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)
2024/22.77-13.5310.85.9820.038.57N/A-
2024/13.223.3629.333.229.3310.49N/A-
2023/122.6-44.53-3.4835.44-4.8110.381.71-
2023/114.6851.0730.9832.84-4.9210.681.66-
2023/103.17.23-19.5728.16-9.068.352.13-
2023/92.8922.72-2.6725.06-7.578.32.18-
2023/82.36-22.91-15.2122.17-8.178.692.09-
2023/73.06-6.69-6.3719.81-7.269.082.0-
2023/63.2819.330.0716.75-7.428.622.01-
2023/52.745.57-4.2613.48-9.078.52.04-
2023/42.6-17.57-5.1310.73-10.228.262.1-
2023/33.1526.149.298.13-11.748.132.27-
2023/22.50.92-16.474.98-21.337.672.41-
2023/12.48-7.94-25.72.48-25.78.752.11-
2022/122.69-24.72-28.4437.231.7910.121.86-
2022/113.58-7.232.6734.545.2610.41.81-
2022/103.8629.76-2.4530.975.569.61.96-
2022/92.976.91-10.4527.116.819.012.13-
2022/82.78-14.88-9.0924.149.419.322.07-
2022/73.26-0.26-5.8121.3612.399.412.05-
2022/63.2714.1623.1218.116.458.882.05-
2022/52.874.617.3314.8215.088.492.15-
2022/42.74-5.041.1511.9617.18.622.12-
2022/32.89-3.619.579.2222.879.221.85-
2022/22.99-10.239.776.3324.4310.091.69-
2022/13.34-11.3341.383.3441.3810.581.61-
2021/123.768.030.9636.5847.0311.21.44-
2021/113.48-11.8653.0832.8249.1310.751.5本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大
2021/103.9519.1281.8429.3348.6710.331.56本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2021/93.328.5254.4425.3844.569.841.62本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2021/83.06-11.8147.7722.0643.199.181.73-
2021/73.4730.3855.7419.0142.488.81.81本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2021/62.66-0.4710.015.5439.828.041.92-
2021/52.67-1.439.0812.8848.117.791.98-
2021/42.7112.2447.5910.2150.677.851.97本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2021/32.41-11.4952.877.551.817.51.86本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2021/22.7315.6171.475.0951.317.961.75本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2021/12.36-17.8733.212.3633.217.511.86-
2020/122.8726.2539.6224.8820.677.321.74-
2020/112.284.686.2822.018.576.61.93-
2020/102.171.187.6219.7320.186.391.99-
2020/92.153.84-2.6517.5621.946.441.83-
2020/82.07-7.0512.5315.4126.396.711.76-
2020/72.23-7.936.8213.3428.856.561.8-
2020/62.4225.8237.8711.1127.366.172.0-
2020/51.924.6235.598.724.725.342.31-
2020/41.8416.2620.726.7821.955.012.46-
2020/31.58-0.73-1.084.9422.414.942.21-
2020/21.59-10.1852.853.3637.795.422.02本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2020/11.77-13.9226.591.7726.595.971.83-
2019/122.06-3.8968.7120.6138.876.221.62本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2019/112.146.094.2318.5636.26.371.59本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2019/102.02-8.4869.4316.4231.096.061.67本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2019/92.2120.04101.6314.427.065.671.82本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2019/81.8412.9955.7512.1919.085.221.98本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2019/71.63-7.250.010.3514.314.82.15本公司為設備製造商,單筆訂單金額大。若當月機台設備數量較少,營收金額亦隨之減少,故每月營收變動起伏較大。
2019/61.7523.7517.458.739.454.692.26-
2019/51.42-6.843.616.977.614.532.34-
2019/41.52-4.7317.965.568.680.0N/A-
2019/31.653.3926.044.045.550.0N/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
2024/13.22023/12.482022/13.342021/12.362020/11.77
2024/22.772023/22.52022/22.992021/22.732020/21.59
N/AN/A2023/33.152022/32.892021/32.412020/31.58
N/AN/A2023/42.62022/42.742021/42.712020/41.84
N/AN/A2023/52.742022/52.872021/52.672020/51.92
N/AN/A2023/63.282022/63.272021/62.662020/62.42
N/AN/A2023/73.062022/73.262021/73.472020/72.23
N/AN/A2023/82.362022/82.782021/83.062020/82.07
N/AN/A2023/92.892022/92.972021/93.322020/92.15
N/AN/A2023/103.12022/103.862021/103.952020/102.17
N/AN/A2023/114.682022/113.582021/113.482020/112.28
N/AN/A2023/122.62022/122.692021/123.762020/122.87
  • 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: 403.2%
合約負債 QoQ YoY
23Q4 (20)11.78-5.38-10.35
23Q3 (19)12.45-8.32-11.64
23Q2 (18)13.582.811.95
23Q1 (17)13.210.5311.95
22Q4 (16)13.14-6.7446.65
22Q3 (15)14.0916.1632.55
22Q2 (14)12.132.818.0
22Q1 (13)11.831.752.65
21Q4 (12)8.96-15.712.52
21Q3 (11)10.633.427.31
21Q2 (10)10.2832.9920.8
21Q1 (9)7.73-11.5619.47
20Q4 (8)8.744.6754.96
20Q3 (7)8.35-1.8812.53
20Q2 (6)8.5131.5314.38
20Q1 (5)6.4714.722.21
19Q4 (4)5.64-23.990.0
19Q3 (3)7.42-0.270.0
19Q2 (2)7.4417.540.0
19Q1 (1)6.330.00.0

每月營收相關資訊

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