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)
2024/20.29-47.63-39.070.84-2.81.23N/A-
2024/10.5540.6341.20.5541.21.43N/A-
2023/120.39-19.15-38.4910.53-24.261.334.17-
2023/110.486.34-25.1310.14-23.581.443.86-
2023/100.45-8.56-41.489.66-23.52.412.3-
2023/90.5-65.77-25.59.2-22.324.451.37-
2023/81.45-41.8639.678.71-22.135.521.1-
2023/72.559.546.627.25-28.474.731.29-
2023/61.57136.51-46.114.75-39.043.22.67-
2023/50.66-31.48-66.923.18-34.832.323.68主係因燈飾營收較去年同期減少
2023/40.9740.221.282.52-12.492.134.0-
2023/30.6945.9220.341.55-25.431.555.07-
2023/20.4721.37-22.580.86-42.831.55.25-
2023/10.39-38.74-56.60.39-56.61.674.71光電元件因一月出貨天日減少致營收較去年同期減少。
2022/120.64-1.592.3313.913.662.062.99-
2022/110.65-16.88-3.613.273.732.092.94-
2022/100.7816.3916.2112.634.132.492.47-
2022/90.67-35.83-73.011.853.434.051.42主係因本期燈飾收入較去年同期減少
2022/81.04-55.61-43.911.1824.496.30.91-
2022/72.35-19.3714.1710.1442.317.260.79-
2022/62.9145.16105.67.7953.715.711.13主係因本期聖誕燈飾較去年同期大幅成長
2022/52.0151.29153.554.8833.623.381.91主係本期聖誕燈飾較去年同期大幅成長
2022/40.839.1113.252.880.521.983.25-
2022/30.57-6.12-27.722.08-3.622.083.35-
2022/20.61-31.975.421.5110.362.133.27-
2022/10.944.4613.990.913.992.193.18-
2021/120.62-7.31-34.7713.427.741.962.37-
2021/110.670.218.912.7911.263.811.22-
2021/100.67-72.96-3.3112.1211.395.00.93-
2021/92.4733.33174.9711.4512.396.380.66主要係本期光電部門收入較去年同期成長所致
2021/81.86-9.66-21.668.98-3.345.330.79-
2021/72.0545.18-24.467.122.924.260.99-
2021/61.4279.015.925.0720.642.912.3-
2021/50.7912.24-1.213.6527.52.292.92-
2021/40.7-11.2116.772.8638.632.083.22-
2021/30.7936.9244.672.1647.642.162.13-
2021/20.58-26.4443.81.3749.422.321.99-
2021/10.79-17.3353.840.7953.842.361.96主要係本期光電元件及燈飾營收較去年同期成長
2020/120.9554.74-45.5512.45-46.012.261.92-
2020/110.62-11.02-0.4411.5-46.052.211.97-
2020/100.69-23.119.7210.88-50.453.961.1主係本年度機上盒收入較去年大幅減少
2020/90.9-62.01-2.4610.19-52.355.990.77主係本年度機上盒收入較去年大幅減少
2020/82.37-12.88-2.919.29-54.66.420.72主係本年度機上盒收入較去年大幅減少
2020/72.72103.58-10.86.92-61.64.860.95主係本年度機上盒收入較去年大幅減少
2020/61.3466.94-41.754.2-71.942.743.01主係本年機上盒收入較去年大幅減少
2020/50.832.69-68.282.87-77.41.954.22主係本年機上盒收入較去年大幅減少
2020/40.69.99-80.682.07-79.661.555.3主係本期機上盒收入較去年同期減少
2020/30.5536.09-75.881.46-79.211.464.17主係去年同期機上盒收入較本期大幅減少所致
2020/20.4-21.31-80.580.91-80.82.662.29主係去年同期之機上盒收入較本期減少所致
2020/10.51-70.74-80.960.51-80.962.882.12主係本期之機上盒收入較去年同期大幅減少
2019/121.75182.94-34.2523.07-11.942.951.83-
2019/110.626.99-61.5321.32-9.412.122.54主係本期之機上盒收入,較去年同期減少
2019/100.58-37.35-73.2721.970.23.941.37主係本期機上盒收入較去年同期大幅減少
2019/90.92-62.19-71.9821.398.246.411.18主係本期機頂盒收入較去年同期大幅減少
2019/82.44-19.96-27.1320.4724.287.780.97-
2019/73.0532.9325.7518.0337.417.870.96-
2019/62.29-9.090.1114.9840.057.941.34-
2019/52.52-19.2103.7912.6850.957.921.35主係本期燈飾及機頂盒收入增加
2019/43.1237.3737.5610.1641.810.0N/A-
2019/32.279.5414.027.0443.790.0N/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
2024/10.552023/10.392022/10.92021/10.792020/10.51
2024/20.292023/20.472022/20.612021/20.582020/20.4
N/AN/A2023/30.692022/30.572021/30.792020/30.55
N/AN/A2023/40.972022/40.82021/40.72020/40.6
N/AN/A2023/50.662022/52.02021/50.792020/50.8
N/AN/A2023/61.572022/62.912021/61.422020/61.34
N/AN/A2023/72.52022/72.352021/72.052020/72.72
N/AN/A2023/81.452022/81.042021/81.862020/82.37
N/AN/A2023/90.52022/90.672021/92.472020/90.9
N/AN/A2023/100.452022/100.782021/100.672020/100.69
N/AN/A2023/110.482022/110.652021/110.672020/110.62
N/AN/A2023/120.392022/120.642021/120.622020/120.95
  • 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: 0.06%
合約負債 QoQ YoY
23Q4 (20)0.01-50.0-90.0
23Q3 (19)0.02100.0-75.0
23Q2 (18)0.01-75.0-87.5
23Q1 (17)0.04-60.0100.0
22Q4 (16)0.125.0233.33
22Q3 (15)0.080.060.0
22Q2 (14)0.08300.0300.0
22Q1 (13)0.02-33.330.0
21Q4 (12)0.03-40.0200.0
21Q3 (11)0.05150.025.0
21Q2 (10)0.020.00.0
21Q1 (9)0.02100.0-33.33
20Q4 (8)0.01-75.00.0
20Q3 (7)0.04100.0300.0
20Q2 (6)0.02-33.330.0
20Q1 (5)0.03200.0-66.67
19Q4 (4)0.010.00.0
19Q3 (3)0.01-50.00.0
19Q2 (2)0.02-77.780.0
19Q1 (1)0.090.00.0

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