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)
2024/22.52-31.91-39.346.22-26.5911.21N/A-
2024/13.7-25.89-14.333.7-14.3313.12N/A-
2023/124.9912.88-0.9552.12-1.9813.360.28-
2023/114.4212.17-20.9347.13-2.0912.270.3-
2023/103.940.97-28.0442.710.3813.170.28-
2023/93.9-26.61-27.7138.764.5913.550.43-
2023/85.3223.11-10.7834.8610.113.980.42-
2023/74.32-0.31-9.4829.5414.9512.610.47-
2023/64.349.7-5.5425.2220.5311.960.45-
2023/53.957.49-10.7120.8827.8612.410.44-
2023/43.68-23.08-1.4816.9342.212.610.43-
2023/34.7815.155.8413.2562.1613.250.48主要係因越南地區子公司之客戶需求較高所致
2023/24.15-3.8495.398.4765.9613.510.47主係因客戶對本集團之產品需求增加所致
2023/14.32-14.3144.964.3244.9614.950.43-
2022/125.04-9.8926.453.1824.5316.110.5-
2022/115.592.0860.9148.1424.3316.480.49本月較去年本月營收增加60.92%,主要係因去年本集團中國子公司部分產品生命週期結束所致
2022/105.481.4351.742.5420.7216.850.48主係因去年度本集團部分產品生命週期結束所致
2022/95.4-9.4278.4437.0617.1816.140.66主要係因去年本月本集團在越南之子公司尚未開始量產所致
2022/85.9624.9103.5831.6610.6915.330.7本月較去年營收增加逾100%主要係因本公司越南子公司量產逐漸增加而去年本月越南子公司尚未進入量產所致
2022/74.774.0354.1225.70.0913.790.78本月較去年本月營收增加54%,主要係因去年本月本集團在越南之子公司尚未開始量產且中國子公司部分產品生命週期結束所致
2022/64.593.6931.5420.92-7.3212.750.99-
2022/54.4318.65.5916.33-14.4211.231.13-
2022/43.7321.66-10.3511.9-20.068.921.42-
2022/33.0744.31-11.098.17-23.828.171.41-
2022/22.13-28.66-29.485.1-29.869.091.27-
2022/12.98-25.29-30.132.98-30.1310.441.11-
2021/123.9914.71-12.5942.7-11.9411.081.03-
2021/113.48-3.76-33.3738.72-11.8710.121.13-
2021/103.6119.31-16.2235.24-8.979.571.19-
2021/93.033.33-37.3531.63-8.069.061.05-
2021/82.93-5.43-34.7728.6-3.289.521.0-
2021/73.1-11.21-20.6125.672.3510.780.89-
2021/63.49-16.76-9.0322.576.5811.840.43-
2021/54.190.6923.8719.0810.0311.810.44-
2021/44.1620.656.6414.896.6810.630.48-
2021/33.4514.46-12.8310.736.6910.730.34-
2021/23.01-29.3124.187.2819.3811.840.31主係因109年度受疫情影響復工延遲,致營收下降
2021/14.26-6.53-10.064.26-10.0614.040.26-
2020/124.56-12.55-7.1448.5-15.5814.090.23-
2020/115.2221.0112.5943.93-16.3714.360.23-
2020/104.31-10.78-1.238.72-19.1713.640.24-
2020/94.837.58-4.3234.4-20.9713.230.25-
2020/84.4915.1-4.3429.57-23.1612.230.28-
2020/73.91.73-6.2425.08-25.7711.120.3-
2020/63.8413.34-11.0221.18-28.5111.120.27-
2020/53.38-13.3-41.0817.34-31.4911.250.27-
2020/43.9-1.38-26.3913.96-28.679.210.33-
2020/33.96194.4-30.8910.05-29.5210.040.36-
2020/21.34-71.64-63.46.1-28.6111.00.33受到肺炎疫情影響,配合當地政府延後開工所致
2020/14.74-3.51-2.584.74-2.5814.290.25-
2019/124.916.023.7357.4528.6413.910.24-
2019/114.636.17-11.3152.5331.5914.050.24-
2019/104.36-13.59-18.3647.938.0614.110.24-
2019/95.057.5614.5343.5448.3313.910.27-
2019/84.712.815.1938.4854.3113.170.28主要係因客戶需求上升所致
2019/74.16-3.4413.1833.7961.9614.220.26主要係因客戶需求上升所致
2019/64.31-24.9429.4629.6372.3915.360.25係因客戶需求上升所致
2019/55.748.31103.2825.3282.7116.770.23係因客戶需求上升所致
2019/45.3-7.41102.619.5777.450.0N/A係因客戶之需求上升所致
2019/35.7355.9109.5714.2769.620.0N/A主要係因客戶需求上升所致
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
2024/13.72023/14.322022/12.982021/14.262020/14.74
2024/22.522023/24.152022/22.132021/23.012020/21.34
N/AN/A2023/34.782022/33.072021/33.452020/33.96
N/AN/A2023/43.682022/43.732021/44.162020/43.9
N/AN/A2023/53.952022/54.432021/54.192020/53.38
N/AN/A2023/64.342022/64.592021/63.492020/63.84
N/AN/A2023/74.322022/74.772021/73.12020/73.9
N/AN/A2023/85.322022/85.962021/82.932020/84.49
N/AN/A2023/93.92022/95.42021/93.032020/94.83
N/AN/A2023/103.942022/105.482021/103.612020/104.31
N/AN/A2023/114.422022/115.592021/113.482020/115.22
N/AN/A2023/124.992022/125.042021/123.992020/124.56
  • 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: 6.33%
合約負債 QoQ YoY
23Q4 (20)0.68-6.8513.33
23Q3 (19)0.7325.8630.36
23Q2 (18)0.58-1.6965.71
23Q1 (17)0.59-1.670
22Q4 (16)0.67.14-6.25
22Q3 (15)0.5660.00
22Q2 (14)0.35094.44

每月營收相關資訊

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