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)
2024/100.1461.9133.740.9910.670.33N/A主係合併子公司營收所致。
2024/90.09-11.4521.940.851.660.331.97-
2024/80.1-26.96-3.620.76-0.260.322.0-
2024/70.1464.4135.490.660.260.32.13-
2024/60.083.39-17.670.53-6.090.281.74-
2024/50.08-31.7712.890.44-3.540.321.52-
2024/40.12-4.225.740.36-6.560.291.68-
2024/30.12146.08-3.20.24-16.890.242.5-
2024/20.05-29.15-45.620.12-27.380.193.28-
2024/10.078.57-4.740.07-4.740.262.38-
2023/120.07-46.03-18.981.08-36.320.252.92-
2023/110.1296.750.731.02-37.180.252.83主係被動產品需求增加所致。
2023/100.06-15.53-4.440.9-41.740.243.03-
2023/90.07-30.02-16.060.84-43.360.283.03-
2023/80.12.682.450.76-45.050.312.75-
2023/70.1-0.09-27.650.66-48.780.273.07-
2023/60.141.77-51.960.56-51.340.273.34主係美國5G基礎建設需求未能如期展開,被動產品市場及雲端產品市場均需求低迷等影響所致。
2023/50.07-24.0-58.850.46-51.210.293.04主係美國5G基礎建設需求未能如期展開,被動產品市場及雲端產品市場均需求低迷等影響所致。
2023/40.09-26.26-57.030.39-49.480.312.84主係美國5G基礎建設需求未能如期展開,被動產品市場萎縮及雲端產品市場價格競爭等影響所致。
2023/30.1338.25-46.480.29-46.480.293.0-
2023/20.0924.09-43.210.17-46.470.253.57-
2023/10.07-7.64-50.040.07-50.040.233.75主係1月因為農曆年工作天數減少,且今年年假較長,受傳統淡季影響,致營收下滑。
2022/120.080.4-65.341.7-16.090.223.52主係被動產品市場萎縮及受雲端產品市場價格競爭影響,致本月份營收較去年同月份下滑。
2022/110.0824.69-56.211.62-9.740.233.43主係5G訂單已在上次一季度完成,需視終端客戶規劃美國5G佈建進度,才能再次取得新訂單,且被動產品市場萎縮,致本月份營收下滑。
2022/100.06-25.8-60.011.54-4.480.253.14主係受美中貿易戰影響,致被動產品市場萎縮,價格競爭更加劇烈。
2022/90.09-14.58-43.731.481.640.332.6-
2022/80.1-27.49-34.811.397.010.451.88-
2022/70.14-33.663.491.2912.680.521.62-
2022/60.2121.448.81.1513.910.61.13-
2022/50.17-20.6410.230.9415.120.631.08-
2022/40.22-8.1628.820.7716.280.621.1-
2022/30.2446.755.830.5511.950.551.4主係受惠美國5G基礎建設需求增加所致。
2022/20.169.1832.840.31-7.90.541.42-
2022/10.15-35.93-31.010.15-31.010.561.37-
2021/120.2326.84-18.42.03-39.380.571.46-
2021/110.1813.85-23.251.8-41.320.51.69-
2021/100.164.41-39.431.61-42.840.471.79-
2021/90.15-1.05-52.961.45-43.20.441.89主係受新冠肺炎疫情及中美貿易戰雙重衝擊影響,市場需求遞延,客戶拉貨力道減弱,致訂單需求減少。
2021/80.1615.12-57.041.3-41.770.481.74主係受新冠肺炎疫情及中美貿易戰雙重衝擊影響,市場需求遞延,致本月份營收較去年同月份減少。
2021/70.13-30.25-61.741.14-38.820.491.73主要受中美貿易戰影響,中國5G受限需重新設計規格,致本月份較去年同月份訂單減少。
2021/60.1923.03-41.931.01-33.50.521.35-
2021/50.16-7.25-52.050.82-31.130.481.46主要受新冠肺炎疫情影響所致。
2021/40.1711.09-33.220.66-23.140.441.58-
2021/30.1525.06-36.650.49-18.90.491.18-
2021/20.12-43.3-14.40.34-7.120.620.93-
2021/10.22-24.21-2.430.22-2.430.740.79-
2020/120.2819.3-20.343.35-4.310.790.58-
2020/110.24-10.14-37.473.06-2.490.830.55-
2020/100.26-18.9-24.672.822.330.950.48-
2020/90.33-9.637.062.566.271.040.51-
2020/80.362.539.952.236.151.050.51-
2020/70.355.8517.381.875.451.010.52-
2020/60.331.5926.151.523.020.910.78-
2020/50.3329.1425.781.19-2.010.820.86-
2020/40.255.3811.370.86-9.650.641.11-
2020/30.2469.01-20.270.6-16.290.61.39-
2020/20.14-35.37-18.510.36-13.420.721.17-
2020/10.22-38.13-9.780.22-9.780.960.88-
2019/120.36-6.3573.463.542.430.0N/A光通訊市場回溫。
2019/110.388.2558.123.1439.590.0N/A光通訊市場回溫
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
2024/10.072023/10.072022/10.152021/10.222020/10.22
2024/20.052023/20.092022/20.162021/20.122020/20.14
2024/30.122023/30.132022/30.242021/30.152020/30.24
2024/40.122023/40.092022/40.222021/40.172020/40.25
2024/50.082023/50.072022/50.172021/50.162020/50.33
2024/60.082023/60.12022/60.212021/60.192020/60.33
2024/70.142023/70.12022/70.142021/70.132020/70.35
2024/80.12023/80.12022/80.12021/80.162020/80.36
2024/90.092023/90.072022/90.092021/90.152020/90.33
2024/100.142023/100.062022/100.062021/100.162020/100.26
N/AN/A2023/110.122022/110.082021/110.182020/110.24
N/AN/A2023/120.072022/120.082021/120.232020/120.28
  • 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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