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)
2024/20.76-15.33-12.381.65-7.742.57N/A-
2024/10.9-2.49-3.410.9-3.412.83N/A-
2023/120.92-9.242.4511.41-0.072.871.22-
2023/111.017.326.2410.49-0.292.891.22-
2023/100.940.68-3.859.48-0.942.891.22-
2023/90.94-7.469.998.53-0.612.881.32-
2023/81.018.2110.17.6-1.782.981.28-
2023/70.94-9.243.776.58-3.382.891.32-
2023/61.0312.13-2.855.65-4.472.871.4-
2023/50.92-0.22-7.234.62-4.832.821.42-
2023/40.92-6.33-10.273.7-4.212.771.45-
2023/30.9813.61.032.78-2.022.781.53-
2023/20.87-6.662.171.79-3.622.691.58-
2023/10.933.43-8.470.93-8.472.781.53-
2022/120.9-5.88-10.3311.427.482.831.52-
2022/110.95-2.876.5810.529.332.791.54-
2022/100.9815.195.129.579.622.751.56-
2022/90.85-7.36-17.228.5910.152.671.56-
2022/80.921.9912.027.7314.322.881.45-
2022/70.9-15.03-1.296.8114.642.951.42-
2022/61.067.077.445.9117.533.081.39-
2022/50.99-3.4922.264.8519.992.991.43-
2022/41.035.4751.613.8619.432.851.5正道集團因國外新冠肺炎疫情趨緩,客戶端訂單回升,導致本月(2022/4)營收較去年同期(2021/4)增加超過50%
2022/30.9714.87-4.292.8310.92.831.56-
2022/20.85-16.3826.51.8620.942.861.54-
2022/11.011.3316.661.0116.662.911.52-
2021/121.011.8747.6510.6224.412.831.47-
2021/110.89-4.1911.119.6222.412.861.46-
2021/100.93-9.342.138.7323.72.781.49-
2021/91.0325.3739.567.7921.812.761.58-
2021/80.82-10.1233.146.7619.492.721.61-
2021/70.91-7.5251.425.9417.832.711.61正道集團因國外新冠肺炎疫情趨緩,客戶端訂單回升,導致本月(2021/7)營收較去年同期(2020/07)增加超過50%
2021/60.9921.8432.875.0313.272.481.72-
2021/50.8119.675.144.049.332.51.7-
2021/40.68-33.4148.663.2310.432.361.8-
2021/31.0251.8410.692.563.382.561.56-
2021/20.67-22.89-5.881.54-0.932.221.8-
2021/10.8728.253.250.873.252.351.69-
2020/120.68-15.812.728.54-27.142.141.92-
2020/110.822.54-8.367.86-28.922.21.87-
2020/100.66-10.94-25.997.05-30.72.012.04-
2020/90.7419.6-32.046.4-31.151.962.25-
2020/80.622.2-37.055.66-31.031.962.24-
2020/70.6-18.85-40.235.04-30.212.122.08-
2020/60.74-3.58-29.244.44-28.591.972.28-
2020/50.7769.21-32.193.7-28.462.152.1-
2020/40.46-50.42-57.682.93-27.42.092.16正道集團受新冠肺炎影響:正道馬來廠停工(已於2020/4/29全面復工) 及客戶端出貨減緩,導致本月營收較去年同期衰退超過50%。
2020/30.9229.09-24.052.47-16.372.471.91-
2020/20.71-15.4-12.261.55-11.062.212.13-
2020/10.8427.59-10.010.84-10.012.381.98-
2019/120.66-24.9-24.3811.72-2.42.422.14-
2019/110.88-1.02-4.0411.06-0.682.851.82-
2019/100.89-18.23-18.3210.18-0.382.951.76-
2019/91.0810.7814.679.291.743.071.89-
2019/80.98-2.955.818.210.253.041.91-
2019/71.01-3.932.427.23-0.453.21.82-
2019/61.05-7.597.236.22-0.93.261.8-
2019/51.145.586.675.17-2.413.421.71-
2019/41.08-11.01.14.03-4.690.0N/A-
2019/31.2149.1223.232.96-6.640.0N/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
2024/10.92023/10.932022/11.012021/10.872020/10.84
2024/20.762023/20.872022/20.852021/20.672020/20.71
N/AN/A2023/30.982022/30.972021/31.022020/30.92
N/AN/A2023/40.922022/41.032021/40.682020/40.46
N/AN/A2023/50.922022/50.992021/50.812020/50.77
N/AN/A2023/61.032022/61.062021/60.992020/60.74
N/AN/A2023/70.942022/70.92021/70.912020/70.6
N/AN/A2023/81.012022/80.922021/80.822020/80.62
N/AN/A2023/90.942022/90.852021/91.032020/90.74
N/AN/A2023/100.942022/100.982021/100.932020/100.66
N/AN/A2023/111.012022/110.952021/110.892020/110.8
N/AN/A2023/120.922022/120.92021/121.02020/120.68
  • 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: 0.63%
合約負債 QoQ YoY
23Q4 (20)0.195.5672.73
23Q3 (19)0.1820.080.0
23Q2 (18)0.1515.38-16.67
23Q1 (17)0.1318.18-87.85
22Q4 (16)0.1110.037.5
22Q3 (15)0.1-44.44-16.67
22Q2 (14)0.18-83.1812.5
22Q1 (13)1.071237.5613.33
21Q4 (12)0.08-33.330
21Q3 (11)0.12-25.00
21Q2 (10)0.166.670
21Q1 (9)0.1500

每月營收相關資訊

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