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)
2024/232.27-40.44-28.8186.470.81127.07N/A-
2024/154.233.4834.0354.234.03144.58N/A-
2023/1240.6-18.43-30.59604.88-23.66140.230.57-
2023/1149.78-0.13-24.76564.28-23.11154.740.52-
2023/1049.85-9.55-20.33514.5-22.94156.940.51-
2023/955.116.03-26.82464.66-23.21157.230.48-
2023/851.983.66-30.04409.54-22.7156.960.48-
2023/750.14-8.57-32.04357.57-21.51160.30.47-
2023/654.84-0.85-22.18307.42-19.47160.650.5-
2023/555.329.55-19.43252.58-18.86166.810.49-
2023/450.49-17.22-20.72197.26-18.69156.830.52-
2023/361.034.54-12.15146.77-17.97146.770.59-
2023/245.3412.12-10.5785.77-21.67144.270.6-
2023/140.44-30.87-31.2340.44-31.23165.10.52-
2022/1258.5-11.59-12.49792.4110.59187.240.5-
2022/1166.175.75-2.85733.9112.97204.050.46-
2022/1062.57-16.92-9.02667.7414.82212.180.44-
2022/975.311.3619.28605.1718.02223.390.46-
2022/874.30.725.14529.8617.84218.560.47-
2022/773.784.6836.16455.5616.73212.920.48-
2022/670.482.6433.6381.7813.59202.830.64-
2022/568.677.8134.47311.39.87201.80.64-
2022/463.69-8.284.97242.634.46183.830.71-
2022/369.4436.9720.62178.944.28178.940.8-
2022/250.7-13.7820.12109.5-3.96176.350.81-
2022/158.81-12.03-18.1258.81-18.12193.770.74-
2021/1266.85-1.8512.91716.54.99203.740.65-
2021/1168.11-0.96-3.6649.654.24200.020.66-
2021/1068.778.924.63581.545.24191.280.69-
2021/963.146.34-12.67512.765.32176.690.72-
2021/859.379.570.13449.638.46166.30.76-
2021/754.182.71-5.72390.269.86157.990.8-
2021/652.753.316.01336.0712.86164.480.68-
2021/551.06-15.83-1.66283.3212.3169.30.66-
2021/460.675.38-6.83232.2615.92160.440.7-
2021/357.5736.412.05171.5926.88171.590.6-
2021/242.2-41.2364.18114.0244.64173.230.59本月增減百分比達50%以上,係因109年Q4原料短缺,故延後至110年1、2月出貨。
2021/171.8221.3135.1871.8235.18201.680.51-
2020/1259.2-16.2-16.34682.41-15.38195.590.52-
2020/1170.667.5-17.54623.21-15.28208.690.49-
2020/1065.73-9.09-29.79552.55-14.98197.320.52-
2020/972.321.94-22.63486.82-12.49189.070.46-
2020/859.293.15-30.89414.52-10.45162.230.54-
2020/757.4826.41-21.96355.23-5.8154.870.57-
2020/645.47-12.43-31.43297.76-1.87162.510.45-
2020/551.93-20.262.68252.296.38173.460.42-
2020/465.1215.4429.81200.367.38147.230.49-
2020/356.41119.457.2135.24-0.85135.240.65-
2020/225.7-51.62-11.7578.83-5.91149.60.59-
2020/153.13-24.92-2.8153.13-2.81209.590.42-
2019/1270.77-17.4148.12806.4424.42250.080.42-
2019/1185.7-8.4635.36735.6722.54272.770.38-
2019/1093.620.1726.28649.9821.03272.870.38-
2019/993.458.9224.4556.3620.19252.910.4-
2019/885.816.4833.71462.9119.37225.760.45-
2019/773.6511.0729.32377.1116.53190.530.54-
2019/666.3131.1327.82303.4513.79167.040.49-
2019/550.570.80.8237.1410.41153.350.53-
2019/450.17-4.669.38186.5813.330.0N/A-
2019/352.6280.6521.33136.4114.860.0N/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
2024/154.22023/140.442022/158.812021/171.822020/153.13
2024/232.272023/245.342022/250.72021/242.22020/225.7
N/AN/A2023/361.02022/369.442021/357.572020/356.41
N/AN/A2023/450.492022/463.692021/460.672020/465.12
N/AN/A2023/555.322022/568.672021/551.062020/551.93
N/AN/A2023/654.842022/670.482021/652.752020/645.47
N/AN/A2023/750.142022/773.782021/754.182020/757.48
N/AN/A2023/851.982022/874.32021/859.372020/859.29
N/AN/A2023/955.112022/975.312021/963.142020/972.3
N/AN/A2023/1049.852022/1062.572021/1068.772020/1065.73
N/AN/A2023/1149.782022/1166.172021/1168.112020/1170.66
N/AN/A2023/1240.62022/1258.52021/1266.852020/1259.2
  • 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: 10.54%
合約負債 QoQ YoY
23Q4 (20)4.88-45.96-8.79
23Q3 (19)9.03-14.3351.76
23Q2 (18)10.5425.33223.31
23Q1 (17)8.4157.2236.4
22Q4 (16)5.35-10.08172.96
22Q3 (15)5.9582.52145.87
22Q2 (14)3.2630.417.27
22Q1 (13)2.527.5522.55
21Q4 (12)1.96-19.01-13.27
21Q3 (11)2.42-12.9542.35
21Q2 (10)2.7836.27100.0
21Q1 (9)2.04-9.73104.0
20Q4 (8)2.2632.9469.92
20Q3 (7)1.722.333.86
20Q2 (6)1.3939.06.92
20Q1 (5)1.0-24.810
19Q4 (4)1.334.720.0
19Q3 (3)1.27-2.310.0
19Q2 (2)1.300.0

每月營收相關資訊

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