.47-6.9323.072.7230.691.40.94-
2023/50.5118.6540.92.2532.411.460.91-
2023/40.43-18.2824.651.7430.131.311.01-
2023/30.5245.6848.461.3232.011.321.03-
2023/20.36-17.6134.810.7923.041.081.25-
2023/10.4453.7214.790.4414.791.151.17-
2022/120.28-34.47-30.224.391.031.151.27-
2022/110.43-1.3614.484.14.251.241.18-
2022/100.4417.8628.993.673.171.21.22-
2022/90.37-4.35-5.933.230.451.151.15-
2022/80.39-1.28-5.552.861.341.161.14-
2022/70.392.774.782.472.521.141.17-
2022/60.386.5418.42.082.11.081.29-
2022/50.364.97-2.661.7-0.961.051.33-
2022/40.34-2.6710.331.34-0.50.961.46-
2022/30.3532.290.681.0-3.751.01.38-
2022/20.27-29.8416.350.64-6.011.051.31-
2022/10.38-6.56-17.180.38-17.181.161.19-
2021/120.417.5165.494.34-8.131.121.25主要係依代工客戶排程出貨,致本年度當月營收較去年同期營收增加。
2021/110.3811.1451.943.94-12.161.111.26主要係依代工客戶排程出貨,致本年度當月營收較去年同期營收增加。
2021/100.34-14.05-19.393.56-15.921.151.22-
2021/90.39-3.96-4.483.22-15.541.181.18-
2021/80.419.5216.382.83-16.881.111.26-
2021/70.3816.13-16.02.41-20.741.071.31-
2021/60.32-12.41-30.272.04-21.561.01.46-
2021/50.3718.98-5.31.71-19.661.031.42-
2021/40.31-11.18-19.751.35-22.870.891.64-
2021/30.3552.87-25.631.04-23.761.041.53-
2021/20.23-50.06-44.30.69-22.780.931.7-
2021/10.4686.71-4.320.46-4.320.951.66-
2020/120.25-1.28-24.064.731.490.911.53-
2020/110.25-41.03-36.944.483.391.081.29-
2020/100.421.8422.654.237.431.191.18-
2020/90.4117.015.453.815.971.211.08-
2020/80.35-20.966.813.46.041.261.04-
2020/70.45-3.5918.233.055.951.31.01-
2020/60.4618.9525.162.64.091.240.98-
2020/50.390.83-5.752.130.411.250.98-
2020/40.39-17.687.781.751.911.270.96-
2020/30.4714.4819.241.360.351.360.87-
2020/20.41-14.2227.570.89-7.41.210.97-
2020/10.4848.18-25.030.48-25.031.190.99-
2019/120.32-18.042.194.662.180.0N/A-
2019/110.3914.74.084.332.180.0N/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
2024/10.562023/10.442022/10.382021/10.462020/10.48
2024/20.322023/20.362022/20.272021/20.232020/20.41
2024/30.512023/30.522022/30.352021/30.352020/30.47
2024/40.42023/40.432022/40.342021/40.312020/40.39
2024/50.452023/50.512022/50.362021/50.372020/50.39
2024/60.422023/60.472022/60.382021/60.322020/60.46
2024/70.422023/70.452022/70.392021/70.382020/70.45
2024/80.422023/80.472022/80.392021/80.412020/80.35
2024/90.432023/90.452022/90.372021/90.392020/90.41
2024/100.422023/100.442022/100.442021/100.342020/100.42
N/AN/A2023/110.412022/110.432021/110.382020/110.25
N/AN/A2023/120.342022/120.282021/120.412020/120.25
  • 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: 0.18%
合約負債 QoQ YoY
24Q3 (20)0.020.0-50.0
24Q2 (19)0.02-33.33-60.0
24Q1 (18)0.03-40.0-40.0
23Q4 (17)0.0525.00.0
23Q3 (16)0.04-20.0-20.0
23Q2 (15)0.050.00.0
23Q1 (14)0.050.00.0
22Q4 (13)0.050.025.0
22Q3 (12)0.050.00.0
22Q2 (11)0.050.00.0
22Q1 (10)0.0525.025.0
21Q4 (9)0.04-20.00.0
21Q3 (8)0.050.0150.0
21Q2 (7)0.0525.0150.0
21Q1 (6)0.040.033.33
20Q4 (5)0.04100.033.33
20Q3 (4)0.020.00.0
20Q2 (3)0.02-33.330.0
20Q1 (2)0.030.00.0
19Q4 (1)0.030.00.0

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