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)
2024/220.67-41.246.7855.8420.687.26N/A
2024/135.1711.9330.5335.1730.53107.28N/A
2023/1231.42-22.763.63367.253.46117.510.33
2023/1140.68-10.3930.19335.833.44131.110.29
2023/1045.40.837.47295.150.6116.260.33
2023/945.0374.2810.49249.75-0.5594.820.56-
2023/825.837.83-30.48204.72-2.6976.160.7
2023/723.96-9.13-27.18178.883.2681.820.65
2023/626.37-16.28-13.08154.9310.483.620.45
2023/531.522.289.86128.5616.8782.260.46
2023/425.762.9821.8597.0619.3570.120.54-
2023/325.0129.2214.271.3118.4771.310.64-
2023/219.35-28.1733.0846.320.9176.620.6-
2023/126.94-11.1313.4626.9413.4688.510.52-
2022/1230.32-2.96-17.69354.95-1.89103.810.47-
2022/1131.25-26.03-30.07324.63-0.1114.240.43-
2022/1042.243.6615.45293.394.67120.150.41-
2022/940.759.6418.33251.143.05110.810.5-
2022/837.1612.9546.16210.390.53100.40.55-
2022/732.98.4632.73173.23-5.7791.910.61-
2022/630.335.8116.87140.33-11.7780.140.66-
2022/528.6735.634.45109.99-17.3671.70.73-
2022/421.14-3.48-25.3281.33-23.0257.580.91-
2022/321.950.58-12.2160.19-22.1860.190.9-
2022/214.54-38.76-26.7738.29-26.9375.130.72-
2022/123.75-35.53-27.0223.75-27.02105.270.51-
2021/1236.84-17.55-6.65361.815.01118.110.44-
2021/1144.6822.11-2.21324.976.52115.710.44-
2021/1036.596.25-12.63280.298.0696.450.53-
2021/934.4335.43-30.63243.712.0584.650.72-
2021/825.432.57-4.42209.2724.6876.170.8-
2021/724.79-4.49-0.56183.8430.1678.190.78-
2021/625.95-5.4317.69159.0636.7481.710.53-
2021/527.45-3.0326.67133.141.280.70.54-
2021/428.313.4536.82105.6645.5473.110.59-
2021/324.9525.61-5.0477.3549.0277.350.57-
2021/219.86-38.97179.6752.4104.4391.870.48主要客戶耳機新產品從9月開始銷售大幅增加,及因疫情影響,頭機銷售增加。
2021/132.54-17.5375.632.5475.6117.70.37主要客戶耳機新產品從9月開始銷售大幅增加,及因疫情影響,頭機銷售增加。
2020/1239.46-13.6363.64344.52-5.44127.040.3主要客戶耳機新產品從9月開始銷售大幅增加,及因疫情影響,頭機銷售增加。
2020/1145.699.164.31305.06-10.34137.220.28主要客戶耳機新產品從9月開始銷售大幅增加,及因疫情影響,頭機銷售增加。
2020/1041.88-15.6321.14259.36-16.98118.120.32-
2020/949.6486.6139.8217.48-21.73101.170.41-
2020/826.66.71-25.74167.84-30.7473.580.57-
2020/724.9313.04-18.31141.24-31.6168.650.61-
2020/622.051.77-25.57116.31-33.9164.410.41-
2020/521.674.74-40.8994.26-35.668.630.39-
2020/420.69-21.26-38.4572.59-33.8454.060.49-
2020/326.27269.99-22.2851.91-31.851.910.42-
2020/27.1-61.68-45.8625.63-39.4149.750.43-
2020/118.53-23.15-36.5118.53-36.5170.450.31-
2019/1224.12-13.27-36.37364.132.5186.490.24-
2019/1127.81-19.55-41.38340.257.2397.880.22-
2019/1034.57-2.63-28.71312.4415.78105.90.2-
2019/935.51-0.89-22.21277.8725.53101.850.22-
2019/835.8317.390.05242.3637.9395.980.23-
2019/730.522.994.56206.5347.6396.810.23-
2019/629.63-19.1614.38176.0258.9999.90.21既有客戶出貨增加且去年市場銷售不利因素逐漸消除及穩定。
2019/536.669.0661.12146.3972.61104.080.211.既有客戶出貨增加且去年市場銷售不利因素逐漸消除及穩定。2.已開發客戶,產品進入正式量產及出貨。
2019/433.61-0.5881.12109.7376.820.0N/A1.既有客戶出貨增加且去年市場銷售不利因素逐漸消除及穩定。2.已開發客戶,產品進入正式量產及出貨。
2019/333.81157.73146.3376.1274.990.0N/A因主要客戶機種耳機於106年7月改版後再續銷售至今,且其他客戶產品銷售增加。
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
2024/135.172023/126.942022/123.752021/132.542020/118.53
2024/220.672023/219.352022/214.542021/219.862020/27.1
N/AN/A2023/325.012022/321.92021/324.952020/326.27
N/AN/A2023/425.762022/421.142021/428.32020/420.69
N/AN/A2023/531.52022/528.672021/527.452020/521.67
N/AN/A2023/626.372022/630.332021/625.952020/622.05
N/AN/A2023/723.962022/732.92021/724.792020/724.93
N/AN/A2023/825.832022/837.162021/825.432020/826.6
N/AN/A2023/945.032022/940.752021/934.432020/949.64
N/AN/A2023/1045.42022/1042.242021/1036.592020/1041.88
N/AN/A2023/1140.682022/1131.252021/1144.682020/1145.69
N/AN/A2023/1231.422022/1230.322021/1236.842020/1239.46
  • 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: 13.77%
合約負債 QoQ YoY
23Q4 (20)3.02-1.95-18.38
23Q3 (19)3.08-1.91-12.0
23Q2 (18)3.14-27.82-13.02
23Q1 (17)4.3517.57-54.88
22Q4 (16)3.75.71-57.67
22Q3 (15)3.5-3.05-67.14
22Q2 (14)3.61-62.55-48.65
22Q1 (13)9.6410.339.91
21Q4 (12)8.74-17.9339.39
21Q3 (11)10.6551.49138.26
21Q2 (10)7.032.033.23
21Q1 (9)6.899.8936.17
20Q4 (8)6.2740.2785.5
20Q3 (7)4.47-34.360
20Q2 (6)6.8134.58274.18
20Q1 (5)5.0649.712550.0
19Q4 (4)3.3800.0

每月營收相關資訊

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