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)
2024/101.77-2.330.8321.6917.565.79N/A-
2024/91.81-17.590.4819.9219.326.570.91-
2024/82.2-13.798.0418.121.67.450.8-
2024/72.55-5.4725.4515.923.757.910.75-
2024/62.71.6633.9913.3523.437.910.74-
2024/52.664.0725.2310.6520.997.530.78-
2024/42.559.8420.477.9919.636.380.92-
2024/32.3254.610.415.4419.245.441.09-
2024/21.5-6.6215.333.1126.774.681.27-
2024/11.612.5739.671.6139.674.831.23-
2023/121.57-5.138.6821.67-31.624.981.23-
2023/111.65-5.813.3420.1-33.545.221.18-
2023/101.76-2.67-5.018.45-35.65.61.1-
2023/91.8-11.4-15.2716.69-37.715.881.09-
2023/82.040.09-11.9414.89-39.656.091.05-
2023/72.030.95-17.1112.85-42.526.171.04-
2023/62.02-4.98-32.9510.81-45.666.261.14-
2023/52.120.11-39.448.8-47.916.351.13-
2023/42.120.67-42.426.68-50.125.531.3全球景氣下滑,終端需求不振致營收減少。
2023/32.161.5-42.594.56-53.044.561.84全球景氣下滑,終端需求不振致營收減少。
2023/21.313.07-58.912.46-59.373.92.16全球景氣下滑,終端需求不振致營收減少。
2023/11.15-20.18-59.881.15-59.884.22.0全球景氣下滑,終端需求不振致營收減少。
2022/121.44-9.79-46.631.69-11.494.891.91-
2022/111.6-13.44-42.9530.25-8.625.581.67-
2022/101.85-13.16-46.6128.65-5.446.291.48-
2022/92.13-7.92-38.2626.8-0.126.91.37-
2022/82.31-5.78-30.9524.675.57.781.22-
2022/72.46-18.33-25.7222.3611.598.971.05-
2022/63.01-14.18-7.6219.918.9710.190.77-
2022/53.5-4.839.2416.925.3910.850.72-
2022/43.680.422.0113.3930.4410.520.74-
2022/33.6715.5929.239.7133.959.710.78-
2022/23.1710.4258.046.0436.988.750.87受惠於全球半導體晶片荒持續發酵,主要產品線營收均較去年同期增長。
2022/12.876.219.42.8719.48.380.9-
2021/122.7-3.613.6435.8123.498.970.78-
2021/112.81-19.05.5233.125.459.720.72-
2021/103.460.414.6630.327.6810.270.68-
2021/93.452.9714.7826.8329.5910.110.6-
2021/83.351.3518.8623.3832.19.910.61-
2021/73.311.5721.3620.0334.619.770.62-
2021/63.251.4824.0116.7337.589.480.5-
2021/53.216.2927.8313.4741.329.060.53-
2021/43.026.3430.810.2746.137.860.61-
2021/32.8441.3640.977.2553.637.250.59受惠於中國經濟復甦及耳溫槍、遠距視訊相關產品需求成長,加上去年第一季新冠肺炎爆發需求急凍,基期較低。
2021/22.01-16.5733.444.4163.047.020.61受惠於中國經濟復甦及耳溫槍、遠距視訊相關產品需求成長,加上去年2月新冠肺炎爆發需求急凍,基期較低。
2021/12.41-7.81100.072.41100.077.670.56受惠於中國經濟復甦及耳溫槍、視訊相關產品需求成長,加上去年1月為農曆春節,基期較低。
2020/122.61-1.8657.9729.010.068.290.44受惠於中國經濟復甦,加上因疫情而導致耳溫槍及遠距視訊相關產品需求強勁成長。
2020/112.66-11.9635.4926.396.868.690.42-
2020/103.020.4834.4423.734.388.840.41-
2020/93.016.6546.0320.711.098.550.48-
2020/82.823.4925.6117.7-3.938.170.51-
2020/72.723.77-3.6414.88-8.037.860.53-
2020/62.624.592.212.16-8.957.440.64-
2020/52.518.77-12.539.53-11.616.830.69-
2020/42.3114.61-12.217.03-11.275.820.81-
2020/32.0133.81-13.584.72-10.814.721.04-
2020/21.525.065.42.71-8.634.361.12-
2020/11.2-27.2-21.681.2-21.684.821.02-
2019/121.65-15.82-7.9226.34-7.390.0N/A-
2019/111.96-12.65-2.024.69-7.350.0N/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
2024/11.612023/11.152022/12.872021/12.412020/11.2
2024/21.52023/21.32022/23.172021/22.012020/21.5
2024/32.322023/32.12022/33.672021/32.842020/32.01
2024/42.552023/42.122022/43.682021/43.022020/42.31
2024/52.662023/52.122022/53.52021/53.212020/52.51
2024/62.72023/62.022022/63.012021/63.252020/62.62
2024/72.552023/72.032022/72.462021/73.312020/72.72
2024/82.22023/82.042022/82.312021/83.352020/82.82
2024/91.812023/91.82022/92.132021/93.452020/93.01
2024/101.772023/101.762022/101.852021/103.462020/103.02
N/AN/A2023/111.652022/111.62021/112.812020/112.66
N/AN/A2023/121.572022/121.442021/122.72020/122.61
  • 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
合約負債 QoQ YoY

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