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)
2024/21.29-20.7825.442.9214.35.74N/A-
2024/11.63-42.056.781.636.785.53N/A-
2023/122.81159.776.720.41-22.616.560.24-
2023/111.08-59.36-56.4417.6-25.874.80.32今年11月出貨數量較去年11月減少。
2023/102.66151.9135.0916.52-22.35.250.3-
2023/91.06-30.87-59.8413.85-28.164.110.44國際鋅價下跌且今年9月出貨數量較去年9月減少。
2023/81.530.35-30.0512.8-23.154.910.37-
2023/71.52-18.11-9.1411.27-22.115.240.35-
2023/61.860.32-25.189.74-23.816.030.33-
2023/51.86-19.89-41.067.88-23.485.320.38-
2023/42.32101.15-15.336.03-15.754.50.45-
2023/31.1511.74-24.53.71-16.03.710.67-
2023/21.03-32.56-44.112.56-11.525.190.48-
2023/11.53-42.045.81.5345.86.650.37-
2022/122.636.0356.026.3842.277.090.2今年12月出貨數量較去年12月增加。
2022/112.4826.026.6623.7440.897.090.2-
2022/101.97-25.12-35.7721.2646.386.790.21-
2022/92.6320.4166.4119.2968.416.50.24國際鋅價上升。
2022/82.1930.3569.2916.6559.156.350.25國際鋅價上升。
2022/71.68-32.5722.614.4757.737.310.22國際鋅價上升。
2022/62.49-20.9576.8812.7963.888.370.22國際鋅價上漲。
2022/53.1515.0581.9910.361.037.410.25國際鋅價上漲。
2022/42.7479.3669.797.1553.266.10.3國際鋅價上漲。
2022/31.53-17.27128.64.4244.544.420.43國際鋅價上漲。
2022/21.8475.9327.82.8921.064.580.41-
2022/11.05-37.9410.781.0510.785.070.38-
2021/121.69-27.5-35.1518.5414.277.090.17-
2021/112.33-24.1122.2816.8523.736.390.19-
2021/103.07210.5898.8314.5223.965.350.23國際鋅價上漲,且今年10月出貨數量較去年10月增加。
2021/90.99-23.49-5.9611.4512.63.650.47-
2021/81.29-5.5920.8510.4614.744.070.42-
2021/71.37-2.71-10.589.1713.934.50.38-
2021/61.41-18.673.677.819.684.750.3-
2021/51.737.34102.76.423.894.010.35國際鋅價上漲且今年5月出貨數量較去年5月增加。
2021/41.61141.48-11.394.678.293.720.38-
2021/30.67-53.755.073.0622.663.060.48-
2021/21.4452.533.92.3928.684.990.3-
2021/10.95-63.6721.450.9521.455.460.27-
2020/122.636.7251.8816.22-1.726.050.16國際鋅價上漲。
2020/111.923.3877.8913.62-7.934.50.21今年11月出貨數量較去年11月增加。
2020/101.5446.8980.7711.71-14.633.660.26今年10月出貨數量較去年10月增加。
2020/91.05-1.6711.0510.17-20.963.650.44-
2020/81.07-30.15122.039.12-23.513.960.4今年8月出貨數量較去年8月增加。
2020/71.5312.79-16.748.05-29.633.740.43-
2020/61.3659.0212.966.52-32.14.030.32-
2020/50.85-53.07-50.545.16-38.543.310.39國際鋅價下跌且今年5月出貨數量較去年5月減少。
2020/41.82186.34-34.954.31-35.443.530.36-
2020/30.63-41.05-31.662.49-35.82.490.67-
2020/21.0838.32-23.381.86-37.13.570.47-
2020/10.78-54.57-49.590.78-49.593.560.47-
2019/121.7160.13-32.1916.51-23.123.640.3-
2019/111.0725.38-4.7414.79-21.912.870.38-
2019/100.85-9.76-77.313.72-23.02.280.47國際鋅價下跌且今年10月出貨數量較去年10月減少。
2019/90.9596.5936.8912.87-8.473.270.36-
2019/80.48-73.81-64.6511.92-10.813.520.33國際鋅價下跌且今年8月出貨數量較去年8月減少。
2019/71.8453.0581.6311.44-4.74.760.25今年7月出貨數量較去年7月增加。
2019/61.2-30.38-50.219.6-12.655.720.25國際鋅價下跌。
2019/51.73-38.2845.888.4-2.15.450.26-
2019/42.8200.82-27.946.68-9.770.0N/A-
2019/30.93-33.91-16.393.8810.260.0N/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
2024/11.632023/11.532022/11.052021/10.952020/10.78
2024/21.292023/21.032022/21.842021/21.442020/21.08
N/AN/A2023/31.152022/31.532021/30.672020/30.63
N/AN/A2023/42.322022/42.742021/41.612020/41.82
N/AN/A2023/51.862022/53.152021/51.732020/50.85
N/AN/A2023/61.862022/62.492021/61.412020/61.36
N/AN/A2023/71.522022/71.682021/71.372020/71.53
N/AN/A2023/81.532022/82.192021/81.292020/81.07
N/AN/A2023/91.062022/92.632021/90.992020/91.05
N/AN/A2023/102.662022/101.972021/103.072020/101.54
N/AN/A2023/111.082022/112.482021/112.332020/111.9
N/AN/A2023/122.812022/122.632021/121.692020/122.6
  • 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: 8.81%
合約負債 QoQ YoY
23Q4 (20)0.98-8.4175.0
23Q3 (19)1.0710.3122.99
23Q2 (18)0.97-4.911.49
23Q1 (17)1.0282.14-18.4
22Q4 (16)0.56-35.63-11.11
22Q3 (15)0.870.058.18
22Q2 (14)0.87-30.4107.14
22Q1 (13)1.2598.4115.74
21Q4 (12)0.6314.5523.53
21Q3 (11)0.5530.95-36.05
21Q2 (10)0.42-61.11-46.15
21Q1 (9)1.08111.7611.34
20Q4 (8)0.51-40.737.84
20Q3 (7)0.8610.26109.76
20Q2 (6)0.78-19.59-8.24
20Q1 (5)0.97162.16-11.82
19Q4 (4)0.37-9.760.0
19Q3 (3)0.41-51.760.0
19Q2 (2)0.85-22.730.0
19Q1 (1)1.10.00.0

其它人也看了

每月營收相關資訊

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。