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)
2024/212.75-14.354.6727.64-8.8145.96N/A-
2024/114.89-18.72-17.8814.89-17.8847.09N/A-
2023/1218.3231.98-4.65188.39-2.7146.00.25-
2023/1113.880.56-14.59170.07-2.4941.070.29-
2023/1013.83.08-22.51156.19-1.2542.440.28-
2023/913.39-12.18-22.06142.391.4441.910.24-
2023/815.2514.86-9.54129.04.7245.230.22-
2023/713.27-20.56-24.55113.766.9848.630.21-
2023/616.71-10.44.87100.4813.2351.650.13-
2023/518.6514.5151.8283.7715.0653.460.12經檢視當月營收差異達50%,主係本月廠房、商業大樓及住宅大樓工程收入增加所致。
2023/416.29-12.075.2965.127.646.990.14-
2023/318.5252.0312.5748.848.448.840.14-
2023/212.18-32.81-0.9430.315.9949.530.14-
2023/118.13-5.6311.2318.1311.2353.60.13-
2022/1219.2118.22-3.18193.6421.2453.280.15-
2022/1116.25-8.7510.07174.4324.7151.240.16-
2022/1017.813.6740.8158.1826.4451.850.15-
2022/917.181.9131.25140.3724.8251.630.2-
2022/816.86-4.1920.03123.1923.9750.380.2-
2022/717.5910.4317.86106.3324.6245.810.22-
2022/615.9329.6928.8688.7326.0643.680.22-
2022/512.28-20.584.0672.825.4644.20.22-
2022/415.47-5.9942.760.5230.9244.220.22-
2022/316.4533.7823.545.0527.3145.050.19-
2022/212.3-24.5525.9828.629.6248.440.18-
2022/116.3-17.8632.516.332.550.910.17-
2021/1219.8534.4259.41159.7120.647.260.21經檢視當月營收差異達50%,主係因本月電子廠房、大樓及公共建設等工程收入增加所致。
2021/1114.7616.714.15139.8616.5840.50.25-
2021/1012.65-3.358.82125.118.2439.780.25-
2021/913.09-6.7924.54112.4519.442.060.3-
2021/814.04-5.9244.4399.3618.7641.330.3-
2021/714.9320.7353.9285.3215.3839.090.32經檢視當月營收差異達50%,主係因本月電子廠房、商業大樓及原料倉庫鋼構廠房等工程收入增加所致。
2021/612.364.7314.3370.399.5635.010.29-
2021/511.88.919.0458.038.635.960.29-
2021/410.84-18.63-2.2346.228.4933.920.3-
2021/313.3236.466.3335.3812.2635.380.23-
2021/29.76-20.644.5822.0616.1734.510.23-
2021/112.3-1.1927.3712.327.3738.930.21-
2020/1212.45-12.17-34.32132.42-20.7338.250.18-
2020/1114.1721.9412.47119.97-18.9936.310.19-
2020/1011.6210.616.36105.8-21.9231.860.22-
2020/910.518.085.1294.17-24.9629.930.25-
2020/89.720.26-19.7383.66-27.5730.230.25-
2020/79.7-10.31-10.0373.94-28.4931.340.24-
2020/610.81-0.11-26.364.24-30.6432.720.21-
2020/510.83-2.34-13.8553.43-31.4534.440.2-
2020/411.09-11.51-38.5142.6-34.8332.950.21-
2020/312.5334.22-25.1731.52-33.4331.520.24-
2020/29.33-3.35-27.9618.99-37.9537.950.2-
2020/19.66-49.05-45.289.66-45.2841.220.18-
2019/1218.9650.42-17.0167.06-17.9441.550.11-
2019/1112.626.15-27.57148.11-18.0632.590.14-
2019/109.99-0.07-40.08135.5-17.0532.10.15-
2019/910.0-17.47-33.43125.51-14.4332.890.15-
2019/812.1112.38-29.16115.52-12.2737.570.13-
2019/710.78-26.53-39.65103.4-9.7538.020.13-
2019/614.6716.76-18.592.62-4.2245.270.1-
2019/512.57-30.3-39.2877.95-0.9647.340.09-
2019/418.037.68-1.6665.3812.710.0N/A-
2019/316.7429.2127.9647.3519.350.0N/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
2024/114.892023/118.132022/116.32021/112.32020/19.66
2024/212.752023/212.182022/212.32021/29.762020/29.33
N/AN/A2023/318.522022/316.452021/313.322020/312.53
N/AN/A2023/416.292022/415.472021/410.842020/411.09
N/AN/A2023/518.652022/512.282021/511.82020/510.83
N/AN/A2023/616.712022/615.932021/612.362020/610.81
N/AN/A2023/713.272022/717.592021/714.932020/79.7
N/AN/A2023/815.252022/816.862021/814.042020/89.72
N/AN/A2023/913.392022/917.182021/913.092020/910.51
N/AN/A2023/1013.82022/1017.812021/1012.652020/1011.62
N/AN/A2023/1113.882022/1116.252021/1114.762020/1114.17
N/AN/A2023/1218.322022/1219.212021/1219.852020/1212.45
  • 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: 56.35%
合約負債 QoQ YoY
23Q4 (20)11.2732.43363.79
23Q3 (19)8.5164.9281.84
23Q2 (18)5.1610.97-4.62
23Q1 (17)4.6591.36-29.76
22Q4 (16)2.43-48.08-57.74
22Q3 (15)4.68-13.49-71.72
22Q2 (14)5.41-18.28-70.71
22Q1 (13)6.6215.13-40.09
21Q4 (12)5.75-65.26-37.7
21Q3 (11)16.55-10.418.21
21Q2 (10)18.4767.1531.27
21Q1 (9)11.0519.72-30.06
20Q4 (8)9.23-34.077.58
20Q3 (7)14.0-0.5-5.28
20Q2 (6)14.07-10.958.06
20Q1 (5)15.884.1524.7
19Q4 (4)8.58-41.950.0
19Q3 (3)14.7813.520.0
19Q2 (2)13.022.760.0
19Q1 (1)12.670.00.0

每月營收相關資訊

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