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)
2024/101.85-35.4193.924.23340.048.89N/A一、去年基期較低。二、配合5G天線產品客戶端出貨。
2024/92.86-31.83367.3122.39358.8410.760.29一、去年基期較低。二、5G天線及衛星通訊產品客戶端需求增加持續下單。
2024/84.1912.95494.0419.53357.6310.240.31一、去年基期較低。二、5G天線及衛星通訊產品客戶端需求增加持續下單。
2024/73.7158.82398.1615.34330.627.970.39一、去年基期較低。二、5G天線及衛星通訊產品客戶端需求增加持續下單。
2024/62.3421.34548.5711.63312.786.160.27一、去年基期較低。二、5G天線及衛星通訊產品客戶端需求增加持續下單。
2024/51.921.14301.749.3278.226.080.28一、去年基期較低。二、5G天線及衛星通訊產品客戶端需求增加持續下單。
2024/41.9-15.66411.117.37272.525.890.29一、去年基期較低。二、5G天線及衛星通訊產品客戶端需求增加持續下單。
2024/32.2630.31281.795.47240.395.470.26一、去年基期較低。二、5G天線及衛星通訊產品客戶端需求增加持續下單。
2024/21.7317.08296.823.21216.294.640.3一、去年基期較低。二、5G天線及衛星通訊產品客戶端需求增加持續下單。
2024/11.483.64155.561.48155.563.160.44一、去年基期較低。二、5G天線及衛星通訊產品客戶端需求增加持續下單。
2023/121.43465.8143.17.1945.272.310.58因客戶11月份調整庫存延後出貨,且去年基期較低之故。
2023/110.25-59.82-26.25.7632.11.490.9-
2023/100.632.7128.535.5137.061.940.69-
2023/90.61-13.3463.174.8838.242.060.49一、去年基期較低。 二、5G天線及衛星通訊產品客戶端需求增加持續下單。
2023/80.71-5.2793.754.2735.281.810.56一、去年基期較低。 二、5G天線及衛星通訊產品客戶端需求增加持續下單。
2023/70.74106.7796.733.5627.651.580.64一、去年基期較低。 二、5G天線及衛星通訊產品客戶端需求增加持續下單。
2023/60.36-24.83-8.522.8216.811.210.83-
2023/50.4828.6723.792.4621.761.440.7-
2023/40.37-37.0-1.591.9821.271.40.72-
2023/30.5935.4417.071.6128.181.610.43-
2023/20.44-24.5940.181.0235.681.60.43-
2023/10.58-1.4132.480.5832.481.510.46-
2022/120.5971.7563.364.95-26.531.420.65客戶積極拉貨備庫存
2022/110.34-30.03-2.84.36-31.61.20.76-
2022/100.4930.39-6.934.02-33.281.230.75-
2022/90.372.88-33.583.53-35.791.120.73-
2022/80.36-3.82-36.173.15-36.051.140.71-
2022/70.38-3.86-41.892.79-36.031.160.7-
2022/60.391.72-25.262.41-35.01.160.72-
2022/50.392.28-16.862.02-36.611.270.66-
2022/40.38-25.05-49.361.63-39.991.190.7-
2022/30.562.18-32.071.25-36.441.250.74-
2022/20.31-28.73-28.660.75-39.091.110.84-
2022/10.4421.56-44.830.44-44.831.150.81-
2021/120.362.18-43.796.73-1.171.240.78-
2021/110.35-33.0-45.136.373.241.440.67-
2021/100.52-6.93-22.596.028.841.660.58-
2021/90.56-1.12-22.795.513.231.790.53-
2021/80.57-12.449.144.9319.611.750.54-
2021/70.6523.6537.054.3621.131.640.57-
2021/60.5313.16-1.763.7118.711.740.67-
2021/50.47-37.69-23.463.1822.951.960.59-
2021/40.750.5249.922.7237.211.930.6-
2021/30.7470.3332.351.9732.941.970.52-
2021/20.44-44.88-8.11.2333.31.870.55-
2021/10.7923.8677.320.7977.322.070.5客戶積極備庫存以致元月份營收比去年增加
2020/120.64-0.255.396.81-12.531.960.53-
2020/110.64-5.4711.816.17-14.042.050.5-
2020/100.68-7.1819.45.53-16.281.930.53-
2020/90.7339.7731.594.85-19.641.730.49-
2020/80.529.93-19.564.12-24.821.530.55-
2020/70.48-11.36-19.623.6-25.531.620.52-
2020/60.54-11.836.723.13-26.351.640.47-
2020/50.6122.06-16.622.59-30.791.670.46-
2020/40.5-11.25-36.211.98-34.221.530.5-
2020/30.5618.26-25.471.48-33.531.480.66-
2020/20.476.33-29.950.92-37.641.530.64-
2020/10.45-26.38-44.150.45-44.151.630.6-
2019/120.615.82-36.447.79-27.730.0N/A-
2019/110.570.94-42.927.18-26.880.0N/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
2024/11.482023/10.582022/10.442021/10.792020/10.45
2024/21.732023/20.442022/20.312021/20.442020/20.47
2024/32.262023/30.592022/30.52021/30.742020/30.56
2024/41.92023/40.372022/40.382021/40.752020/40.5
2024/51.922023/50.482022/50.392021/50.472020/50.61
2024/62.342023/60.362022/60.392021/60.532020/60.54
2024/73.712023/70.742022/70.382021/70.652020/70.48
2024/84.192023/80.712022/80.362021/80.572020/80.52
2024/92.862023/90.612022/90.372021/90.562020/90.73
2024/101.852023/100.632022/100.492021/100.522020/100.68
N/AN/A2023/110.252022/110.342021/110.352020/110.64
N/AN/A2023/121.432022/120.592021/120.362020/120.64
  • 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
合約負債 QoQ YoY

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