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)
2024/21.07-16.41-54.742.35-55.534.36N/A1.受大環境影響。2.受海運費高漲客戶遞延交貨。
2024/11.28-36.18-56.161.28-56.165.49N/A1.受大環境影響。2.受海運費高漲客戶遞延交貨。
2023/122.01-9.13-47.9326.64-26.065.91.57-
2023/112.2130.5-39.7824.63-23.445.971.55-
2023/101.69-18.17-44.5922.42-21.345.891.57-
2023/92.07-2.85-27.0220.73-18.566.051.65-
2023/82.1314.6-21.418.66-17.56.361.57-
2023/71.86-21.76-37.5316.54-16.966.841.46-
2023/62.37-9.19-20.9414.68-13.367.11.45-
2023/52.6123.77-6.9412.31-11.727.021.47-
2023/42.11-8.09-38.569.69-12.936.771.52-
2023/32.3-2.81-14.77.58-1.487.581.53-
2023/22.36-19.03-6.95.285.639.141.27-
2023/12.92-24.218.562.9218.5610.441.11-
2022/123.855.0843.4936.0322.4110.571.15-
2022/113.6720.0640.632.1820.299.551.28-
2022/103.057.7829.5628.5118.18.591.42-
2022/92.834.628.2125.4616.868.511.65-
2022/82.71-8.91-8.0722.6218.048.681.62-
2022/72.97-0.985.6319.9222.788.781.6-
2022/63.06.87-10.8316.9426.389.251.48-
2022/52.81-18.281.4813.9438.878.941.53-
2022/43.4427.660.4611.1353.18.671.58市場需求增加
2022/32.696.0727.527.750.027.71.9市場需求增加
2022/22.543.1171.35.065.787.691.9市場需求增加
2022/12.46-8.2660.442.4660.447.751.89市場需求增加
2021/122.682.9622.8529.4338.377.651.81-
2021/112.6110.6434.2926.7540.157.581.82-
2021/102.36-9.9753.8124.1440.817.921.75因市場設備需求增加所致。
2021/92.62-11.1262.6621.7839.538.381.51市場設備需求逐漸復甦所致。
2021/82.954.6763.2719.1736.889.131.39因市場設備需求逐漸復甦所致。
2021/72.81-16.4274.2616.2232.978.951.41因市場設備需求逐漸復甦所致。
2021/63.3721.64115.4913.4126.678.281.33因市場設備需求逐漸復甦所致。
2021/52.7729.220.8810.0411.297.021.57-
2021/42.141.49.267.278.035.741.92-
2021/32.1142.4919.655.137.525.132.19-
2021/21.48-3.422.863.020.395.22.16-
2021/11.53-29.75-1.871.53-1.875.661.98-
2020/122.1912.55-12.2321.27-19.535.661.76-
2020/111.9426.73-7.3519.08-20.285.081.96-
2020/101.53-4.8-26.5417.14-21.534.952.01-
2020/91.61-10.79-17.4615.61-21.05.032.13-
2020/81.811.72-0.1614.0-21.384.982.15-
2020/71.613.35-37.5412.2-23.785.471.96-
2020/61.56-31.75-32.9510.58-21.135.811.84-
2020/52.2916.7713.169.02-18.656.021.78-
2020/41.9611.05-21.686.73-25.745.172.07-
2020/31.7722.5-26.744.77-27.34.772.41-
2020/21.44-7.87-31.553.01-27.625.52.09-
2020/11.56-37.17-23.571.56-23.576.151.87-
2019/122.4918.8-2.5926.43-19.956.671.64-
2019/112.10.48-26.5423.94-21.416.131.79-
2019/102.096.97-27.4221.85-20.885.841.88-
2019/91.957.89-15.519.76-20.126.341.82-
2019/81.81-30.1-41.9517.81-20.596.721.72-
2019/72.5910.94-4.4216.0-17.156.941.66-
2019/62.3315.17-24.113.42-19.226.861.7-
2019/52.02-19.18-33.4111.09-18.126.941.68-
2019/42.53.87-3.039.07-13.690.0N/A-
2019/32.4114.45-23.996.56-17.170.0N/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
2024/11.282023/12.922022/12.462021/11.532020/11.56
2024/21.072023/22.362022/22.542021/21.482020/21.44
N/AN/A2023/32.32022/32.692021/32.112020/31.77
N/AN/A2023/42.112022/43.442021/42.142020/41.96
N/AN/A2023/52.612022/52.812021/52.772020/52.29
N/AN/A2023/62.372022/63.02021/63.372020/61.56
N/AN/A2023/71.862022/72.972021/72.812020/71.61
N/AN/A2023/82.132022/82.712021/82.952020/81.8
N/AN/A2023/92.072022/92.832021/92.622020/91.61
N/AN/A2023/101.692022/103.052021/102.362020/101.53
N/AN/A2023/112.212022/113.672021/112.612020/111.94
N/AN/A2023/122.012022/123.852021/122.682020/122.19
  • 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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