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)
2024/20.85-13.26-44.511.83-38.432.79N/A-
2024/10.982.02-31.960.98-31.962.9N/A-
2023/120.960.95-40.315.58-20.052.880.77-
2023/110.95-1.14-43.9414.62-18.232.920.76-
2023/100.96-3.8-44.213.66-15.533.170.7-
2023/91.0-16.8-41.4412.7-12.13.530.72-
2023/81.2-9.11-19.9411.7-8.164.060.63-
2023/71.32-13.73-22.3810.5-6.594.380.58-
2023/61.541.32-9.169.17-3.764.630.57-
2023/51.52-3.92-9.247.64-2.594.660.57-
2023/41.580.66-6.336.12-0.84.680.57-
2023/31.572.170.914.541.274.540.73-
2023/21.536.358.812.981.474.590.73-
2023/11.44-10.48-5.321.44-5.324.750.7-
2022/121.61-5.196.3319.49-6.045.040.74-
2022/111.7-1.6113.1117.88-7.025.140.73-
2022/101.730.96-2.0416.18-8.734.940.76-
2022/91.7113.73-2.6314.45-9.464.920.88-
2022/81.5-11.88-13.4612.74-10.314.90.89-
2022/71.710.95-7.8111.24-9.875.070.86-
2022/61.691.23-8.139.53-10.235.040.76-
2022/51.67-0.84-8.847.84-10.674.910.78-
2022/41.688.45-7.656.17-11.154.650.83-
2022/31.5510.17-14.374.49-12.44.490.85-
2022/21.41-7.46-6.372.93-11.324.450.86-
2022/11.520.54-15.451.52-15.454.540.84-
2021/121.510.85-14.7920.7415.774.780.76-
2021/111.5-14.79-14.4719.2319.135.020.72-
2021/101.760.350.817.7223.245.260.69-
2021/91.761.080.8415.9626.355.350.69-
2021/81.74-6.122.0914.230.435.430.68-
2021/71.850.616.6812.4735.685.520.67-
2021/61.840.4535.9410.6239.645.50.74-
2021/51.830.4438.118.7840.445.470.74-
2021/41.820.5657.76.9441.075.140.79去年因疫情衝擊,今年市場需求逐漸回溫,以致今年營收較去年同期增加。
2021/31.8120.4638.15.1235.965.120.84-
2021/21.51-16.4430.813.3134.825.080.85-
2021/11.81.3338.361.838.365.340.81-
2020/121.781.2322.0417.92-4.465.280.75-
2020/111.760.4110.0216.14-6.695.250.76-
2020/101.750.3910.514.38-8.395.190.77-
2020/91.742.3311.4812.63-10.515.030.54-
2020/81.77.2910.2210.89-13.244.640.59-
2020/71.5917.214.129.19-16.544.270.64-
2020/61.352.05-10.317.6-19.863.840.81-
2020/51.3314.69-11.716.25-21.663.80.81-
2020/41.16-11.93-31.64.92-23.973.620.85-
2020/31.3114.11-21.733.77-21.283.770.75-
2020/21.15-11.62-17.062.45-21.033.910.73-
2020/11.3-10.61-24.241.3-24.244.350.65-
2019/121.46-8.73-14.8218.753.04.640.62-
2019/111.60.850.0317.34.854.740.6-
2019/101.581.280.2615.75.374.690.61-
2019/91.561.160.6614.125.984.630.52-
2019/81.541.361.1412.556.684.580.53-
2019/71.520.9514.1711.017.54.540.53-
2019/61.510.4514.179.496.54.70.69-
2019/51.5-11.1314.857.985.174.870.67-
2019/41.690.7611.756.473.150.0N/A-
2019/31.6820.920.314.780.420.0N/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
2024/10.982023/11.442022/11.522021/11.82020/11.3
2024/20.852023/21.532022/21.412021/21.512020/21.15
N/AN/A2023/31.572022/31.552021/31.812020/31.31
N/AN/A2023/41.582022/41.682021/41.822020/41.16
N/AN/A2023/51.522022/51.672021/51.832020/51.33
N/AN/A2023/61.542022/61.692021/61.842020/61.35
N/AN/A2023/71.322022/71.712021/71.852020/71.59
N/AN/A2023/81.22022/81.52021/81.742020/81.7
N/AN/A2023/91.02022/91.712021/91.762020/91.74
N/AN/A2023/100.962022/101.732021/101.762020/101.75
N/AN/A2023/110.952022/111.72021/111.52020/111.76
N/AN/A2023/120.962022/121.612021/121.512020/121.78
  • 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: 2.07%
合約負債 QoQ YoY
23Q4 (20)0.2229.41-12.0
23Q3 (19)0.17-26.09-55.26
23Q2 (18)0.234.55-36.11
23Q1 (17)0.22-12.0-35.29
22Q4 (16)0.25-34.21-16.67
22Q3 (15)0.385.5646.15
22Q2 (14)0.365.8856.52
22Q1 (13)0.3413.3354.55
21Q4 (12)0.315.38114.29
21Q3 (11)0.2613.04100.0
21Q2 (10)0.234.5543.75
21Q1 (9)0.2257.1446.67
20Q4 (8)0.147.69-39.13
20Q3 (7)0.13-18.75-27.78
20Q2 (6)0.166.67-20.0
20Q1 (5)0.15-34.78-42.31
19Q4 (4)0.2327.780.0
19Q3 (3)0.18-10.00.0
19Q2 (2)0.2-23.080.0
19Q1 (1)0.260.00.0

每月營收相關資訊

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