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)
2024/21.06-6.46-13.082.19-7.313.2N/A-
2024/11.1312.18-1.171.13-1.173.34N/A-
2023/121.01-15.71-8.8613.91-4.553.541.61-
2023/111.2-10.31-35.0112.9-4.24.061.4-
2023/101.34-12.32-22.1711.70.674.121.38-
2023/91.5220.3910.910.374.633.711.56-
2023/81.2637.12-5.718.853.623.351.73-
2023/70.92-20.52-28.547.585.363.01.93-
2023/61.1626.38-3.626.6612.783.011.94-
2023/50.92-1.81-29.985.516.983.131.87-
2023/40.94-26.929.084.5835.173.431.7-
2023/31.285.0420.663.6444.013.641.56-
2023/21.226.3592.292.3660.863.471.64主係客戶訂單需求增加及配合客戶需求出貨所致。
2023/11.153.4537.041.1537.044.11.39-
2022/121.11-39.891.1314.5722.524.671.3-
2022/111.847.3933.9813.4724.694.931.23-
2022/101.7224.9557.3911.6223.334.431.37本月營收較去年同期成長,主係客戶訂單需求增加及匯率因素(台幣貶值)所致。
2022/91.372.3540.069.9118.884.011.4-
2022/81.343.9233.28.5416.063.841.46-
2022/71.297.1864.427.1913.343.811.47本月營收較去年同期增加,主係客戶調整庫存,訂單出貨時間差所致。
2022/61.2-8.177.195.96.133.371.37-
2022/51.3152.9626.234.75.863.231.43-
2022/40.86-19.16-9.753.39-0.362.551.81-
2022/31.0667.397.912.533.272.531.75-
2022/20.63-24.2-12.451.470.172.561.73-
2022/10.84-23.6512.460.8412.463.311.34-
2021/121.1-20.368.7911.895.213.561.08-
2021/111.3826.1553.3310.84.863.451.11本月營收較去年同期增加53.33%,主要係因本月日本子公司有一筆專案訂單出貨認列收入所致。
2021/101.0911.28.499.420.243.081.24-
2021/90.98-2.662.038.33-0.742.771.44-
2021/81.0128.2818.187.35-1.12.921.37-
2021/70.79-30.12-31.536.35-3.62.951.36-
2021/61.128.133.125.562.283.111.29-
2021/51.049.358.894.442.072.971.35-
2021/40.95-3.35-2.523.40.152.661.51-
2021/30.9835.833.452.451.232.451.52-
2021/20.72-2.63-18.21.47-12.852.471.5-
2021/10.74-26.14-6.920.74-6.922.651.41-
2020/121.0112.23-12.0511.31-17.92.911.2-
2020/110.9-10.73-31.3710.3-18.432.861.22-
2020/101.04.58-19.549.4-16.932.821.24-
2020/90.9612.73-24.458.4-16.612.961.27-
2020/80.85-25.67-27.67.44-15.483.091.21-
2020/71.155.250.236.58-13.613.191.18-
2020/61.0914.18-8.75.44-16.053.021.38-
2020/50.95-2.11-14.554.35-17.712.671.56-
2020/40.9732.323.463.39-18.562.61.6-
2020/30.74-16.76-27.062.42-24.992.421.72-
2020/20.8810.795.131.68-24.052.831.47-
2020/10.8-30.21-41.910.8-41.913.251.28-
2019/121.14-12.41-14.213.77-0.53.71.0-
2019/111.314.64-20.4212.630.953.830.97-
2019/101.25-1.79-15.0511.324.183.71.0-
2019/91.278.0326.8810.077.23.591.11-
2019/81.182.99.228.84.853.511.13-
2019/71.14-4.1325.17.624.23.451.15-
2019/61.196.86-6.466.481.213.251.25-
2019/51.1218.52-0.465.293.133.071.33-
2019/40.94-6.72-6.254.174.140.0N/A-
2019/31.0119.99-12.633.237.620.0N/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
2024/11.132023/11.152022/10.842021/10.742020/10.8
2024/21.062023/21.222022/20.632021/20.722020/20.88
N/AN/A2023/31.282022/31.062021/30.982020/30.74
N/AN/A2023/40.942022/40.862021/40.952020/40.97
N/AN/A2023/50.922022/51.312021/51.042020/50.95
N/AN/A2023/61.162022/61.22021/61.122020/61.09
N/AN/A2023/70.922022/71.292021/70.792020/71.15
N/AN/A2023/81.262022/81.342021/81.012020/80.85
N/AN/A2023/91.522022/91.372021/90.982020/90.96
N/AN/A2023/101.342022/101.722021/101.092020/101.0
N/AN/A2023/111.22022/111.842021/111.382020/110.9
N/AN/A2023/121.012022/121.112021/121.12020/121.01
  • 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: 0.69%
合約負債 QoQ YoY
23Q4 (20)0.19-9.52-26.92
23Q3 (19)0.2123.53-65.0
23Q2 (18)0.17-29.17-10.53
23Q1 (17)0.24-7.6933.33
22Q4 (16)0.26-56.6730.0
22Q3 (15)0.6215.79200.0
22Q2 (14)0.195.56-9.52
22Q1 (13)0.18-10.00.0
21Q4 (12)0.20.033.33
21Q3 (11)0.2-4.7617.65
21Q2 (10)0.2116.67-8.7
21Q1 (9)0.1820.05.88
20Q4 (8)0.15-11.76-6.25
20Q3 (7)0.17-26.09-15.0
20Q2 (6)0.2335.2943.75
20Q1 (5)0.176.250.0
19Q4 (4)0.16-20.00.0
19Q3 (3)0.225.00.0
19Q2 (2)0.16-5.880.0
19Q1 (1)0.170.00.0

每月營收相關資訊

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