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)
2024/112.74-29.5133.0334.2260.399.74N/A主係去年同期受客戶庫存調整影響,使得基期較低。
2024/103.8925.678.4831.4763.3210.91N/A主係去年同期受客戶庫存調整影響,使得基期較低。
2024/93.1-20.7935.5927.5861.3810.330.63主係去年同期受客戶庫存調整影響,使得基期較低。
2024/83.9117.9268.0124.4865.3610.680.6主係去年同期受客戶庫存調整影響,使得基期較低。
2024/73.32-3.7276.1120.5764.879.730.66主係去年同期受客戶庫存調整影響,使得基期較低。
2024/63.4516.1357.7617.2562.879.10.73主係去年同期受客戶庫存調整影響,使得基期較低。
2024/52.9710.4190.1513.864.198.170.82主係去年同期受客戶庫存調整影響,使得基期較低。
2024/42.697.0268.2310.8358.278.470.79主係去年同期受客戶庫存調整影響,使得基期較低。
2024/32.51-23.2432.198.1555.248.150.78主係去年同期受客戶庫存調整影響,使得基期較低。
2024/23.2738.46130.215.6468.328.220.77主係去年同期受客戶庫存調整影響,使得基期較低。
2024/12.36-8.4122.662.3622.667.010.91-
2023/122.5825.0819.9423.91-13.846.820.89-
2023/112.06-5.43-6.7321.33-16.686.530.93-
2023/102.18-4.57-12.6719.27-17.626.80.89-
2023/92.29-1.85-7.4417.09-18.216.50.92-
2023/82.3323.6-13.5214.8-19.666.40.93-
2023/71.88-13.75-4.8812.48-20.715.631.06-
2023/62.1839.98-29.1610.59-22.995.341.03-
2023/51.56-2.31-15.058.41-21.25.061.09-
2023/41.6-15.89-32.496.85-22.484.921.12-
2023/31.933.66-13.65.25-18.825.250.97-
2023/21.42-26.22-33.23.35-21.525.50.92-
2023/11.93-10.44-9.881.93-9.886.290.81-
2022/122.15-2.73-0.8727.7641.546.860.67-
2022/112.21-11.4510.1225.6146.827.180.64-
2022/102.51.1232.123.451.597.660.6主係去年同期受疫情影響產能,使得基期較低。
2022/92.47-8.2947.1220.954.327.140.55主係去年同期受疫情影響產能,使得基期較低。
2022/82.6935.9553.318.4355.337.760.5主係去年同期受疫情影響產能,使得基期較低。
2022/71.98-35.7641.0415.7355.696.90.57主係去年同期受疫情影響產能,使得基期較低。
2022/63.0867.85131.6113.7558.057.290.46主係去年同期受疫情影響產能,使得基期較低。
2022/51.84-22.3658.8510.6744.766.40.53主係去年5月24至31日受疫情影響暫停生產及出貨,使得基期較低。
2022/42.377.6342.218.8342.146.690.5-
2022/32.23.3342.656.4642.116.460.52-
2022/22.13-0.4672.994.2741.846.440.52主係代工訂單增加使營收成長
2022/12.14-1.4920.282.1420.286.320.53-
2021/122.178.05101.0519.6128.476.070.48主係代工訂單增加使營收成長
2021/112.016.2246.7517.4422.945.580.52-
2021/101.8912.6216.4215.4320.45.330.55-
2021/91.68-4.4431.1613.5420.984.840.55-
2021/81.7625.0870.6611.8619.664.490.6主係代工訂單增加使營收成長
2021/71.45.48-4.5210.1113.763.890.69-
2021/61.3315.12-0.778.717.384.150.67-
2021/51.16-30.49-14.447.3721.44.360.64-
2021/41.667.9644.926.2131.674.440.63-
2021/31.5425.3123.774.5527.414.550.63-
2021/21.23-30.798.263.0129.364.090.7-
2021/11.7864.6549.531.7849.534.230.67-
2020/121.08-21.12-30.9115.263.694.070.66-
2020/111.37-15.7319.6614.197.84.270.62-
2020/101.6226.8810.5312.826.683.930.68-
2020/91.2824.33-13.3511.196.143.780.0-
2020/81.03-30.02-19.019.919.323.840.0-
2020/71.479.6215.278.8813.944.160.0-
2020/61.34-0.7330.857.4113.683.840.0-
2020/51.3517.747.066.0710.470.0N/A-
2020/41.150.0-17.114.7211.490.0N/A-
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/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
2024/12.362023/11.932022/12.142021/11.782020/41.15
2024/23.272023/21.422022/22.132021/21.232020/51.35
2024/32.512023/31.92022/32.22021/31.542020/61.34
2024/42.692023/41.62022/42.372021/41.662020/71.47
2024/52.972023/51.562022/51.842021/51.162020/81.03
2024/63.452023/62.182022/63.082021/61.332020/91.28
2024/73.322023/71.882022/71.982021/71.42020/101.62
2024/83.912023/82.332022/82.692021/81.762020/111.37
2024/93.12023/92.292022/92.472021/91.682020/121.08
2024/103.892023/102.182022/102.52021/101.89N/AN/A
2024/112.742023/112.062022/112.212021/112.01N/AN/A
N/AN/A2023/122.582022/122.152021/122.17N/AN/A
  • 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: 3.65%
合約負債 QoQ YoY
24Q3 (20)0.23-14.819.52
24Q2 (19)0.2728.57800.0
24Q1 (18)0.21-32.2650.0
23Q4 (17)0.3147.6247.62
23Q3 (16)0.21600.0-22.22
23Q2 (15)0.03-78.57-72.73
23Q1 (14)0.14-33.3375.0
22Q4 (13)0.21-22.22110.0
22Q3 (12)0.27145.45200.0
22Q2 (11)0.1137.557.14
22Q1 (10)0.08-20.0100.0
21Q4 (9)0.111.11400.0
21Q3 (8)0.0928.570
21Q2 (7)0.0775.00
21Q1 (6)0.04100.00
20Q4 (5)0.0200

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