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)
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(%)存貨銷售比備註(年增率變動50%需說明原因)
2024/10.3146.44-67.170.31-67.17N/A下游客戶需求減少
2023/120.21-52.66-97.239.11-60.95N/A下游客戶需求減少
2023/110.44-43.65-55.38.9-43.56N/A下游客戶需求減少
2023/100.78104.75-18.668.46-42.77N/A-
2023/90.38-26.58-54.537.68-44.4512.5下游客戶需求減少
2023/80.523.57-53.127.3-43.813.41下游客戶需求減少
2023/70.575.48-56.56.77-42.9312.84下游客戶需求減少
2023/60.29-50.47-84.296.27-41.464.77下游客戶需求減少
2023/50.58-78.94-67.585.98-32.664.1下游客戶需求減少
2023/42.75211.727.535.4-23.863.86-
2023/30.885.19-59.382.65-46.36.78下游客戶需求減少
2023/20.84-10.04-23.991.77-36.032.53-
2023/10.93-82.57-44.010.93-44.012.47-
2022/125.35441.4639.8121.13-16.242.26-
2022/110.992.54-58.2815.78-26.275.9下游客戶需求減少
2022/100.9614.46-57.7814.79-22.295.65下游客戶需求減少
2022/90.84-24.31-64.3113.83-17.456.46下游客戶需求減少
2022/81.11-3.89-56.112.98-9.774.91下游客戶需求減少
2022/71.16-36.65-48.8411.870.134.21-
2022/61.832.23-34.6610.7111.683.38-
2022/51.79-17.1430.598.8930.753.19-
2022/42.16-0.7332.487.130.793.59-
2022/32.1796.8532.284.9430.073.79-
2022/21.1-33.7485.812.7728.392.84下游需求增加
2022/11.67-56.476.571.676.572.38-
2021/123.8361.55-4.4625.2331.331.99-
2021/112.373.7740.421.440.772.41-
2021/102.28-3.2221.3219.0340.812.35-
2021/92.36-6.921.0716.7543.962.45-
2021/82.5311.9970.9914.3948.572.31本月銷售量較去年同月增加,致營業收入增加。
2021/72.26-19.0792.0511.8644.522.73本月銷售量較去年同月增加,致營業收入增加。
2021/62.8104.34121.849.5936.552.68本月銷售量較去年同月增加,致營業收入增加。
2021/51.37-15.9419.236.817.93.34-
2021/41.63-0.88-3.235.4317.564.01-
2021/31.64176.5231.963.829.493.26-
2021/20.59-61.99-36.082.1627.682.01-
2021/11.56-60.98105.631.56105.631.71客戶需求增加
2020/124.01137.44-11.4619.21-5.21.22-
2020/111.69-10.32-14.1815.2-3.41.67-
2020/101.88-3.4210.0913.52-1.861.74-
2020/91.9531.46-0.7811.63-3.552.77-
2020/81.4825.78-24.559.69-4.093.26-
2020/71.18-6.523.748.20.843.56-
2020/61.269.833.437.020.373.1-
2020/51.15-31.79-13.425.76-0.273.11-
2020/41.6835.1739.794.623.643.29-
2020/31.2433.92-19.522.93-9.744.14-
2020/20.9322.2637.421.69-0.861.96-
2020/10.76-83.2-26.050.76-26.051.68-
2019/124.52130.14-0.1720.26-13.091.16-
2019/111.9715.04-8.0715.74-16.211.69-
2019/101.71-12.97-6.7313.77-17.261.69-
2019/91.96-0.02-10.8312.06-18.562.5-
2019/81.9672.957.0110.1-19.912.93-
2019/71.14-6.8-32.168.13-24.53.43-
2019/61.22-8.06-29.157.0-23.093.47-
2019/51.3310.12-22.975.78-21.683.19-
2019/41.2-22.18-29.364.45-21.293.79-
2019/31.55128.71-7.933.25-17.81N/A-
2019/20.68-34.21-19.251.7-25.1N/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
2024/10.312023/10.932022/11.672021/11.562020/10.76
N/AN/A2023/20.842022/21.12021/20.592020/20.93
N/AN/A2023/30.882022/32.172021/31.642020/31.24
N/AN/A2023/42.752022/42.162021/41.632020/41.68
N/AN/A2023/50.582022/51.792021/51.372020/51.15
N/AN/A2023/60.292022/61.832021/62.82020/61.26
N/AN/A2023/70.52022/71.162021/72.262020/71.18
N/AN/A2023/80.522022/81.112021/82.532020/81.48
N/AN/A2023/90.382022/90.842021/92.362020/91.95
N/AN/A2023/100.782022/100.962021/102.282020/101.88
N/AN/A2023/110.442022/110.992021/112.372020/111.69
N/AN/A2023/120.212022/125.352021/123.832020/124.01
  • 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: 0.29%
合約負債 QoQ YoY
23Q3 (20)0.04-20.0-50.0
23Q2 (19)0.05400.0-16.67
23Q1 (18)0.010.0-91.67
22Q4 (17)0.01-87.5-94.44
22Q3 (16)0.0833.33-82.98
22Q2 (15)0.06-50.0-76.92
22Q1 (14)0.12-33.33-62.5
21Q4 (13)0.18-61.7-47.06
21Q3 (12)0.4780.7730.56
21Q2 (11)0.26-18.7573.33
21Q1 (10)0.32-5.880
20Q4 (9)0.34-5.56112.5
20Q3 (8)0.36140.028.57
20Q2 (7)0.150-59.46

每月營收相關資訊

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