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)
2024/21.0-11.195.852.148.393.24N/A-
2024/11.132.4310.751.1310.753.29N/A-
2023/121.14.76-44.8310.56-55.642.971.2出貨量較同期減少
2023/111.0530.47-55.529.46-56.632.491.43出貨量較同期減少
2023/100.8128.8-65.038.4-56.772.041.75出貨量較同期減少
2023/90.633.45-72.177.59-55.651.791.87出貨量較同期減少
2023/80.618.98-72.456.97-53.152.171.55出貨量較同期減少
2023/70.56-44.62-74.166.36-49.792.171.55出貨量較同期減少
2023/61.066.46-52.615.8-44.82.531.38出貨量較同期減少
2023/50.6-34.35-70.274.8-42.832.831.23出貨量較同期減少
2023/40.92-29.43-50.444.19-34.073.171.1出貨量較同期減少
2023/31.337.27-23.483.27-27.323.271.11-
2023/20.95-7.08-36.761.97-29.663.970.91-
2023/11.02-48.98-21.461.02-21.465.40.67-
2022/122.0-15.5372.4223.8127.136.690.56磊晶片銷售成長
2022/112.372.55114.721.8124.146.940.54磊晶片銷售成長
2022/102.312.5192.5219.4418.066.770.56磊晶片銷售成長
2022/92.252.42124.917.1212.26.610.53磊晶片銷售成長
2022/82.22.2146.6414.874.286.480.54-
2022/72.151.5563.5712.67-0.76.310.56磊晶片銷售成長
2022/62.124.4246.2510.51-8.16.010.56-
2022/52.039.454.428.39-15.995.590.6-
2022/41.868.94-7.446.36-20.935.060.66-
2022/31.713.44-23.654.51-25.44.510.73-
2022/21.515.4-24.322.8-26.423.960.84-
2022/11.312.01-28.711.3-28.713.570.93-
2021/121.165.18-50.9218.73-18.893.470.83客戶訂單較同期減少
2021/111.1-8.04-53.0117.57-15.243.310.87客戶訂單較同期減少
2021/101.219.76-44.0416.46-10.413.70.78-
2021/91.0-33.21-52.3415.26-5.963.820.7客戶訂單較同期減少
2021/81.514.01-21.6614.260.944.270.62-
2021/71.32-9.19-34.3712.764.494.710.56-
2021/61.45-25.44-22.0311.4412.135.40.45-
2021/51.94-2.999.899.9919.756.180.4-
2021/42.0-10.1317.958.0422.416.220.39-
2021/32.2312.4411.46.0423.976.040.35-
2021/21.988.729.913.8132.736.180.35-
2021/11.82-22.8871.441.8271.446.540.33磊晶片銷售成長
2020/122.370.6930.6423.098.086.860.3-
2020/112.359.5236.9720.726.06.60.32-
2020/102.151.9928.6718.373.026.170.34-
2020/92.19.7614.0816.230.376.030.32-
2020/81.92-4.47-7.0914.12-1.395.780.33-
2020/72.017.87-4.6312.21-0.435.640.34-
2020/61.865.09-9.9210.20.435.330.39-
2020/51.774.12-11.528.343.085.470.38-
2020/41.7-15.124.136.577.885.510.37-
2020/32.010.93112.264.879.254.870.48磊晶片銷售成長
2020/21.8169.5835.242.87-18.384.680.5-
2020/11.06-41.23-51.21.06-51.24.590.511月營收減少係因對部份中國地區客戶的出貨延遲到2月。延遲原因為中國地區延長春節假期所致。
2019/121.815.57-16.1921.36-9.565.190.37-
2019/111.722.88-26.119.55-8.895.230.37-
2019/101.67-9.57-26.9317.84-6.85.570.35-
2019/91.84-10.61-12.1916.17-4.086.010.39-
2019/82.06-1.933.1114.32-2.926.230.38-
2019/72.11.887.7512.26-3.876.170.38-
2019/62.063.2268.8910.16-5.975.70.45磊晶片銷售成長
2019/52.022.555.118.09-15.534.580.56-
2019/41.6373.01-14.116.09-20.650.0N/A-
2019/30.94-29.31-51.644.46-22.80.0N/A主要客戶於3月份進行產品調整
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
2024/11.132023/11.022022/11.32021/11.822020/11.06
2024/21.02023/20.952022/21.52021/21.982020/21.81
N/AN/A2023/31.32022/31.72021/32.232020/32.0
N/AN/A2023/40.922022/41.862021/42.02020/41.7
N/AN/A2023/50.62022/52.032021/51.942020/51.77
N/AN/A2023/61.02022/62.122021/61.452020/61.86
N/AN/A2023/70.562022/72.152021/71.322020/72.01
N/AN/A2023/80.612022/82.22021/81.52020/81.92
N/AN/A2023/90.632022/92.252021/91.02020/92.1
N/AN/A2023/100.812022/102.312021/101.22020/102.15
N/AN/A2023/111.052022/112.372021/111.12020/112.35
N/AN/A2023/121.12022/122.02021/121.162020/122.37
  • 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: 0.54%
合約負債 QoQ YoY
23Q4 (20)0.050150.0

每月營收相關資訊

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