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)
2024/22.52-16.23-22.245.52-8.2310.85N/A-
2024/13.0-43.838.063.08.0612.76N/A-
2023/125.3320.214.7753.17-16.7314.32.49-
2023/114.43-2.31-14.647.84-18.5913.842.58-
2023/104.54-6.79-8.0843.41-18.9713.512.64-
2023/94.8718.67-34.3838.88-20.0513.03.02-
2023/84.11.8-33.3334.01-17.4713.093.0-
2023/74.03-18.63-32.4429.9-14.7314.222.76-
2023/64.95-5.450.3225.87-11.114.332.69-
2023/55.2426.71-2.0220.91-13.4314.92.59-
2023/44.13-25.18-16.3315.67-16.6812.92.99-
2023/35.5370.8228.2711.54-16.811.543.34-
2023/23.2416.41-14.026.01-37.1111.13.48-
2023/12.78-45.36-52.082.78-52.0813.062.96係因112年1月適逢春節假期及大陸廠春節假期延長,工作天數減少,致營收與去年相比大幅減少。
2022/125.09-2.01-18.4663.85-5.0615.212.46-
2022/115.195.13-13.1758.77-3.6917.552.13-
2022/104.94-33.46-6.3953.57-2.6618.512.02-
2022/97.4220.5827.6548.64-2.2619.541.9-
2022/86.153.169.5441.22-6.2217.062.18-
2022/75.9720.824.7935.06-8.5316.252.29-
2022/64.94-7.67-17.129.1-10.8515.232.47-
2022/55.358.2-5.7524.16-9.4514.62.58-
2022/44.9414.7-16.8518.81-10.4513.012.89-
2022/34.3114.49-37.8613.87-7.9313.872.56-
2022/23.76-35.1215.849.5617.5815.82.24-
2022/15.8-7.0118.745.818.7418.021.97-
2021/126.244.3420.7567.2529.2117.491.88-
2021/115.9813.3425.7861.0230.1417.071.93-
2021/105.27-9.2623.3955.0430.6316.711.97-
2021/95.813.4733.3249.7631.4517.121.94-
2021/85.62-1.3128.3443.9531.2117.271.92-
2021/75.69-4.4217.8838.3331.6417.321.92-
2021/65.964.9710.3632.6434.3717.571.77-
2021/55.67-4.5435.6426.6841.2318.551.67-
2021/45.94-14.2739.7121.0142.8216.131.93-
2021/36.93113.4751.115.0744.0915.072.04營收大幅增加係因景氣回升、接單及出貨增加所致。
2021/23.25-33.4929.428.1338.9813.32.31-
2021/14.88-5.4546.154.8846.1514.82.08-
2020/125.178.695.9752.05-15.0114.192.12-
2020/114.7511.199.2346.88-16.8313.392.24-
2020/104.27-1.96-22.7642.13-19.0113.012.31-
2020/94.36-0.39-17.0437.86-18.5613.572.34-
2020/84.38-9.353.833.5-18.7514.62.18-
2020/74.83-10.52-20.7929.12-21.3214.412.2-
2020/65.429.017.1924.29-21.4313.832.38-
2020/54.18-1.67-30.5218.89-27.013.032.53-
2020/44.25-7.29-7.9314.71-25.9311.352.9-
2020/34.5982.85-18.4310.44-31.4910.443.34-
2020/22.51-24.9-37.75.85-39.1310.743.25-
2020/13.34-31.67-40.163.34-40.1612.582.77-
2019/124.8912.4-32.961.26-26.9114.782.39-
2019/114.35-21.37-37.0156.37-26.3415.142.33-
2019/105.535.3-8.152.02-25.2815.012.35-
2019/95.2624.63-25.4646.49-26.9115.572.55-
2019/84.22-30.82-40.3341.23-27.0915.352.58-
2019/76.121.09-17.5137.01-25.217.152.31-
2019/65.03-16.37-32.4930.92-26.5515.682.83-
2019/56.0230.28-14.9125.88-25.2716.272.72-
2019/44.62-17.86-43.6919.86-27.930.0N/A-
2019/35.6339.65-31.615.24-21.240.0N/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
2024/13.02023/12.782022/15.82021/14.882020/13.34
2024/22.522023/23.242022/23.762021/23.252020/22.51
N/AN/A2023/35.532022/34.312021/36.932020/34.59
N/AN/A2023/44.132022/44.942021/45.942020/44.25
N/AN/A2023/55.242022/55.352021/55.672020/54.18
N/AN/A2023/64.952022/64.942021/65.962020/65.4
N/AN/A2023/74.032022/75.972021/75.692020/74.83
N/AN/A2023/84.12022/86.152021/85.622020/84.38
N/AN/A2023/94.872022/97.422021/95.812020/94.36
N/AN/A2023/104.542022/104.942021/105.272020/104.27
N/AN/A2023/114.432022/115.192021/115.982020/114.75
N/AN/A2023/125.332022/125.092021/126.242020/125.17
  • 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: 26.63%
合約負債 QoQ YoY
23Q4 (20)2.94-22.02-25.38
23Q3 (19)3.777.1-13.13
23Q2 (18)3.52-11.78-6.38
23Q1 (17)3.991.274.18
22Q4 (16)3.94-9.2212.25
22Q3 (15)4.3415.43-2.47
22Q2 (14)3.76-1.83-21.01
22Q1 (13)3.839.12-9.24
21Q4 (12)3.51-21.1210.38
21Q3 (11)4.45-6.5179.44
21Q2 (10)4.7612.895.08
21Q1 (9)4.2232.742.09
20Q4 (8)3.1828.2311.97
20Q3 (7)2.481.64-0.8
20Q2 (6)2.44-17.85-8.27
20Q1 (5)2.974.58-9.45
19Q4 (4)2.8413.60.0
19Q3 (3)2.5-6.020.0
19Q2 (2)2.66-18.90.0
19Q1 (1)3.280.00.0

每月營收相關資訊

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