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)
2024/20.33-35.14-47.980.84-29.231.43N/A本期營收較去年同期減少,主係客戶需求減緩所致
2024/10.51-13.39-7.620.51-7.621.72N/A-
2023/120.59-5.952.517.9425.21.830.85-
2023/110.631.699.87.3527.461.80.86-
2023/100.629.8510.266.7229.41.840.84-
2023/90.56-16.33-3.336.1131.71.950.89-
2023/80.67-7.322.475.5536.72.130.81-
2023/70.72-2.5334.864.8838.922.240.77-
2023/60.74-4.2343.064.1639.652.320.71-
2023/50.77-3.8146.483.4238.932.230.74-
2023/40.823.6563.772.6436.872.090.78本期營收較去年同期增加,主係國外訂單需求增加。
2023/30.652.3528.581.8427.691.840.85-
2023/20.6415.1959.741.1927.211.760.89本期營收較去年同期增加,主係客戶需求成長且去年基期較低所致。
2023/10.55-3.883.030.553.031.70.93-
2022/120.570.72-6.326.3421.371.70.84-
2022/110.572.1115.835.7725.051.710.84-
2022/100.56-3.6829.385.226.151.680.85-
2022/90.586.023.454.6425.771.660.86-
2022/80.552.0723.384.0626.111.60.89-
2022/70.543.3925.453.5126.541.580.9-
2022/60.52-1.9429.332.9826.741.540.82-
2022/50.537.5429.982.4626.211.530.83-
2022/40.49-2.9121.931.9325.221.390.9-
2022/30.5127.1620.771.4426.381.440.76-
2022/20.4-25.727.530.9329.651.550.71-
2022/10.54-12.6231.270.5431.271.640.67-
2021/120.6124.5652.815.2241.821.540.75本期營收較去年同期增加,主係受惠客戶需求持續增加,並較109年同期大幅成長所致。
2021/110.4914.0624.654.6140.471.390.83-
2021/100.43-8.0978.424.1242.641.340.86本期營收較去年同期增加,主係受惠國內訂單需求持續成長,且去年基期較低之影響所致。
2021/90.475.9445.93.6939.371.340.98-
2021/80.443.7843.173.2238.461.271.03-
2021/70.436.5943.292.7737.741.231.06-
2021/60.4-1.4541.572.3536.771.211.0-
2021/50.410.8758.111.9535.831.230.99本期營收較去年同期增加,主係因國內客戶需求增加所致。
2021/40.4-3.8339.051.5430.961.131.07-
2021/30.4234.2725.261.1428.321.140.98-
2021/20.31-23.52-1.80.7230.181.121.0-
2021/10.411.7173.370.4173.371.20.93本期增減百分比達73.38%,主係因較去年同期客戶需求增加。
2020/120.41.638.073.6812.21.041.06-
2020/110.3963.26-3.033.289.690.961.15-
2020/100.24-24.84-5.22.8911.70.871.26-
2020/90.323.95-0.482.6513.550.931.14-
2020/80.313.8723.512.3215.810.891.19-
2020/70.35.3126.92.0114.710.841.27-
2020/60.2810.06-3.061.7212.830.831.22-
2020/50.26-11.288.41.4316.610.881.15-
2020/40.29-13.368.591.1818.570.941.07-
2020/30.335.2543.990.8922.230.891.05-
2020/20.3235.02112.130.5512.00.841.1本月增減百分比達112.13%,主係因國內客戶需求增加,且去年基期較低所致。
2020/10.24-18.99-31.590.24-31.590.931.0-
2019/120.29-28.64-13.613.28-8.170.951.04-
2019/110.4159.6114.62.99-7.60.991.0-
2019/100.26-21.1-31.792.58-10.340.831.19-
2019/90.3229.033.162.33-7.140.811.4-
2019/80.256.7113.332.01-8.620.781.45-
2019/70.23-19.55-19.821.76-11.070.761.48-
2019/60.2923.08-4.121.52-9.550.81.27-
2019/50.24-11.12-13.261.23-10.750.741.37-
2019/40.2714.860.160.99-10.130.0N/A-
2019/30.2355.06-22.760.73-13.410.0N/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
2024/10.512023/10.552022/10.542021/10.412020/10.24
2024/20.332023/20.642022/20.42021/20.312020/20.32
N/AN/A2023/30.652022/30.512021/30.422020/30.33
N/AN/A2023/40.82022/40.492021/40.42020/40.29
N/AN/A2023/50.772022/50.532021/50.412020/50.26
N/AN/A2023/60.742022/60.522021/60.42020/60.28
N/AN/A2023/70.722022/70.542021/70.432020/70.3
N/AN/A2023/80.672022/80.552021/80.442020/80.31
N/AN/A2023/90.562022/90.582021/90.472020/90.32
N/AN/A2023/100.622022/100.562021/100.432020/100.24
N/AN/A2023/110.632022/110.572021/110.492020/110.39
N/AN/A2023/120.592022/120.572021/120.612020/120.4
  • 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: 1.45%
合約負債 QoQ YoY
23Q4 (20)0.06-25.0-25.0
23Q3 (19)0.08-42.86-46.67
23Q2 (18)0.14-39.13-17.65
23Q1 (17)0.23187.543.75
22Q4 (16)0.08-46.670.0
22Q3 (15)0.15-11.7666.67
22Q2 (14)0.176.2513.33
22Q1 (13)0.16100.0220.0
21Q4 (12)0.08-11.1114.29
21Q3 (11)0.09-40.080.0
21Q2 (10)0.15200.0650.0
21Q1 (9)0.05-28.57400.0
20Q4 (8)0.0740.0133.33
20Q3 (7)0.05150.00.0
20Q2 (6)0.02100.0-33.33
20Q1 (5)0.01-66.67-50.0
19Q4 (4)0.03-40.00.0
19Q3 (3)0.0566.670.0
19Q2 (2)0.0350.00.0
19Q1 (1)0.020.00.0

每月營收相關資訊

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