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)
2024/100.276.9611.431.14-61.310.68N/A配合客戶需求出貨
2024/90.2558.1816.230.87-67.820.512.54配合客戶需求出貨
2024/80.1658.12492.430.62-75.140.314.2配合客戶需求出貨
2024/70.1101.96105.770.46-81.340.196.77配合客戶需求出貨
2024/60.0519.11-89.750.36-85.130.139.9配合客戶需求出貨
2024/50.042.7-88.080.31-83.970.168.08配合客戶需求出貨
2024/40.04-48.5-92.520.27-83.010.149.26配合客戶需求出貨
2024/30.08277.13-84.420.23-77.970.236.01配合客戶需求出貨
2024/20.02-83.17-93.290.15-71.570.178.11配合客戶需求出貨
2024/10.13494.78-37.60.13-37.60.512.65配合客戶出貨
2023/120.02-94.23-96.093.3360.560.631.96配合客戶需求出貨
2023/110.3751.73-23.343.31115.710.821.49配合客戶需求出貨
2023/100.2411.584.442.94178.640.482.54配合客戶需求出貨
2023/90.22706.2210.342.7227.460.294.72配合客戶需求出貨
2023/80.03-45.07-71.12.48295.190.562.46配合客戶需求出貨
2023/70.05-89.94-69.432.46358.690.891.56配合客戶需求出貨
2023/60.4938.52857.832.41540.831.380.77配合客戶需求出貨
2023/50.35-35.58158.121.92491.371.410.75配合客戶需求出貨
2023/40.546.452718.581.57730.621.370.77配合客戶需求出貨
2023/30.5162.45388.31.03504.641.030.95配合客戶需求出貨
2023/20.3156.491058.10.52691.571.060.93配合客戶需求出貨
2023/10.2-62.73429.380.2429.381.220.8配合客戶需求出貨
2022/120.5412.98977.212.07212.791.250.69配合客戶需求出貨
2022/110.48106.741739.61.53150.270.910.95配合客戶需求出貨
2022/100.2317.88169.021.0679.920.521.65配合客戶需求出貨
2022/90.2111.08804.520.8264.630.453.5配合客戶需求出貨
2022/80.09-41.9-16.230.6331.170.35.17-
2022/70.16215.21-8.090.5445.440.354.53-
2022/60.05-62.66131.430.3893.360.217.19配合客戶需求出貨
2022/50.14603.36562.870.3388.520.265.69配合客戶出貨
2022/40.02-81.55-37.890.1924.540.159.78-
2022/30.1285.28128.980.1740.610.177.53配合客戶出貨
2022/20.03-28.4632.050.07-13.20.1211.1配合客戶調整出貨
2022/10.04-24.17-30.290.04-30.290.1111.22配合客戶調整出貨
2021/120.0592.95-21.040.66-54.350.166.85配合客戶調整出貨
2021/110.03-69.76-55.630.61-55.870.138.31配合客戶調整出貨
2021/100.09296.3555.520.59-55.880.225.08配合客戶調整出貨
2021/90.02-80.45-72.630.5-60.710.314.53配合客戶調整出貨
2021/80.11-36.26175.730.48-59.920.314.53配合客戶需求調整出貨
2021/70.17693.7948.40.37-68.120.226.42配合客戶需求調整出貨
2021/60.026.92-89.050.19-81.280.0718.36受疫情影響,配合客戶暫緩出貨。
2021/50.02-34.1-92.290.17-79.420.113.87受疫情影響,配合客戶暫緩出貨。
2021/40.03-32.0-45.40.15-73.430.113.85配合客戶需求調整出貨
2021/30.05122.19-14.620.12-76.530.1210.92配合客戶需求調整出貨
2021/20.02-62.24-93.870.08-83.720.149.52配合客戶需求調整出貨
2021/10.05-14.11-56.510.05-56.510.187.48配合客戶需求調整出貨
2020/120.068.41-77.891.45-55.70.187.9配合客戶需求調整出貨
2020/110.065.99-70.781.39-53.570.197.25配合客戶需求調整出貨
2020/100.06-30.25-79.871.33-52.330.178.01配合客戶需求調整出貨
2020/90.0896.96-67.051.28-49.330.245.49配合客戶需求調整出貨
2020/80.04-65.69-86.961.2-47.460.363.63配合客戶需求調整出貨
2020/70.12-41.47-63.071.16-41.260.582.23配合客戶需求調整出貨
2020/60.2-24.724.531.04-37.070.522.52-
2020/50.27366.91-35.080.84-43.720.383.5-
2020/40.066.32-71.310.57-47.00.452.95配合客戶需求調整出貨
2020/30.05-84.05-88.120.52-41.520.522.5配合客戶需求調整出貨
2020/20.34168.0951.420.467.430.751.72UPS用電池系統組開始交貨
2020/10.13-56.34-39.60.13-39.60.612.1-
2019/120.2943.31-28.573.28316.510.0N/AUPS用電池系統組開始交貨
2019/110.2-26.9940.812.99676.870.0N/AUPS用電池系統組開始交貨
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
2024/10.132023/10.22022/10.042021/10.052020/10.13
2024/20.022023/20.312022/20.032021/20.022020/20.34
2024/30.082023/30.512022/30.12021/30.052020/30.05
2024/40.042023/40.542022/40.022021/40.032020/40.06
2024/50.042023/50.352022/50.142021/50.022020/50.27
2024/60.052023/60.492022/60.052021/60.022020/60.2
2024/70.12023/70.052022/70.162021/70.172020/70.12
2024/80.162023/80.032022/80.092021/80.112020/80.04
2024/90.252023/90.222022/90.22021/90.022020/90.08
2024/100.272023/100.242022/100.232021/100.092020/100.06
N/AN/A2023/110.372022/110.482021/110.032020/110.06
N/AN/A2023/120.022022/120.542021/120.052020/120.06
  • 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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