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)
2024/21.61-38.98-38.494.242.676.67N/A-
2024/12.638.6573.552.6373.557.43N/A因去年1月適逢春節假期,故本期工作天數較多所致。
2023/122.422.21-14.5428.27-21.037.110.43-
2023/112.372.51-13.3225.85-21.597.250.42-
2023/102.31-9.75-17.0223.48-22.347.420.41-
2023/92.560.61-7.1721.16-22.887.570.44-
2023/82.553.572.6618.6-24.647.420.45-
2023/72.461.76-11.816.05-27.77.070.48-
2023/62.4210.08-20.1413.59-29.986.750.49-
2023/52.22.69-35.5911.17-31.87.040.47-
2023/42.14-21.07-40.68.98-30.87.460.45-
2023/32.713.67-31.66.84-27.046.840.51-
2023/22.6172.172.884.13-23.716.970.5-
2023/11.52-46.49-47.21.52-47.27.090.49-
2022/122.843.66-22.0135.8-22.498.360.42-
2022/112.74-1.85-21.2732.97-22.538.290.43-
2022/102.790.95-26.130.23-22.658.030.44-
2022/92.7611.28-25.527.44-22.288.030.49-
2022/82.48-11.01-36.9824.68-21.98.30.48-
2022/72.79-7.86-36.2222.2-19.759.230.43-
2022/63.03-11.21-33.7719.41-16.6610.040.43-
2022/53.41-5.28-13.216.38-12.4810.970.4-
2022/43.6-9.12-19.2712.97-12.2910.10.43-
2022/33.9655.95-9.79.38-9.289.380.44-
2022/22.54-11.6414.415.41-8.979.050.45-
2022/12.87-20.96-22.92.87-22.99.990.41-
2021/123.644.648.3846.254.7810.890.36因銅價持續上漲所致
2021/113.48-7.8720.6942.5660.6510.960.36因銅價持續上漲所致
2021/103.771.7635.6639.0865.5311.420.34因銅價持續上漲所致
2021/93.71-5.8726.0735.3169.5212.020.38因銅價持續上漲,客戶需求也增加所致。
2021/83.94-9.9350.4831.676.6612.880.36因銅價持續上漲,客戶需求也增加所致。
2021/74.37-4.3185.9127.6781.1512.870.36因銅價持續上漲,客戶需求也增加所致。
2021/64.5716.35118.0723.2980.2812.960.31因銅價持續上漲,客戶需求也增加所致。
2021/53.93-11.91106.3418.7272.9612.770.31因銅價持續上漲,客戶需求也增加所致。
2021/44.461.6673.9414.7965.8411.070.36因銅價持續上漲,客戶需求也增加所致。
2021/34.3997.661.2310.3362.5710.330.35因本期銅價持續上漲,客戶需求也增加所致。
2021/22.22-40.4632.455.9563.579.30.39因本期銅價持續上漲,客戶需求也增加所致。
2021/13.7311.1190.183.7390.189.960.36因本期銅價較去年同期上漲,且去年1月適逢春節假期,而本期工作天數較多所致。
2020/123.3616.5324.8529.852.599.020.34-
2020/112.883.547.0226.490.338.60.36-
2020/102.78-5.4211.9423.61-0.428.340.37-
2020/92.9412.3523.4320.83-1.877.910.34-
2020/82.6211.2711.0917.89-5.077.060.38-
2020/72.3512.23-1.5215.27-7.386.350.43-
2020/62.110.09-11.1712.92-8.376.560.41-
2020/51.9-25.74-22.810.82-7.817.190.38-
2020/42.56-5.76-0.818.92-3.826.960.39-
2020/32.7262.338.286.36-4.996.360.52-
2020/21.68-14.51-3.093.64-12.976.320.52-
2020/11.96-27.05-19.951.96-19.957.340.45-
2019/122.69-0.1-3.5229.09-19.527.860.32-
2019/112.698.3-13.0626.4-20.857.560.33-
2019/102.484.28-17.2523.71-21.657.220.35-
2019/92.381.11-18.121.23-22.137.130.39-
2019/82.36-1.36-27.5118.85-22.627.10.4-
2019/72.391.24-25.3316.49-21.867.210.39-
2019/62.36-4.32-25.5114.1-21.247.410.38-
2019/52.47-4.58-22.111.74-20.337.560.38-
2019/42.582.87-8.119.28-19.840.0N/A-
2019/32.5145.26-25.036.69-23.610.0N/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
2024/12.632023/11.522022/12.872021/13.732020/11.96
2024/21.612023/22.612022/22.542021/22.222020/21.68
N/AN/A2023/32.712022/33.962021/34.392020/32.72
N/AN/A2023/42.142022/43.62021/44.462020/42.56
N/AN/A2023/52.22022/53.412021/53.932020/51.9
N/AN/A2023/62.422022/63.032021/64.572020/62.1
N/AN/A2023/72.462022/72.792021/74.372020/72.35
N/AN/A2023/82.552022/82.482021/83.942020/82.62
N/AN/A2023/92.562022/92.762021/93.712020/92.94
N/AN/A2023/102.312022/102.792021/103.772020/102.78
N/AN/A2023/112.372022/112.742021/113.482020/112.88
N/AN/A2023/122.422022/122.842021/123.642020/123.36
  • 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: 1.71%
合約負債 QoQ YoY
23Q4 (20)0.270.0-3.57
23Q3 (19)0.270.0-3.57
23Q2 (18)0.27-3.57-3.57
23Q1 (17)0.280.0-3.45
22Q4 (16)0.280.00.0
22Q3 (15)0.280.03.7
22Q2 (14)0.28-3.451300.0
22Q1 (13)0.293.57866.67
21Q4 (12)0.283.72700.0
21Q3 (11)0.271250.01250.0
21Q2 (10)0.02-33.33-60.0
21Q1 (9)0.03200.0200.0
20Q4 (8)0.01-50.0-80.0
20Q3 (7)0.02-60.0-66.67
20Q2 (6)0.05400.066.67
20Q1 (5)0.01-80.0-50.0
19Q4 (4)0.05-16.670.0
19Q3 (3)0.06100.00.0
19Q2 (2)0.0350.00.0
19Q1 (1)0.020.00.0

每月營收相關資訊

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