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)
2024/20.95-29.52-43.552.29-38.573.53N/A-
2024/11.348.24-34.51.34-34.53.51N/A-
2023/121.2433.41-13.0913.75-26.573.120.52-
2023/110.93-1.72-42.2612.51-27.682.710.6-
2023/100.9512.81-44.3511.58-26.192.570.63-
2023/90.847.26-51.510.64-23.982.640.76客戶需求疲弱,主要客戶庫存去化中
2023/80.78-23.33-42.29.8-20.12.620.77-
2023/71.0225.21-28.929.02-17.362.880.7-
2023/60.81-22.14-42.098.0-15.62.820.74-
2023/51.058.81-25.617.18-10.993.450.61-
2023/40.96-33.53-47.76.14-7.94.080.51-
2023/31.45-13.72-10.675.177.265.170.46-
2023/21.68-18.2338.863.7316.325.150.46-
2023/12.0543.632.692.052.695.090.47-
2022/121.43-11.36-2.9218.7317.114.740.58-
2022/111.61-5.289.8517.319.145.040.54-
2022/101.7-1.6840.2615.6920.184.780.57-
2022/91.7327.8538.3713.9918.124.520.58-
2022/81.35-5.72-1.0312.2615.734.190.62-
2022/71.442.02-11.4810.9118.224.250.62-
2022/61.410.0-2.349.4724.554.650.53-
2022/51.41-23.49-0.898.0730.834.860.5-
2022/41.8413.5232.366.6640.324.670.53-
2022/31.6234.1141.624.8243.614.820.45-
2022/21.21-39.5371.213.244.644.670.47主係網通及工控產品持續成長
2022/12.035.7732.232.032.234.930.44-
2021/121.470.338.1415.9919.814.150.45-
2021/111.4720.9343.7914.5218.223.930.47-
2021/101.21-3.026.3813.0615.913.830.49-
2021/91.25-8.5618.011.8514.944.240.44-
2021/81.37-15.6763.4510.614.584.430.42本月較去年同期增加主係工控產品銷售成長所致
2021/71.6212.5610.29.239.724.480.42-
2021/61.441.491.87.619.624.250.48-
2021/51.422.18-3.616.1711.633.950.51-
2021/41.3921.47-1.664.7517.163.240.62-
2021/31.1462.1213.713.3627.253.360.53-
2021/20.71-53.295.362.2235.573.280.54-
2021/11.5141.8356.541.5156.543.590.49本月較去年同期增加主係工控產品銷售成長所致
2020/121.064.416.3113.3513.423.040.52-
2020/111.026.2913.7812.2813.183.040.52-
2020/100.96-9.435.7711.2613.122.850.56-
2020/91.0626.654.810.3113.863.370.41-
2020/80.84-43.14-5.989.2515.03.720.37-
2020/71.473.9855.658.4117.614.360.31本月較去年同期增加主係工控產品銷售成長所致
2020/61.41-3.9164.726.9411.824.30.3本月較去年同期增加主係工控產品銷售成長所致
2020/51.474.2445.355.523.323.890.33-
2020/41.4140.4832.744.05-6.53.090.42-
2020/31.0150.210.232.64-19.272.640.41-
2020/20.67-30.6-18.81.63-27.92.550.43-
2020/10.965.38-33.110.96-33.112.780.39-
2019/120.922.137.3911.77-21.992.720.46-
2019/110.9-1.18-18.9410.85-23.752.810.44-
2019/100.91-10.26-16.879.96-24.152.810.45-
2019/91.0113.61-14.299.05-24.812.850.38-
2019/80.89-5.87-32.938.04-25.962.690.4-
2019/70.9510.04-31.957.15-24.992.820.38-
2019/60.86-15.21-42.726.21-23.82.940.41-
2019/51.01-4.79-32.145.35-19.533.080.39-
2019/41.066.07-25.964.33-15.870.0N/A-
2019/31.021.68-17.373.27-11.970.0N/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
2024/11.342023/12.052022/12.02021/11.512020/10.96
2024/20.952023/21.682022/21.212021/20.712020/20.67
N/AN/A2023/31.452022/31.622021/31.142020/31.01
N/AN/A2023/40.962022/41.842021/41.392020/41.41
N/AN/A2023/51.052022/51.412021/51.422020/51.47
N/AN/A2023/60.812022/61.412021/61.442020/61.41
N/AN/A2023/71.022022/71.442021/71.622020/71.47
N/AN/A2023/80.782022/81.352021/81.372020/80.84
N/AN/A2023/90.842022/91.732021/91.252020/91.06
N/AN/A2023/100.952022/101.72021/101.212020/100.96
N/AN/A2023/110.932022/111.612021/111.472020/111.02
N/AN/A2023/121.242022/121.432021/121.472020/121.06
  • 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
合約負債 QoQ YoY

每月營收相關資訊

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