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)
2024/20.31-38.28-23.50.83.991.22N/A-
2024/10.4918.3933.640.4933.641.39N/A-
2023/120.42-13.21193.44.98-27.151.280.56主要係生質燃料上期客戶拉貨需求減緩所致
2023/110.4826.32-48.524.56-31.841.710.42-
2023/100.38-55.14-62.364.36-24.261.560.46主要係生質燃料本期客戶拉貨需求趨緩所致
2023/90.85161.0580.853.98-16.131.80.34主要係生質燃料近期客戶拉貨需求增加所致
2023/80.33-48.22-49.633.13-26.81.230.5-
2023/70.63126.2532.882.8-22.731.230.49-
2023/60.28-14.96-48.332.17-31.070.970.75-
2023/50.33-9.93-10.731.9-27.521.130.65-
2023/40.36-17.07-2.21.57-30.251.20.61-
2023/30.449.62-39.821.21-35.791.210.66-
2023/20.47.8133.210.77-33.240.910.88-
2023/10.37159.92-56.590.37-56.591.450.55主要係上期生質燃料客戶急單挹注及本期關鍵零組件及電腦週邊產品需求大幅下滑所致
2022/120.14-84.77-75.776.8322.552.090.35主要係本期關鍵零組件及電腦週邊產品銷售大幅下滑所致
2022/110.94-7.6219.746.6934.142.420.3-
2022/101.01115.5112.535.7636.812.130.34主要係生質燃料近期客戶拉貨需求增加所致
2022/90.47-27.320.684.7427.141.590.58-
2022/80.6536.65.064.2727.891.660.56-
2022/70.47-12.0345.913.6333.041.380.67-
2022/60.5446.9354.03.1531.311.270.53主要係本期電腦週邊產品及木顆粒產品客戶訂單增加所致
2022/50.37-1.33-2.762.6227.451.460.46-
2022/40.37-48.972.312.2534.231.40.48-
2022/30.73142.7164.781.8843.041.880.4主要係生質燃料產品客戶增加訂單所致
2022/20.3-64.87-37.431.1532.041.740.43-
2022/10.8545.03116.50.85116.52.220.34主要係生質燃料產品日本客戶1月追加臨時訂單9000噸約108萬美金營收所致
2021/120.59-24.72-32.445.58-9.81.850.43-
2021/110.7863.9576.634.99-6.11.650.49生質燃料本期客戶臨時單挹注所致
2021/100.4822.3723.464.21-13.611.480.54-
2021/90.39-36.71-20.753.73-16.81.330.59-
2021/80.6289.71-8.933.34-16.321.290.61-
2021/70.32-7.16-43.92.73-17.821.050.74-
2021/60.35-7.22-23.012.4-12.321.090.72-
2021/50.383.81-15.932.05-10.21.180.66-
2021/40.36-17.82-0.241.68-8.81.280.61-
2021/30.44-7.84-45.961.31-10.911.310.53-
2021/20.4821.55114.140.8732.581.740.4主要係本月生物質燃料產品接獲日本電廠臨時單致營收大幅成長
2021/10.39-54.74-9.370.39-9.371.710.41-
2020/120.8796.84.176.18-6.751.70.33-
2020/110.4414.6-24.515.31-8.321.320.42-
2020/100.39-21.45-36.134.87-6.51.550.36-
2020/90.49-27.271.24.48-2.611.740.36-
2020/80.6816.8743.293.99-3.071.710.36-
2020/70.5827.4-10.83.32-9.061.480.42-
2020/60.451.290.682.74-8.681.260.43-
2020/50.4523.2-13.722.29-10.341.630.34-
2020/40.36-55.49-21.041.84-9.471.40.39-
2020/30.82265.2571.361.47-6.081.470.35主要係生質燃料產品本月有日本電廠臨時訂單致營收大幅成長
2020/20.22-48.55-42.370.66-39.821.490.34-
2020/10.43-47.97-38.420.43-38.421.860.27-
2019/120.8442.5967.566.637.312.030.24生質燃料產品本月有日本電廠試燒測試急單致營收大幅成長
2019/110.59-3.031.285.792.021.680.29-
2019/100.624.4817.485.212.111.560.31-
2019/90.492.964.384.60.381.60.29-
2019/80.47-27.25-27.044.12-0.061.570.29-
2019/70.6543.822.473.654.951.620.28-
2019/60.45-13.2-27.783.05.51.430.27-
2019/50.5212.76-5.522.5514.851.460.26-
2019/40.46-3.4-0.172.0321.560.0N/A-
2019/30.4822.8112.621.5729.850.0N/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
2024/10.492023/10.372022/10.852021/10.392020/10.43
2024/20.312023/20.42022/20.32021/20.482020/20.22
N/AN/A2023/30.442022/30.732021/30.442020/30.82
N/AN/A2023/40.362022/40.372021/40.362020/40.36
N/AN/A2023/50.332022/50.372021/50.382020/50.45
N/AN/A2023/60.282022/60.542021/60.352020/60.45
N/AN/A2023/70.632022/70.472021/70.322020/70.58
N/AN/A2023/80.332022/80.652021/80.622020/80.68
N/AN/A2023/90.852022/90.472021/90.392020/90.49
N/AN/A2023/100.382022/101.012021/100.482020/100.39
N/AN/A2023/110.482022/110.942021/110.782020/110.44
N/AN/A2023/120.422022/120.142021/120.592020/120.87
  • 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: 0.54%
合約負債 QoQ YoY
23Q4 (20)0.02100.00.0
23Q3 (19)0.010.0-66.67
23Q2 (18)0.010.0-66.67
23Q1 (17)0.01-50.0-83.33
22Q4 (16)0.02-33.33-50.0
22Q3 (15)0.030.0-50.0
22Q2 (14)0.03-50.0-57.14
22Q1 (13)0.0650.0-25.0
21Q4 (12)0.04-33.33-50.0
21Q3 (11)0.06-14.29-40.0
21Q2 (10)0.07-12.5-30.0
21Q1 (9)0.080.0-50.0
20Q4 (8)0.08-20.0-27.27
20Q3 (7)0.10.0-9.09
20Q2 (6)0.1-37.50.0
20Q1 (5)0.1645.4514.29
19Q4 (4)0.110.00.0
19Q3 (3)0.1110.00.0
19Q2 (2)0.1-28.570.0
19Q1 (1)0.140.00.0

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。