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)
2024/20.34-40.43107.60.91-58.813.84N/A本月認列合約收入金額較去年同期大幅增加
2024/10.57-80.51-72.120.57-72.125.09N/A本月認列合約收入金額較去年同期減少
2023/122.9384.2697.8116.75-1.476.952.24本月認列合約收入金額較去年同期大幅增加
2023/111.59-34.6997.8713.82-10.857.262.14本月認列合約收入金額較去年同期增加
2023/102.43-24.954.2712.23-16.797.012.22本月認列合約收入金額較去年同期增加
2023/93.24142.39115.839.8-25.334.893.99本月認列合約收入金額較去年同期大幅增加
2023/81.34324.152.466.56-43.582.278.58本月認列合約收入金額較去年同期增加
2023/70.32-49.32-82.155.22-51.421.8710.45本月認列合約收入金額較去年同期減少
2023/60.62-33.17-72.584.9-45.372.218.56本月認列合約收入金額較去年同期減少
2023/50.9342.51-51.154.28-36.172.079.12本月認列合約收入金額較去年同期減少
2023/40.6534.01-65.873.35-30.231.314.48本月認列合約收入金額較去年同期減少
2023/30.49197.76-82.532.7-5.892.76.61本月認列合約收入金額較去年同期減少
2023/20.16-92.0324.892.212838.273.694.83本月認列合約收入金額較去年同期大幅增加
2023/12.0538.255476.262.055476.264.334.12本月認列合約收入金額較去年同期大幅增加
2022/121.4884.31-36.2817.013.323.864.36本月認列合約收入金額較去年同期減少
2022/110.8-49.08-49.8215.522.293.884.34本月認列合約收入金額較去年同期減少
2022/101.585.0630.7914.732.713.964.25本月認列合約收入金額較去年同期增加
2022/91.571.22-14.8713.1232.944.144.24本月認列合約收入金額較去年同期減少
2022/80.88-50.34113.2911.6243.354.913.58本月認列合約收入金額較去年同期大幅增加
2022/71.77-22.15-40.5310.7439.625.942.96本月認列合約收入金額較去年同期減少
2022/62.2719.0664.458.9890.016.092.84本月認列合約收入金額較去年同期大幅增加
2022/51.91-0.45104.456.71100.556.612.61本月認列合約收入金額較去年同期大幅增加
2022/41.91-31.41286.554.899.054.743.64本月認列合約收入金額較去年同期大幅增加
2022/32.797145.9271.852.8749.482.877.08本月認列合約收入金額較去年同期增加,本年累計營收亦較去年同期累計營收增加
2022/20.044.95107.870.08-74.362.48.46本月認列合約收入金額較去年同期增加,但本年累計營收較去年同期累計營收減少
2022/10.04-98.42-86.640.04-86.643.965.12本月認列合約收入金額較去年同期減少
2021/122.3245.13407.8615.097.985.133.54本月認列合約收入金額較去年同期大幅增加
2021/111.632.7238.9712.6878.074.573.97本年累積認列合約收入金額較去年同期大幅增加
2021/101.21-31.6281.8911.0885.623.385.37本月認列合約收入金額較去年同期大幅增加
2021/91.76329.05531.279.8786.085.153.55本月認列合約收入金額較去年同期增加
2021/80.41-86.15-37.038.1161.324.763.83本月認列合約收入金額較去年同期減少
2021/72.97115.32435.067.6976.025.283.45本月認列合約收入金額較去年同期大幅增加
2021/61.3848.01-60.64.7211.052.816.68本月認列合約收入金額較去年同期減少
2021/50.9388.2324.333.34344.743.056.15本月認列合約收入金額較去年同期大幅增加
2021/40.5-69.5202.252.41353.152.148.77本月認列合約收入金額較去年同期大幅增加
2021/31.628664.71004.521.92420.221.929.63本月認列合約收入金額較去年同期大幅增加
2021/20.02-93.25-45.480.2932.430.7524.59-
2021/10.27-39.946.560.2746.561.889.8-
2020/120.46-60.28-84.747.58-57.122.277.1本月認列合約收入金額較去年同期減少
2020/111.1573.71-18.627.12-51.472.097.71本月認列合約收入金額較去年同期減少
