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)
2024/26.25-29.8-34.0315.15-20.2324.56N/A-
2024/18.9-5.33-6.498.9-6.4927.9N/A-
2023/129.4-1.991.94118.38-15.727.730.91-
2023/119.69.87-13.82108.97-16.9428.040.9-
2023/108.73-10.046.7599.38-17.2329.550.85-
2023/99.71-12.61-9.9290.65-18.9830.491.04-
2023/811.1114.971.0980.94-19.9531.521.0-
2023/79.66-10.08-21.469.82-22.5130.631.03-
2023/610.755.14-31.2560.16-22.6930.941.05-
2023/510.222.51-8.6949.41-20.5330.421.07-
2023/49.97-2.45-27.0839.19-23.1329.671.09-
2023/310.227.88-19.3629.22-21.6929.221.12-
2023/29.47-0.48-19.6919.0-22.8828.221.16-
2023/19.523.21-25.829.52-25.8229.881.09-
2022/129.22-17.15-33.09140.43-1.5228.540.99-
2022/1111.1436.11-25.75131.21.8530.10.94-
2022/108.18-24.1-40.68120.075.4929.950.94-
2022/910.78-1.92-28.88111.8911.8534.070.78-
2022/810.99-10.61-14.01101.1119.1338.920.68-
2022/712.3-21.35-1.1590.1125.0139.130.68-
2022/615.6439.6528.0277.8230.4640.510.96-
2022/511.2-18.13-9.3862.1831.0937.551.04-
2022/413.687.8740.1750.9945.3538.151.02-
2022/312.687.4532.0737.3147.3537.311.07-
2022/211.8-8.0872.0624.6356.6838.421.04主要係鋼鐵需求量增加及價格上漲所致。
2022/112.84-6.944.7812.8444.7841.620.96-
2021/1213.79-8.0660.85142.691.8342.580.99主要係鋼鐵需求量增加及價格上漲所致。
2021/1115.08.74102.07128.8295.8743.950.96主要係鋼鐵需求量增加及價格上漲所致。
2021/1013.79-9.01105.09113.8295.0841.731.01主要係鋼鐵需求量增加及價格上漲所致。
2021/915.1618.57138.03100.0393.7840.380.89主要係鋼鐵需求量增加及價格上漲所致。
2021/812.782.7597.9984.8787.5537.440.97主要係鋼鐵需求量增加及價格上漲所致。
2021/712.441.86103.8572.0985.8137.010.98主要係鋼鐵需求量增加及價格上漲所致。
2021/612.21-1.15128.459.6582.4434.320.94主要係鋼鐵需求量增加及價格上漲所致。
2021/512.3626.64114.947.4373.4631.711.01主要係鋼鐵需求量增加及價格上漲所致。
2021/49.761.6372.2735.0862.4226.211.23主要係鋼鐵需求量增加及價格上漲所致。
2021/39.639.9951.6725.3258.9325.321.07主要係鋼鐵需求量增加及價格上漲所致。
2021/26.86-22.6547.715.7263.7124.291.11因去年受新冠肺炎疫情影響導致營收下滑,今年度營收已回復往年水準
2021/18.873.4278.698.8778.6924.861.09主要係因109年1月份適逢農曆春節假期,而本年度春節為2月份,故收入淨額相對去年度增加
2020/128.5715.4821.0674.34-14.8222.720.87-
2020/117.4210.378.0565.76-17.9920.510.96-
2020/106.725.6-17.2458.34-20.4319.551.01-
2020/96.37-1.37-7.5351.62-20.8318.930.93-
2020/86.465.79-11.2145.25-22.417.910.98-
2020/76.114.12-33.2338.79-24.017.21.02-
2020/65.35-6.99-18.5232.69-21.9816.760.92-
2020/55.751.51-27.0227.34-22.6317.740.87-
2020/45.66-10.51-24.6821.6-21.3716.630.92-
2020/36.3336.32-18.8115.93-20.1215.931.21-
2020/24.64-6.432.229.6-20.9516.681.16-
2020/14.96-29.92-34.794.96-34.7918.911.02-
2019/127.083.0710.5787.282.0622.080.75-
2019/116.87-15.47-0.2680.21.3721.880.75-
2019/108.1318.016.2173.331.5322.280.74-
2019/96.89-5.310.1365.2-0.0323.30.81-
2019/87.27-20.43-2.8958.32-1.1122.970.82-
2019/79.1439.2631.5951.05-0.8523.580.8-
2019/66.56-16.7-19.1941.91-5.9121.960.99-
2019/57.884.77-2.7235.34-2.9523.190.94-
2019/47.52-3.54-8.027.46-3.020.0N/A-
2019/37.871.671.4919.95-0.990.0N/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
2024/18.92023/19.522022/112.842021/18.872020/14.96
2024/26.252023/29.472022/211.82021/26.862020/24.64
N/AN/A2023/310.222022/312.682021/39.62020/36.33
N/AN/A2023/49.972022/413.682021/49.762020/45.66
N/AN/A2023/510.222022/511.22021/512.362020/55.75
N/AN/A2023/610.752022/615.642021/612.212020/65.35
N/AN/A2023/79.662022/712.32021/712.442020/76.1
N/AN/A2023/811.112022/810.992021/812.782020/86.46
N/AN/A2023/99.712022/910.782021/915.162020/96.37
N/AN/A2023/108.732022/108.182021/1013.792020/106.72
N/AN/A2023/119.62022/1111.142021/1115.02020/117.42
N/AN/A2023/129.42022/129.222021/1213.792020/128.57
  • 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: 9.44%
合約負債 QoQ YoY
23Q4 (20)1.57-16.93-17.8
23Q3 (19)1.899.2543.18
23Q2 (18)1.73-13.50.0
23Q1 (17)2.04.71-9.5
22Q4 (16)1.9144.7-0.52
22Q3 (15)1.32-23.7-42.11
22Q2 (14)1.73-21.727.45
22Q1 (13)2.2115.154.55
21Q4 (12)1.92-15.7931.51
21Q3 (11)2.2841.61128.0
21Q2 (10)1.6112.5998.77
21Q1 (9)1.43-2.0552.13
20Q4 (8)1.4646.075.9
20Q3 (7)1.023.4631.58
20Q2 (6)0.81-13.83-20.59
20Q1 (5)0.9413.25-20.34
19Q4 (4)0.839.210.0
19Q3 (3)0.76-25.490.0
19Q2 (2)1.02-13.560.0
19Q1 (1)1.180.00.0

每月營收相關資訊

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