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備註(年增率變動50%需說明原因)
2024/2167.11-18.05-23.49371.04-11.93572.71N/A-
2024/1203.931.120.5203.930.5614.95N/A-
2023/12201.67-3.67-15.752595.88-26.91628.240.8-
2023/11209.35-3.62-16.932394.21-27.72647.990.78-
2023/10217.22-1.89-18.422184.86-28.6674.590.75-
2023/9221.41-6.16-18.321967.63-29.57672.510.75-
2023/8235.969.67-14.221746.22-30.78649.00.78-
2023/7215.158.71-23.081510.27-32.81638.980.79-
2023/6197.9-12.4-38.441295.12-34.19637.380.83-
2023/5225.935.79-31.291097.22-33.36675.890.78-
2023/4213.55-9.67-28.09871.29-33.88668.390.79-
2023/3236.418.23-36.1657.74-35.57657.740.83-
2023/2218.437.65-26.75421.33-35.26660.710.82-
2023/1202.9-15.24-42.46202.9-42.46694.320.78-
2022/12239.39-5.01-30.73551.83-13.72757.710.7-
2022/11252.04-5.35-30.083312.45-12.16789.420.67-
2022/10266.28-1.77-28.93060.41-10.27812.460.65-
2022/9271.1-1.44-24.082794.13-7.97825.880.69-
2022/8275.08-1.65-26.492523.03-5.82876.30.65-
2022/7279.71-13.0-23.982247.95-2.47930.060.61-
2022/6321.52-2.22-7.071968.241.61947.320.64-
2022/5328.8310.72-4.641646.723.5995.830.61-
2022/4296.97-19.74-14.911317.895.75965.230.63-
2022/3370.0224.077.651020.9213.81020.920.58-
2022/2298.23-15.4314.74650.917.62996.290.59-
2022/1352.672.120.17352.6720.171058.530.56-
2021/12345.39-4.1821.94116.6650.591080.390.53全球疫情控制、景氣回溫等有利因素,本公司全年營收較去年大幅增加。
2021/11360.47-3.7537.03771.2653.911092.10.53今年疫情趨緩,全球消費動能回溫,本公司營收較去年同期大幅增加。
2021/10374.534.8751.393410.855.941105.850.52去年肺炎疫情影響全球經濟活動;今年景氣大幅增溫,本公司營收較去年大幅增加。
2021/9357.1-4.5749.863036.2756.531099.280.46今年全球疫情逐漸得到控制,各國逐步施打疫苗,使民生需求強力反彈,各行業景氣顯著回溫,帶動本公司各項產品營收大幅增加。
2021/8374.221.768.492679.1757.461088.170.46去年全球經濟活動正開始緩步復甦,而今年本公司處於營運高峰,相較之下,營收大幅增加。
2021/7367.966.3569.152304.9555.81058.790.48今年本公司處於營運高峰,而去年同期部分國家開始有條件解封,全球景氣剛開始由谷底爬升,因此兩相比較之下,營收大幅增加。
2021/6345.990.3366.381936.9953.51039.880.46去年新冠肺炎疫情嚴重,各國多處於封鎖狀態,景氣低迷,而今年營運良好,相較之下營收大幅增加。
2021/5344.85-1.277.581591.050.961037.620.46去年5月新冠肺炎疫情擴散,由亞洲進而蔓延至歐美,重創全球經濟活動,而今年5月公司營運良好,故相較之下差異較大。
2021/4349.051.5471.01246.1544.95952.680.512021年4月合併營收與去年比較大幅成長,主要係去年4月新冠肺炎疫情擴散,而今年4月公司營運處於高峰,故相較之下差異甚大。
2021/3343.7232.2447.87897.1136.84897.110.49-
2021/2259.92-11.4329.96553.3830.78836.660.53-
2021/1293.473.5931.51293.4731.51839.850.52-
2020/12283.287.6618.492733.49-4.52793.770.52-
2020/11263.16.3511.772450.22-6.62748.770.55-
2020/10247.393.822.222187.11-8.43707.770.58-
2020/9238.287.281.221939.72-9.63677.90.64-
2020/8222.12.1-6.61701.44-10.97647.570.67-
2020/7217.524.6-11.441479.34-11.59619.660.7-
2020/6207.957.08-5.431261.82-11.61606.250.72-
2020/5194.19-4.86-21.661053.87-12.74630.740.69-
2020/4204.11-12.19-18.59859.69-10.44636.550.68-
2020/3232.4516.22-6.89655.58-7.56655.580.65-
2020/2199.99-10.37-4.57423.13-7.92662.590.64-
2020/1223.14-6.81-10.72223.14-10.72698.00.61-
2019/12239.471.73-3.482863.43-14.02716.860.58-
2019/11235.39-2.72-7.232623.96-14.87712.80.58-
2019/10241.992.79-12.042388.57-15.56715.220.58-
2019/9235.41-1.01-17.662146.57-15.93718.850.61-
2019/8237.82-3.18-19.831911.16-15.72703.340.63-
2019/7245.6311.7-13.61673.35-15.1713.40.62-
2019/6219.9-11.28-22.841427.72-15.35718.520.64-
2019/5247.88-1.14-17.51207.82-13.83748.290.61-
2019/4250.740.42-10.14959.95-12.830.0N/A-
2019/3249.6719.13-14.08709.2-13.740.0N/A-
股價
長短期營收
營收年增率
存貨銷售比
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
2024/1203.932023/1202.92022/1352.672021/1293.472020/1223.14
2024/2167.112023/2218.432022/2298.232021/2259.922020/2199.99
N/AN/A2023/3236.412022/3370.022021/3343.722020/3232.45
N/AN/A2023/4213.552022/4296.972021/4349.052020/4204.11
N/AN/A2023/5225.932022/5328.832021/5344.852020/5194.19
N/AN/A2023/6197.92022/6321.522021/6345.992020/6207.95
N/AN/A2023/7215.152022/7279.712021/7367.962020/7217.52
N/AN/A2023/8235.962022/8275.082021/8374.222020/8222.1
N/AN/A2023/9221.412022/9271.12021/9357.12020/9238.28
N/AN/A2023/10217.222022/10266.282021/10374.532020/10247.39
N/AN/A2023/11209.352022/11252.042021/11360.472020/11263.1
N/AN/A2023/12201.672022/12239.392021/12345.392020/12283.28
  • 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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