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)
2024/20.64-35.56-41.311.63-10.292.57N/A-
2024/10.994.1936.030.9936.032.88N/A-
2023/120.951.13-5.0412.0-12.342.981.31-
2023/110.94-13.86-27.1611.05-12.923.091.26-
2023/101.092.2910.1710.11-11.313.171.23-
2023/91.064.27-26.379.02-13.353.131.21-
2023/81.02-2.21-25.67.96-11.253.231.17-
2023/71.04-10.06-7.966.94-8.653.231.17-
2023/61.1613.06-2.695.89-8.773.011.29-
2023/51.0324.32-8.284.73-10.152.921.34-
2023/40.83-22.44-25.243.7-10.662.981.31-
2023/31.07-1.88-13.692.88-5.362.881.41-
2023/21.0949.3857.261.810.322.811.44主係部份航太營業收入增加及今年2月工作日較去年2月增加所致。
2023/10.73-27.26-34.880.73-34.883.011.35-
2022/121.0-22.420.1913.6929.13.281.18-
2022/111.2930.2835.112.6932.13.721.04-
2022/100.99-31.64-4.7611.431.773.811.02-
2022/91.455.3650.3410.4136.753.950.96主係半導體相關營業收入增加及航太營業收入增加所致。
2022/81.3720.9756.178.9734.783.71.03主係半導體相關營業收入增加及部份航太營業收入增加所致。
2022/71.13-4.9222.17.5931.533.451.1-
2022/61.196.5716.416.4633.333.421.14-
2022/51.121.3322.85.2737.883.461.12-
2022/41.1-10.4745.54.1542.613.031.28-
2022/31.2378.7969.013.0441.593.041.2主係半導體相關營業收入增加及部份航太營業收入增加所致。
2022/20.69-38.15-9.291.8127.462.81.31-
2022/11.1211.9270.081.1270.083.071.19主係半導體相關營業收入增加及部份航太營業收入增加所致。
2021/121.04.5962.4110.617.472.991.22主係半導體相關營業收入增加及部份航太營業收入增加所致。
2021/110.95-8.1549.179.614.192.951.24-
2021/101.047.995.368.6511.322.881.27主係半導體相關營業收入增加及部份航太營業收入增加所致。
2021/90.969.4553.037.615.152.771.29主係半導體相關營業收入增加及部份航太營業收入增加所致。
2021/80.88-5.4159.356.650.62.831.26主係半導體相關營業收入增加及部份航太營業收入增加所致。
2021/70.93-9.3536.065.77-4.742.871.25-
2021/61.0312.4252.574.84-9.922.71.24主係半導體相關營業收入增加及部份航太營業收入增加所致。
2021/50.9120.0646.583.82-18.852.41.39-
2021/40.763.99-22.562.91-28.812.251.48-
2021/30.73-4.04-39.992.15-30.792.151.68-
2021/20.7615.97-16.411.42-24.852.031.77-
2021/10.666.87-32.740.66-32.741.911.89-
2020/120.61-3.92-53.499.02-43.121.782.1主係受波音737Max停產及新型冠狀病毒影響,歐美客戶因受封城影響暫時關閉生產線,致使收入遞延所致。
2020/110.6420.28-49.258.41-42.181.82.08-
2020/100.53-15.47-59.937.77-41.511.712.19主係受波音737Max停產及新型冠狀病毒影響,歐美客戶因受封城影響暫時關閉生產線,致使收入遞延所致。
2020/90.6313.97-51.067.24-39.471.862.03主係受波音737Max停產及新型冠狀病毒影響,歐美客戶因受封城影響暫時關閉生產線,致使收入遞延所致。
2020/80.55-19.24-63.446.61-38.071.911.98主係受波音737Max停產及新型冠狀病毒影響,歐美客戶因受封城影響暫時關閉生產線,致使收入遞延所致。
2020/70.681.64-53.666.06-33.91.981.91主係受波音737Max停產及新型冠狀病毒影響,歐美客戶因受封城影響暫時關閉生產線,致使收入遞延所致。
2020/60.678.0-53.235.38-30.112.271.51主係受波音737Max停產及新型冠狀病毒影響,歐美客戶因受封城影響暫時關閉生產線,致使收入遞延所致。
2020/50.62-36.56-53.384.71-24.812.821.22主係受波音737Max停產及新型冠狀病毒影響,歐美客戶因受封城影響暫時關閉生產線,致使收入遞延所致。
2020/40.98-19.41-26.744.08-17.073.111.1-
2020/31.2233.65-8.413.1-13.463.10.99-
2020/20.91-6.68-1.791.89-16.433.210.95-
2020/10.98-26.1-26.630.98-26.633.560.86-
2019/121.324.82-3.9415.8710.323.910.77-
2019/111.26-5.0318.1814.5511.823.870.77-
2019/101.333.2510.6313.2911.264.120.73-
2019/91.28-14.85-6.9711.9611.324.270.72-
2019/81.512.359.610.6814.024.420.7-
2019/71.472.615.159.1714.794.240.73-
2019/61.447.6617.837.6914.724.110.79-
2019/51.33-0.32-3.016.2614.024.00.81-
2019/41.340.7530.954.9219.730.0N/A-
2019/31.3343.317.513.5916.010.0N/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
2024/10.992023/10.732022/11.122021/10.662020/10.98
2024/20.642023/21.092022/20.692021/20.762020/20.91
N/AN/A2023/31.072022/31.232021/30.732020/31.22
N/AN/A2023/40.832022/41.12021/40.762020/40.98
N/AN/A2023/51.032022/51.122021/50.912020/50.62
N/AN/A2023/61.162022/61.192021/61.032020/60.67
N/AN/A2023/71.042022/71.132021/70.932020/70.68
N/AN/A2023/81.022022/81.372021/80.882020/80.55
N/AN/A2023/91.062022/91.452021/90.962020/90.63
N/AN/A2023/101.092022/100.992021/101.042020/100.53
N/AN/A2023/110.942022/111.292021/110.952020/110.64
N/AN/A2023/120.952022/121.02021/121.02020/120.61
  • 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
合約負債 QoQ YoY

每月營收相關資訊

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。