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)
2024/20.52-54.71-45.821.66-12.113.18N/A-
2024/11.14-24.7922.351.1422.353.42N/A-
2023/121.52100.89-8.5513.23-27.663.160.68-
2023/110.76-14.17-63.1811.71-29.572.920.73因供應商機器檢修配合停工,致銷售量減少。
2023/100.88-30.99-18.8310.95-24.832.940.73-
2023/91.2862.77-10.6410.07-25.313.730.35-
2023/80.79-52.76-49.198.79-27.053.170.42-
2023/71.66131.22150.18.01-23.84.020.33去年因供應商機器檢修配合停工,致去年同期銷售量減少。
2023/60.72-56.09-63.666.34-35.543.610.31因供應商機器檢修配合停工,致銷售量減少。
2023/51.6430.2812.225.63-28.463.730.3-
2023/41.2649.55-40.923.99-37.733.050.36-
2023/30.84-12.08-5.992.73-36.152.730.34-
2023/20.962.27-25.561.89-44.113.550.26-
2023/10.93-43.78-55.470.93-55.474.650.2適逢春節休假日及歲修停工,致銷售量減少。
2022/121.66-19.120.8718.295.854.810.48-
2022/112.0689.23100.4716.626.384.570.51銷售量較去年同期增加
2022/101.09-24.03-37.5714.57-0.224.060.57-
2022/91.43-7.44-6.9313.484.823.640.47-
2022/81.55132.54-17.3112.056.424.190.41-
2022/70.66-66.41-66.5510.5111.114.10.41因供應商機器檢修配合停工,致銷售量減少。
2022/61.9835.633.839.8431.775.560.27-
2022/51.46-31.41146.777.8631.264.480.33去年同期歲修停工致銷售量減少。
2022/42.13137.9882.26.418.614.310.34去年同期歲修停工致銷售量減少。
2022/30.89-30.39-41.994.281.074.280.44-
2022/21.28-38.81-1.663.3825.755.030.37-
2022/12.127.3451.622.151.624.770.39外銷出口量較去年同期增加。
2021/121.6560.71-7.417.2818.514.410.49-
2021/111.03-41.078.8515.6322.124.30.51-
2021/101.7413.2538.1614.623.175.150.42-
2021/91.54-17.7717.4412.8621.395.390.45-
2021/81.87-5.9537.611.3221.945.330.46-
2021/71.9934.4128.849.4619.264.060.6-
2021/61.48150.0312.747.4716.953.240.48-
2021/50.59-49.36-8.825.9918.043.30.47-
2021/41.17-24.2479.265.421.984.010.38本月銷售量較去年同期增加。
2021/31.5418.064.384.2312.094.230.34本月外銷出口量較去年同期增加。
2021/21.31-5.65-13.642.69-5.184.470.32-
2021/11.38-22.234.481.384.484.110.35-
2020/121.7888.957.4614.58-14.823.980.29-
2020/110.94-25.21-40.0312.8-17.213.510.33-
2020/101.26-3.72-14.0611.85-14.633.930.3-
2020/91.31-3.66-7.5610.59-14.694.210.45-
2020/81.36-11.93-9.399.29-15.614.210.45-
2020/71.5417.6212.077.93-16.593.50.54-
2020/61.31102.2-14.136.39-21.452.610.51-
2020/50.65-0.43-59.55.07-23.142.240.6本月生產設備歲修。
2020/40.65-30.53-62.694.43-11.53.10.43本月生產設備歲修。
2020/30.94-38.010.923.7715.953.770.39-
2020/21.5114.1469.812.8417.714.490.33去年同期適逢春節休假日
2020/11.32-20.01-12.821.32-12.824.550.33-
2019/121.665.4333.4417.11-7.84.690.42-
2019/111.577.175.3915.46-10.754.450.44-
2019/101.473.561.4713.89-12.274.380.45-
2019/91.42-5.56-3.6312.42-13.654.290.4-
2019/81.58.92-8.1411.01-14.794.40.39-
2019/71.38-9.88-12.859.51-15.754.50.38-
2019/61.53-4.64-18.868.13-16.234.870.41-
2019/51.6-8.26-19.886.6-15.594.190.47-
2019/41.75106.5593.035.0-14.120.0N/A本月外銷出口增加且去年同期生產設備歲修。
2019/30.85-5.1-61.853.26-33.820.0N/A外銷出口減少
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
2024/11.142023/10.932022/12.12021/11.382020/11.32
2024/20.522023/20.962022/21.282021/21.312020/21.51
N/AN/A2023/30.842022/30.892021/31.542020/30.94
N/AN/A2023/41.262022/42.132021/41.172020/40.65
N/AN/A2023/51.642022/51.462021/50.592020/50.65
N/AN/A2023/60.722022/61.982021/61.482020/61.31
N/AN/A2023/71.662022/70.662021/71.992020/71.54
N/AN/A2023/80.792022/81.552021/81.872020/81.36
N/AN/A2023/91.282022/91.432021/91.542020/91.31
N/AN/A2023/100.882022/101.092021/101.742020/101.26
N/AN/A2023/110.762022/112.062021/111.032020/110.94
N/AN/A2023/121.522022/121.662021/121.652020/121.78
  • 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: 0.18%
合約負債 QoQ YoY
23Q4 (20)0.07-41.67-30.0
23Q3 (19)0.12-45.4520.0
23Q2 (18)0.22069.23

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