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)
2024/90.75-31.34-23.028.242.632.98N/A-
2024/81.1-3.2111.017.496.193.14N/A-
2024/71.1324.1454.526.395.43.11N/A走出去年的低潮,訂單陸續回溫
2024/60.91-14.685.735.26-1.342.90.59-
2024/51.0716.9541.264.35-2.712.840.6-
2024/40.917.05-0.13.28-11.682.440.7-
2024/30.8527.8-25.862.36-15.482.360.67-
2024/20.67-20.4-24.931.51-8.192.410.66-
2024/10.84-6.7611.60.8411.62.670.59-
2023/120.9-3.149.6610.9-20.992.870.4-
2023/110.93-10.81-17.2810.0-22.932.950.39-
2023/101.046.61-14.739.07-23.463.010.38-
2023/90.98-0.98-7.08.03-24.472.70.52-
2023/80.9934.72-24.637.05-26.382.580.54-
2023/70.73-15.05-48.216.06-26.662.350.59-
2023/60.8613.98-37.445.33-22.212.540.47-
2023/50.76-17.28-54.764.47-18.372.820.42因景氣不佳,客戶延緩下單所致
2023/40.92-20.55-20.233.71-2.342.960.41-
2023/31.1529.414.772.795.42.790.5-
2023/20.8918.3334.181.64-0.32.460.57-
2023/10.75-8.38-23.550.75-23.552.70.52-
2022/120.82-26.93-20.2913.8-17.033.170.39-
2022/111.12-8.07-5.9312.98-16.823.40.36-
2022/101.2216.27-12.7211.85-17.723.580.34-
2022/91.05-19.75-34.1310.63-18.263.780.53-
2022/81.31-7.43-22.329.58-16.044.110.48-
2022/71.422.61-11.618.27-14.944.470.45-
2022/61.38-17.56-7.856.85-15.64.20.6-
2022/51.6745.8417.695.47-17.363.820.65-
2022/41.1514.31-14.393.8-26.942.810.89-
2022/31.051.29-38.212.65-31.32.650.94-
2022/20.66-32.58-41.11.65-26.282.680.93-
2022/10.98-4.46-11.220.98-11.223.210.77-
2021/121.03-13.78-20.6716.6356.533.630.59由於去年度受疫情影響嚴重影響營收,基期較低,今年度受惠電子業復甦,訂單暢旺,業務穩定向上,故營收比去年同期大幅成長
2021/111.19-14.71.9515.667.284.190.51由於去年度受疫情影響嚴重影響營收,基期較低,今年度受惠電子業復甦,訂單暢旺,業務穩定向上,故營收比去年同期大幅成長
2021/101.4-12.2525.6914.4176.684.680.46由於去年度受疫情影響嚴重影響營收,基期較低,今年度受惠電子業復甦,訂單暢旺,業務穩定向上,故營收比去年同期大幅成長
2021/91.6-5.3551.8213.0184.754.890.65由於去年度受疫情影響嚴重影響營收,基期較低,今年度受惠電子業復甦,訂單暢旺,業務穩定向上,故營收比去年同期大幅成長
2021/81.695.32143.6911.4190.534.790.66由於去年度受疫情影響嚴重影響營收,基期較低,今年度受惠電子業復甦,訂單暢旺,業務穩定向上,故營收比去年同期大幅成長
2021/71.66.98201.199.7283.584.520.7由於去年度受疫情影響嚴重影響營收,基期較低,今年度受惠電子業復甦,訂單暢旺,業務穩定向上,故營收比去年同期大幅成長
2021/61.55.28253.718.1270.454.260.76由於去年度受疫情影響嚴重影響營收,基期較低,今年度受惠電子業復甦,訂單暢旺,業務穩定向上,故營收比去年同期大幅成長
2021/51.426.08238.726.6252.584.390.74去年度受肺炎疫情影響基期較低,今年度訂單暢旺營收持續成長。
2021/41.34-17.4955.535.232.654.090.79去年度受肺炎疫情影響基期較低,今年度訂單樂觀暢旺恢復疫情前水準
2021/31.6244.217.733.8626.23.860.61-
2021/21.131.6124.012.2433.173.530.66-
2021/11.11-14.6343.971.1143.973.580.65-
2020/121.310.838.9710.62-22.273.590.57-
2020/111.175.159.499.33-26.773.340.62-
2020/101.115.983.888.15-30.12.860.72-
2020/91.0551.92-10.937.04-33.542.280.69-
2020/80.6930.17-46.635.99-36.371.650.96-
2020/70.5325.64-59.275.3-34.741.371.15本公司本月營收減少,主要係因新冠狀肺炎疫情之影響,客戶出貨遞延所致。
2020/60.420.82-59.784.76-30.031.70.63本公司本月營收減少,主要係因新冠狀肺炎疫情之影響,客戶出貨遞延所致。
2020/50.42-51.28-58.634.34-24.592.660.4本公司本月營收減少,主要係因新冠狀肺炎疫情之影響,客戶出貨遞延所致。
2020/40.86-37.54-20.163.92-17.33.150.34-
2020/31.3851.897.263.06-16.463.060.64-
2020/20.9117.964.71.68-29.322.610.75-
2020/10.77-17.59-48.90.77-48.92.780.71-
2019/120.93-12.69-21.213.67-25.243.080.56-
2019/111.07-0.23-16.4612.74-25.520.0N/A-
2019/101.07-9.13-30.4711.66-26.260.0N/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
2024/10.842023/10.752022/10.982021/11.112020/10.77
2024/20.672023/20.892022/20.662021/21.132020/20.91
2024/30.852023/31.152022/31.02021/31.622020/31.38
2024/40.912023/40.922022/41.152021/41.342020/40.86
2024/51.072023/50.762022/51.672021/51.422020/50.42
2024/60.912023/60.862022/61.382021/61.52020/60.42
2024/71.132023/70.732022/71.422021/71.62020/70.53
2024/81.12023/80.992022/81.312021/81.692020/80.69
2024/90.752023/90.982022/91.052021/91.62020/91.05
N/AN/A2023/101.042022/101.222021/101.42020/101.11
N/AN/A2023/110.932022/111.122021/111.192020/111.17
N/AN/A2023/120.92022/120.822021/121.032020/121.3
  • 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: 1.13%
合約負債 QoQ YoY
24Q2 (20)0.08-20.0100.0
24Q1 (19)0.10.0100.0
23Q4 (18)0.1-28.57233.33
23Q3 (17)0.14250.00
23Q2 (16)0.04-20.00
23Q1 (15)0.0566.670
22Q4 (14)0.0300

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