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)
2024/20.79-41.88-22.072.150.372.79N/A-
2024/11.36113.5220.551.3620.553.0N/A-
2023/120.64-36.52-48.213.73-23.312.861.29本月及累計合併營收減少主因大陸子公司於今年7月處分所致。
2023/111.0-17.52-29.4313.09-21.473.361.1本月及累計合併營收減少主因大陸子公司於今年7月處分所致。
2023/101.226.71-2.0812.09-20.733.361.1本月及累計合併營收減少主因大陸子公司於今年7月處分所致。
2023/91.1413.33-23.7310.87-22.383.061.28本月及累計合併營收減少主因大陸子公司於今年7月處分所致。
2023/81.0110.37-24.789.73-22.223.371.16本月及累計合併營收減少主因大陸子公司於今年7月處分所致。
2023/70.91-37.4-40.588.73-21.923.911.07月份合併營收已排除停業單位營收,唯前期數及當年1-6月累計合併營收係含停業單位。
2023/61.46-5.56-9.537.81-18.944.450.88-
2023/51.546.43-11.396.36-20.834.210.93-
2023/41.4518.6211.534.81-23.453.691.07-
2023/31.2220.4-32.073.37-32.563.371.61-
2023/21.01-10.09-27.472.14-32.833.371.6-
2023/11.13-8.25-37.021.13-37.023.781.43-
2022/121.23-13.52-23.917.9-1.933.91.39-
2022/111.4214.43-7.1616.670.194.161.3-
2022/101.24-16.87-20.3115.250.944.081.32-
2022/91.511.774.4914.013.384.371.21-
2022/81.34-12.81-17.412.513.254.481.18-
2022/71.53-4.682.8711.176.444.891.08-
2022/61.61-7.514.229.647.034.651.09-
2022/51.7433.9744.428.037.614.841.05-
2022/41.3-27.75-16.496.290.524.51.13-
2022/31.828.559.144.996.164.991.04-
2022/21.4-21.92-5.333.194.554.811.08-
2022/11.7910.8513.831.7913.834.941.05-
2021/121.625.49-8.1318.263.874.711.07-
2021/111.53-1.76-14.7216.645.24.521.12-
2021/101.568.99-11.7315.117.764.611.1-
2021/91.43-11.65-16.9513.5510.574.541.06-
2021/81.628.592.0712.1215.074.661.04-
2021/71.49-3.43-3.4410.517.384.241.14-
2021/61.5428.1616.299.0121.734.311.0-
2021/51.21-22.5415.317.4622.924.410.98-
2021/41.56-5.5653.686.2624.54.680.922021年度疫情趨緩,故歐美市場之需求較2020年度增加。
2021/31.6511.499.524.717.144.70.86-
2021/21.48-6.1130.583.0521.714.810.84-
2021/11.57-10.5314.421.5714.425.130.79-
2020/121.76-2.07-15.317.58-13.665.320.81-
2020/111.81.684.8115.82-13.475.290.81-
2020/101.772.547.914.02-15.365.080.84-
2020/91.728.594.0712.25-17.924.861.01-
2020/81.592.71-12.8210.53-20.664.461.1-
2020/71.5416.31-19.418.94-21.913.921.25-
2020/61.3327.08-7.437.4-22.413.391.77-
2020/51.053.22-42.316.07-25.063.561.68-
2020/41.01-32.7-41.585.02-20.093.651.64-
2020/31.532.93-10.754.01-11.924.011.57-
2020/21.13-17.73-13.02.51-12.614.591.37-
2020/11.38-33.77-12.291.38-12.295.171.22-
2019/122.0821.1731.4220.36-18.475.431.18-
2019/111.714.686.1918.28-21.855.011.28-
2019/101.64-1.090.1316.57-23.925.111.25-
2019/91.66-9.03-13.6614.93-25.885.391.25-
2019/81.82-5.05-4.6613.27-27.165.171.3-
2019/71.9233.6-10.2711.45-29.85.161.3-
2019/61.44-20.8-25.349.54-32.744.981.56-
2019/51.814.54-25.88.1-33.95.231.48-
2019/41.732.81-26.846.29-35.920.0N/A-
2019/31.6929.58-41.334.56-38.810.0N/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
2024/11.362023/11.132022/11.792021/11.572020/11.38
2024/20.792023/21.012022/21.42021/21.482020/21.13
N/AN/A2023/31.222022/31.82021/31.652020/31.5
N/AN/A2023/41.452022/41.32021/41.562020/41.01
N/AN/A2023/51.542022/51.742021/51.212020/51.05
N/AN/A2023/61.462022/61.612021/61.542020/61.33
N/AN/A2023/70.912022/71.532021/71.492020/71.54
N/AN/A2023/81.012022/81.342021/81.622020/81.59
N/AN/A2023/91.142022/91.52021/91.432020/91.72
N/AN/A2023/101.222022/101.242021/101.562020/101.77
N/AN/A2023/111.02022/111.422021/111.532020/111.8
N/AN/A2023/120.642022/121.232021/121.622020/121.76
  • 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: 4.85%
合約負債 QoQ YoY
23Q4 (20)0.516.28177.78
23Q3 (19)0.432.3895.45
23Q2 (18)0.42-48.78320.0
23Q1 (17)0.82355.56925.0
22Q4 (16)0.18-18.18350.0
22Q3 (15)0.22120.0450.0
22Q2 (14)0.125.011.11
22Q1 (13)0.08100.0700.0
21Q4 (12)0.040.0-20.0
21Q3 (11)0.04-55.5633.33
21Q2 (10)0.09800.0-85.94
21Q1 (9)0.01-80.0-98.48
20Q4 (8)0.0566.67-91.94
20Q3 (7)0.03-95.31-94.12
20Q2 (6)0.64-3.0314.29
20Q1 (5)0.666.4511.86
19Q4 (4)0.6221.570.0
19Q3 (3)0.51-8.930.0
19Q2 (2)0.56-5.080.0
19Q1 (1)0.590.00.0

每月營收相關資訊

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