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)
2024/21.58-19.22-21.063.54-9.075.31N/A-
2024/11.9610.743.631.963.635.61N/A-
2023/121.77-6.0-15.6723.95-14.115.620.48-
2023/111.88-4.39-22.3522.18-13.986.070.44-
2023/101.97-11.38-14.7820.3-13.116.280.43-
2023/92.226.13-11.8318.33-12.936.210.43-
2023/82.0910.23-23.216.11-13.085.950.45-
2023/71.9-2.77-35.5614.02-11.335.840.46-
2023/61.95-1.83-17.2512.12-5.785.990.47-
2023/51.99-2.75-14.6710.17-3.26.270.44-
2023/42.05-8.4814.758.180.066.290.44-
2023/32.2411.51.056.13-4.06.130.51-
2023/22.06.052.523.9-6.675.990.52-
2023/11.89-9.89-14.781.89-14.786.410.49-
2022/122.1-13.44-0.1627.8911.366.830.56-
2022/112.424.9211.2525.7912.427.250.53-
2022/102.31-8.3117.9923.3712.547.560.51-
2022/92.52-7.5415.9521.0611.978.190.56-
2022/82.73-7.5114.5118.5411.458.030.57-
2022/72.9524.8520.6815.8110.947.640.6因新増投資合併個體,本月合併營收增加。
2022/62.361.2214.712.868.936.480.62-
2022/52.3330.779.8110.57.716.330.64-
2022/41.78-19.4-18.08.177.135.950.68-
2022/32.2113.1215.416.3917.116.390.63-
2022/21.96-11.8518.894.1718.036.280.65-
2022/12.225.5617.282.2217.286.50.62-
2021/122.1-3.5416.2125.0418.136.240.66-
2021/112.1811.2720.022.9418.316.310.65-
2021/101.96-9.8921.4420.7618.146.510.63-
2021/92.17-8.6920.8618.817.817.00.51-
2021/82.38-2.5218.1916.6317.426.880.51-
2021/72.4418.6718.7914.2517.296.620.53-
2021/62.06-3.08-3.6411.8116.996.360.57-
2021/52.12-2.353.989.7522.526.210.58-
2021/42.1713.438.117.6328.925.740.63-
2021/31.9216.5425.585.4539.645.450.53-
2021/21.64-13.04116.743.5448.665.340.54去年度營收減少,主係受新型冠狀病毒疫情影響,大陸子公司延後復工所致。
2021/11.894.616.771.8916.775.520.52-
2020/121.81-0.393.4421.2-4.545.240.45-
2020/111.8212.6-0.8319.39-5.225.230.46-
2020/101.61-10.33-6.9317.57-5.655.420.44-
2020/91.8-10.71.9615.96-5.525.870.4-
2020/82.01-2.047.2614.16-6.396.210.38-
2020/72.06-3.7411.8712.15-8.336.230.38-
2020/62.144.589.6310.09-11.576.190.44-
2020/52.041.512.917.96-15.935.580.49-
2020/42.0131.76-0.815.92-20.934.30.63-
2020/31.53101.13-18.163.91-28.413.910.61-
2020/20.76-53.15-52.12.38-33.744.130.58本月營收較去年同期減少,主係受新型冠狀病毒疫情影響,大陸子公司延後復工所致。
2020/11.62-7.33-19.231.62-19.235.20.46-
2019/121.75-4.52-6.622.21-12.415.310.49-
2019/111.835.68-7.4320.46-12.875.330.49-
2019/101.73-1.75-6.5718.63-13.375.370.48-
2019/91.76-6.06-15.0516.9-14.025.480.49-
2019/81.882.17-19.3115.13-13.895.660.48-
2019/71.84-5.67-20.0613.25-13.075.770.47-
2019/61.95-1.81-18.3511.42-11.845.960.45-
2019/51.98-2.16-12.829.47-10.375.880.45-
2019/42.038.72-7.67.48-9.690.0N/A-
2019/31.8717.71-17.615.46-10.440.0N/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
2024/11.962023/11.892022/12.222021/11.892020/11.62
2024/21.582023/22.02022/21.962021/21.642020/20.76
N/AN/A2023/32.242022/32.212021/31.922020/31.53
N/AN/A2023/42.052022/41.782021/42.172020/42.01
N/AN/A2023/51.992022/52.332021/52.122020/52.04
N/AN/A2023/61.952022/62.362021/62.062020/62.14
N/AN/A2023/71.92022/72.952021/72.442020/72.06
N/AN/A2023/82.092022/82.732021/82.382020/82.01
N/AN/A2023/92.222022/92.522021/92.172020/91.8
N/AN/A2023/101.972022/102.312021/101.962020/101.61
N/AN/A2023/111.882022/112.422021/112.182020/111.82
N/AN/A2023/121.772022/122.12021/122.12020/121.81
  • 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)0.16-11.11300.0
23Q3 (19)0.18-18.18200.0
23Q2 (18)0.220.0450.0
23Q1 (17)0.22450.0214.29
22Q4 (16)0.04-33.33-71.43
22Q3 (15)0.0650.0-77.78
22Q2 (14)0.04-42.86-66.67
22Q1 (13)0.07-50.040.0
21Q4 (12)0.14-48.15180.0
21Q3 (11)0.27125.00
21Q2 (10)0.12140.00
21Q1 (9)0.050.00
20Q4 (8)0.0500

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