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)
2024/26.14-15.66-0.6213.424.7621.02N/A-
2024/17.28-4.269.787.289.7822.53N/A-
2023/127.6-0.65.895.31-5.0322.520.61-
2023/117.655.212.287.71-5.8723.20.6-
2023/107.27-12.17-16.3580.06-6.5825.450.54-
2023/98.28-16.34-22.0972.79-5.4726.580.66-
2023/89.917.75-9.3164.51-2.8127.450.64-
2023/78.4-8.14-14.154.61-1.5325.790.68-
2023/69.1511.015.9646.211.1525.420.69-
2023/58.242.636.7337.060.0324.250.73-
2023/48.030.5726.3428.82-1.7322.190.79-
2023/37.9829.22-7.3820.79-9.520.790.92-
2023/26.18-6.82-1.6712.81-10.7720.00.95-
2023/16.63-7.73-17.856.63-17.8521.30.9-
2022/127.19-3.98-26.19100.37-12.3223.360.85-
2022/117.48-13.89-33.0293.18-11.0326.80.75-
2022/108.69-18.2-13.3785.7-8.4130.230.66-
2022/910.63-2.618.7277.01-7.8131.320.76-
2022/810.9111.53-1.7766.38-10.029.330.82-
2022/79.7813.313.6355.47-11.4626.140.92-
2022/68.6311.82-11.7345.68-14.1422.711.14-
2022/57.7221.49-24.1737.05-14.6922.691.14-
2022/46.35-26.27-28.2529.33-11.7921.261.22-
2022/38.6237.18-11.5822.97-5.8122.970.93-
2022/26.28-22.158.1714.35-1.9724.090.89-
2022/18.07-17.11-8.648.07-8.6428.990.74-
2021/129.74-12.868.34114.4819.3430.950.6-
2021/1111.1811.3734.36104.7520.4830.980.6-
2021/1010.032.651.2793.5719.0130.920.6-
2021/99.77-12.010.6783.5421.5730.320.73-
2021/811.1117.6717.5173.7625.0130.330.73-
2021/79.44-3.483.7662.6526.4429.40.75-
2021/69.78-3.938.5653.2131.5428.820.77-
2021/510.1814.9525.5943.4338.1328.790.77-
2021/48.86-9.14-6.233.2542.4924.410.91-
2021/39.7567.8355.2124.3975.5924.390.92去年受covid-19影響, 今年恢復正常
2021/25.81-34.2654.0114.6492.423.630.95去年受疫情影響生產線延遲復工
2021/18.84-1.69130.18.84130.126.140.86109年農曆春節休假影響及電腦需求增加
2020/128.998.0527.8595.9224.7727.210.6-
2020/118.32-16.0526.1586.9424.4627.930.58-
2020/109.912.0554.8878.6224.2829.070.56客戶需求增加
2020/99.712.732.5168.7120.8428.260.6-
2020/89.453.923.4959.019.1227.560.61-
2020/79.10.9715.3349.5518.3226.210.64-
2020/69.0111.1335.240.4519.0126.560.58-
2020/58.11-14.1430.3231.4415.0623.830.64-
2020/49.4450.3550.9723.3310.5619.490.79客戶訂單需求增加
2020/36.2866.5314.5613.89-6.4513.890.98-
2020/23.77-1.775.697.61-18.7514.640.93-
2020/13.84-45.37-33.793.84-33.7917.460.78-
2019/127.036.6214.6776.8811.1120.020.49-
2019/116.593.054.0669.8510.7620.320.49-
2019/106.4-12.68-3.0963.2511.5121.380.46-
2019/97.33-4.2813.0756.8613.4422.870.42-
2019/87.65-2.956.3249.5313.4922.210.43-
2019/77.8918.3723.2641.8814.9120.770.46-
2019/66.667.1114.333.9913.1319.140.47-
2019/56.22-0.536.2427.3212.8517.960.5-
2019/46.2514.0937.5721.114.960.0N/A-
2019/35.4853.646.9414.857.520.0N/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
2024/17.282023/16.632022/18.072021/18.842020/13.84
2024/26.142023/26.182022/26.282021/25.812020/23.77
N/AN/A2023/37.982022/38.622021/39.752020/36.28
N/AN/A2023/48.032022/46.352021/48.862020/49.44
N/AN/A2023/58.242022/57.722021/510.182020/58.11
N/AN/A2023/69.152022/68.632021/69.782020/69.01
N/AN/A2023/78.42022/79.782021/79.442020/79.1
N/AN/A2023/89.92022/810.912021/811.112020/89.45
N/AN/A2023/98.282022/910.632021/99.772020/99.71
N/AN/A2023/107.272022/108.692021/1010.032020/109.91
N/AN/A2023/117.652022/117.482021/1111.182020/118.32
N/AN/A2023/127.62022/127.192021/129.742020/128.99
  • 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: 3.34%
合約負債 QoQ YoY
23Q4 (20)0.518.51-61.94
23Q3 (19)0.47-28.79-38.16
23Q2 (18)0.6634.69247.37
23Q1 (17)0.49-63.43-18.33
22Q4 (16)1.3476.321016.67
22Q3 (15)0.76300.0216.67
22Q2 (14)0.19-68.33-52.5
22Q1 (13)0.6400.0650.0
21Q4 (12)0.12-50.020.0
21Q3 (11)0.24-40.084.62
21Q2 (10)0.4400.00
21Q1 (9)0.08-20.00
20Q4 (8)0.1-23.080
20Q3 (7)0.1300.0

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