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)
2024/20.52-8.19-15.121.08-20.82.22N/A-
2024/10.56-50.41-25.380.56-25.382.46N/A-
2023/121.1451.0433.628.424.92.640.0-
2023/110.751.081.647.281.482.030.0-
2023/100.7541.157.216.521.461.940.0-
2023/90.53-20.87-3.625.780.771.830.0-
2023/80.675.11-1.955.251.231.930.0-
2023/70.642.14-14.394.581.711.840.0-
2023/60.626.396.273.954.91.950.0-
2023/50.58-21.29-5.133.324.641.960.0-
2023/40.7418.457.532.747.01.980.0-
2023/30.632.66-2.752.06.82.00.0-
2023/20.61-19.2816.951.3711.852.220.0-
2023/10.76-11.28.050.768.052.350.0-
2022/120.8514.89-30.148.030.222.290.0-
2022/110.746.620.117.175.681.990.0-
2022/100.726.88-6.576.436.361.930.0-
2022/90.55-19.5-21.735.738.181.970.0-
2022/80.68-8.22-2.465.1912.742.010.0-
2022/70.7426.81-5.684.515.461.940.0-
2022/60.59-5.0384.593.7620.811.890.0去年同期因疫情三級警戒,專案執行及驗收時程皆延後,致去年單月營收下滑, 本年度正常營運,故單月營收較去年同期大幅增加。
2022/50.62-10.7835.713.1813.571.950.0-
2022/40.697.1211.662.569.281.860.0-
2022/30.6523.4732.391.878.431.870.0-
2022/20.52-25.4214.441.22-1.022.440.0-
2022/10.7-42.59-10.080.7-10.082.660.0-
2021/121.2264.656.738.013.492.710.0-
2021/110.74-0.498.776.792.932.190.0-
2021/100.746.2919.226.052.252.140.0-
2021/90.70.319.415.30.252.190.0-
2021/80.7-11.253.284.6-1.01.80.0-
2021/70.79148.212.633.9-1.741.560.0-
2021/60.32-30.18-27.563.11-4.811.390.0-
2021/50.45-26.59-8.092.8-1.291.560.0-
2021/40.6227.0134.72.340.141.560.0-
2021/30.496.73-33.741.72-8.31.720.0-
2021/20.46-41.41-21.981.248.052.380.0-
2021/10.78-31.8539.510.7839.512.60.0-
2020/121.1467.88.837.747.082.450.0-
2020/110.689.060.96.596.781.950.0-
2020/100.62-2.4520.835.917.511.940.0-
2020/90.64-5.3142.065.296.132.020.0-
2020/80.68-3.218.814.652.551.810.0-
2020/70.759.6119.433.971.551.630.0-
2020/60.44-11.41-26.963.27-1.581.390.0-
2020/50.497.59-8.92.833.991.690.0-
2020/40.46-37.52-18.22.347.21.780.0-
2020/30.7425.6821.01.8816.011.880.0-
2020/20.594.7614.611.1413.012.190.0-
2020/10.56-46.8311.390.5611.392.280.0-
2019/121.0555.5722.037.227.362.240.0-
2019/110.6830.610.066.175.211.640.0-
2019/100.5214.69-6.275.54.651.590.0-
2019/90.45-27.47-29.944.985.931.660.0-
2019/80.626.22-2.834.5311.621.810.0-
2019/70.59-2.3826.93.9114.321.730.0-
2019/60.610.47-3.73.3212.361.70.0-
2019/50.54-3.380.242.7216.651.710.0-
2019/40.56-7.5720.472.1821.60.0N/A-
2019/30.6119.0457.641.6222.00.0N/A係因行業別特性,專案執行完畢取得客戶同意驗收後,始認列收入,本月因取得客戶同意驗收,造成3月份單月營收大幅增加。
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
2024/10.562023/10.762022/10.72021/10.782020/10.56
2024/20.522023/20.612022/20.522021/20.462020/20.59
N/AN/A2023/30.632022/30.652021/30.492020/30.74
N/AN/A2023/40.742022/40.692021/40.622020/40.46
N/AN/A2023/50.582022/50.622021/50.452020/50.49
N/AN/A2023/60.622022/60.592021/60.322020/60.44
N/AN/A2023/70.642022/70.742021/70.792020/70.7
N/AN/A2023/80.672022/80.682021/80.72020/80.68
N/AN/A2023/90.532022/90.552021/90.72020/90.64
N/AN/A2023/100.752022/100.72021/100.742020/100.62
N/AN/A2023/110.752022/110.742021/110.742020/110.68
N/AN/A2023/121.142022/120.852021/121.222020/121.14
  • 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: 37.03%
合約負債 QoQ YoY
23Q4 (20)1.75-19.3511.46
23Q3 (19)2.1712.4447.62
23Q2 (18)1.9311.5626.97
23Q1 (17)1.7310.198.81
22Q4 (16)1.576.810.56
22Q3 (15)1.47-3.29-20.97
22Q2 (14)1.52-4.4-19.58
22Q1 (13)1.5911.97-12.15
21Q4 (12)1.42-23.66-18.86
21Q3 (11)1.86-1.59-3.63
21Q2 (10)1.894.42-1.05
21Q1 (9)1.813.437.74
20Q4 (8)1.75-9.3315.89
20Q3 (7)1.931.0534.97
20Q2 (6)1.9113.6966.09
20Q1 (5)1.6811.2660.0
19Q4 (4)1.515.590.0
19Q3 (3)1.4324.350.0
19Q2 (2)1.159.520.0
19Q1 (1)1.050.00.0

每月營收相關資訊

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