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)
2024/113.03-8.7512.0133.9723.449.71N/A-
2024/103.32-1.7332.6830.9424.6910.02N/A-
2024/93.371.2431.5627.6323.799.950.74-
2024/83.332.8536.3824.2522.789.950.74-
2024/73.24-3.9946.4920.9220.869.710.75-
2024/63.378.8736.8917.6817.119.221.11-
2024/53.113.09.8914.3113.258.581.19-
2024/42.740.062.711.2114.217.831.3-
2024/32.7416.6529.358.4618.528.461.43-
2024/22.35-30.31-1.135.7213.958.581.41-
2024/13.3717.9327.523.3727.528.931.36-
2023/122.865.87-17.7830.37-50.088.061.58市場需求減少,致營收較去年同期減少。
2023/112.78.08-10.9527.51-52.047.761.64市場需求減少,致營收較去年同期減少。
2023/102.5-2.55-26.6424.81-54.337.511.69市場需求減少,致營收較去年同期減少。
2023/92.564.94-42.5822.32-56.187.221.91市場需求減少,致營收較去年同期減少。
2023/82.4410.48-52.3619.75-57.497.121.94市場需求減少,致營收較去年同期減少。
2023/72.21-10.29-60.0717.31-58.137.51.84市場需求減少,致營收較去年同期減少。
2023/62.47-12.6-61.9815.1-57.827.961.97市場需求減少,致營收較去年同期減少。
2023/52.825.6-57.2112.63-56.917.612.06市場需求減少,致營收較去年同期減少。
2023/42.6726.03-52.619.81-56.827.172.18市場需求減少,致營收較去年同期減少。
2023/32.12-10.83-62.947.14-58.27.142.36市場需求減少,致營收較去年同期減少。
2023/22.38-10.12-56.955.02-55.828.51.99市場需求減少,致營收較去年同期減少。
2023/12.64-23.96-54.762.64-54.769.151.84市場需求減少,致營收較去年同期減少。
2022/123.4814.66-38.260.852.259.921.81-
2022/113.03-10.96-45.257.376.4710.911.65-
2022/103.41-23.72-38.5754.3412.3913.01.38-
2022/94.47-12.93-17.6350.9319.015.131.2-
2022/85.13-7.39-7.146.4724.3117.151.05-
2022/75.54-14.58-4.0841.3429.7518.620.97-
2022/66.48-1.6516.4535.837.2518.710.87-
2022/56.5916.9735.3129.3142.8917.950.9-
2022/45.64-1.4342.7622.7245.2516.880.96-
2022/35.723.5739.4917.0846.117.080.86-
2022/25.52-5.5472.911.3749.6716.990.87差異原因說明:主係全球市場對於電源管理晶片需求暢旺的影響,致本公司產品銷售業績增長。
2022/15.853.8632.815.8532.8117.010.87-
2021/125.631.6862.8259.5141.7116.710.78主係全球市場對於電源管理晶片需求暢旺的影響,致本公司產品銷售業績增長。
2021/115.53-0.1949.4853.8839.8116.50.79-
2021/105.552.2837.7348.3538.7916.490.79-
2021/95.42-1.8-15.5142.838.9216.720.7-
2021/85.52-4.3838.7737.3853.2516.860.69差異原因說明:主係全球市場對於電源管理晶片需求暢旺的影響,致本公司產品銷售業績增長。
2021/75.773.767.1931.8656.0716.220.72主係全球市場對於電源管理晶片需求暢旺的影響,致本公司產品銷售業績增長。
2021/65.5714.2781.2726.0853.8114.390.73主係全球市場對於電源管理晶片需求暢旺的影響,致本公司產品銷售業績增長。
2021/54.8723.4167.120.5147.7312.920.81差異原因說明:主係全球市場對於電源管理晶片需求暢旺的影響,致本公司產品銷售業績增長。
2021/43.95-3.6931.7815.6442.5811.240.94-
2021/34.128.3829.9411.6946.6411.690.86-
2021/23.19-27.4439.287.5957.5811.050.91-
2021/14.427.3374.184.474.1811.560.87-
2020/123.46-6.6518.5241.9949.1511.190.8-
2020/113.7-8.0428.8138.5452.6914.150.63-
2020/104.03-37.2544.1334.8355.7514.420.62-
2020/96.4261.29122.9330.8157.4113.850.55-
2020/83.9815.1992.0324.3946.1110.50.72-
2020/73.4512.4470.7320.4139.619.440.8-
2020/63.075.3337.6216.9634.618.980.88-
2020/52.92-2.6637.5613.8933.969.070.87-
2020/43.0-5.0353.6510.9733.048.440.93-
2020/33.1537.626.087.9726.657.970.0-
2020/22.29-9.2635.744.8227.037.740.0-
2020/12.53-13.3520.052.5320.050.0N/A-
2019/122.921.4516.3928.15-21.110.0N/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
2024/13.372023/12.642022/15.852021/14.42020/12.53
2024/22.352023/22.382022/25.522021/23.192020/22.29
2024/32.742023/32.122022/35.722021/34.12020/33.15
2024/42.742023/42.672022/45.642021/43.952020/43.0
2024/53.12023/52.822022/56.592021/54.872020/52.92
2024/63.372023/62.472022/66.482021/65.572020/63.07
2024/73.242023/72.212022/75.542021/75.772020/73.45
2024/83.332023/82.442022/85.132021/85.522020/83.98
2024/93.372023/92.562022/94.472021/95.422020/96.42
2024/103.322023/102.52022/103.412021/105.552020/104.03
2024/113.032023/112.72022/113.032021/115.532020/113.7
N/AN/A2023/122.862022/123.482021/125.632020/123.46
  • 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: 0.87%
合約負債 QoQ YoY
24Q3 (20)0.0928.570
24Q2 (19)0.07133.33250.0
24Q1 (18)0.0350.0200.0
23Q4 (17)0.0200

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