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)
2024/25.64-12.81-5.1612.128.024.63N/A-
2024/16.47-48.2622.876.4722.8730.68N/A-
2023/1212.527.0141.5894.5723.1333.60.79-
2023/1111.724.6152.0182.0520.7328.850.92主因:配合高科技半導體海內外建廠,使銷貨增加所致
2023/109.3920.7517.1970.3616.7423.451.13-
2023/97.7723.4212.1760.9716.6719.821.54-
2023/86.39.428.2253.217.3620.621.48-
2023/75.75-32.8715.5546.918.7121.261.43-
2023/68.5723.688.9741.1519.1622.811.19-
2023/56.93-5.1819.832.5822.1721.361.27-
2023/47.312.7321.9625.6522.8320.381.34-
2023/37.1219.5420.8818.3423.1818.341.49-
2023/25.9512.9525.3311.2224.6720.061.37-
2023/15.27-40.3823.945.2723.9421.81.26-
2022/128.8414.8962.9976.835.1524.540.97主因:配合高科技半導體建廠,使銷貨增加所致。
2022/117.69-3.9317.0167.9632.2122.631.05-
2022/108.0115.5875.3860.2734.4420.751.14主因配合高科技半導體建廠,使銷貨增加所致。
2022/96.9319.0843.7352.2629.817.731.3-
2022/85.8216.8331.1145.3327.918.661.24-
2022/74.98-36.69-5.239.5127.4418.631.24-
2022/67.8735.9755.3434.5334.119.640.96主因配合高科技半導體建廠進度,並完成驗收程序,金額約2億4仟萬所致
2022/55.79-3.4727.9826.6628.917.661.07-
2022/45.991.8255.2420.8829.1616.631.13主因配合高科技半導體建廠進度,並完成驗收程序,金額約2億1仟萬所致
2022/35.8923.9340.3414.8920.9714.891.18-
2022/24.7511.715.59.010.9614.421.22-
2022/14.25-21.616.34.256.316.251.08-
2021/125.42-17.51-4.3656.8211.3116.560.95-
2021/116.5743.9937.7851.413.2715.960.98-
2021/104.57-5.2720.2844.8310.3913.821.14-
2021/94.828.6318.7440.269.3614.511.05-
2021/84.44-15.5322.2635.448.214.751.04-
2021/75.253.7426.0131.06.4514.841.03-
2021/65.0612.0221.3925.753.1813.440.99-
2021/54.5217.083.8120.69-0.4612.571.05-
2021/43.86-7.95-10.516.16-1.5912.171.09-
2021/34.192.0-10.4612.31.5712.30.97-
2021/24.112.8114.688.119.1613.780.87-
2021/14.0-29.474.014.04.0114.440.83-
2020/125.6718.84-0.5351.055.5114.240.77-
2020/114.7725.712.6945.386.3112.630.87-
2020/103.8-6.491.0340.615.6111.480.96-
2020/94.0611.8517.8536.816.1111.861.06-
2020/83.63-12.944.9232.754.8211.971.05-
2020/74.17-0.0629.1729.124.812.690.99-
2020/64.17-4.19-18.2224.951.612.840.98-
2020/54.350.942.6120.786.813.350.95-
2020/44.31-7.93.3816.437.9712.581.0-
2020/34.6830.6412.1612.119.712.110.93-
2020/23.59-6.751.37.438.213.130.86-
2020/13.84-32.5615.543.8415.5413.780.81-
2019/125.734.6412.8548.3813.2413.690.9-
2019/114.2312.7-11.5742.6813.2911.441.08-
2019/103.769.0613.6238.4516.9210.661.16-
2019/93.44-0.417.4634.6917.2810.131.19-
2019/83.467.189.2531.2418.4811.791.02-
2019/73.23-36.7314.1527.7919.7412.570.96-
2019/65.120.2163.2624.5620.5113.520.83因本月電機電材及電子產品二項產品之銷貨均較去年同期成長約7,000多萬,另工程依進度認列亦較去年同期增加5,000多萬所致
2019/54.241.713.4919.4612.7712.590.89-
2019/44.17-0.0833.3915.2112.570.0N/A-
2019/34.1817.999.9711.046.30.0N/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
2024/16.472023/15.272022/14.252021/14.02020/13.84
2024/25.642023/25.952022/24.752021/24.112020/23.59
N/AN/A2023/37.122022/35.892021/34.192020/34.68
N/AN/A2023/47.312022/45.992021/43.862020/44.31
N/AN/A2023/56.932022/55.792021/54.522020/54.35
N/AN/A2023/68.572022/67.872021/65.062020/64.17
N/AN/A2023/75.752022/74.982021/75.252020/74.17
N/AN/A2023/86.32022/85.822021/84.442020/83.63
N/AN/A2023/97.772022/96.932021/94.822020/94.06
N/AN/A2023/109.392022/108.012021/104.572020/103.8
N/AN/A2023/1111.72022/117.692021/116.572020/114.77
N/AN/A2023/1212.522022/128.842021/125.422020/125.67
  • 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: 18.87%
合約負債 QoQ YoY
23Q4 (20)4.77-24.29-34.48
23Q3 (19)6.32.6168.9
23Q2 (18)6.14-4.5169.15
23Q1 (17)6.43-11.6888.56
22Q4 (16)7.2895.17190.04
22Q3 (15)3.732.7581.07
22Q2 (14)3.636.4550.62
22Q1 (13)3.4135.8631.66
21Q4 (12)2.5121.8423.04
21Q3 (11)2.06-14.524.04
21Q2 (10)2.41-6.9514.76
21Q1 (9)2.5926.966.15
20Q4 (8)2.043.03-0.49
20Q3 (7)1.98-5.71122.47
20Q2 (6)2.1-13.9382.61
20Q1 (5)2.4419.02148.98
19Q4 (4)2.05130.340.0
19Q3 (3)0.89-22.610.0
19Q2 (2)1.1517.350.0
19Q1 (1)0.980.00.0

每月營收相關資訊

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