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)
2024/20.88-19.17-38.221.96-26.823.2N/A-
2024/11.08-12.45-14.01.08-14.03.55N/A-
2023/121.241.07-5.3215.986.543.590.58-
2023/111.228.91-17.3614.757.683.60.58-
2023/101.12-9.76-17.9513.5210.723.420.61-
2023/91.2519.2-13.8312.414.343.60.67-
2023/81.05-19.8-13.3711.1518.683.650.66-
2023/71.30.28-14.7210.1123.414.160.58-
2023/61.3-16.2-1.648.832.164.250.64-
2023/51.5510.836.787.540.534.820.56-
2023/41.4-25.2120.535.9541.544.690.58-
2023/31.8732.0146.844.5549.574.550.66中心廠訂單增加
2023/21.4212.5146.752.6851.533.990.75中心廠訂單增加
2023/11.26-3.6157.31.2657.34.050.74中心廠訂單增加
2022/121.31-11.7828.0315.017.614.160.79-
2022/111.488.1445.3813.6916.74.30.77-
2022/101.37-5.2383.1712.2113.974.020.82中心廠訂單增加
2022/91.4519.8454.0310.848.784.180.61中心廠訂單需求增加
2022/81.21-21.0531.699.44.074.060.63-
2022/71.5315.6626.428.190.953.980.64-
2022/61.3216.54-0.876.66-3.513.620.7-
2022/51.13-2.36-7.935.34-4.143.570.71-
2022/41.16-8.880.04.2-3.063.40.75-
2022/31.2731.934.933.04-4.183.040.74-
2022/20.9720.65.021.77-9.832.790.81-
2022/10.8-21.55-22.980.8-22.982.840.79-
2021/121.020.16-20.7512.7621.142.790.76-
2021/111.0236.26-0.8211.7326.982.710.78-
2021/100.75-20.3-20.3310.7230.462.60.81-
2021/90.942.4513.919.9737.023.060.69-
2021/80.92-24.2112.339.0339.973.460.61-
2021/71.21-9.3115.668.1143.983.770.56-
2021/61.338.2369.096.950.433.730.6中心廠訂單增加
2021/51.236.0564.15.5746.563.610.62中心廠訂單需求增加
2021/41.16-4.3919.484.3442.243.30.68-
2021/31.2132.0531.543.1852.893.180.69中心廠訂單增加
2021/20.92-11.55109.921.9670.03.250.67中心廠訂單需求增加
2021/11.04-19.2845.521.0445.523.360.65-
2020/121.2925.3634.1110.53-15.223.260.6-
2020/111.039.45-13.139.24-19.362.790.7-
2020/100.9413.95-21.028.21-20.082.580.76-
2020/90.821.0310.417.27-19.952.690.77-
2020/80.82-21.9651.96.45-22.672.650.78木床、零件及模治具收入增加所致
2020/71.0532.598.425.63-27.82.580.8-
2020/60.795.03-18.134.59-32.912.510.77-
2020/50.75-22.77-33.273.8-35.332.650.73-
2020/40.975.25-20.823.05-35.822.330.83-
2020/30.92110.73-32.012.08-41.052.080.87-
2020/20.44-38.68-62.581.15-46.732.110.85受新型冠狀肺炎疫情影響,車廠訂單減少
2020/10.71-25.61-28.030.71-28.032.860.63-
2019/120.96-18.8-41.7312.42-7.143.330.51-
2019/111.18-0.480.3711.46-2.283.120.54-
2019/101.1959.31-4.3210.28-2.582.470.69-
2019/90.7539.0-26.169.09-2.352.250.9-
2019/80.54-44.3-37.358.340.552.460.82-
2019/70.960.11-16.587.84.923.050.67-
2019/60.96-14.38-15.796.848.883.320.59-
2019/51.13-8.37-20.945.8814.373.710.53-
2019/41.23-9.6131.994.7527.90.0N/A-
2019/31.3615.9615.683.5226.540.0N/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
2024/11.082023/11.262022/10.82021/11.042020/10.71
2024/20.882023/21.422022/20.972021/20.922020/20.44
N/AN/A2023/31.872022/31.272021/31.212020/30.92
N/AN/A2023/41.42022/41.162021/41.162020/40.97
N/AN/A2023/51.552022/51.132021/51.232020/50.75
N/AN/A2023/61.32022/61.322021/61.332020/60.79
N/AN/A2023/71.32022/71.532021/71.212020/71.05
N/AN/A2023/81.052022/81.212021/80.922020/80.82
N/AN/A2023/91.252022/91.452021/90.942020/90.82
N/AN/A2023/101.122022/101.372021/100.752020/100.94
N/AN/A2023/111.222022/111.482021/111.022020/111.03
N/AN/A2023/121.242022/121.312021/121.022020/121.29
  • 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: 8.86%
合約負債 QoQ YoY
23Q4 (20)0.65-18.751.56
23Q3 (19)0.8-25.9331.15
23Q2 (18)1.08-1.8268.75
23Q1 (17)1.171.88129.17
22Q4 (16)0.644.9230.61
22Q3 (15)0.61-4.6912.96
22Q2 (14)0.6433.338.47
22Q1 (13)0.48-2.049.09
21Q4 (12)0.49-9.2663.33
21Q3 (11)0.54-8.47100.0
21Q2 (10)0.5934.09110.71
21Q1 (9)0.4446.6769.23
20Q4 (8)0.311.11-31.82
20Q3 (7)0.27-3.57-59.7
20Q2 (6)0.287.69-58.21
20Q1 (5)0.26-40.91-58.06
19Q4 (4)0.44-34.330.0
19Q3 (3)0.670.00.0
19Q2 (2)0.678.060.0
19Q1 (1)0.620.00.0

每月營收相關資訊

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。