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)
2024/21.6-16.46-27.573.52-16.827.71N/A-
2024/11.92-54.31-5.041.92-5.049.53N/A-
2023/124.222.8756.0529.84-7.279.630.59主要為子公司承攬之國軍302案,於本期出貨增加
2023/113.4169.3455.2425.64-13.057.690.74主要為子公司承攬之國軍302案,於本期出貨增加
2023/102.02-10.93-2.8922.23-18.557.910.72-
2023/92.26-37.67-17.7220.21-19.847.540.91-
2023/83.63120.3946.3317.95-20.17.090.97-
2023/71.65-8.83-34.9814.31-28.355.371.29-
2023/61.81-5.31-23.3312.67-27.395.521.1-
2023/51.915.7-35.3110.86-28.026.630.91-
2023/41.81-37.99-40.648.95-26.256.930.87-
2023/32.9131.8-25.127.14-21.437.140.84-
2023/22.219.516.554.23-18.686.920.87-
2023/12.02-24.92-35.422.02-35.426.910.87-
2022/122.6922.23-3.1632.1811.746.960.96-
2022/112.25.92-3.829.4913.337.030.95-
2022/102.08-24.54-16.827.2914.987.310.91-
2022/92.7510.8532.6625.2118.717.770.85-
2022/82.48-2.099.2122.4617.27.380.9-
2022/72.547.5-3.4319.9818.287.850.85-
2022/62.36-20.11-24.5717.4522.288.350.78-
2022/52.95-3.0-11.1915.0935.439.890.66-
2022/43.04-21.7718.3412.1355.269.010.73去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2022/33.8987.5549.569.0973.379.090.77去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2022/22.07-33.6360.675.296.827.980.88去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2022/13.1312.58131.363.13131.368.190.85去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2021/122.7821.4351.5928.836.817.560.99去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2021/112.29-8.3981.1126.0235.46.861.09去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2021/102.520.3368.8623.7332.196.841.1去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2021/92.07-8.74-11.2221.2428.96.971.02-
2021/82.27-13.43-6.9319.1635.538.030.88-
2021/72.63-16.0270.4316.8944.49.080.78去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2021/63.13-5.9419.3114.2740.459.020.7-
2021/53.3229.2698.0611.1447.88.50.74去年同期受疫情影響,今年營收因市場需求較去年同期成長。
2021/42.57-1.1356.937.8233.46.460.97
2021/32.6101.4951.35.2424.265.241.19
2021/21.29-4.43-2.982.645.674.471.4
2021/11.35-26.2315.531.3515.534.441.41
2020/121.8345.0891.9321.0533.214.571.13
2020/111.26-14.5940.5619.2229.445.081.02
2020/101.48-36.74-2.2217.9528.726.260.83
2020/92.34-4.3370.0116.4832.486.320.81
2020/82.4458.5374.0214.1427.826.60.78
2020/71.54-41.2126.0111.721.115.840.88-
2020/62.6256.12123.7610.1620.45.940.95受新冠肺炎疫情影響,醫療防護產品銷售增加
2020/51.682.42-10.087.543.745.041.12
2020/41.64-4.684.935.868.524.691.21-
2020/31.7229.1933.584.229.984.220.83-
2020/21.3313.843.352.5-1.933.451.02-
2020/11.1722.55-27.861.17-27.863.021.16-
2019/120.956.25-26.5515.8-1.493.360.9-
2019/110.9-40.59-41.9314.850.713.780.8-
2019/101.519.997.2813.955.714.290.71-
2019/91.37-2.070.6612.445.524.00.73-
2019/81.414.790.8711.066.163.80.77-
2019/71.224.39-8.149.666.984.260.69-
2019/61.17-37.268.998.449.594.60.67-
2019/51.8719.531.627.269.694.720.66-
2019/41.5621.33-2.735.412.790.0N/A-
2019/31.2938.64-12.753.8420.630.0N/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
2024/11.922023/12.022022/13.132021/11.352020/11.17
2024/21.62023/22.212022/22.072021/21.292020/21.33
N/AN/A2023/32.912022/33.892021/32.62020/31.72
N/AN/A2023/41.812022/43.042021/42.572020/41.64
N/AN/A2023/51.912022/52.952021/53.322020/51.68
N/AN/A2023/61.812022/62.362021/63.132020/62.62
N/AN/A2023/71.652022/72.542021/72.632020/71.54
N/AN/A2023/83.632022/82.482021/82.272020/82.44
N/AN/A2023/92.262022/92.752021/92.072020/92.34
N/AN/A2023/102.022022/102.082021/102.52020/101.48
N/AN/A2023/113.412022/112.22021/112.292020/111.26
N/AN/A2023/124.22022/122.692021/122.782020/121.83
  • 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: 8.97%
合約負債 QoQ YoY
23Q4 (20)0.55-9.840.0
23Q3 (19)0.6129.79-16.44
23Q2 (18)0.47-9.62-44.71
23Q1 (17)0.52-5.45-25.71
22Q4 (16)0.55-24.66-38.2
22Q3 (15)0.73-14.12-23.16
22Q2 (14)0.8521.43-26.72
22Q1 (13)0.7-21.3520.69
21Q4 (12)0.89-6.32196.67
21Q3 (11)0.95-18.1163.89
21Q2 (10)1.16100.093.33
21Q1 (9)0.5893.33100.0
20Q4 (8)0.3-16.6750.0
20Q3 (7)0.36-40.071.43
20Q2 (6)0.6106.9215.79
20Q1 (5)0.2945.052.63
19Q4 (4)0.2-4.760.0
19Q3 (3)0.2110.530.0
19Q2 (2)0.190.00.0
19Q1 (1)0.190.00.0

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