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)
2024/103.54-9.6691.4929.346.8611.23N/A本月營收較去年同期增加50%以上,主係產品組合及依案件進度認列所致。
2024/93.923.73131.0525.7642.3111.460.37本月營收較去年同期增加50%以上,主係產品組合及依案件進度認列所致。
2024/83.780.1558.6221.8533.1410.380.41本月營收較去年同期增加50%以上, 主係產品組合及依案件進度認列所致。
2024/73.7732.8249.2618.0728.829.040.47-
2024/62.8416.5648.8314.324.337.890.43-
2024/52.43-6.893.7711.4619.467.490.45-
2024/42.617.1836.979.0324.546.690.5-
2024/32.4449.518.766.4120.16.410.42-
2024/21.63-30.384.523.9820.936.150.43-
2024/12.348.0135.772.3435.776.520.41-
2023/122.178.1430.6824.13-2.216.020.5-
2023/112.018.6-0.5621.96-4.585.550.54-
2023/101.859.0-15.9219.95-4.975.920.51-
2023/91.69-28.77-26.8418.1-3.696.60.53-
2023/82.38-5.75-10.0116.41-0.436.810.52-
2023/72.5332.45-3.2314.031.396.780.52-
2023/61.91-18.72-2.1611.52.476.160.56-
2023/52.3522.881.199.63.446.310.54-
2023/41.91-7.0619.877.254.195.520.62-
2023/32.0531.575.325.34-0.455.340.51-
2023/21.56-9.573.863.29-3.754.950.55-
2023/11.733.96-9.741.73-9.745.40.5-
2022/121.66-17.71-6.1224.6740.095.880.39-
2022/112.02-8.1726.0423.0145.256.530.35-
2022/102.2-5.1526.4220.9947.417.160.32-
2022/92.32-12.3937.2818.850.337.570.3主係產品組合及依案件進度認列所致。
2022/82.641.3457.2116.4852.367.20.32主係產品組合及依案件進度認列所致。
2022/72.6133.9124.5613.8351.476.880.33主係產品組合及依案件進度認列所致。
2022/61.95-15.9324.5611.2240.815.860.37-
2022/52.3245.5650.169.2844.785.860.37本月營收較去年同期增加50%以上,主係產品組合及依案件進度認列所致。
2022/41.59-18.3447.156.9643.085.050.43-
2022/31.9529.7636.035.3741.915.370.28-
2022/21.5-21.4263.993.4245.515.180.29本月營收較去年同期增加50%以上,主係產品組合及依案件進度認列所致。
2022/11.918.1333.671.9133.675.280.28-
2021/121.7710.4751.6517.6135.95.110.2本月營收較去年同期增加50%以上,主係產品組合及依案件進度認列所致。
2021/111.6-7.967.015.8434.345.030.2本月營收較去年同期增加50%以上,主係產品組合及依案件進度認列所致。
2021/101.742.9978.3414.2431.455.110.2本月營收較去年同期增加50%以上,主係產品組合及依案件進度認列所致。
2021/91.690.32132.7212.526.824.530.23本月營收較去年同期增加50%以上,主係產品組合及依案件進度認列所致。
2021/81.6844.7643.6510.8218.414.410.24-
2021/71.16-25.729.379.1314.74.270.25-
2021/61.561.3440.417.9715.524.190.24-
2021/51.5442.6519.246.4110.724.060.25-
2021/41.08-24.512.574.868.273.430.29-
2021/31.4356.4414.853.7810.023.780.22-
2021/20.92-35.95-21.012.357.263.510.24-
2021/11.4322.6839.181.4339.183.560.24-
2020/121.1721.6635.6512.964.053.10.26-
2020/110.96-1.65-7.7211.791.72.660.3-
2020/100.9734.4-27.2210.832.632.870.28-
2020/90.73-38.06-42.639.866.972.960.29-
2020/81.1710.2120.469.1314.863.350.26-
2020/71.06-4.63-16.447.9614.083.470.25-
2020/61.11-13.93-15.46.920.883.460.27-
2020/51.2922.78.865.7931.763.60.26-
2020/41.06-15.47-14.294.4940.273.460.27-
2020/31.257.5755.993.4474.353.440.25本月及本年營收較去年同期增加50%以上,主係進行之專案規模及產品組合不同所致。
2020/21.1612.86124.032.1986.893.050.28本月及本年營收較去年同期增加50%以上,主係進行之專案規模及產品組合不同所致。
2020/11.0319.5857.441.0357.442.930.29本月營收較去年同期增加50%以上,主係進行之專案規模及產品組合不同所致。
2019/120.86-17.24-10.112.4524.030.0N/A-
2019/111.04-22.43-15.7411.5927.630.0N/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
2024/12.342023/11.732022/11.912021/11.432020/11.03
2024/21.632023/21.562022/21.52021/20.922020/21.16
2024/32.442023/32.052022/31.952021/31.432020/31.25
2024/42.612023/41.912022/41.592021/41.082020/41.06
2024/52.432023/52.352022/52.322021/51.542020/51.29
2024/62.842023/61.912022/61.952021/61.562020/61.11
2024/73.772023/72.532022/72.612021/71.162020/71.06
2024/83.782023/82.382022/82.642021/81.682020/81.17
2024/93.922023/91.692022/92.322021/91.692020/90.73
2024/103.542023/101.852022/102.22021/101.742020/100.97
N/AN/A2023/112.012022/112.022021/111.62020/110.96
N/AN/A2023/122.172022/121.662021/121.772020/121.17
  • 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, 最新合約負債佔股本: 82.29%
合約負債 QoQ YoY
24Q3 (20)3.8-12.8445.04
24Q2 (19)4.3621.1179.42
24Q1 (18)3.626.3284.62
23Q4 (17)2.858.7819.75
23Q3 (16)2.627.8224.17
23Q2 (15)2.4324.6225.26
23Q1 (14)1.95-18.0718.9
22Q4 (13)2.3812.884.5
22Q3 (12)2.118.76251.67
22Q2 (11)1.9418.29145.57
22Q1 (10)1.6427.1384.27
21Q4 (9)1.29115.0118.64
21Q3 (8)0.6-24.0553.85
21Q2 (7)0.79-11.245.33
21Q1 (6)0.8950.8558.93
20Q4 (5)0.5951.28-21.33
20Q3 (4)0.39-48.00.0
20Q2 (3)0.7533.930.0
20Q1 (2)0.56-25.330.0
19Q4 (1)0.750.00.0

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。