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)
2024/24.571.087.499.095.1313.25N/A-
2024/14.528.452.844.522.8413.28N/A-
2023/124.17-9.341.753.13-6.8413.310.72-
2023/114.60.93-3.4348.97-7.514.00.69-
2023/104.55-6.070.1744.37-7.913.550.71-
2023/94.8516.943.4939.82-8.7412.980.72-
2023/84.143.95-5.134.97-10.2212.760.73-
2023/73.99-13.9-5.7530.83-10.8613.150.71-
2023/64.632.16-9.2526.84-11.5713.140.8-
2023/54.5313.91-17.922.21-12.0413.570.77-
2023/43.98-21.23-17.2717.67-10.4113.280.79-
2023/35.0518.91-14.4213.7-8.1913.70.83-
2023/24.25-3.28-6.068.64-4.1212.740.89-
2023/14.397.25-2.164.39-2.1613.250.85-
2022/124.1-13.92-10.4157.0415.8613.40.94-
2022/114.764.7-2.1852.9418.5513.990.9-
2022/104.55-2.94-4.2348.1821.0813.60.92-
2022/94.687.214.3443.6424.5113.280.87-
2022/84.373.2436.4138.9527.4813.70.84-
2022/74.23-17.117.4134.5926.4314.860.78-
2022/65.1-7.5724.1630.3527.815.440.68-
2022/55.5214.7836.7225.2528.5616.240.65-
2022/44.81-18.5219.7319.7326.4515.240.69-
2022/35.930.5339.5614.9228.7814.920.7-
2022/24.520.7221.049.0122.5813.590.77-
2022/14.49-1.7924.164.4924.1613.930.75-
2021/124.57-6.0222.9549.2316.1614.180.66-
2021/114.872.533.7644.6615.5114.10.66-
2021/104.755.7513.9839.7913.6112.440.75-
2021/94.4940.1610.5435.0413.5611.290.71-
2021/83.2-11.136.9430.5614.0210.920.73-
2021/73.6-12.3310.5427.3514.9111.750.68-
2021/64.111.7734.5823.7515.6112.170.55-
2021/54.040.5281.6619.6412.2912.290.55去年受新冠肺炎疫情影響導致營收驟減,本年營收逐漸回復。
2021/44.02-5.03113.4115.62.1911.980.56去年受新冠肺炎疫情影響導致營收驟減,本年營收逐漸回復。
2021/34.2313.21-5.8211.58-13.4411.580.64-
2021/23.743.31-11.897.35-17.2911.070.67-
2021/13.62-2.74-22.223.62-22.2210.970.68-
2020/123.722.24-15.1742.38-32.6911.520.67-
2020/113.64-12.65-27.0238.66-34.011.860.65-
2020/104.162.55-22.6135.02-34.6511.220.69-
2020/94.0635.61-24.7930.86-36.010.310.72-
2020/82.99-8.14-32.5426.8-37.419.310.8-
2020/73.266.72-36.0623.8-37.978.540.87-
2020/63.0537.36-41.7120.54-38.277.161.21受新冠肺炎疫情影響,主要市場歐美多國封城,經濟活動暫停,導致營收驟減
2020/52.2218.09-61.1417.49-37.628.61.01受新冠肺炎疫情影響,主要市場歐美多國封城,經濟活動暫停,導致營收驟減
2020/41.88-58.09-64.8415.27-31.5910.620.81受新冠肺炎疫情影響,主要市場歐美多國封城,經濟活動暫停,導致營收驟減
2020/34.495.92-22.4813.38-21.113.380.63-
2020/24.24-8.8-19.248.89-20.3813.280.64-
2020/14.656.07-21.394.65-21.3914.020.61-
2019/124.38-12.04-26.7862.96-7.1614.750.59-
2019/114.98-7.37-7.3158.58-5.2615.760.55-
2019/105.38-0.32-8.1653.6-5.0715.220.57-
2019/95.421.63-14.9548.21-4.7114.930.55-
2019/84.44-12.93-5.9342.82-3.2414.780.56-
2019/75.1-2.7-1.4338.38-2.9216.060.51-
2019/65.24-8.43-19.8333.28-3.1416.320.52-
2019/55.726.859.6628.040.7716.870.5-
2019/45.35-7.6-5.322.32-1.280.0N/A-
2019/35.810.35-14.8416.960.060.0N/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
2024/14.522023/14.392022/14.492021/13.622020/14.65
2024/24.572023/24.252022/24.522021/23.742020/24.24
N/AN/A2023/35.052022/35.92021/34.232020/34.49
N/AN/A2023/43.982022/44.812021/44.022020/41.88
N/AN/A2023/54.532022/55.522021/54.042020/52.22
N/AN/A2023/64.632022/65.12021/64.112020/63.05
N/AN/A2023/73.992022/74.232021/73.62020/73.26
N/AN/A2023/84.142022/84.372021/83.22020/82.99
N/AN/A2023/94.852022/94.682021/94.492020/94.06
N/AN/A2023/104.552022/104.552021/104.752020/104.16
N/AN/A2023/114.62022/114.762021/114.872020/113.64
N/AN/A2023/124.172022/124.12021/124.572020/123.72
  • 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: 0.71%
合約負債 QoQ YoY
23Q4 (20)0.09-35.71-30.77
23Q3 (19)0.1427.277.69
23Q2 (18)0.11-8.33-15.38
23Q1 (17)0.12-7.6933.33
22Q4 (16)0.130.062.5
22Q3 (15)0.130.08.33
22Q2 (14)0.1344.4430.0
22Q1 (13)0.0912.5-25.0
21Q4 (12)0.08-33.33-33.33
21Q3 (11)0.1220.00.0
21Q2 (10)0.1-16.6766.67
21Q1 (9)0.120.0140.0
20Q4 (8)0.120.071.43
20Q3 (7)0.12100.071.43
20Q2 (6)0.0620.0-33.33
20Q1 (5)0.05-28.57-37.5
19Q4 (4)0.070.00.0
19Q3 (3)0.07-22.220.0
19Q2 (2)0.0912.50.0
19Q1 (1)0.080.00.0

每月營收相關資訊

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