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)
2024/210.5-9.2-2.3422.07-1.9533.93N/A-
2024/111.57-2.42-1.5911.57-1.5934.6N/A-
2023/1211.866.05-10.05130.51-12.0733.80.78-
2023/1111.183.85-22.67118.66-12.2632.380.81-
2023/1010.763.12-24.04107.48-11.0231.580.83-
2023/910.440.58-25.5496.71-9.2929.770.94-
2023/810.3815.91-24.7986.28-6.8230.180.92-
2023/78.95-17.5-29.6975.9-3.6830.90.9-
2023/610.85-2.24-16.9866.951.3232.920.88-
2023/511.11.228.6156.15.8433.590.86-
2023/410.97-4.8126.3945.05.1833.240.87-
2023/311.527.11-0.7834.03-0.2134.031.02-
2023/210.76-8.5-3.6522.510.0835.690.97-
2023/111.75-10.823.7611.753.7639.390.88-
2022/1213.18-8.8211.27148.4321.241.810.91-
2022/1114.462.029.75135.2522.2642.650.89-
2022/1014.171.0933.36120.7921.4241.990.91-
2022/914.021.627.81106.6220.040.551.0-
2022/813.88.3527.892.618.8939.61.02-
2022/712.73-2.5726.6778.817.4636.021.13-
2022/613.0727.934.0666.0715.8431.971.22-
2022/510.2217.792.5853.012.0830.511.28-
2022/48.68-25.27-16.1642.7814.6231.451.24-
2022/311.614.024.4234.126.4334.11.01-
2022/211.16-1.4539.4322.4927.4934.341.0-
2022/111.33-4.3617.5711.3317.5734.321.0-
2021/1211.856.3134.78122.4623.1733.610.85-
2021/1111.144.8433.76110.6222.0532.740.88-
2021/1010.63-3.1127.5599.4820.8632.390.88-
2021/910.971.5930.7288.8520.1131.820.69-
2021/810.87.3928.2677.8818.7530.60.72-
2021/710.053.13.2267.0917.3529.760.74-
2021/69.75-2.133.057.0320.2530.060.66-
2021/59.96-3.7311.9147.2824.5529.640.67-
2021/410.3510.920.3837.3228.4327.690.71-
2021/39.3316.5511.026.9731.8126.970.68-
2021/28.01-16.954.8117.6446.3126.430.69本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。
2021/19.649.6339.939.6439.9326.750.68-
2020/128.795.517.1799.4236.0825.450.68-
2020/118.33-0.017.0590.6339.7325.050.69-
2020/108.33-0.721.8482.344.1925.140.69-
2020/98.39-0.3135.4973.9747.2326.540.64-
2020/88.42-13.5639.5165.5848.8827.620.61-
2020/79.742.8779.5657.1650.3728.10.6本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。
2020/69.476.3371.8347.4345.5126.960.71本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。
2020/58.93.5481.1737.9640.1625.90.74本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。
2020/48.62.2639.2229.0631.0722.170.86-
2020/38.4162.5456.5420.4627.9220.460.81本月營收較去年增加50%以上,係因半導體關鍵性零組件、模組及設備需求增加所致。
2020/25.17-24.8920.6712.0613.4620.260.82-
2020/16.89-16.038.596.898.5922.870.73-
2019/128.25.3839.0973.06-21.4822.820.62-
2019/117.7813.817.1864.86-25.5820.810.68-
2019/106.8410.412.1757.08-29.119.060.74-
2019/96.192.64-8.850.24-31.9417.650.78-
2019/86.0311.24-24.2644.05-34.2816.960.81-
2019/75.42-1.55-42.7838.01-35.6415.840.87-
2019/65.5112.11-40.1232.59-34.2716.60.92-
2019/54.91-20.43-44.0627.08-32.9416.460.93-
2019/46.1714.99-30.4622.17-29.850.0N/A-
2019/35.3725.29-39.6216.0-29.610.0N/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
2024/111.572023/111.752022/111.332021/19.642020/16.89
2024/210.52023/210.762022/211.162021/28.012020/25.17
N/AN/A2023/311.522022/311.612021/39.332020/38.41
N/AN/A2023/410.972022/48.682021/410.352020/48.6
N/AN/A2023/511.12022/510.222021/59.962020/58.9
N/AN/A2023/610.852022/613.072021/69.752020/69.47
N/AN/A2023/78.952022/712.732021/710.052020/79.74
N/AN/A2023/810.382022/813.82021/810.82020/88.42
N/AN/A2023/910.442022/914.022021/910.972020/98.39
N/AN/A2023/1010.762022/1014.172021/1010.632020/108.33
N/AN/A2023/1111.182022/1114.462021/1111.142020/118.33
N/AN/A2023/1211.862022/1213.182021/1211.852020/128.79
  • 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: 36.53%
合約負債 QoQ YoY
23Q4 (20)3.55188.62688.89
23Q3 (19)1.23272.73778.57
23Q2 (18)0.3317.8665.0
23Q1 (17)0.28-37.78-33.33
22Q4 (16)0.45221.430.0
22Q3 (15)0.14-30.0-72.55
22Q2 (14)0.2-52.38-48.72
22Q1 (13)0.42-6.67-6.67
21Q4 (12)0.45-11.7618.42
21Q3 (11)0.5130.7718.6
21Q2 (10)0.39-13.330
21Q1 (9)0.4518.42-64.57
20Q4 (8)0.38-11.6326.67
20Q3 (7)0.430-12.24

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