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)
2024/110.317.01-19.192.93-11.860.86N/A-
2024/100.2913.05-44.932.62-10.90.75N/A-
2024/90.2625.99-14.542.33-3.440.751.2-
2024/80.2-29.62-40.152.07-1.860.741.22-
2024/70.2919.37-20.381.875.530.861.04-
2024/60.24-26.441.161.5812.260.781.27-
2024/50.3360.527.281.3314.560.831.19-
2024/40.21-30.457.01.010.90.681.46-
2024/30.370.4122.320.811.950.81.45-
2024/20.17-46.65-26.360.56.590.81.43-
2024/10.337.040.040.3340.041.021.13-
2023/120.3-20.98-13.83.63-41.861.220.99-
2023/110.39-27.07-13.663.32-43.541.210.99被動產品市場及雲端產品市場均需求低迷等影響所致
2023/100.5375.4424.852.94-45.991.171.03-
2023/90.3-11.76-30.652.41-51.961.011.17被動產品市場及雲端產品市場均需求低迷等影響所致
2023/80.34-6.38-35.22.11-53.980.951.25被動產品市場及雲端產品市場均需求低迷等影響所致
2023/70.3651.68-28.681.77-56.420.861.36被動產品市場及雲端產品市場均需求低迷等影響所致
2023/60.24-7.44-58.451.4-60.420.691.69被動產品市場及雲端產品市場均需求低迷等影響所致
2023/50.2634.92-59.931.16-60.80.691.69被動產品市場及雲端產品市場均需求低迷等影響所致
2023/40.19-20.49-64.790.9-61.050.671.74被動產品市場及雲端產品市場均需求低迷等影響所致
2023/30.242.57-61.370.71-59.90.711.67被動產品市場及雲端產品市場均需求低迷等影響所致
2023/20.241.46-58.140.47-59.090.821.45被動產品市場及雲端產品市場均需求低迷等影響所致
2023/10.23-34.14-60.010.23-60.011.031.15被動產品市場及雲端產品市場均需求低迷等影響所致
2022/120.35-20.85-33.846.2420.261.220.9-
2022/110.455.47-12.245.8926.471.30.84-
2022/100.42-2.564.145.4431.221.380.79-
2022/90.43-17.5414.55.0234.171.470.78-
2022/80.533.0348.954.5836.381.620.71-
2022/70.51-11.6341.384.0634.911.740.66-
2022/60.58-10.7452.733.5534.021.770.58業績成長
2022/50.6518.5640.92.9730.891.820.57-
2022/40.55-12.785.872.3228.351.740.59-
2022/30.6311.1611.611.7737.341.770.57-
2022/20.56-3.08115.741.1557.171.680.6業績成長
2022/10.588.9624.430.5824.431.620.62-
2021/120.534.9824.95.19-27.01.450.8-
2021/110.5125.16-12.734.65-30.321.290.9-
2021/100.417.13-24.814.15-32.01.141.02-
2021/90.387.25-25.533.74-32.71.091.32-
2021/80.35-2.2-48.263.36-33.431.091.32-
2021/70.36-4.54-54.763.01-31.11.21.2全球5G佈建速度受新冠肺炎疫情影響放緩,且中國5G供應鏈持續受美中貿易戰影響,使整體市場需求遞延所致。
2021/60.38-17.66-46.582.65-25.81.351.12-
2021/50.46-10.9-26.742.27-20.641.540.99-
2021/40.52-8.05-10.651.81-18.921.341.14-
2021/30.56114.87-12.91.29-21.821.291.08-
2021/20.26-44.1-48.460.73-27.541.161.21-
2021/10.479.37-6.270.47-6.271.480.95-
2020/120.43-26.65-29.867.1115.191.550.84-
2020/110.587.83-11.046.6820.131.630.8-
2020/100.546.11-7.146.124.291.730.75-
2020/90.51-25.480.975.5628.521.990.58-
2020/80.68-14.4820.585.0532.162.190.53-
2020/70.812.7132.094.3634.182.140.54-
2020/60.7112.9336.543.5734.661.910.57-
2020/50.638.6432.932.8634.21.850.59-
2020/40.58-10.3650.192.2334.561.730.63業績成長
2020/30.6427.1426.571.6529.831.650.77-
2020/20.511.6563.111.0132.011.620.79108年2月逢農曆春節基期較低
2020/10.5-18.1410.580.510.580.0N/A-
2019/120.61-6.9756.936.1734.160.0N/A業績成長。
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
2024/10.332023/10.232022/10.582021/10.472020/10.5
2024/20.172023/20.242022/20.562021/20.262020/20.51
2024/30.32023/30.242022/30.632021/30.562020/30.64
2024/40.212023/40.192022/40.552021/40.522020/40.58
2024/50.332023/50.262022/50.652021/50.462020/50.63
2024/60.242023/60.242022/60.582021/60.382020/60.71
2024/70.292023/70.362022/70.512021/70.362020/70.8
2024/80.22023/80.342022/80.532021/80.352020/80.68
2024/90.262023/90.32022/90.432021/90.382020/90.51
2024/100.292023/100.532022/100.422021/100.412020/100.54
2024/110.312023/110.392022/110.452021/110.512020/110.58
N/AN/A2023/120.32022/120.352021/120.532020/120.43
  • 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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