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)
2024/90.21-28.26955.861.56-29.480.76N/A客戶依銷售情形調整訂單
2024/80.296.071693.851.36-38.210.8N/A新開發客戶.已陸續交貨
2024/70.2711.02686.571.07-50.90.83N/A客戶依銷售情形調整訂單
2024/60.24-23.88-44.510.8-63.120.780.08客戶依銷售情形調整訂單
2024/50.3249.74-26.080.56-67.830.550.11客戶依銷售情形調整訂單
2024/40.211197.58162.790.24-81.720.230.26客戶依銷售情形調整訂單
2024/30.0282050.0115.90.02-98.130.0213.69客戶依銷售情形調整訂單
2024/20.0-99.73-99.990.01-99.40.0312.17客戶依銷售情形調整訂單
2024/10.01-24.4-98.930.01-98.930.047.67客戶依銷售情形調整訂單
2023/90.0221.88-99.062.21-83.830.05N/A客戶依銷售情形調整訂單
2023/80.0264.77-99.172.19-81.120.46N/A客戶依銷售情形調整訂單
2023/70.01-97.78-99.372.18-77.490.88N/A客戶依銷售情形調整交貨排程
2023/60.441.41-76.232.17-73.290.87N/A客戶依銷售情形調整交貨排程
2023/50.4316638.8-80.741.73-72.420.44N/A客戶依銷售情形調整交貨排程
2023/40.0-66.09-99.891.3-67.790.58N/A客戶依銷售情形調整交貨排程
2023/30.01-98.66-99.171.3-19.431.3N/A客戶依銷售情形調整交貨排程
2023/20.57-20.9969.321.2986.873.36N/A客戶依銷售情形調整訂單
2023/10.72-17.08103.530.72103.534.73N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/92.076.52722.5313.69510.095.57N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/81.9424.55299.7911.62483.265.35N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/71.56-15.35417.899.68542.465.65N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/61.84-17.81522.988.12573.66.51N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/52.24-7.442572.946.27590.085.59N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/42.42163.67601.694.03388.483.68N/A海外客戶需求強勁,持續依訂單排程積極拉貨
2022/30.92173.73178.491.61235.071.61N/A海外客戶依訂單排程開始積極拉貨
2022/20.34-5.03211.950.69359.590.94N/A新增客戶,客戶依銷售情形調整訂單
2022/10.35268.48734.750.35734.751.09N/A新增客戶,客戶依銷售情形調整訂單
2021/90.25-48.22332.612.24276.841.04N/A新增客戶,客戶依銷售情形調整訂單
2021/80.4961.34540.521.99270.81.08N/A新增客戶,客戶依銷售情形調整訂單
2021/70.31.81171.481.51226.440.68N/A新增客戶,客戶依銷售情形調整訂單
2021/60.3252.6349.921.21243.840.73N/A新增客戶.客戶依銷售情況調整訂單
2021/50.08-75.737.530.91219.340.76N/A新增客戶.客戶依銷售情況調整訂單
2021/40.354.64573.150.83268.930.78N/A新增客戶
2021/30.33206.62392.220.48178.380.48N/A新增客戶
2021/20.11154.12184.630.1542.320.21N/A新增客戶.客戶視銷售情況調整訂單
2021/10.04-61.9-37.310.04-37.310.18N/A-
2020/90.06-23.3326.810.631.070.25N/A-
2020/80.08-31.6142.90.5431.540.25N/A-
2020/70.1168.73164.750.4629.840.24N/A新客戶開發及客戶依銷售狀況調整訂單
2020/60.077.7880.650.3511.810.18N/A新客戶開發及客戶依銷售狀況調整訂單
2020/50.0618.923.040.282.760.18N/A-
2020/40.05-23.47-9.770.222.690.16N/A-
2020/30.0777.37.590.177.10.17N/A-
2020/20.04-44.032.660.116.790.15N/A-
2020/10.0774.79.240.079.240.17N/A-
2019/90.05-13.61-7.680.45-31.320.14N/A-
2019/80.0526.7-38.530.41-33.240.13N/A-
2019/70.0415.13-44.030.36-32.370.14N/A-
2019/60.04-38.52-56.210.31-30.430.15N/A客戶視銷售情況調整訂單
2019/50.064.13-28.850.28-24.60.18N/A-
2019/40.06-8.74-12.630.22-23.360.16N/A-
2019/30.0669.18-2.740.16-26.540.16N/A-
2019/20.04-40.44-64.730.1-36.370.15N/A客戶視銷售情況調整訂單
2019/10.06-9.2722.110.0622.110.2N/A-
2018/90.05-42.48-26.760.66-10.110.21N/A-
2018/80.0915.356.070.61-8.420.24N/A-
2018/70.07-9.91-44.460.53-10.430.24N/A-
2018/60.08-0.1230.40.45-0.270.23N/A-
2018/50.0827.88-20.140.37-5.310.0N/A-
2018/40.071.57-34.010.280.120.0N/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
2024/10.012023/10.722022/10.352021/10.042020/10.07
2024/20.02023/20.572022/20.342021/20.112020/20.04
2024/30.022023/30.012022/30.922021/30.332020/30.07
2024/40.212023/40.02022/42.422021/40.352020/40.05
2024/50.322023/50.432022/52.242021/50.082020/50.06
2024/60.242023/60.442022/61.842021/60.32020/60.07
2024/70.272023/70.012022/71.562021/70.32020/70.11
2024/80.292023/80.022022/81.942021/80.492020/80.08
2024/90.212023/90.022022/92.072021/90.252020/90.06
  • 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

每月營收相關資訊

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