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)
2024/102.5321.7132.4219.37-0.666.69N/A-
2024/92.08-0.470.3916.88-4.096.210.77-
2024/82.091.58-5.8114.81-4.645.690.84-
2024/72.0532.65-4.5512.73-4.425.080.94-
2024/61.554.27-16.8610.68-4.394.690.88-
2024/51.48-10.26-21.379.13-1.885.010.82-
2024/41.65-11.56-8.857.653.075.680.72-
2024/31.87-13.14-4.165.996.925.990.75-
2024/22.159.2616.314.1212.175.390.83-
2024/11.9755.487.961.977.964.90.91-
2023/121.27-23.69-20.0622.4326.044.840.96-
2023/111.66-12.92-10.6421.1630.545.640.83-
2023/101.91-7.7211.8119.535.796.190.75-
2023/92.07-6.6326.517.639.046.430.67-
2023/82.212.9434.6915.5340.96.230.69-
2023/72.1515.5336.8913.3242.095.90.73-
2023/61.86-1.3828.7711.1742.745.560.95-
2023/51.894.0256.319.3145.915.650.93航太訂單及通訊類訂單成長所致
2023/41.81-7.0238.47.4243.495.620.94-
2023/31.955.4242.985.6145.225.630.78-
2023/21.851.4246.063.6847.295.260.83-
2023/11.8215.1148.511.8248.515.270.83-
2022/121.59-14.7139.5517.831.45.150.75-
2022/111.868.9659.5716.2130.735.20.75因通訊產業及航太產業大幅回溫致營收增加
2022/101.714.449.6214.3627.864.980.78-
2022/91.63-0.5842.4212.6525.464.850.85-
2022/81.644.6280.1511.0223.364.660.89通訊類及航太類訂單回溫, 以及專案性模具訂單導致營收增加
2022/71.578.6836.519.3716.714.220.98-
2022/61.4519.731.297.8313.813.961.04-
2022/51.21-7.8813.346.3810.453.881.06-
2022/41.31-3.9420.815.179.753.941.04-
2022/31.367.697.683.866.373.860.84-
2022/21.273.129.642.55.783.630.89-
2022/11.238.172.071.232.073.530.92-
2021/121.14-2.472.0613.547.013.440.86-
2021/111.162.172.1112.47.433.450.85-
2021/101.14-0.62-6.8711.237.983.20.92-
2021/91.1525.7521.9410.099.953.210.93-
2021/80.91-20.7121.398.938.493.160.95-
2021/71.154.5226.588.037.323.320.9-
2021/61.13.3418.226.884.563.251.01-
2021/51.07-1.81-0.185.772.333.420.96-
2021/41.09-14.38-9.824.712.933.510.93-
2021/31.279.6411.163.637.693.630.77-
2021/21.16-3.995.592.365.913.470.8-
2021/11.28.166.211.26.213.460.8-
2020/121.11-2.4310.0512.65-12.323.480.85-
2020/111.14-6.81-7.6911.54-13.993.310.89-
2020/101.2230.12-2.0810.4-14.642.921.01-
2020/90.9425.17-24.539.17-16.122.61.1-
2020/80.75-17.32-39.898.23-15.022.591.11-
2020/70.91-2.37-31.997.48-11.322.910.99-
2020/60.93-12.74-29.46.58-7.453.20.84-
2020/51.07-11.29-5.675.64-2.523.410.79-
2020/41.25.547.434.58-1.723.440.78-
2020/31.144.151.583.37-4.763.370.73-
2020/21.09-3.43-9.182.23-7.793.240.76-
2020/11.1312.07-6.371.13-6.373.380.73-
2019/121.01-18.1615.6314.4318.360.0N/A-
2019/111.24-1.1528.1613.4218.570.0N/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
2024/11.972023/11.822022/11.232021/11.22020/11.13
2024/22.152023/21.852022/21.272021/21.162020/21.09
2024/31.872023/31.952022/31.362021/31.272020/31.14
2024/41.652023/41.812022/41.312021/41.092020/41.2
2024/51.482023/51.892022/51.212021/51.072020/51.07
2024/61.552023/61.862022/61.452021/61.12020/60.93
2024/72.052023/72.152022/71.572021/71.152020/70.91
2024/82.092023/82.212022/81.642021/80.912020/80.75
2024/92.082023/92.072022/91.632021/91.152020/90.94
2024/102.532023/101.912022/101.712021/101.142020/101.22
N/AN/A2023/111.662022/111.862021/111.162020/111.14
N/AN/A2023/121.272022/121.592021/121.142020/121.11
  • 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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