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)
2024/110.5-29.29-20.346.62-18.321.84N/A-
2024/100.7111.135.166.12-18.151.97N/A-
2024/90.641.81-11.985.42-20.451.751.27-
2024/80.6228.31-23.054.78-21.461.731.28-
2024/70.49-21.04-36.514.15-21.211.721.29-
2024/60.620.73-20.733.67-18.61.871.27-
2024/50.61-5.05-31.353.05-18.161.91.25-
2024/40.640.51-22.152.44-14.011.811.31-
2024/30.6422.05-8.861.79-10.651.791.41-
2024/20.53-16.08-20.361.15-11.621.81.4-
2024/10.63-3.05-2.660.63-2.661.91.33-
2023/120.652.946.548.7522.611.951.49-
2023/110.63-6.65-0.498.1124.12.021.43-
2023/100.67-6.9843.187.4826.732.211.31-
2023/90.72-10.9816.256.8125.312.31.48-
2023/80.815.8580.126.0826.482.361.45因應客戶端需求出貨。
2023/70.77-1.449.835.2720.942.441.4-
2023/60.78-12.7639.334.5117.092.51.47-
2023/50.897.6612.953.7313.322.421.52-
2023/40.8317.68110.362.8413.432.191.68因應客戶端需求出貨。
2023/30.76.64-8.852.01-4.682.011.87-
2023/20.662.574.611.3-2.271.911.97-
2023/10.646.11-8.450.64-8.451.882.0-
2022/120.61-3.85-11.667.14-13.651.712.2-
2022/110.6334.3213.126.53-13.831.722.18-
2022/100.47-24.48-30.555.9-15.971.542.43-
2022/90.6237.92-14.25.43-14.421.582.28-
2022/80.45-11.94-45.094.81-14.451.522.37-
2022/70.51-8.31-35.64.36-9.211.861.94-
2022/60.56-29.27-24.063.85-3.971.741.57-
2022/50.79100.5121.713.290.531.961.4-
2022/40.39-49.0-48.122.5-4.71.81.52-
2022/30.7722.42.982.1112.972.110.93-
2022/20.63-10.2421.421.3319.72.020.97-
2022/10.72.3918.20.718.21.951.0-
2021/120.6923.1313.458.2729.891.920.92-
2021/110.56-17.5431.247.5831.621.960.9-
2021/100.68-6.715.737.0231.652.220.8-
2021/90.72-11.7412.696.3533.62.340.66-
2021/80.823.2815.35.6236.882.350.66-
2021/70.798.128.734.841.42.180.71-
2021/60.7413.3660.454.0144.222.140.79客戶端需求持續強勁,故公司六月份整體營收呈現成長。
2021/50.65-14.5451.733.2741.012.160.78客戶端需求持續強勁,故公司五月份整體營收呈現成長。
2021/40.761.2214.882.6238.592.030.83-
2021/30.7544.3233.291.8651.311.860.79客戶端需求持續強勁,故公司三月份整體營收呈現成長。
2021/20.52-12.6267.131.1166.461.720.85客戶端需求持續強勁,故公司二月份整體營收呈現成長。
2021/10.59-1.7265.870.5965.871.620.9客戶端需求強勁,且為了因應客戶春節期間產線所需而提前拉貨,故公司一月份整體營收呈現成長。
2020/120.6142.4429.096.3713.671.610.9-
2020/110.42-27.28-21.565.7612.261.650.88-
2020/100.58-9.1535.765.3416.261.940.75-
2020/90.64-9.6922.184.7514.241.970.69-
2020/80.7115.3132.724.1113.091.790.77-
2020/70.6234.7330.523.49.691.50.91-
2020/60.467.2-14.812.785.931.551.23-
2020/50.43-35.29-4.642.3211.281.651.15-
2020/40.6617.4550.471.8915.651.531.24本月全產品線出貨較去年同期成長。
2020/30.5680.9529.141.232.871.231.88-
2020/20.31-13.28-0.750.67-12.131.142.03-
2020/10.36-23.51-20.090.36-20.090.0N/A-
2019/120.47-13.4512.655.68.430.0N/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
2024/10.632023/10.642022/10.72021/10.592020/10.36
2024/20.532023/20.662022/20.632021/20.522020/20.31
2024/30.642023/30.72022/30.772021/30.752020/30.56
2024/40.642023/40.832022/40.392021/40.762020/40.66
2024/50.612023/50.892022/50.792021/50.652020/50.43
2024/60.622023/60.782022/60.562021/60.742020/60.46
2024/70.492023/70.772022/70.512021/70.792020/70.62
2024/80.622023/80.812022/80.452021/80.822020/80.71
2024/90.642023/90.722022/90.622021/90.722020/90.64
2024/100.712023/100.672022/100.472021/100.682020/100.58
2024/110.52023/110.632022/110.632021/110.562020/110.42
N/AN/A2023/120.652022/120.612021/120.692020/120.61
  • 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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