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)
2024/21.38-25.56-18.713.24-9.924.61N/A-
2024/11.8635.6-2.051.86-2.054.7N/A-
2023/121.37-6.63-20.0119.11-15.284.20.76-
2023/111.478.22-27.2117.74-14.894.820.66-
2023/101.36-31.93-33.0416.27-13.584.740.67-
2023/91.9943.665.9714.92-11.234.80.84-
2023/81.39-2.43-36.3512.93-13.44.260.94-
2023/71.42-1.67-16.9111.54-9.474.470.9-
2023/61.45-9.83-19.0210.12-8.324.681.02-
2023/51.6-1.58-12.278.67-6.255.070.94-
2023/41.63-11.24-7.117.07-4.765.170.92-
2023/31.847.89-16.065.44-4.045.441.07-
2023/21.7-10.3128.043.63.525.311.09-
2023/11.910.73-11.651.9-11.655.631.03-
2022/121.71-15.04-5.722.5613.095.761.0-
2022/112.02-0.4410.5920.8514.975.920.97-
2022/102.037.7312.1418.8315.466.090.94-
2022/91.88-13.728.7916.8115.885.770.92-
2022/82.1827.3627.2614.9316.845.680.93-
2022/71.71-4.17-3.0112.7515.225.330.99-
2022/61.79-2.3211.5411.0318.685.371.03-
2022/51.834.28.589.2520.175.770.95-
2022/41.75-19.7917.497.4223.415.271.05-
2022/32.1964.5940.435.6625.375.661.02-
2022/21.33-38.110.433.4817.455.291.09-
2022/12.1518.1931.212.1531.215.790.99-
2021/121.82-0.3633.419.9526.765.450.99-
2021/111.820.9548.1918.1326.135.361.01-
2021/101.814.5141.3116.3124.065.251.03-
2021/91.730.9226.9314.522.25.210.92-
2021/81.71-2.9336.9612.7721.595.080.94-
2021/71.7610.2154.6411.0619.515.050.94係因客戶銷售機種增加所致
2021/61.6-4.9124.319.314.574.780.81-
2021/51.6812.7543.147.712.744.740.82-
2021/41.49-4.1429.886.016.414.370.88-
2021/31.5617.7113.254.520.414.520.63-
2021/21.32-19.15-5.972.96-5.244.320.66-
2021/11.6420.15-4.641.64-4.644.230.67-
2020/121.3610.6820.015.7421.123.870.61-
2020/111.23-3.7410.5814.3821.233.870.61-
2020/101.28-6.11-1.5113.1522.333.890.61-
2020/91.368.8913.611.8725.63.750.58-
2020/81.259.5913.1710.5127.353.680.59-
2020/71.14-11.410.89.2529.543.610.6-
2020/61.299.4924.218.1132.73.610.72-
2020/51.182.320.266.8334.433.70.71-
2020/41.15-16.422.15.6537.813.930.66-
2020/31.38-2.2734.434.542.54.50.62-
2020/21.41-18.071.63.1246.364.260.65本月營收較去年同期增加係客戶A及客戶C新機種出貨所致。
2020/11.7251.2130.611.7230.613.960.7-
2019/121.141.99-3.1812.9913.933.550.76-
2019/111.11-14.272.311.8615.893.610.75-
2019/101.38.2920.7910.7517.513.60.75-
2019/91.28.4911.719.4517.083.330.72-
2019/81.117.295.778.2517.93.170.76-
2019/71.03-0.671.917.1420.033.040.79-
2019/61.046.012.096.1123.742.960.64-
2019/50.983.867.955.0826.422.940.65-
2019/40.94-7.9623.74.131.80.0N/A-
2019/31.0224.7421.683.1634.420.0N/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
2024/11.862023/11.92022/12.152021/11.642020/11.72
2024/21.382023/21.72022/21.332021/21.322020/21.41
N/AN/A2023/31.842022/32.192021/31.562020/31.38
N/AN/A2023/41.632022/41.752021/41.492020/41.15
N/AN/A2023/51.62022/51.832021/51.682020/51.18
N/AN/A2023/61.452022/61.792021/61.62020/61.29
N/AN/A2023/71.422022/71.712021/71.762020/71.14
N/AN/A2023/81.392022/82.182021/81.712020/81.25
N/AN/A2023/91.992022/91.882021/91.732020/91.36
N/AN/A2023/101.362022/102.032021/101.812020/101.28
N/AN/A2023/111.472022/112.022021/111.822020/111.23
N/AN/A2023/121.372022/121.712021/121.822020/121.36
  • 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: 19.83%
合約負債 QoQ YoY
23Q4 (20)0.570.0-5.0
23Q3 (19)0.577.55-13.64
23Q2 (18)0.53-32.051.92
23Q1 (17)0.7830.041.82
22Q4 (16)0.6-9.09-23.08
22Q3 (15)0.6626.92-34.65
22Q2 (14)0.52-5.45-38.1
22Q1 (13)0.55-29.49-11.29
21Q4 (12)0.78-22.7790.24
21Q3 (11)1.0120.24188.57
21Q2 (10)0.8435.48250.0
21Q1 (9)0.6251.22113.79
20Q4 (8)0.4117.14215.38
20Q3 (7)0.3545.8394.44
20Q2 (6)0.24-17.249.09
20Q1 (5)0.29123.0870.59
19Q4 (4)0.13-27.780.0
19Q3 (3)0.18-18.180.0
19Q2 (2)0.2229.410.0
19Q1 (1)0.170.00.0

每月營收相關資訊

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