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)
2024/103.4210.8417.0730.390.09.97N/A-
2024/93.08-11.03-6.7426.97-1.829.80.66-
2024/83.476.7517.9923.89-1.159.810.66-
2024/73.254.65-1.8520.42-3.89.660.67-
2024/63.1-6.220.6917.17-4.159.550.68-
2024/53.315.3514.4414.07-8.329.240.7-
2024/43.1412.51-9.210.77-13.67.650.85-
2024/32.7961.94-14.487.63-15.287.630.81-
2024/21.72-44.69-21.084.84-15.748.050.77-
2024/13.11-3.11-12.463.11-12.468.840.7-
2023/123.2127.92-7.9436.12-29.368.650.61-
2023/112.51-13.91-37.0832.9-30.948.740.61-
2023/102.92-11.7-38.8430.39-30.379.160.58-
2023/93.3112.56-26.7127.47-29.339.550.67-
2023/82.94-11.2-39.1224.17-29.689.050.71-
2023/73.3128.7-30.6421.23-28.149.00.71-
2023/62.8-3.0-45.7818.15-26.729.150.7-
2023/52.89-16.41-37.7715.35-21.699.610.67-
2023/43.465.97-22.6512.46-16.78.90.72-
2023/33.2649.45-21.199.0-14.169.00.73-
2023/22.18-38.65-24.885.74-9.589.230.71-
2023/13.561.883.323.563.3211.040.59-
2022/123.49-12.56-40.2851.142.8612.260.57-
2022/113.99-16.32-11.3947.658.6113.280.53-
2022/104.775.817.3143.6510.914.110.5-
2022/94.51-6.4911.738.8810.1614.110.57-
2022/84.821.1610.3534.379.9614.760.54-
2022/74.77-7.7320.1829.549.914.580.55-
2022/65.1711.329.6724.778.1214.280.61-
2022/54.643.89-4.7719.63.5813.250.66-
2022/44.477.9810.3114.966.4811.520.76-
2022/34.1442.4516.8910.494.9310.490.86-
2022/22.91-15.6214.766.35-1.6212.20.74-
2022/13.44-41.11-12.23.44-12.213.80.65-
2021/125.8529.7263.9149.7229.7914.430.59主係本期北美客戶訂單需求暢旺。
2021/114.5110.7917.9643.8726.2812.620.67-
2021/104.070.756.0339.3627.3112.480.68-
2021/94.04-7.6220.4935.2930.3312.380.77-
2021/84.3710.178.831.2531.7212.330.77-
2021/73.97-0.450.8826.8836.3912.830.74-
2021/63.99-18.2515.0122.9145.2512.920.64-
2021/54.8820.3573.8918.9253.7612.470.66主係本期北美客戶訂單需求暢旺,以及去年同期受疫情影響基期較低所致
2021/44.0514.4234.8514.0547.8210.130.82-
2021/33.5439.859.9510.053.8210.00.8去年同期因受新型冠狀病毒疫情影響,中國子公司依政府要求配合防疫進行停工,致生產天數大幅減少。
2021/22.53-35.45367.756.4596.9310.020.79去年同期因受新型冠狀病毒疫情影響,中國子公司依政府要求配合防疫進行停工,致生產天數大幅減少。
2021/13.929.9443.353.9243.3511.310.7-
2020/123.57-6.63-11.5538.3-4.8811.230.64-
2020/113.82-0.4115.6734.74-4.1311.010.66-
2020/103.8414.4919.9530.91-6.1211.210.65-
2020/93.35-16.593.4227.08-8.9311.30.51-
2020/84.022.1542.3623.73-10.4411.420.5-
2020/73.9313.4816.9819.71-16.7410.20.56-
2020/63.4723.59-1.3115.77-22.329.280.62-
2020/52.8-6.66-18.812.31-26.719.030.64-
2020/43.0-6.7-25.179.5-28.766.770.85-
2020/33.22494.97-12.396.5-30.316.50.96-
2020/20.54-80.21-56.723.28-41.977.310.85因受新型冠狀病毒影響,被政府要求配合防疫而停工,至2月18日後才給予大陸員工復工,導致生產及出貨天數大幅縮短。
2020/12.74-32.16-37.772.74-37.7710.070.62-
2019/124.0322.1-2.8540.27-9.280.0N/A-
2019/113.33.27-12.3336.24-9.940.0N/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
2024/13.112023/13.562022/13.442021/13.922020/12.74
2024/21.722023/22.182022/22.912021/22.532020/20.54
2024/32.792023/33.262022/34.142021/33.542020/33.22
2024/43.142023/43.462022/44.472021/44.052020/43.0
2024/53.312023/52.892022/54.642021/54.882020/52.8
2024/63.12023/62.82022/65.172021/63.992020/63.47
2024/73.252023/73.312022/74.772021/73.972020/73.93
2024/83.472023/82.942022/84.822021/84.372020/84.02
2024/93.082023/93.312022/94.512021/94.042020/93.35
2024/103.422023/102.922022/104.772021/104.072020/103.84
N/AN/A2023/112.512022/113.992021/114.512020/113.82
N/AN/A2023/123.212022/123.492021/125.852020/123.57
  • 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: 2.79%
合約負債 QoQ YoY
24Q3 (20)0.3-3.2350.0
24Q2 (19)0.3114.81106.67
24Q1 (18)0.273.85170.0
23Q4 (17)0.2630.062.5
23Q3 (16)0.233.330.0
23Q2 (15)0.1550.0-40.0
23Q1 (14)0.1-37.5-76.19
22Q4 (13)0.16-20.0-15.79
22Q3 (12)0.2-20.025.0
22Q2 (11)0.25-40.4892.31
22Q1 (10)0.42121.05180.0
21Q4 (9)0.1918.7511.76
21Q3 (8)0.1623.0833.33
21Q2 (7)0.13-13.3344.44
21Q1 (6)0.15-11.76114.29
20Q4 (5)0.1741.6770.0
20Q3 (4)0.1233.330.0
20Q2 (3)0.0928.570.0
20Q1 (2)0.07-30.00.0
19Q4 (1)0.10.00.0

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