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)
2024/21.7713.1927.713.3419.644.64N/A-
2024/11.5720.7411.651.5711.654.34N/A-
2023/121.3-12.06-26.619.813.584.521.05-
2023/111.48-15.32-5.1918.516.654.910.97-
2023/101.743.1-3.0417.037.825.020.94-
2023/91.696.59-6.8715.299.224.881.01-
2023/81.59-0.873.0613.611.614.941.0-
2023/71.6-8.76-11.8112.0112.855.160.95-
2023/61.75-2.68-1.5910.4117.925.271.0-
2023/51.84.915.478.6622.865.870.9-
2023/41.72-26.7825.746.8628.425.450.97-
2023/32.3568.8868.315.1429.345.141.06本月受前期缺料補齊出貨影響致營收增加。
2023/21.39-1.0323.322.798.284.561.2-
2023/11.4-20.63-3.371.4-3.374.731.15-
2022/121.7713.5928.419.1234.865.121.13-
2022/111.56-13.3919.1117.3535.555.171.12-
2022/101.8-0.9636.7715.837.425.151.12-
2022/91.8217.9742.9414.037.515.171.04-
2022/81.54-15.1825.9112.1836.735.141.05-
2022/71.811.836.4710.6438.455.311.02-
2022/61.784.326.958.8338.874.861.21-
2022/51.7125.0734.417.0542.254.471.32-
2022/41.37-2.049.365.3444.953.891.52-
2022/31.3923.7351.853.9743.53.971.33去年同期受疫情影響營收較少。
2022/21.13-22.4540.112.5839.353.961.33-
2022/11.455.4638.771.4538.774.141.28-
2021/121.385.3754.5814.186.994.01.21去年同期受疫情影響營收較少。
2021/111.31-0.5557.2812.83.563.891.24去年同期受疫情影響營收少基期低,故營收較去年同期成長。
2021/101.313.535.7411.49-0.33.811.27-
2021/91.273.9228.7310.18-3.63.820.99-
2021/81.22-8.0716.278.91-6.943.960.96-
2021/71.33-5.282.897.69-9.84.00.95-
2021/61.410.4312.926.36-12.073.590.85-
2021/51.2738.9821.594.95-17.263.10.98-
2021/40.91-0.36-25.623.68-25.482.641.16-
2021/30.9214.17-21.552.77-25.432.770.8-
2021/20.8-23.19-36.251.85-27.222.740.81-
2021/11.0517.47-18.331.05-18.332.770.8-
2020/120.897.21-28.9113.25-25.612.690.72-
2020/110.83-14.18-41.5312.36-25.362.790.7-
2020/100.97-1.84-41.8711.53-23.843.010.65-
2020/90.99-6.13-11.6610.56-21.623.330.65-
2020/81.05-18.65-35.299.57-22.513.590.6-
2020/71.293.94-17.528.52-20.583.580.6-
2020/61.2418.91-16.67.23-21.13.520.73-
2020/51.05-14.98-24.225.99-21.983.450.75-
2020/41.235.08-27.644.94-21.493.660.7-
2020/31.17-7.21-30.963.71-19.213.710.55-
2020/21.26-1.61-2.082.54-12.353.80.53-
2020/11.282.25-20.561.28-20.563.960.51-
2019/121.25-11.81-21.3617.827.834.340.51-
2019/111.42-14.67-12.316.5610.954.20.53-
2019/101.6749.1620.4515.1413.784.410.5-
2019/91.12-31.245.3613.4713.014.310.55-
2019/81.623.6821.1612.3613.754.680.51-
2019/71.575.119.3910.7312.714.440.54-
2019/61.498.0415.219.1713.34.570.58-
2019/51.38-18.82-12.857.6812.944.770.56-
2019/41.70.2634.276.320.770.0N/A-
2019/31.731.592.394.616.440.0N/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
2024/11.572023/11.42022/11.452021/11.052020/11.28
2024/21.772023/21.392022/21.132021/20.82020/21.26
N/AN/A2023/32.352022/31.392021/30.922020/31.17
N/AN/A2023/41.722022/41.372021/40.912020/41.23
N/AN/A2023/51.82022/51.712021/51.272020/51.05
N/AN/A2023/61.752022/61.782021/61.42020/61.24
N/AN/A2023/71.62022/71.812021/71.332020/71.29
N/AN/A2023/81.592022/81.542021/81.222020/81.05
N/AN/A2023/91.692022/91.822021/91.272020/90.99
N/AN/A2023/101.742022/101.82021/101.312020/100.97
N/AN/A2023/111.482022/111.562021/111.312020/110.83
N/AN/A2023/121.32022/121.772021/121.382020/120.89
  • 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: 14.4%
合約負債 QoQ YoY
23Q4 (20)1.0827.0631.71
23Q3 (19)0.854.9411.84
23Q2 (18)0.81-1.220.0
23Q1 (17)0.820.0164.52
22Q4 (16)0.827.8943.86
22Q3 (15)0.76-6.17216.67
22Q2 (14)0.81161.29211.54
22Q1 (13)0.31-45.6182.35
21Q4 (12)0.57137.5235.29
21Q3 (11)0.24-7.6941.18
21Q2 (10)0.2652.9436.84
21Q1 (9)0.170.030.77
20Q4 (8)0.170.0-26.09
20Q3 (7)0.17-10.53-22.73
20Q2 (6)0.1946.15-29.63
20Q1 (5)0.13-43.48-62.86
19Q4 (4)0.234.550.0
19Q3 (3)0.22-18.520.0
19Q2 (2)0.27-22.860.0
19Q1 (1)0.350.00.0

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