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)
2024/20.931.1535.441.5922.152.16N/A-
2024/10.6921.658.220.698.221.66N/A-
2023/120.5738.64-26.176.72-17.921.470.74-
2023/110.41-17.13-42.386.15-17.061.470.73-
2023/100.49-13.92-35.475.74-14.391.640.66-
2023/90.57-0.51-26.85.25-11.681.70.71-
2023/80.583.99-31.824.68-9.391.560.78-
2023/70.5529.273.144.1-5.011.60.76-
2023/60.43-30.58-48.033.55-6.171.570.9-
2023/50.6216.32-0.993.125.471.820.78-
2023/40.53-21.12-8.152.517.191.870.75-
2023/30.670.75-7.611.9812.231.980.65-
2023/20.674.7939.691.326.212.070.62-
2023/10.64-17.0114.610.6414.612.110.61-
2022/120.778.231.198.18-12.662.240.62-
2022/110.71-7.1810.517.42-15.582.250.62-
2022/100.76-2.3638.466.71-17.632.390.58-
2022/90.78-7.339.395.95-21.712.160.62-
2022/80.8457.3414.35.16-24.942.20.61-
2022/70.54-34.87-20.714.32-29.661.980.68-
2022/60.8232.246.13.78-30.772.020.6-
2022/50.627.91-34.862.96-36.871.930.63-
2022/40.58-20.65-28.172.34-37.391.780.68-
2022/30.7352.34-27.11.76-39.911.760.61-
2022/20.48-14.01-48.281.03-46.531.620.67-
2022/10.56-5.01-44.930.56-44.931.780.61-
2021/120.58-8.84-49.29.3715.531.780.57-
2021/110.6416.28-36.078.7926.231.910.53-
2021/100.55-22.86-38.678.1536.722.00.5-
2021/90.71-3.18-34.427.5950.122.130.46去年累積營收因受新型冠狀病毒影響客戶端停工下修訂單,導致營收比較基期低,今年累積營收因客戶訂單回升及新增車用電子買賣收入
2021/80.749.13-18.416.8873.342.190.45去年累積營收因受新型冠狀病毒影響客戶端停工下修訂單,導致營收比較基期低,今年累積營收因客戶訂單回升及新增車用電子買賣收入
2021/70.68-12.84-11.56.14100.452.410.41去年累積營收因受新型冠狀病毒影響客戶端停工下修訂單,導致營收比較基期低,今年累積營收因客戶訂單回升及新增車用電子買賣收入
2021/60.78-18.8102.965.46137.682.540.35去年本月因受新型冠狀病毒影響客戶端停工下修訂單,導致營收比較基期低,今年本月客戶訂單部份回升及新增車用電子買賣收入
2021/50.9618.99456.814.69144.612.760.32去年本月因受新型冠狀病毒影響客戶端停工下修訂單,導致營收比較基期低,今年本月客戶訂單部份回升及新增車用電子買賣收入
2021/40.8-19.46452.283.73113.892.720.33去年本月因受新型冠狀病毒影響客戶端停工下修訂單,導致營收比較基期低,今年本月客戶訂單部份回升及新增車用電子買賣收入
2021/31.08.06133.392.9383.122.930.3去年本月因受新型冠狀病毒疫情影響客戶端停工下修訂單,導致營收比較基期低,今年本月客戶訂單部份回升及新增車用電子買賣收入
2021/20.92-8.4381.861.9364.783.080.29新增車用電子買賣收入
2021/11.01-12.3751.731.0151.733.160.28新增車用電子買賣收入
2020/121.1514.7110.958.110.983.050.29客戶陸續復工訂單回升及新增車用電子買賣收入
2020/111.011.55146.866.96-7.032.990.3客戶陸續復工訂單回升及新增車用電子買賣收入
2020/100.9-17.51109.615.96-15.862.890.31客戶陸續復工訂單回升及新增車用電子買賣收入
2020/91.0920.4495.25.06-23.952.760.33客戶陸續復工訂單回升及新增車用電子買賣收入
2020/80.9118.3833.223.97-34.872.050.44-
2020/70.7699.94.683.06-43.411.320.68-
2020/60.38122.73-48.232.3-50.910.71.54受新型冠狀病毒疫情影響,客戶端停工下修訂單所致
2020/50.1718.02-78.961.92-51.410.741.45受新型冠狀病毒疫情影響,客戶端停工下修訂單所致
2020/40.15-65.96-77.671.75-44.231.081.0受新型冠狀病毒疫情影響,客戶端停工下修訂單所致
2020/30.43-15.79-54.31.6-35.431.60.66受新型冠狀病毒疫情影響,客戶端停工下修訂單所致
2020/20.51-23.6-28.941.17-23.981.720.62-
2020/10.6621.82-19.690.66-19.691.620.66-
2019/120.5534.22-14.818.03-19.061.380.88-
2019/110.41-5.27-41.157.49-19.361.390.88-
2019/100.43-23.18-44.577.08-17.611.670.73-
2019/90.56-17.79-30.936.65-14.941.970.56-
2019/80.68-6.98-32.266.09-13.092.150.51-
2019/70.73-1.14-12.855.41-9.892.290.48-
2019/60.74-9.49-20.954.68-9.422.210.47-
2019/50.8225.24-8.513.95-6.872.40.43-
2019/40.65-30.33-8.173.13-6.430.0N/A-
2019/30.9430.95-2.112.48-5.970.0N/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
2024/10.692023/10.642022/10.562021/11.012020/10.66
2024/20.92023/20.672022/20.482021/20.922020/20.51
N/AN/A2023/30.672022/30.732021/31.02020/30.43
N/AN/A2023/40.532022/40.582021/40.82020/40.15
N/AN/A2023/50.622022/50.622021/50.962020/50.17
N/AN/A2023/60.432022/60.822021/60.782020/60.38
N/AN/A2023/70.552022/70.542021/70.682020/70.76
N/AN/A2023/80.582022/80.842021/80.742020/80.91
N/AN/A2023/90.572022/90.782021/90.712020/91.09
N/AN/A2023/100.492022/100.762021/100.552020/100.9
N/AN/A2023/110.412022/110.712021/110.642020/111.0
N/AN/A2023/120.572022/120.772021/120.582020/121.15
  • 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

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