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)
2024/1015.28-3.890.37147.377.347.14N/A-
2024/915.89-0.4510.98132.18.1746.830.65-
2024/815.976.6214.79116.27.7944.640.68-
2024/714.979.298.61100.246.7644.360.68-
2024/613.7-12.662.2685.266.4443.770.68-
2024/515.699.052.0371.567.2842.650.7-
2024/414.3814.36-6.1455.888.8539.560.75-
2024/312.58-0.13-16.1241.4915.2341.490.77-
2024/212.59-22.8219.0928.9137.6243.630.73-
2024/116.3210.8856.3916.3256.3946.210.69主係IC出貨量增加所致
2023/1214.72-3.0227.07167.23-7.2345.110.59-
2023/1115.18-0.2719.39152.51-9.5944.720.6-
2023/1015.226.268.53137.34-11.9543.450.61-
2023/914.322.964.83122.12-13.9842.020.67-
2023/813.910.882.4107.8-15.9841.090.69-
2023/713.792.92.7893.89-18.1542.560.67-
2023/613.4-12.8612.0180.1-20.9344.10.68-
2023/515.370.31-3.7666.71-25.3445.70.66-
2023/415.332.19-12.1151.33-30.0440.90.73-
2023/315.041.8-19.9836.01-35.6236.010.87-
2023/210.581.34-42.3721.01-43.5132.590.96-
2023/110.43-9.9-44.6210.43-44.6234.730.9-
2022/1211.58-8.88-40.65180.28-18.9938.311.15-
2022/1112.71-9.34-36.72168.7-16.9140.391.09-
2022/1014.022.63-34.24155.99-14.7441.271.07-
2022/913.660.58-36.53141.96-12.1640.661.38-
2022/813.581.26-38.45128.3-8.4238.951.44-
2022/713.4112.15-39.75114.72-2.841.351.35-
2022/611.96-25.13-35.91101.315.7845.371.11-
2022/515.97-8.39-16.0589.3515.8752.150.97-
2022/417.44-6.94-1.2173.3726.3354.530.93-
2022/318.742.1120.5355.9438.3655.940.61-
2022/218.35-2.671.6237.249.556.710.6主係IC出貨量增加及調漲產品售價所致
2022/118.84-3.4432.8318.8432.8358.450.58-
2021/1219.51-2.8532.63222.5661.2160.930.4主係調漲產品售價所致
2021/1120.09-5.850.04203.0464.6262.940.39主係IC出貨量增加及調漲產品售價所致
2021/1021.32-0.9361.2182.9566.464.920.38主係IC出貨量增加及調漲產品售價所致
2021/921.53-2.4566.2161.6367.1165.860.3主係IC出貨量增加及調漲產品售價所致
2021/822.07-0.8865.42140.167.2562.990.32主係IC出貨量增加及調漲產品售價所致。
2021/722.2619.2976.87118.0467.659.960.33主係IC出貨量增加及調漲產品售價所致
2021/618.66-1.92101.695.7765.5855.350.36主係驅動IC出貨量增加及調漲產品售價所致
2021/519.037.8149.2777.1158.7252.230.38主係驅動IC出貨量增加及調漲產品售價所致
2021/417.6513.5384.6958.0841.8443.890.45本月營收較去年同期增加主係驅動IC出貨量增加及調漲產品售價所致
2021/315.5545.3930.8740.4328.7940.430.44-
2021/210.69-24.6119.0924.8827.5239.590.45-
2021/114.19-3.5834.714.1934.742.290.42-
2020/1214.719.922.47138.050.0141.330.37-
2020/1113.391.210.16123.33-2.1239.570.39-
2020/1013.232.130.48109.94-3.4439.520.39-
2020/912.95-2.91-6.7796.72-3.9538.880.47-
2020/813.345.98-0.0983.76-3.535.180.52-
2020/712.5935.97-1.3370.42-4.1229.480.62-
2020/69.2621.25-23.0357.84-4.726.450.94-
2020/57.63-20.12-36.4248.58-0.1729.070.86-
2020/49.56-19.54-13.4440.9511.6930.420.82-
2020/311.8832.3120.7831.3922.5331.390.76-
2020/28.98-14.7336.4919.5123.6231.520.76-
2020/110.53-12.3414.4210.5314.4234.70.69-
2019/1212.01-1.1431.33138.0333.610.0N/A-
2019/1112.15-7.6925.06126.0133.830.0N/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
2024/116.322023/110.432022/118.842021/114.192020/110.53
2024/212.592023/210.582022/218.352021/210.692020/28.98
2024/312.582023/315.02022/318.742021/315.552020/311.88
2024/414.382023/415.332022/417.442021/417.652020/49.56
2024/515.692023/515.372022/515.972021/519.032020/57.63
2024/613.72023/613.42022/611.962021/618.662020/69.26
2024/714.972023/713.792022/713.412021/722.262020/712.59
2024/815.972023/813.912022/813.582021/822.072020/813.34
2024/915.892023/914.322022/913.662021/921.532020/912.95
2024/1015.282023/1015.222022/1014.022021/1021.322020/1013.23
N/AN/A2023/1115.182022/1112.712021/1120.092020/1113.39
N/AN/A2023/1214.722022/1211.582021/1219.512020/1214.71
  • 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

每月營收相關資訊

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