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)
2024/110.11-3.861.211.112.540.31N/A-
2024/100.1126.0918.361.02.690.3N/A-
2024/90.09-10.7-3.890.880.970.2815.59-
2024/80.17.41-13.440.791.550.3114.24-
2024/70.09-19.8-14.060.694.170.3114.43-
2024/60.1221.14-5.20.67.750.339.75-
2024/50.1-14.51-10.140.4811.430.3110.3-
2024/40.1113.4131.590.3918.520.2811.2-
2024/30.138.7613.210.2713.870.2711.61-
2024/20.07-30.33-6.780.1714.240.2811.23-
2024/10.1-5.2635.560.135.560.329.97-
2023/120.110.9118.481.19-25.690.319.97-
2023/110.1112.4225.191.08-28.370.310.48-
2023/100.12.38-17.280.97-31.610.3110.18-
2023/90.09-19.572.970.88-32.890.328.88-
2023/80.126.659.850.78-35.570.358.12-
2023/70.11-11.5311.940.67-39.910.348.33-
2023/60.1214.827.590.56-44.90.328.57-
2023/50.1125.2-42.710.43-51.610.289.65去年上半年因晶圓不足造成市場搶購,但下半年市場需求開始降低,延續至今。預計第二季銷售有慢慢回升的趨勢。
2023/40.09-2.42-57.570.33-53.960.2510.82市場持續低迷,銷售量維持第一季狀況。
2023/30.0914.24-56.40.24-52.520.2410.97去年上半年缺貨高峰, 因此出貨量和銷貨金額大增。今年Q1市場持續低迷, 銷售持續處於低點。
2023/20.081.31-50.60.15-49.970.2410.8去年上半年因晶圓不足造成市場搶購,但下半年市場需求開始降低,延續至今。
2023/10.08-17.2-49.310.08-49.310.2510.41-
2022/120.096.63-36.931.611.360.298.66-
2022/110.09-25.73-37.551.5116.810.298.68-
2022/100.1227.46-11.911.4223.30.318.13-
2022/90.09-14.2-31.311.327.840.298.37-
2022/80.118.67-11.241.2136.640.327.74-
2022/70.1-14.96-12.661.1144.060.46.16-
2022/60.11-38.87-7.331.0153.680.54.35訂單增加
2022/50.19-7.2862.140.967.80.593.71訂單增加
2022/40.20.2867.890.7169.360.563.92訂單增加
2022/30.229.4256.730.5169.950.511.4訂單增加
2022/20.163.97114.560.3179.960.451.58訂單增加
2022/10.153.0154.120.1554.120.431.64訂單增加
2021/120.155.57-17.381.440.570.411.11-
2021/110.144.774.211.293.090.41.15-
2021/100.13-0.68.791.152.960.381.2-
2021/90.1310.8631.761.022.260.361.05-
2021/80.126.9442.80.89-1.030.351.07-
2021/70.11-9.7725.610.77-5.530.351.08-
2021/60.126.95-16.350.66-9.340.360.86-
2021/50.12-3.98-12.650.53-7.550.360.85-
2021/40.12-6.38-12.080.42-6.030.320.96-
2021/30.1377.18-15.010.3-3.350.30.94-
2021/20.07-25.31-18.960.177.860.350.81-
2021/10.1-44.7843.290.143.290.410.69-
2020/120.1833.1831.351.435.190.430.54-
2020/110.139.37-9.711.252.320.350.65-
2020/100.1220.38-2.81.123.960.30.76-
2020/90.120.14-14.971.04.840.271.1-
2020/80.08-5.92-23.470.97.640.320.94-
2020/70.09-39.92-1.340.8112.330.370.81-
2020/60.1511.6827.810.7314.270.420.7-
2020/50.13-3.3619.250.5811.250.420.69-
2020/40.14-9.56.910.459.080.380.77-
2020/30.1568.9437.820.3110.070.310.81-
2020/20.0932.0618.940.16-7.770.290.86-
2020/10.07-49.38-28.880.07-28.880.0N/A-
2019/120.13-8.4549.371.36-1.450.0N/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
2024/10.12023/10.082022/10.152021/10.12020/10.07
2024/20.072023/20.082022/20.162021/20.072020/20.09
2024/30.12023/30.092022/30.22021/30.132020/30.15
2024/40.112023/40.092022/40.22021/40.122020/40.14
2024/50.12023/50.112022/50.192021/50.122020/50.13
2024/60.122023/60.122022/60.112021/60.122020/60.15
2024/70.092023/70.112022/70.12021/70.112020/70.09
2024/80.12023/80.122022/80.112021/80.122020/80.08
2024/90.092023/90.092022/90.092021/90.132020/90.1
2024/100.112023/100.12022/100.122021/100.132020/100.12
2024/110.112023/110.112022/110.092021/110.142020/110.13
N/AN/A2023/120.112022/120.092021/120.152020/120.18
  • 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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