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)
2024/25.23-2.5430.8410.5910.6216.04N/A-
2024/15.36-1.53-3.855.36-3.8516.56N/A-
2023/125.45-5.1327.4663.59-26.8614.731.3-
2023/115.7462.53-25.5558.14-29.6713.91.38-
2023/103.53-23.49-45.052.4-30.113.531.42-
2023/94.62-14.06-36.248.86-28.716.321.19-
2023/85.38-14.96-34.8844.24-27.8217.311.12-
2023/76.3212.68-26.6138.87-26.7218.791.03-
2023/65.61-18.24-28.632.55-26.7417.51.22-
2023/56.8636.4-23.8426.94-26.3417.361.23-
2023/45.03-8.01-35.7820.08-27.1514.51.48-
2023/35.4736.87-17.3115.04-23.7315.041.65-
2023/24.0-28.39-37.759.58-26.9613.851.79-
2023/15.5830.55-16.615.58-16.6117.571.41-
2022/124.27-44.59-41.8386.958.5218.411.39-
2022/117.7120.071.9482.6813.621.381.19-
2022/106.43-11.256.8274.9614.9521.921.16-
2022/97.24-12.28-3.968.5415.7824.111.12-
2022/88.25-4.171.2161.318.6524.731.09-
2022/78.619.6313.6653.0421.9225.481.06-
2022/67.86-12.814.5644.4323.6724.71.11-
2022/59.0115.0251.036.5725.8223.461.17因反映原物料價格上漲調高售價,以及受惠於台幣貶值,致營收增加。
2022/47.8318.4336.9227.5619.3120.871.31-
2022/36.613.03-8.5319.7313.5119.731.32-
2022/26.42-4.0636.013.1129.2220.461.28-
2022/16.69-8.9423.336.6923.3321.611.21-
2021/127.35-2.885.6680.1214.1420.931.03-
2021/117.5725.8127.172.7815.0821.121.02-
2021/106.01-20.17-13.9665.2113.8321.710.99-
2021/97.53-7.611.6159.1917.6923.270.89-
2021/88.167.6123.9951.6620.4722.590.91-
2021/77.5810.4913.1943.519.8320.41.01-
2021/66.8614.947.4435.9221.3418.551.27-
2021/55.974.2993.7629.0725.1618.921.24去年為控制新冠肺炎疫情,賴索托及墨西哥產區分別於109/3/29~109/5/5及109/4/5~109/6/15期間配合當地政府政策暫時停工。
2021/45.72-20.88306.9123.114.6717.671.33去年為控制新冠肺炎疫情,賴索托及墨西哥產區分別於109/3/29~109/5/5及109/4/5~109/6/15期間配當地政府政策暫時停工。
2021/37.2353.217.5117.38-7.2517.381.19-
2021/24.72-13.0-23.0810.15-19.3617.11.21-
2021/15.43-21.98-15.825.43-15.8218.331.13-
2020/126.9616.814.3570.19-18.0619.91.05-
2020/115.95-14.84-7.1463.24-19.9620.361.02-
2020/106.99-5.7-6.8857.28-21.0920.980.99-
2020/97.4212.73-3.3750.29-22.7320.691.1-
2020/86.58-1.75-9.0842.88-25.3219.661.16-
2020/76.694.87-5.136.3-27.6616.161.41-
2020/66.38107.28-14.0229.61-31.3510.872.45-
2020/53.08119.03-63.0623.22-34.9510.642.51為控制新冠肺炎疫情,賴索托及墨西哥產區分別於3/29~5/5及4/5~6/15期間配合當地政府政策暫時停工。
2020/41.41-77.15-78.0220.14-26.3813.71.95為控制新冠肺炎疫情,賴索托及墨西哥產區分別於3/29~5/5及4/5~6/1期間配當地政府政策暫時停工。
2020/36.150.27-14.6518.74-10.6318.741.46-
2020/26.14-4.7914.9512.58-8.5219.251.42-
2020/16.45-3.27-23.416.45-23.4119.521.4-
2019/126.663.93-1.6985.68-2.6320.591.2-
2019/116.41-14.59-23.3979.01-2.7121.591.15-
2019/107.51-2.15-11.4972.6-0.3322.421.11-
2019/97.676.07-11.165.091.1321.961.15-
2019/87.232.54-5.757.423.0221.711.16-
2019/77.06-4.97-8.6150.184.4222.821.11-
2019/67.42-10.95-2.9743.136.9122.161.11-
2019/58.3430.351.4435.79.2321.941.12-
2019/46.4-11.28-8.1427.3611.850.0N/A-
2019/37.2135.0518.5320.9719.810.0N/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
2024/15.362023/15.582022/16.692021/15.432020/16.45
2024/25.232023/24.02022/26.422021/24.722020/26.14
N/AN/A2023/35.472022/36.612021/37.232020/36.15
N/AN/A2023/45.032022/47.832021/45.722020/41.41
N/AN/A2023/56.862022/59.012021/55.972020/53.08
N/AN/A2023/65.612022/67.862021/66.862020/66.38
N/AN/A2023/76.322022/78.612021/77.582020/76.69
N/AN/A2023/85.382022/88.252021/88.162020/86.58
N/AN/A2023/94.622022/97.242021/97.532020/97.42
N/AN/A2023/103.532022/106.432021/106.012020/106.99
N/AN/A2023/115.742022/117.712021/117.572020/115.95
N/AN/A2023/125.452022/124.272021/127.352020/126.96
  • 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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