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)
2024/28.27-30.71-43.7320.2-28.7830.37N/A-
2024/111.9317.21-12.7311.93-12.7335.79N/A-
2023/1210.18-25.59-45.13166.091.7537.610.8-
2023/1113.68-0.52-27.67155.917.7740.240.74-
2023/1013.757.38-15.56142.2313.141.030.73-
2023/912.81-11.5-19.4128.4817.3641.850.75-
2023/814.47-0.65-2.18115.6823.6145.060.69-
2023/714.57-9.09-4.4101.228.4541.750.75-
2023/616.0343.6613.6486.6436.3341.560.8-
2023/511.15-22.41-6.570.6142.842.250.78-
2023/414.38-14.061.6659.4658.4845.780.72本月營收較去年同期增加61.66%及本年累計營收較去年同期增加58.49%,主要係客戶需求成長且料況改善。
2023/316.7213.841.845.0857.545.080.73本年累計營收較去年同期增加57.50%,主要係客戶需求成長且料況改善。
2023/214.697.4596.5428.3668.4946.910.7本月營收及本年累計營收較去年同期增加,主要係去年2月春節年假工作天數少基期較低。
2023/113.67-26.346.0913.6746.0951.140.64-
2022/1218.55-1.9294.71163.2277.853.750.58本月營收較去年同期增加94.72%及本年累計營收較去年同期增加77.81%,主要係客戶需求成長且料況改善。
2022/1118.9216.13149.99144.6775.8451.090.61本月營收較去年同期增加149.99%及本年累計營收較去年同期增加75.85%,主要係客戶需求成長且料況改善。
2022/1016.292.5116.26125.7668.3346.970.66本月營收較去年同期增加116.26%及本年累計營收較去年同期增加68.34%,主要係客戶需求成長且料況改善。
2022/915.897.39104.14109.4762.9645.920.57本月營收較去年同期增加104.15%及本年累計營收較去年同期增加62.97%,主要係客戶需求成長且料況改善。
2022/814.8-2.969.3293.5857.5644.130.59本月營收較去年同期增加69.33%及本年累計營收較去年同期增加57.57%,主要係客戶需求成長且料況改善。
2022/715.248.0575.3278.7855.5341.270.63本月營收較去年同期增加75.32%及本年累計營收較去年同期增加55.54%,主要係客戶需求成長且料況改善。
2022/614.118.275.8663.5551.4434.930.76本月營收及本年累計營收較去年同期增加逾50%以上,主要係客戶需求成長且料況改善。
2022/511.9334.1569.1949.4445.6732.610.81本月營收較去年同期增加69.19%,主要係客戶需求成長且料況改善。
2022/48.89-24.5625.7237.5139.528.160.94-
2022/311.7957.7364.3628.6244.4228.620.77本月營收較去年同期增加64.36%,主要係客戶需求成長且料況改善。
2022/27.47-20.1233.4816.8333.1126.360.83-
2022/19.36-1.7732.819.3632.8126.450.83-
2021/129.5325.9110.0991.818.1924.620.87-
2021/117.570.4611.6382.2719.2122.880.94-
2021/107.53-3.2312.5374.720.0324.050.89-
2021/97.78-10.9210.1267.1720.9425.210.57-
2021/88.740.5341.7159.3922.5225.450.57-
2021/78.698.3932.3750.6519.7223.760.61-
2021/68.0213.7128.0441.9617.422.140.75-
2021/57.05-0.3119.8233.9415.1321.30.78-
2021/47.07-1.3820.026.8913.9619.850.84-
2021/37.1728.0918.5719.8211.9619.820.72-
2021/25.6-20.525.7512.658.5221.30.67-
2021/17.05-18.5810.837.0510.8322.480.63-
2020/128.6527.6838.1977.66-2.1822.120.46-
2020/116.781.270.1669.01-5.6420.540.5-
2020/106.69-5.310.1562.23-6.2319.930.51-
2020/97.0714.630.7555.54-6.9419.80.46-
2020/86.17-6.09-3.6248.47-7.9718.990.48-
2020/76.574.85-6.442.31-8.5718.710.49-
2020/66.266.41-13.3535.74-8.9618.040.55-
2020/55.88-0.17-14.1329.48-7.9717.830.55-
2020/45.89-2.55-15.423.6-6.2917.240.57-
2020/36.0514.24-6.2517.7-2.817.70.5-
2020/25.29-16.7-6.4611.65-0.9117.910.49-
2020/16.361.54.236.364.2319.390.45-
2019/126.26-7.45-5.9379.4-7.8719.710.39-
2019/116.771.2618.8873.14-8.0320.460.38-
2019/106.68-4.745.1966.37-10.120.090.39-
2019/97.019.6511.3159.69-11.5520.430.37-
2019/86.4-8.8-13.0152.67-13.920.640.36-
2019/77.01-2.93-3.8746.28-14.0221.10.36-
2019/67.235.44-5.5739.26-15.6121.050.33-
2019/56.85-1.64-17.3132.03-17.5920.270.35-
2019/46.977.98-9.1825.18-17.670.0N/A-
2019/36.4513.98-12.5918.21-20.510.0N/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
2024/111.932023/113.672022/19.362021/17.052020/16.36
2024/28.272023/214.692022/27.472021/25.62020/25.29
N/AN/A2023/316.722022/311.792021/37.172020/36.05
N/AN/A2023/414.382022/48.892021/47.072020/45.89
N/AN/A2023/511.152022/511.932021/57.052020/55.88
N/AN/A2023/616.032022/614.12021/68.022020/66.26
N/AN/A2023/714.572022/715.242021/78.692020/76.57
N/AN/A2023/814.472022/814.82021/88.742020/86.17
N/AN/A2023/912.812022/915.892021/97.782020/97.07
N/AN/A2023/1013.752022/1016.292021/107.532020/106.69
N/AN/A2023/1113.682022/1118.922021/117.572020/116.78
N/AN/A2023/1210.182022/1218.552021/129.532020/128.65
  • 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: 40.56%
合約負債 QoQ YoY
23Q4 (20)1.99-20.72-46.51
23Q3 (19)2.51-5.99-51.26
23Q2 (18)2.67-31.89-38.48
23Q1 (17)3.925.38-1.51
22Q4 (16)3.72-27.7721.57
22Q3 (15)5.1518.6668.3
22Q2 (14)4.349.0592.04
22Q1 (13)3.9830.07213.39
21Q4 (12)3.060.0175.68
21Q3 (11)3.0635.4466.67
21Q2 (10)2.2677.95391.3
21Q1 (9)1.2714.4178.87
20Q4 (8)1.11105.5685.0
20Q3 (7)0.5417.39-20.59
20Q2 (6)0.46-35.21-26.98
20Q1 (5)0.7118.3324.56
19Q4 (4)0.6-11.760.0
19Q3 (3)0.687.940.0
19Q2 (2)0.6310.530.0
19Q1 (1)0.570.00.0

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