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)
2024/24.4952.8752.777.4348.2313.2N/A係本月電力電纜銷售較去年同期成長
2024/12.94-49.0341.82.9441.813.08N/A-
2023/125.7731.919.0449.4511.5414.440.51-
2023/114.371.778.3243.6811.8813.370.55-
2023/104.3-8.55.1639.312.2913.710.54-
2023/94.7-0.5236.3335.0113.2314.430.61-
2023/84.72-5.7213.730.3110.3413.560.65-
2023/75.0130.790.1125.599.7411.820.74係本月電力電纜銷售較去年同期成長
2023/63.8328.7411.7920.58-0.499.910.8-
2023/52.98-4.02-11.2416.75-2.9311.730.67-
2023/43.1-45.19-15.2113.77-0.9211.70.67-
2023/35.6692.2717.9910.674.1710.670.65-
2023/22.9441.934.875.02-7.9910.310.67-
2023/12.07-60.8-36.582.07-36.5811.40.61-
2022/125.2931.0433.8144.33-2.0213.410.45-
2022/114.04-1.1916.3839.04-5.4611.570.52-
2022/104.0918.61-1.9235.0-7.4611.680.51-
2022/93.44-17.03-2.4830.91-8.1410.230.62-
2022/84.1557.6311.3427.47-8.8110.210.63-
2022/72.63-23.13-31.4923.32-11.669.410.68-
2022/63.432.2143.620.68-8.2710.440.64-
2022/53.35-8.31-2.5217.26-14.4211.80.57-
2022/43.66-23.72-58.6913.9-16.8610.630.63本期營收減少,係因去年同期子公司營建收入增加所致。
2022/34.79119.7835.2610.2530.210.250.48-
2022/22.18-33.2827.565.4526.049.40.53-
2022/13.27-17.2925.053.2725.0510.690.46-
2021/123.9513.9710.645.2542.9111.590.36-
2021/113.47-16.7335.641.2947.0211.170.38-
2021/104.1717.9268.7237.8248.1611.430.37本月配合客戶交期落點,電力電纜出貨量增加,致營收較去年同期成長。
2021/93.53-5.2730.9433.6645.9611.110.46-
2021/83.73-3.0124.530.1247.959.960.51-
2021/73.8561.115.0626.3952.09.670.53110年累計營收較去年同期累計營收成長52%。係110/3-5增加子公司營建收入所致。
2021/62.39-30.6219.2322.5564.5414.680.4110年累計營收較去年同期累計營收成長64.54%。係110/3-5增加子公司營建收入所致。
2021/53.44-61.1513.1520.1672.2815.840.37110年累計營收較去年同期累計營收成長72.29%。係110/3-5增加子公司營建收入所致。
2021/48.85149.82186.0516.7293.0314.110.41110年4月配合訂單交貨,產品電力電纜營收成長,及本月增加子公司營建收入,致較去年同期成長186.05%
2021/33.54107.2753.457.8741.337.871.13110年3月配合訂單交貨,產品電力電纜營收成長,及本月增加子公司營建收入,致較去年同期成長53.46%
2021/21.71-34.5913.874.3232.737.91.13-
2021/12.61-26.8548.862.6148.868.751.02-
2020/123.5739.73-17.4631.660.598.60.95-
2020/112.563.59-11.8628.093.477.731.05-
2020/102.47-8.47-5.4825.535.318.161.0-
2020/92.7-9.924.4123.066.619.350.86-
2020/83.0-18.1528.4920.366.918.660.92-
2020/73.6682.8514.617.363.98.70.92-
2020/62.0-34.15-27.8513.71.378.141.03-
2020/53.04-1.7914.8711.78.928.450.99-
2020/43.134.0265.488.666.976.911.21本月配合客戶訂單交期出貨量增加所致。
2020/32.3153.83.215.57-10.595.571.62-
2020/21.5-14.5-27.163.26-18.337.591.19-
2020/11.76-59.44-8.891.76-8.898.991.01-
2019/124.3349.274.3331.47-6.589.850.68108/12配合客戶訂單交期出貨,致營收較去年同期增加74.34%
2019/112.911.0924.1327.14-13.028.10.82-
2019/102.611.1-17.724.24-16.037.530.89-
2019/92.5810.84-24.7721.63-15.828.110.92-
2019/82.33-27.0-18.6919.04-14.448.30.9-
2019/73.1915.153.616.71-13.818.610.86本月配合客戶訂單交期出貨量增加所致
2019/62.774.83-2.6413.52-21.917.290.88-
2019/52.6541.47-32.8610.74-25.76.750.95-
2019/41.87-16.41-31.558.1-23.020.0N/A-
2019/32.248.53-7.426.23-20.030.0N/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
2024/12.942023/12.072022/13.272021/12.612020/11.76
2024/24.492023/22.942022/22.182021/21.712020/21.5
N/AN/A2023/35.662022/34.792021/33.542020/32.31
N/AN/A2023/43.12022/43.662021/48.852020/43.1
N/AN/A2023/52.982022/53.352021/53.442020/53.04
N/AN/A2023/63.832022/63.432021/62.392020/62.0
N/AN/A2023/75.012022/72.632021/73.852020/73.66
N/AN/A2023/84.722022/84.152021/83.732020/83.0
N/AN/A2023/94.72022/93.442021/93.532020/92.7
N/AN/A2023/104.32022/104.092021/104.172020/102.47
N/AN/A2023/114.372022/114.042021/113.472020/112.56
N/AN/A2023/125.772022/125.292021/123.952020/123.57
  • 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: 1.16%
合約負債 QoQ YoY
23Q4 (20)0.1926.67137.5
23Q3 (19)0.1587.515.38
23Q2 (18)0.080.0-11.11
23Q1 (17)0.080.0-42.86
22Q4 (16)0.08-38.46-75.76
22Q3 (15)0.1344.44-74.51
22Q2 (14)0.09-35.71-55.0
22Q1 (13)0.14-57.58-83.53
21Q4 (12)0.33-35.293200.0
21Q3 (11)0.51155.05000.0
21Q2 (10)0.2-76.470
21Q1 (9)0.858400.00
20Q4 (8)0.010.00
20Q3 (7)0.0100

其它人也看了

每月營收相關資訊

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。