2020/100.66137.3-44.715.97-54.981.610.12本月認列合約收入金額較去年同期減少
2020/90.28-57.2-85.785.3-56.011.0515.69本月認列合約收入金額較去年同期減少
2020/80.65457.29-51.245.02-50.24.273.86本月認列合約收入金額較去年同期減少
2020/70.12-96.65-95.074.37-50.053.844.29本月認列合約收入金額較去年同期減少
2020/63.51494.586.984.25-33.223.893.72本月認列合約收入金額較去年同期大幅增加
2020/50.2234.05-74.970.75-83.270.5327.22本月認列合約收入金額較去年同期減少
2020/40.1611.41-5.680.53-85.290.3441.87本月認列合約收入金額較去年同期減少
2020/30.15332.59-94.150.37-89.30.3742.27本月認列合約收入金額較去年同期減少
2020/20.03-81.87-94.650.22-76.183.224.84本月認列合約驗收收入較去年同期減少
2020/10.19-93.74-36.170.19-36.174.63.39-
2019/123.0111.9251.2817.67-14.275.612.47本月認列合約收入金額較去年同期大幅增加
2019/111.4218.03191.8314.67-25.754.583.03本月認列合約收入金額較去年同期增加
2019/101.2-38.98-36.8213.26-31.224.53.08-
2019/91.9746.76-53.0212.06-30.615.692.9本月認列合約收入金額較去年同期減少
2019/81.34-43.74-12.910.09-23.55.592.94本月認列合約收入金額較去年同期減少
2019/72.3827.1174.618.75-24.95.133.21本月認列合約收入金額較去年同期大幅增加
2019/61.87113.38-45.336.37-38.092.926.57本月認列合約驗收收入較去年同期減少
2019/50.88405.27-26.924.5-34.473.575.38本月認列合約驗收收入較去年同期減少
2019/40.17-93.09-83.063.62-36.070.0N/A本月認列合約驗收收入較去年同期減少
2019/32.52295.38-26.263.45-25.680.0N/A本月認列合約驗收收入較去年同期減少
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
2024/10.572023/12.052022/10.042021/10.272020/10.19
2024/20.342023/20.162022/20.042021/20.022020/20.03
N/AN/A2023/30.492022/32.792021/31.622020/30.15
N/AN/A2023/40.652022/41.912021/40.52020/40.16
N/AN/A2023/50.932022/51.912021/50.932020/50.22
N/AN/A2023/60.622022/62.272021/61.382020/63.5
N/AN/A2023/70.322022/71.772021/72.972020/70.12
N/AN/A2023/81.342022/80.882021/80.412020/80.65
N/AN/A2023/93.242022/91.52021/91.762020/90.28
N/AN/A2023/102.432022/101.582021/101.212020/100.66
N/AN/A2023/111.592022/110.82021/111.62020/111.15
N/AN/A2023/122.932022/121.482021/122.322020/120.46
  • 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: 126.42%
合約負債 QoQ YoY
23Q4 (20)8.77-30.01-18.95
23Q3 (19)12.539.4346.38
23Q2 (18)11.455.7238.62
23Q1 (17)10.830.09-8.61
22Q4 (16)10.8226.412.94
22Q3 (15)8.563.6314.75
22Q2 (14)8.26-30.38.4
22Q1 (13)11.8523.744.34
21Q4 (12)9.5828.4227.06
21Q3 (11)7.46-2.16.88
21Q2 (10)7.62-7.1915.28
21Q1 (9)8.218.8911.85
20Q4 (8)7.548.0224.63
20Q3 (7)6.985.6-12.2
20Q2 (6)6.61-9.95-27.28
20Q1 (5)7.3421.32-18.9
19Q4 (4)6.05-23.90.0
19Q3 (3)7.95-12.540.0
19Q2 (2)9.090.440.0
19Q1 (1)9.050.00.0

每月營收相關資訊

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