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)
2024/20.42-14.73-23.490.91-8.591.61N/A-
2024/10.49-29.749.610.499.611.74N/A-
2023/120.727.58-1.866.489.671.743.36-
2023/110.5511.2915.715.7911.251.573.73-
2023/100.49-6.66-9.765.2410.81.483.94-
2023/90.5313.664.734.7513.481.543.82-
2023/80.46-15.843.594.2214.681.593.71-
2023/70.55-3.8525.963.7616.211.673.52-
2023/60.574.3925.443.2114.691.683.48-
2023/50.55-1.1419.72.6312.591.643.56-
2023/40.553.529.582.0810.861.643.57-
2023/30.54-1.93-5.041.5311.331.533.87-
2023/20.5522.1630.840.9922.751.713.47-
2023/10.45-37.0914.130.4514.131.633.63-
2022/120.7150.4341.925.91-0.051.733.38-
2022/110.47-13.2-7.265.2-3.941.523.85-
2022/100.548.3215.014.73-3.591.493.91-
2022/90.512.43-3.284.18-5.581.394.28-
2022/80.452.33-4.993.68-5.891.344.43-
2022/70.44-4.254.593.23-6.011.354.39-
2022/60.46-0.38-2.332.8-7.481.424.12-
2022/50.46-9.492.742.34-8.421.533.83-
2022/40.51-10.29-29.791.88-10.791.493.94-
2022/30.5635.1234.641.37-0.91.374.23-
2022/20.426.56-8.750.81-16.311.314.43-
2022/10.39-21.78-23.10.39-23.11.44.14-
2021/120.5-1.78.395.9111.361.483.79-
2021/110.517.646.395.4111.651.53.74-
2021/100.47-8.914.844.912.221.463.84-
2021/90.5210.4314.04.4311.951.413.98-
2021/80.4712.6612.213.9111.681.364.14-
2021/70.42-10.590.093.4411.611.334.21-
2021/60.474.811.323.0213.411.632.4-
2021/50.45-38.16-2.242.5513.811.592.47-
2021/40.7272.0658.52.1117.911.62.45主係去年受疫情影響,整體經濟受到衝擊,而本年度因疫情趨緩,客戶積極下單,以致營收較去年同期上升。
2021/30.42-8.43-6.91.394.041.392.83-
2021/20.46-10.189.080.979.631.432.74-
2021/10.5110.2410.130.5110.131.452.7-
2020/120.46-3.51-14.955.31-14.511.353.91-
2020/110.4816.191.154.85-14.471.353.93-
2020/100.41-9.57-11.464.37-15.891.294.11-
2020/90.468.7-5.463.96-16.331.294.11-
2020/80.420.49-22.793.5-17.561.264.22-
2020/70.42-0.56-23.843.08-16.81.294.1-
2020/60.42-7.97-10.52.66-15.571.334.0-
2020/50.460.26-0.72.24-16.461.363.91-
2020/40.461.05-7.871.79-19.711.324.02-
2020/30.457.28-12.881.33-23.091.334.05-
2020/20.42-9.31-19.060.88-27.421.433.79-
2020/10.46-14.87-33.640.46-33.641.483.65-
2019/120.5414.7712.426.21-7.511.483.68-
2019/110.471.69-16.115.67-9.061.423.84-
2019/100.47-3.44-7.325.2-8.351.493.66-
2019/90.48-11.22-21.824.73-8.451.573.52-
2019/80.54-0.875.394.25-6.641.563.55-
2019/70.5516.853.093.7-8.181.483.75-
2019/60.472.1-22.153.16-9.891.423.92-
2019/50.46-6.97-27.842.69-7.341.473.8-
2019/40.49-4.43-17.422.23-1.580.0N/A-
2019/30.52-0.315.991.734.110.0N/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
2024/10.492023/10.452022/10.392021/10.512020/10.46
2024/20.422023/20.552022/20.422021/20.462020/20.42
N/AN/A2023/30.542022/30.562021/30.422020/30.45
N/AN/A2023/40.552022/40.512021/40.722020/40.46
N/AN/A2023/50.552022/50.462021/50.452020/50.46
N/AN/A2023/60.572022/60.462021/60.472020/60.42
N/AN/A2023/70.552022/70.442021/70.422020/70.42
N/AN/A2023/80.462022/80.452021/80.472020/80.42
N/AN/A2023/90.532022/90.52021/90.522020/90.46
N/AN/A2023/100.492022/100.542021/100.472020/100.41
N/AN/A2023/110.552022/110.472021/110.512020/110.48
N/AN/A2023/120.72022/120.712021/120.52020/120.46
  • 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: 2.96%
合約負債 QoQ YoY
23Q4 (20)0.57-6.56-3.39
23Q3 (19)0.61-6.1527.08
23Q2 (18)0.65-1.5222.64
23Q1 (17)0.6611.8622.22
22Q4 (16)0.5922.9237.21
22Q3 (15)0.48-9.43-2.04
22Q2 (14)0.53-1.85-1.85
22Q1 (13)0.5425.58-3.57
21Q4 (12)0.43-12.24-38.57
21Q3 (11)0.49-9.26-10.91
21Q2 (10)0.54-3.57-5.26
21Q1 (9)0.56-20.01.82
20Q4 (8)0.727.2725.0
20Q3 (7)0.55-3.510.0
20Q2 (6)0.573.64-1.72
20Q1 (5)0.55-1.79-6.78
19Q4 (4)0.561.820.0
19Q3 (3)0.55-5.170.0
19Q2 (2)0.58-1.690.0
19Q1 (1)0.590.00.0

每月營收相關資訊

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