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)
2024/21.28-5.58-3.382.646.144.18N/A-
2024/11.36-11.6417.031.3617.034.36N/A-
2023/121.545.616.117.3925.174.410.02-
2023/111.463.4133.4615.8526.124.310.02-
2023/101.41-2.19-5.4614.3925.434.470.02-
2023/91.44-11.0813.8112.9830.044.60.02-
2023/81.625.0783.6711.5432.44.430.02自112年1月起合併子公司旭誼工程之營收,致使本期營收增加。
2023/71.5421.3133.169.9226.624.170.02-
2023/61.27-6.158.228.3825.494.180.04-
2023/51.35-12.830.557.1129.184.610.04-
2023/41.55-8.9817.845.7528.864.590.04-
2023/31.7128.4630.54.233.484.20.08-
2023/21.3314.3668.652.4935.63.820.09自112年1月起合併子公司旭誼工程之營收,致使本期營收增加。
2023/11.16-12.3410.771.1610.773.580.09-
2022/121.3321.393.5413.8912.163.910.1-
2022/111.09-26.756.5112.5613.153.850.1-
2022/101.4917.7559.7111.4713.833.640.11本月營收較去年同期增加,主要係客戶IT需求訂單增加所致。
2022/91.2743.486.099.989.143.310.08-
2022/80.88-23.81-28.288.729.63.210.08-
2022/71.16-1.4120.917.8316.543.370.08-
2022/61.1713.218.796.6715.813.530.07-
2022/51.04-21.2941.675.515.193.660.06-
2022/41.320.7939.864.4610.43.410.07-
2022/31.3166.0138.583.141.443.140.12-
2022/20.79-24.88-26.211.84-14.813.120.12-
2022/11.05-18.07-3.631.05-3.633.350.11-
2021/121.2824.877.0612.3825.893.240.11-
2021/111.039.8226.7511.128.493.150.11-
2021/100.93-21.77147.0110.0828.673.360.11本月營收較去年同期增加,主要係去年同期因產品週期進入交替期營收較低所導致
2021/91.19-3.074.799.1422.673.380.21營收較去年增加主要係因去年同期部分專案收入遞延所致
2021/81.2328.44131.157.9517.423.180.22營收較去年增加主要係因去年同期部分專案收入遞延所致
2021/70.96-3.145.156.727.722.680.26-
2021/60.9935.0114.665.768.162.660.12-
2021/50.73-22.293.624.776.92.620.12-
2021/40.94-0.12-10.594.047.522.950.11-
2021/30.94-11.6-0.53.114.583.10.07-
2021/21.07-1.913.132.1622.733.350.07-
2021/11.09-8.9733.861.0933.863.090.07-
2020/121.247.845.949.84-8.422.380.08-
2020/110.81114.02-15.98.64-10.111.870.1-
2020/100.38-44.64-57.287.83-9.461.590.12本月營收減少主要係產品週期進入交替期所導致
2020/90.6828.26-23.337.45-4.022.130.11-
2020/80.53-41.57-53.746.77-1.522.310.1本月營收減少主要係因部分專案收入遞延所致
2020/70.915.6244.996.248.972.480.1-
2020/60.8622.01-10.675.334.532.620.14-
2020/50.71-32.9613.884.478.082.710.14-
2020/41.0511.1573.13.767.062.950.13本月營收增加主要係因109年度新增專案所致。
2020/30.950.55.622.71-6.792.710.15-
2020/20.9416.070.111.76-12.362.890.14-
2020/10.81-27.96-23.430.81-23.432.90.14-
2019/121.1317.356.1310.7420.842.970.23-
2019/110.968.710.669.6122.842.740.25-
2019/100.88-0.6617.428.6525.932.930.23-
2019/90.89-22.6131.167.7726.980.0N/A-
2019/81.150.079.956.8826.450.0N/A本月營收增加主要係因108年度新增專案所致。
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/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
2024/11.362023/11.162022/11.052021/11.092020/10.81
2024/21.282023/21.332022/20.792021/21.072020/20.94
N/AN/A2023/31.712022/31.312021/30.942020/30.95
N/AN/A2023/41.552022/41.322021/40.942020/41.05
N/AN/A2023/51.352022/51.042021/50.732020/50.71
N/AN/A2023/61.272022/61.172021/60.992020/60.86
N/AN/A2023/71.542022/71.162021/70.962020/70.91
N/AN/A2023/81.622022/80.882021/81.232020/80.53
N/AN/A2023/91.442022/91.272021/91.192020/90.68
N/AN/A2023/101.412022/101.492021/100.932020/100.38
N/AN/A2023/111.462022/111.092021/111.032020/110.81
N/AN/A2023/121.542022/121.332021/121.282020/121.2
  • 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: 61.71%
合約負債 QoQ YoY
23Q4 (20)1.374.58426.92
23Q3 (19)1.31-30.69907.69
23Q2 (18)1.8936.961475.0
23Q1 (17)1.38430.77961.54
22Q4 (16)0.26100.0188.89
22Q3 (15)0.138.338.33
22Q2 (14)0.12-7.69-7.69
22Q1 (13)0.1344.44-58.06
21Q4 (12)0.09-25.0125.0
21Q3 (11)0.12-7.69140.0
21Q2 (10)0.13-58.060
21Q1 (9)0.31675.00
20Q4 (8)0.04-20.00
20Q3 (7)0.0500

每月營收相關資訊

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