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)
2024/24.11.01-1.448.15-4.0915.7N/A-
2024/14.06-46.26-6.634.06-6.6316.79N/A-
2023/127.5545.5413.6561.95-2.9817.460.99-
2023/115.199.61-15.254.4-4.9214.511.2-
2023/104.733.01-11.249.22-3.6916.11.08-
2023/94.59-32.25-13.7544.49-2.8116.371.14-
2023/86.7835.7944.2239.89-1.3717.41.07-
2023/74.99-11.28-0.8433.11-7.3715.211.22-
2023/65.6322.7320.0728.12-8.4414.521.28-
2023/54.596.39-1.7222.49-13.5713.991.33-
2023/44.31-15.44-10.1317.91-16.1613.561.37-
2023/35.122.61-12.0413.6-17.9113.61.33-
2023/24.16-4.3-12.338.5-21.0715.141.2-
2023/14.34-34.59-27.934.34-27.9317.11.06-
2022/126.648.5959.3463.861.2418.091.02本月因配合客戶交期落點,高壓電纜出貨量增加,致營收較去年同期成長。
2022/116.1214.77-2.3157.22-2.8616.771.1-
2022/105.330.0515.5851.1-2.9215.351.2-
2022/95.3313.28-7.5245.77-4.715.061.39-
2022/84.7-6.63-25.5840.45-4.3214.421.45-
2022/75.037.43-3.2835.75-0.5814.391.46-
2022/64.690.44-18.9630.71-0.1214.151.59-
2022/54.67-2.7-13.8226.034.2315.261.47-
2022/44.8-17.24-3.3721.369.2315.331.46-
2022/35.822.2-5.5416.5713.5216.571.18-
2022/24.74-21.3314.210.7727.3614.941.3-
2022/16.0344.6440.066.0340.0616.461.18-
2021/124.17-33.4311.7963.0738.115.041.3-
2021/116.2635.852.8158.9140.4316.631.18本月因銅價及原物料上漲,及配合客戶交期落點,高壓電纜出貨量增加,致營收較去年同期成長。
2021/104.61-19.9433.7652.6439.0916.691.18-
2021/95.76-8.8470.9848.0339.6317.281.2本月因銅價及原物料上漲,及配合客戶交期落點,高壓電纜出貨量增加,致營收較去年同期成長。
2021/86.3221.3447.6442.2836.2317.311.2-
2021/75.21-9.9863.6335.9634.416.41.27本月因銅價及原物料上漲,及配合客戶交期落點,高壓電纜出貨量增加,致營收較去年同期成長。
2021/65.786.8134.6230.7530.4616.161.21-
2021/55.419.0824.3124.9729.5316.511.18-
2021/44.96-19.151.7519.5531.0515.251.28本月因銅價及原物料上漲,及配合客戶交期落點,高壓電纜出貨量增加,致營收較去年同期成長。
2021/36.1447.7538.0414.5925.2414.591.1-
2021/24.15-3.52-4.048.4617.3512.181.32-
2021/14.315.4449.524.349.5212.131.32-
2020/123.73-9.019.9445.6730.3211.271.3-
2020/114.118.8771.1941.9431.3410.911.34本月配合客戶交期中高壓電纜出貨量落點增加,致營收較去年同期成長。
2020/103.452.334.3237.8528.1111.091.32-
2020/93.37-21.2823.6134.431.110.831.18-
2020/84.2834.4844.3831.0331.9711.761.08-
2020/73.18-25.9411.7626.7530.1811.831.08-
2020/64.3-1.3565.4323.5733.1411.920.98本月配合客戶交期中高壓電纜出貨量落點增加,致營收較去年同期成長。
2020/54.3633.1541.4819.2827.5912.070.97-
2020/43.27-26.4112.2214.9224.0412.040.97-
2020/34.442.7116.3711.6527.8211.651.0-
2020/24.3350.3286.547.2136.0810.311.13主因為去年同期適逢春節基期較低,及受客戶訂單落點及轉單效應之影響。
2020/12.88-7.39-3.252.88-3.258.381.39-
2019/123.1129.8721.4635.04-9.518.811.38-
2019/112.39-27.55-12.4231.93-11.78.421.44-
2019/103.321.25-4.6529.54-11.648.991.35-
2019/92.72-8.06-18.726.24-12.458.531.51-
2019/82.964.09-19.6123.51-11.678.411.53-
2019/72.859.62-15.6720.55-10.398.521.51-
2019/62.6-15.63-30.0917.7-9.488.591.41-
2019/53.085.61-10.5715.11-4.649.811.23-
2019/42.91-23.682.3312.03-3.00.0N/A-
2019/33.8264.649.429.11-4.590.0N/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
2024/14.062023/14.342022/16.032021/14.32020/12.88
2024/24.12023/24.162022/24.742021/24.152020/24.33
N/AN/A2023/35.12022/35.82021/36.142020/34.44
N/AN/A2023/44.312022/44.82021/44.962020/43.27
N/AN/A2023/54.592022/54.672021/55.412020/54.36
N/AN/A2023/65.632022/64.692021/65.782020/64.3
N/AN/A2023/74.992022/75.032021/75.212020/73.18
N/AN/A2023/86.782022/84.72021/86.322020/84.28
N/AN/A2023/94.592022/95.332021/95.762020/93.37
N/AN/A2023/104.732022/105.332021/104.612020/103.45
N/AN/A2023/115.192022/116.122021/116.262020/114.1
N/AN/A2023/127.552022/126.642021/124.172020/123.73
  • 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: 3.45%
合約負債 QoQ YoY
23Q4 (20)1.090.93-24.31
23Q3 (19)1.08-6.09-29.87
23Q2 (18)1.15-0.86-14.81
23Q1 (17)1.16-19.44-9.38
22Q4 (16)1.44-6.4971.43
22Q3 (15)1.5414.07-4.94
22Q2 (14)1.355.473.85
22Q1 (13)1.2852.3820.75
21Q4 (12)0.84-48.15-12.5
21Q3 (11)1.6224.6215.71
21Q2 (10)1.322.64-17.2
21Q1 (9)1.0610.42-37.28
20Q4 (8)0.96-31.43-35.57
20Q3 (7)1.4-10.83-33.65
20Q2 (6)1.57-7.112.95
20Q1 (5)1.6913.4228.03
19Q4 (4)1.49-29.380.0
19Q3 (3)2.1151.80.0
19Q2 (2)1.395.30.0
19Q1 (1)1.320.00.0

每月營收相關資訊

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