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)
2024/100.78-7.744.197.01-20.22.5N/A-
2024/90.85-2.32-5.956.22-22.492.460.45-
2024/80.8716.76-6.285.38-24.582.250.5-
2024/70.7417.23-13.934.51-27.322.090.53-
2024/60.63-11.19-39.593.76-29.492.00.51-
2024/50.7110.39-22.983.13-27.012.020.5-
2024/40.65-1.01-22.712.41-28.131.710.59-
2024/30.6558.85-29.891.76-29.931.760.55-
2024/20.41-41.0-52.231.11-29.951.740.56適逢農曆春節假期及客戶需求放緩
2024/10.710.84-3.370.7-3.372.090.46-
2023/120.63-17.76-32.6510.18-3.922.150.46-
2023/110.771.88-20.559.55-1.142.420.4-
2023/100.75-16.73-16.928.781.02.580.38-
2023/90.9-2.66-15.578.033.092.70.43-
2023/80.937.230.77.136.062.840.41-
2023/70.86-17.71-3.046.26.912.840.41-
2023/61.0513.2351.275.348.722.820.48主係因客戶需求增加及代理產品線有新開發訂單所致
2023/50.9310.789.524.281.72.70.5-
2023/40.84-10.215.063.36-0.262.630.51-
2023/30.938.232.02.52-1.912.520.64-
2023/20.8619.3413.511.58-4.092.520.64-
2023/10.72-22.74-19.070.72-19.072.620.61-
2022/120.94-2.99-13.210.590.02.80.53-
2022/110.966.5415.689.661.52.940.5-
2022/100.9-15.3821.798.690.142.90.51-
2022/91.0716.137.077.79-1.882.880.53-
2022/80.923.24-0.886.72-6.122.510.61-
2022/70.8928.38-5.735.8-6.92.430.62-
2022/60.69-18.02-17.374.91-7.112.340.74-
2022/50.856.27-7.44.21-5.172.560.68-
2022/40.8-12.82-17.063.36-4.592.470.7-
2022/30.9120.4417.212.570.072.570.75-
2022/20.76-14.9117.491.65-7.412.730.7-
2022/10.89-17.13-21.560.89-21.562.80.68-
2021/121.0829.2926.0910.5925.112.650.68-
2021/110.8312.17-12.719.5225.02.360.76-
2021/100.74-4.777.578.6830.412.450.73-
2021/90.78-16.0510.047.9433.052.660.54-
2021/80.93-1.7940.147.1636.152.720.53-
2021/70.9512.5331.716.2335.582.70.53-
2021/60.84-8.1313.235.2836.292.720.42-
2021/50.92-4.8128.364.4441.762.660.43-
2021/40.9623.2119.733.5345.72.390.48-
2021/30.7820.7316.542.5758.62.570.47市場需求大幅增加所致
2021/20.65-43.273.641.7888.322.640.46市場需求大幅增加所致
2021/11.1433.2197.821.1497.822.950.41營收較去年同期增加,主係因客戶需求增加及農曆年前提前備貨所致。
2020/120.85-10.4914.98.4710.662.50.54-
2020/110.9538.2427.027.6110.22.350.58-
2020/100.69-2.588.056.668.152.060.66-
2020/90.716.9-3.915.978.162.090.65-
2020/80.66-7.7-4.665.2610.032.120.64-
2020/70.72-3.254.584.5912.532.170.62-
2020/60.744.1420.293.8814.142.260.49-
2020/50.71-11.2112.523.1312.772.190.51-
2020/40.819.9236.672.4212.841.850.6-
2020/30.6779.8924.91.623.851.620.65-
2020/20.37-35.29-8.660.95-7.191.690.62-
2020/10.58-22.62-6.210.58-6.212.070.51-
2019/120.74-1.0526.497.65-7.510.0N/A-
2019/110.7517.5933.546.91-10.110.0N/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
2024/10.72023/10.722022/10.892021/11.142020/10.58
2024/20.412023/20.862022/20.762021/20.652020/20.37
2024/30.652023/30.932022/30.912021/30.782020/30.67
2024/40.652023/40.842022/40.82021/40.962020/40.8
2024/50.712023/50.932022/50.852021/50.922020/50.71
2024/60.632023/61.052022/60.692021/60.842020/60.74
2024/70.742023/70.862022/70.892021/70.952020/70.72
2024/80.872023/80.932022/80.922021/80.932020/80.66
2024/90.852023/90.92022/91.072021/90.782020/90.71
2024/100.782023/100.752022/100.92021/100.742020/100.69
N/AN/A2023/110.772022/110.962021/110.832020/110.95
N/AN/A2023/120.632022/120.942021/121.082020/120.85
  • 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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