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)
2024/100.48-17.75-22.726.07-30.941.59N/A-
2024/90.588.33-27.515.59-31.561.740.89-
2024/80.54-14.17-33.05.01-32.01.810.85-
2024/70.62-4.59-28.744.47-31.881.840.84-
2024/60.6515.72-27.953.85-32.361.940.86-
2024/50.57-21.48-45.113.2-33.22.040.82-
2024/40.72-5.04-17.932.63-29.932.00.83-
2024/30.7645.11-24.071.91-33.591.910.99-
2024/20.52-17.14-46.771.15-38.651.891.01-
2024/10.63-14.0-29.780.63-29.781.940.98-
2023/120.7326.29-24.8810.1-23.311.930.96-
2023/110.58-5.98-50.69.37-23.192.00.93主要客戶庫存過高執行去庫存化,歐洲製造業景氣仍然低迷致銷售額較去年同期大幅減少
2023/100.62-22.84-48.48.79-20.262.220.83-
2023/90.80.12-38.888.17-16.832.480.89-
2023/80.8-8.71-25.067.37-13.442.580.85-
2023/70.88-3.54-15.366.57-11.782.810.78-
2023/60.91-11.84-26.255.69-11.22.810.84-
2023/51.0317.4-3.474.78-7.632.910.81-
2023/40.88-12.15-10.283.75-8.72.860.83-
2023/31.01.72-22.582.88-8.212.880.89-
2023/20.989.332.751.881.812.860.89-
2023/10.9-8.0-18.850.9-18.853.050.84-
2022/120.98-16.95-16.9613.177.633.350.8-
2022/111.18-1.79-4.1812.1910.253.680.73-
2022/101.2-8.5926.9211.0212.053.570.75-
2022/91.3122.7512.849.8210.473.410.82-
2022/81.073.117.438.5110.113.330.84-
2022/71.03-15.95-2.187.459.143.330.84-
2022/61.2315.3833.976.4111.223.280.91-
2022/51.079.13-2.025.186.93.330.9-
2022/40.98-24.19-8.584.119.493.010.99-
2022/31.2974.4344.523.1416.693.141.05-
2022/20.74-33.1822.451.852.853.021.09-
2022/11.11-5.86-7.081.11-7.083.510.94-
2021/121.18-4.1617.7412.2426.863.350.94-
2021/111.2330.0810.2911.0627.923.330.95-
2021/100.94-18.73-3.919.8330.523.011.05-
2021/91.1627.75-0.848.8935.683.131.0-
2021/80.91-14.12-6.977.7343.622.881.09-
2021/71.0615.1164.236.8254.843.071.02於1090727收購量質能科技(股)公司,故本月合併營收較去年度同期增加
2021/60.92-15.6135.915.7653.233.081.08於1090727收購量質能科技(股)公司,故本月合併營收較去年度同期增加
2021/51.091.8149.154.8557.023.051.09於1090727收購量質能科技(股)公司,故本月合併營收較去年度同期增加
2021/41.0719.8341.193.7659.462.571.29於1090727收購量質能科技(股)公司,故本月合併營收較去年度同期增加
2021/30.8947.843.392.6968.122.691.0於1090727收購量質能科技(股)公司,故本月合併營收較去年度同期增加
2021/20.6-49.392.921.7983.882.790.96於1090727收購量質能科技(股)公司,故本月合併營收較去年度同期增加
2021/11.1919.2779.611.1979.613.30.81於1090727收購量質能科技(股)公司,故本月合併營收較去年度同期增加
2020/121.0-10.2220.499.64-2.613.090.8-
2020/111.1113.3220.078.65-4.723.260.76-
2020/100.98-16.1320.427.53-7.543.130.79-
2020/91.1719.8575.326.55-10.652.790.66於1090727收購量質能科技(股),故本月合併營收較去年度同期增加
2020/80.9851.6125.285.38-19.262.30.81-
2020/70.64-4.74-16.34.41-25.162.050.9-
2020/60.68-7.39-6.833.76-26.562.160.65-
2020/50.73-3.61-17.453.09-29.812.110.66-
2020/40.7621.7-8.942.36-32.921.690.83-
2020/30.6298.85-35.911.6-40.371.60.85-
2020/20.31-52.8-49.550.98-42.91.80.75-
2020/10.66-19.98-39.110.66-39.112.420.56-
2019/120.83-10.54-2.969.9-3.50.0N/A-
2019/110.9313.65-4.699.07-3.540.0N/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
2024/10.632023/10.92022/11.112021/11.192020/10.66
2024/20.522023/20.982022/20.742021/20.62020/20.31
2024/30.762023/31.02022/31.292021/30.892020/30.62
2024/40.722023/40.882022/40.982021/41.072020/40.76
2024/50.572023/51.032022/51.072021/51.092020/50.73
2024/60.652023/60.912022/61.232021/60.922020/60.68
2024/70.622023/70.882022/71.032021/71.062020/70.64
2024/80.542023/80.82022/81.072021/80.912020/80.98
2024/90.582023/90.82022/91.312021/91.162020/91.17
2024/100.482023/100.622022/101.22021/100.942020/100.98
N/AN/A2023/110.582022/111.182021/111.232020/111.11
N/AN/A2023/120.732022/120.982021/121.182020/121.0
  • 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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