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)
2024/216.04-29.89-16.9338.9313.560.28N/A-
2024/122.887.1552.7422.8852.7467.18N/A增加52.75%,主因近期北美暴風雪事件推升碰撞件需求增加,及去年1月遇春節連假工作天數較少所致。
2023/1221.36-6.923.62238.5912.165.550.41-
2023/1122.947.928.03217.2311.0865.760.41-
2023/1021.26-1.418.52194.299.3763.60.42-
2023/921.563.7813.49173.048.3461.540.44-
2023/820.788.1917.53151.477.6559.240.45-
2023/719.2-0.323.27130.76.2357.160.47-
2023/619.273.05-0.86111.496.7655.510.5-
2023/518.696.5111.1592.238.557.940.48-
2023/417.55-19.07-2.1473.537.8558.550.48-
2023/321.6912.314.7455.9811.4255.980.51-
2023/219.3128.938.9334.299.4251.540.56-
2023/114.98-13.13-14.0914.98-14.0950.140.57-
2022/1217.25-3.731.67212.815.7753.10.58-
2022/1117.92-0.17.35195.5517.254.850.56-
2022/1017.94-5.5914.16177.6418.354.610.56-
2022/919.07.4826.55159.718.7855.270.54-
2022/817.68-4.9218.75140.717.8155.70.54-
2022/718.59-4.3225.82123.0217.6754.850.54-
2022/619.4315.5420.56104.4316.3354.190.51-
2022/516.82-6.2321.6185.015.4153.660.51-
2022/417.94-5.122.5568.1813.9750.740.54-
2022/318.935.9911.9150.2411.1950.240.57-
2022/213.9-20.293.5131.3410.7748.270.59-
2022/117.443.0117.3217.4417.3251.060.56-
2021/1216.931.446.04183.776.0849.330.62-
2021/1116.696.233.6166.846.0847.410.64-
2021/1015.714.645.53150.156.3745.610.67-
2021/915.010.85-7.73134.446.4644.670.69-
2021/814.880.724.04119.438.5645.780.67-
2021/714.78-8.310.63104.549.2444.720.69-
2021/616.1216.5427.4289.7710.844.580.65-
2021/513.83-5.5135.1173.657.7345.360.64-
2021/414.64-13.3443.9459.822.9144.960.64-
2021/316.8925.784.845.18-5.7845.180.61-
2021/213.43-9.66-17.3628.29-11.1544.230.62-
2021/114.86-6.71-4.6714.86-4.6746.910.58-
2020/1215.93-1.07-17.25173.2-19.8646.930.57-
2020/1116.118.21-23.67157.27-20.1247.260.56-
2020/1014.89-8.51-17.64141.16-19.6945.460.59-
2020/916.2713.72-2.62126.27-19.9245.260.6-
2020/814.31-2.57-14.51110.0-21.9741.640.65-
2020/714.6816.08-19.9495.7-22.9837.570.72-
2020/612.6523.57-23.0881.01-23.533.050.81-
2020/510.240.66-43.7268.36-23.5836.520.73-
2020/410.17-36.9-44.0658.13-18.4442.530.63-
2020/316.12-0.82-18.3147.96-9.6747.960.55-
2020/216.254.2114.8331.84-4.5751.080.52-
2020/115.59-18.94-18.8615.59-18.8655.940.48-
2019/1219.24-8.849.79216.12-6.0658.420.44-
2019/1121.1116.767.66196.88-7.3755.890.46-
2019/1018.088.17-2.18175.77-8.8951.520.5-
2019/916.71-0.15-10.1157.7-9.651.790.55-
2019/816.74-8.75-4.21140.99-9.5451.520.55-
2019/718.3411.522.54124.25-10.2252.980.54-
2019/616.45-9.57-10.07105.91-12.1152.810.52-
2019/518.190.05-13.3689.46-12.4856.10.49-
2019/418.18-7.87-3.2171.28-12.250.0N/A-
2019/319.7339.43-13.0153.1-14.970.0N/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
2024/122.882023/114.982022/117.442021/114.862020/115.59
2024/216.042023/219.312022/213.92021/213.432020/216.25
N/AN/A2023/321.692022/318.92021/316.892020/316.12
N/AN/A2023/417.552022/417.942021/414.642020/410.17
N/AN/A2023/518.692022/516.822021/513.832020/510.24
N/AN/A2023/619.272022/619.432021/616.122020/612.65
N/AN/A2023/719.22022/718.592021/714.782020/714.68
N/AN/A2023/820.782022/817.682021/814.882020/814.31
N/AN/A2023/921.562022/919.02021/915.012020/916.27
N/AN/A2023/1021.262022/1017.942021/1015.712020/1014.89
N/AN/A2023/1122.942022/1117.922021/1116.692020/1116.11
N/AN/A2023/1221.362022/1217.252021/1216.932020/1215.93
  • 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: 3.47%
合約負債 QoQ YoY
23Q4 (20)2.05-15.29-30.74
23Q3 (19)2.42-5.47-19.87
23Q2 (18)2.56-6.911.19
23Q1 (17)2.75-7.09-2.48
22Q4 (16)2.96-1.9922.31
22Q3 (15)3.0219.37-5.03
22Q2 (14)2.53-10.28-8.99
22Q1 (13)2.8216.5312.8
21Q4 (12)2.42-23.945.78
21Q3 (11)3.1814.3976.67
21Q2 (10)2.7811.20
21Q1 (9)2.550.60
20Q4 (8)1.66-7.780
20Q3 (7)1.80-7.22

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