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)
2024/21.05-31.82-60.222.58-49.754.13N/A市場需求減少
2024/11.54-0.8-38.751.54-38.754.63N/A-
2023/121.550.15-55.4625.96-56.844.883.26市場需求減少
2023/111.55-13.66-52.9524.41-56.935.313.0市場需求減少
2023/101.79-9.5-56.2822.87-57.175.92.7市場需求減少
2023/91.98-7.46-48.2321.08-57.256.312.81市場需求減少
2023/82.14-2.75-54.4819.1-58.06.812.61市場需求減少
2023/72.2-11.34-55.6216.96-58.417.052.52市場需求減少
2023/62.484.51-51.6414.77-58.797.162.67市場需求減少
2023/52.372.87-56.0712.29-59.997.152.67市場需求減少
2023/42.31-6.67-62.369.91-60.827.412.58市場需求減少
2023/32.47-6.09-56.037.61-60.337.612.67市場需求減少
2023/22.634.98-62.945.14-62.128.612.36市場需求減少
2023/12.51-27.87-61.212.51-61.219.272.19市場需求減少
2022/123.475.8-36.1660.16-15.5910.851.68-
2022/113.28-19.78-49.2756.68-13.8911.21.63-
2022/104.097.16-39.9253.4-10.0312.611.45-
2022/93.82-18.64-51.0949.31-6.1613.471.27市場需求減少
2022/84.7-5.18-34.3945.491.6814.781.16-
2022/74.95-3.4-20.4440.798.5615.481.11-
2022/65.13-5.05-13.2835.8414.3216.650.78-
2022/55.4-11.85-2.8230.7120.7417.150.76-
2022/46.139.0117.1225.3127.3218.850.69-
2022/35.62-20.86-3.5519.1830.9719.180.52-
2022/27.19.8981.7813.5653.7819.010.52生產端供給相較去年同期提升, 提高相對出貨量 ; 同時因疫情, 客戶擔心後續出貨受阻,提早拉貨
2022/16.4618.731.516.4631.5118.380.54-
2021/125.44-15.928.6771.2826.9518.730.46-
2021/116.47-5.010.365.8328.7421.10.41-
2021/106.82-12.7620.0859.3631.1321.790.39-
2021/97.819.1545.7352.5432.7121.20.31-
2021/87.1614.9648.3344.7330.6719.30.34-
2021/76.235.2927.6737.5727.7817.70.37-
2021/65.916.3923.531.3527.816.70.36-
2021/55.566.2316.0925.4428.8416.620.37-
2021/45.23-10.2212.6719.8832.9214.960.41-
2021/35.8349.1534.6814.6542.0414.650.37-
2021/23.91-20.4918.538.8247.3613.830.39-
2021/14.91-1.9182.74.9182.715.790.35去年同期工作天數較少
2020/125.01-14.6630.3656.1522.4716.550.35-
2020/115.873.4235.4451.1421.7516.910.34-
2020/105.685.8540.8145.2720.1815.860.37-
2020/95.3611.154.0639.5917.715.060.43因疫情影響,相關IC之客戶出貨需求增加
2020/84.83-1.0425.7234.2313.5114.490.45-
2020/74.881.8525.3929.411.7314.450.45-
2020/64.790.0125.9524.539.3614.220.46-
2020/54.793.1113.2419.745.9713.760.48-
2020/44.647.2915.4314.953.8412.260.54-
2020/34.3331.2713.4510.31-0.6410.310.7-
2020/23.322.5436.435.99-8.839.830.74-
2020/12.69-30.01-35.182.69-35.1810.870.67-
2019/123.84-11.331.1745.84-5.7312.210.56-
2019/114.337.534.3442.0-6.3111.840.58-
2019/104.0315.812.5137.66-7.411.350.6-
2019/93.48-9.33-13.1533.63-8.4611.210.67-
2019/83.84-1.3-13.3530.15-7.8911.530.65-
2019/73.892.31-6.3626.32-7.0311.920.63-
2019/63.8-10.07-17.7522.43-7.1512.050.59-
2019/54.235.1-4.8918.63-4.6412.060.59-
2019/44.025.45-4.9814.4-4.560.0N/A-
2019/33.8157.86-6.6910.38-4.40.0N/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
2024/11.542023/12.512022/16.462021/14.912020/12.69
2024/21.052023/22.632022/27.12021/23.912020/23.3
N/AN/A2023/32.472022/35.622021/35.832020/34.33
N/AN/A2023/42.312022/46.132021/45.232020/44.64
N/AN/A2023/52.372022/55.42021/55.562020/54.79
N/AN/A2023/62.482022/65.132021/65.912020/64.79
N/AN/A2023/72.22022/74.952021/76.232020/74.88
N/AN/A2023/82.142022/84.72021/87.162020/84.83
N/AN/A2023/91.982022/93.822021/97.812020/95.36
N/AN/A2023/101.792022/104.092021/106.822020/105.68
N/AN/A2023/111.552022/113.282021/116.472020/115.87
N/AN/A2023/121.552022/123.472021/125.442020/125.01
  • 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: 0.93%
合約負債 QoQ YoY
23Q4 (20)0.210.0-16.0
23Q3 (19)0.21-16.0-36.36
23Q2 (18)0.25-13.79-52.83
23Q1 (17)0.2916.0-67.78
22Q4 (16)0.25-24.24-77.68
22Q3 (15)0.33-37.74-80.24
22Q2 (14)0.53-41.11-60.45
22Q1 (13)0.9-19.6450.0
21Q4 (12)1.12-32.931020.0
21Q3 (11)1.6724.63943.75
21Q2 (10)1.34123.330
21Q1 (9)0.6500.00
20Q4 (8)0.1-37.50
20Q3 (7)0.1600

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