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)
2024/21.0625.25-0.581.91-1.022.57N/A-
2024/10.8528.61-1.570.85-1.572.13N/A-
2023/120.667.04-66.5613.32-44.641.80.73本期營收較去年同期減少66.56,係客戶需求減少所致。
2023/110.6218.1-72.0912.66-42.681.960.67本期營收較去年同期減少72.09,係客戶需求減少所致。
2023/100.52-36.58-70.2912.04-39.412.230.59本期營收較去年同期減少70.29,係客戶需求減少所致。
2023/90.82-7.28-61.1911.52-36.412.820.31本期營收較去年同期減少61.2,係客戶需求減少所致。
2023/80.89-20.1-39.9910.7-33.133.470.25-
2023/71.11-24.6-22.279.81-32.433.950.22-
2023/61.478.15-28.728.7-33.544.610.27-
2023/51.36-23.1-34.727.22-34.445.290.23-
2023/41.77-17.61-12.665.86-34.384.990.25-
2023/32.15101.14-17.214.08-40.774.080.36-
2023/21.0724.0-41.761.93-55.023.910.38本年營收較去年同期減少55.03,係客戶需求減少所致。
2023/10.86-56.3-64.930.86-64.935.050.3本期營收較去年同期減少64.93,係客戶需求減少所致。
2022/121.97-10.65-29.9224.06-36.275.940.29-
2022/112.2125.73-37.1622.08-36.796.090.28-
2022/101.76-17.17-53.6919.87-36.755.360.32本期營收較去年同期減少53.69,係客戶需求減少所致。
2022/92.1243.36-39.4918.12-34.425.030.4-
2022/81.483.5-50.8715.99-33.684.980.41本期營收較去年同期減少50.88%,係客戶需求減少所致。
2022/71.43-30.85-50.4914.51-31.225.590.36本期營收較去年同期減少50.49%,係客戶需求減少所致。
2022/62.07-0.94-29.0113.08-28.176.190.3-
2022/52.092.88-33.7711.02-28.016.720.28-
2022/42.03-21.91-24.598.93-26.526.470.29-
2022/32.641.49-19.346.9-27.066.90.29-
2022/21.84-25.33-35.04.3-31.067.120.28-
2022/12.46-12.69-27.792.46-27.798.80.23-
2021/122.82-19.884.4337.7622.3110.130.2-
2021/113.52-7.3316.1834.9424.0210.820.19-
2021/103.88.214.6631.4224.9710.320.2-
2021/93.5116.3949.0327.6328.399.410.21-
2021/83.014.3140.524.1225.858.820.23-
2021/72.89-0.8615.1721.1124.018.960.22-
2021/62.91-7.58158.3418.2225.538.760.28本期營收較去年同期增加158.35%,係客戶需求增加所致。
2021/53.1517.1338.3115.314.349.070.27-
2021/42.69-16.4727.412.159.428.740.28-
2021/33.2214.015.49.465.199.460.18-
2021/22.83-17.047.396.235.098.930.19-
2021/13.4126.283.253.413.259.130.19-
2020/122.7-10.87-35.6830.87-29.899.350.21-
2020/113.03-16.51-14.6528.17-29.289.010.22-
2020/103.6354.093.7225.14-30.718.130.24-
2020/92.359.73-34.9821.52-34.387.010.27-
2020/82.14-14.48-51.0119.16-34.35.780.32本期營收較去年同期減少51.02%,係客戶需求減少及減少合併個體所致。
2020/72.51122.35-38.0517.02-31.355.920.31-
2020/61.13-50.52-72.5714.51-30.055.520.21本期營收較去年同期減少72.57%,係客戶需求減少及減少合併個體所致。
2020/52.287.89-46.2413.38-19.537.450.16-
2020/42.11-30.89-44.311.1-10.397.80.15-
2020/33.0616.17-21.238.994.578.990.25-
2020/22.63-20.234.635.9325.8410.130.22-
2020/13.3-21.3450.13.350.111.040.2本期營收較去年同期增加50.10%,係客戶需求增加及增加合併個體所致。
2019/124.218.26138.7144.0354.8611.240.16本期營收較去年同期增加138.72%,係客戶需求增加及增加合併個體所致。
2019/113.551.4695.2439.8449.3410.660.17本期營收較去年同期增加95.24%,係客戶需求增加及增加合併個體所致。
2019/103.5-3.4121.4536.2945.9811.490.15-
2019/93.62-17.32160.2532.7949.212.050.15本期營收較去年同期增加160.26%,係客戶需求增加及增加合併個體所致。
2019/84.388.1490.8729.1741.6912.540.14本期營收較去年同期增加90.87%,係客戶需求增加及增加合併個體所致。
2019/74.05-1.5420.1624.7935.5312.40.15-
2019/64.11-3.0317.3620.7439.012.150.13-
2019/54.2411.7969.3516.6345.6411.920.13本月營收較去年本月增加69.36%,係客戶需求增加及新增合併個體所致。
2019/43.79-2.2789.9712.3938.980.0N/A本月營收較去年本月增加89.98%,係客戶需求增加所致。
2019/33.8854.33142.758.624.250.0N/A本月營收較去年本月增加143%,係客戶需求增加所致。
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
2024/10.852023/10.862022/12.462021/13.412020/13.3
2024/21.062023/21.072022/21.842021/22.832020/22.63
N/AN/A2023/32.152022/32.62021/33.222020/33.06
N/AN/A2023/41.772022/42.032021/42.692020/42.11
N/AN/A2023/51.362022/52.092021/53.152020/52.28
N/AN/A2023/61.472022/62.072021/62.912020/61.13
N/AN/A2023/71.112022/71.432021/72.892020/72.51
N/AN/A2023/80.892022/81.482021/83.012020/82.14
N/AN/A2023/90.822022/92.122021/93.512020/92.35
N/AN/A2023/100.522022/101.762021/103.82020/103.63
N/AN/A2023/110.622022/112.212021/113.522020/113.03
N/AN/A2023/120.662022/121.972021/122.822020/122.7
  • 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
合約負債 QoQ YoY

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。