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)
2024/21.22-13.844.562.648.323.89N/A-
2024/11.4214.0711.791.4211.794.45N/A-
2023/121.24-30.16-11.918.1727.975.150.88-
2023/111.78-15.9630.7516.9332.385.740.79-
2023/102.1215.0882.8415.1532.575.370.85本月銷售設備2台,故營收增加。
2023/91.8430.7234.0413.0326.894.861.02-
2023/81.41-12.3513.5611.1825.794.461.11-
2023/71.6114.3254.839.7727.774.421.12本月出售機器人數台致營收增加。
2023/61.444.9214.588.224.053.961.13-
2023/51.3720.2323.236.7626.274.321.04-
2023/41.14-36.7725.055.3927.074.121.09-
2023/31.8154.4860.974.2527.624.251.17本月新增設備銷售,故營收增加。
2023/21.17-7.8815.542.4410.643.851.29-
2023/11.27-10.16.481.276.484.041.23-
2022/121.413.6416.5714.23.763.931.31-
2022/111.3617.5-5.612.792.523.91.33-
2022/101.16-15.6226.3811.423.583.771.37-
2022/91.3710.75-5.710.261.523.651.4-
2022/81.2419.4917.868.892.733.541.44-
2022/71.04-17.424.237.650.213.411.5-
2022/61.2612.84-5.566.61-0.383.291.51-
2022/51.1122.01-1.425.350.913.151.57-
2022/40.91-18.61-1.124.241.543.051.63-
2022/31.1210.89-2.333.332.33.331.4-
2022/21.01-15.111.082.24.843.421.36-
2022/11.19-1.598.261.198.263.851.21-
2021/121.21-16.06-8.1713.6815.83.571.18-
2021/111.4457.3134.4112.4718.813.821.11-
2021/100.92-37.04-16.1711.0317.033.431.23-
2021/91.4638.4328.7510.1121.43.511.17-
2021/81.055.6718.358.6520.243.381.22-
2021/71.0-25.182.327.6321.023.461.19-
2021/61.3317.79110.016.6424.433.391.03主係去年受新冠肺炎之影響。
2021/51.1322.3816.955.3112.883.21.09-
2021/40.92-19.6117.234.1711.833.071.13-
2021/31.1514.7713.623.2510.393.251.01-
2021/21.0-9.0834.542.18.73.420.96-
2021/11.1-16.53-7.451.1-7.453.490.94-
2020/121.3222.86-8.5411.82-34.163.490.95-
2020/111.07-1.89-28.6410.5-36.43.31.01-
2020/101.09-3.3-25.129.42-37.183.121.07-
2020/91.1327.25-15.348.33-38.482.991.32-
2020/80.89-8.63-43.677.2-41.022.51.58-
2020/70.9753.55-46.996.31-40.632.571.53-
2020/60.63-34.4-58.235.33-39.32.391.81主係受新冠肺炎之影響,使客戶訂單遞延,導致營收大幅減少。
2020/50.9722.68-43.714.7-35.342.771.57-
2020/40.79-22.09-35.093.73-32.762.541.7-
2020/31.0135.9-49.252.95-32.12.951.42-
2020/20.74-37.46-7.251.93-17.533.381.23-
2020/11.19-17.51-22.881.19-22.884.141.01-
2019/121.44-4.13-27.2317.95-18.714.410.99-
2019/111.52.93-10.6716.51-17.874.31.02-
2019/101.469.33-28.5915.0-18.534.381.0-
2019/91.34-15.33-24.8713.54-17.274.750.95-
2019/81.58-14.024.412.2-16.344.930.92-
2019/71.8420.9944.0810.62-18.745.070.89-
2019/61.52-11.58-27.738.79-25.534.451.13-
2019/51.7241.46-6.777.27-25.054.921.02-
2019/41.21-39.09-37.215.55-29.340.0N/A-
2019/31.99148.41-13.714.34-26.770.0N/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
2024/11.422023/11.272022/11.192021/11.12020/11.19
2024/21.222023/21.172022/21.012021/21.02020/20.74
N/AN/A2023/31.812022/31.122021/31.152020/31.01
N/AN/A2023/41.142022/40.912021/40.922020/40.79
N/AN/A2023/51.372022/51.112021/51.132020/50.97
N/AN/A2023/61.442022/61.262021/61.332020/60.63
N/AN/A2023/71.612022/71.042021/71.02020/70.97
N/AN/A2023/81.412022/81.242021/81.052020/80.89
N/AN/A2023/91.842022/91.372021/91.462020/91.13
N/AN/A2023/102.122022/101.162021/100.922020/101.09
N/AN/A2023/111.782022/111.362021/111.442020/111.07
N/AN/A2023/121.242022/121.412021/121.212020/121.32
  • 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: 6.02%
合約負債 QoQ YoY
23Q4 (20)0.3-63.41-9.09
23Q3 (19)0.8236.67110.26
23Q2 (18)0.6150.0200.0
23Q1 (17)0.24-27.27-29.41
22Q4 (16)0.33-15.3894.12
22Q3 (15)0.3995.0-9.3
22Q2 (14)0.2-41.18-54.55
22Q1 (13)0.34100.0183.33
21Q4 (12)0.17-60.47325.0
21Q3 (11)0.43-2.272050.0
21Q2 (10)0.44266.67633.33
21Q1 (9)0.12200.071.43
20Q4 (8)0.04100.0-55.56
20Q3 (7)0.02-66.67-75.0
20Q2 (6)0.06-14.29-82.86
20Q1 (5)0.07-22.22-77.42
19Q4 (4)0.0912.50.0
19Q3 (3)0.08-77.140.0
19Q2 (2)0.3512.90.0
19Q1 (1)0.310.00.0

每月營收相關資訊

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