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)
2024/23.99-36.146.2710.2425.6814.98N/A-
2024/16.2531.9342.286.2542.2815.82N/A-
2023/124.74-1.8323.2362.7620.4114.50.55-
2023/114.83-2.1317.558.0320.1916.260.49-
2023/104.93-24.1440.8653.220.4417.40.46-
2023/96.58.9687.3248.2618.6817.940.43本月客戶需求增加。
2023/85.979.0559.2641.7612.2717.180.45本月客戶需求增加。
2023/75.47-4.6851.435.797.0116.930.46本月客戶需求增加。
2023/65.740.446.8630.321.6317.110.48-
2023/55.721.1822.5924.58-5.1816.430.5-
2023/45.6511.699.718.86-11.2714.470.57-
2023/35.0634.68-7.8313.21-17.9813.210.72-
2023/23.76-14.51-22.08.15-23.2312.00.79-
2023/14.3914.26-24.254.39-24.2512.350.77-
2022/123.85-6.38-27.8352.12-27.4511.460.93-
2022/114.1117.31-27.9948.28-27.4211.080.97-
2022/103.50.87-42.444.17-27.3710.721.0-
2022/93.47-7.36-51.140.67-25.6910.831.09客戶需求減少。
2022/83.753.67-46.8137.19-21.9111.271.04-
2022/73.61-7.54-48.7933.45-17.5812.190.97-
2022/63.91-16.18-37.529.83-11.0113.720.98-
2022/54.66-9.44-25.8525.92-4.9315.310.88-
2022/45.15-6.16-10.5721.261.3315.460.87-
2022/35.4913.971.2416.115.8316.110.75-
2022/24.82-16.983.310.628.3715.950.76-
2022/15.88.8712.995.812.9916.840.72-
2021/125.33-6.5916.2171.8549.1217.110.63-
2021/115.71-6.1730.9666.5252.5818.890.57因受疫情影響,公司產品需求增加。
2021/106.08-14.3630.9660.8254.9920.230.53因受疫情影響,公司產品需求增加。
2021/97.10.7738.8854.7358.2121.210.38因受疫情影響,公司產品需求增加。
2021/87.05-0.1944.7747.6361.5620.360.39因受疫情影響,公司產品需求增加。
2021/77.0612.8552.9940.5964.8819.610.41因受疫情影響,公司產品需求增加。
2021/66.26-0.5651.6833.5367.6218.310.36因受疫情影響,公司產品需求增加。
2021/56.299.2162.1327.2771.7617.470.38因受疫情影響,公司產品需求增加。
2021/45.766.2362.120.9874.8715.840.42因受疫情影響,公司產品需求增加。
2021/35.4216.2969.5415.2280.2415.220.35因受疫情影響,公司產品需求增加。
2021/24.66-9.19127.539.886.7714.380.37因受疫情影響,公司產品需求增加。
2021/15.1311.9860.635.1360.6314.080.38因受疫情影響,公司產品需求增加。
2020/124.595.2554.3148.1831.4513.580.37因受疫情影響,公司產品需求增加。
2020/114.36-6.1624.5843.5929.4414.110.35-
2020/104.64-9.1838.8239.2430.014.620.34-
2020/95.115.0429.7334.5928.914.590.3-
2020/84.875.4737.5229.4828.7613.60.32-
2020/74.6111.8942.9724.6127.1512.620.35-
2020/64.126.2835.1420.023.9911.560.36-
2020/53.889.1931.8615.8821.3910.630.39-
2020/43.5511.127.2312.018.358.80.47-
2020/33.256.0634.358.4414.978.440.47-
2020/22.05-35.899.335.255.688.220.48-
2020/13.27.573.473.23.479.660.41-
2019/122.97-15.0230.7636.658.979.810.35-
2019/113.54.5540.033.687.3910.780.32-
2019/103.34-15.1218.4930.184.5710.820.32-
2019/93.9411.357.426.843.0610.710.33-
2019/83.549.6511.1322.92.359.820.36-
2019/73.235.768.2719.360.899.220.38-
2019/63.053.78.3616.13-0.468.790.45-
2019/52.945.369.7713.08-2.328.120.49-
2019/42.7917.312.7210.14-5.350.0N/A-
2019/32.3826.99-6.947.34-8.10.0N/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
2024/16.252023/14.392022/15.82021/15.132020/13.2
2024/23.992023/23.762022/24.822021/24.662020/22.05
N/AN/A2023/35.062022/35.492021/35.422020/33.2
N/AN/A2023/45.652022/45.152021/45.762020/43.55
N/AN/A2023/55.722022/54.662021/56.292020/53.88
N/AN/A2023/65.742022/63.912021/66.262020/64.12
N/AN/A2023/75.472022/73.612021/77.062020/74.61
N/AN/A2023/85.972022/83.752021/87.052020/84.87
N/AN/A2023/96.52022/93.472021/97.12020/95.11
N/AN/A2023/104.932022/103.52021/106.082020/104.64
N/AN/A2023/114.832022/114.112021/115.712020/114.36
N/AN/A2023/124.742022/123.852021/125.332020/124.59
  • 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: 0.5%
合約負債 QoQ YoY
23Q4 (20)0.08-33.33-33.33
23Q3 (19)0.12-7.699.09
23Q2 (18)0.1344.44160.0
23Q1 (17)0.09-25.0200.0
22Q4 (16)0.129.09140.0
22Q3 (15)0.11120.057.14
22Q2 (14)0.0566.67-44.44
22Q1 (13)0.03-40.0-50.0
21Q4 (12)0.05-28.57-28.57
21Q3 (11)0.07-22.2216.67
21Q2 (10)0.0950.0125.0
21Q1 (9)0.06-14.29-40.0
20Q4 (8)0.0716.67-58.82
20Q3 (7)0.0650.0500.0
20Q2 (6)0.04-60.00
20Q1 (5)0.1-41.18150.0
19Q4 (4)0.171600.00.0
19Q3 (3)0.0100.0

每月營收相關資訊

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