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)
2024/22.4-18.32-24.95.346.276.36N/A-
2024/12.94188.0460.812.9460.815.37N/A主係金融商品評價利益回升及債券收益增加所致。
2023/121.02-27.84-49.3820.1922.743.470.0-
2023/111.4136.09857.6319.1732.83.70.0主係去年評價利率上升及台幣升值,致金融商品評價及兌換損失增加。
2023/101.04-16.7182.1517.7621.443.710.0主係去年同期金融商品評價損失增加幅度較本年高
2023/91.25-12.41-14.4116.7218.984.840.0-
2023/81.42-34.33-42.8415.4722.845.230.0-
2023/72.1732.16193.414.0539.035.360.0主係本月金融商品評價利益增加所致。
2023/61.646.01-10.0611.8826.864.540.0-
2023/51.5514.3296.4110.2435.785.220.0去年央行升息,金融商品評價利率上升,致相關評價損失及停損金額較本期高。
2023/41.35-41.6586.168.6928.716.870.0去年央行升息,金融商品評價利率上升,致相關評損失較本期高。
2023/32.32-27.3755.377.3421.787.340.0主係本月金融商品評價損失減少所致。
2023/23.1974.928.445.0210.727.030.0-
2023/11.83-9.33-10.791.83-10.793.650.0-
2022/122.011180.01-0.8116.45-42.222.40.0-
2022/11-0.19-132.71-108.1714.44-45.41.840.0本月評價利率上升及台幣貶值,致金融商品評價及兌換損失增加;另因各國央行升息舉措,資金成本上揚致使票債券淨利息收入縮減。
2022/100.57-60.86-74.1714.62-39.474.520.0本月評價利率上升,致本月金融商品評價損失增加;另因本年Fed及國內央行採取升息舉措,資金成本上揚致使票債券淨利息收入縮減。
2022/91.46-41.51-28.714.05-35.984.690.0-
2022/82.49237.0413.812.6-36.735.050.0-
2022/70.74-59.48-73.2210.1-42.973.350.0本月評價利率上升,致本月金融商品評價損失增加;另因本年Fed及國內央行採取升息舉措,資金成本上揚致使票債券淨利息收入縮減。
2022/61.82131.51-22.769.37-37.393.340.0-
2022/50.798.36-63.577.54-40.133.010.0因Fed及國內央行採取升息舉措,資金成本上揚致使票債券淨利息收入縮減,且評價利率上升,致本月金融商品評價損失增加。
2022/40.73-51.3-71.146.75-35.284.710.0因Fed及國內央行均採取升息舉措,資金成本攀升致使票債券淨利息收入縮減,且評價利率持續上升,致本月金融商品評價損失增加。
2022/31.49-39.96-39.646.03-23.866.030.0-
2022/22.4921.4614.674.53-16.696.570.0-
2022/12.050.8-37.472.05-37.476.360.0-
2021/122.03-11.014.6428.4713.566.520.0-
2021/112.283.394.6126.4414.316.530.0-
2021/102.218.04-5.2224.1615.326.440.0-
2021/92.04-6.64-2.5521.9517.896.990.0-
2021/82.19-20.69-1.2719.9120.497.310.0-
2021/72.7616.867.817.7223.867.280.0-
2021/62.369.1813.3214.9627.367.040.0-
2021/52.16-14.165.4412.630.397.160.0-
2021/42.521.8634.2710.4437.117.160.0-
2021/32.4714.0655.397.9238.047.920.0主係為票債券收益增加
2021/22.17-33.771.565.4431.377.380.0-
2021/13.2768.7163.073.2763.077.40.0主係票債券收益增加所致
2020/121.94-11.039.2925.0724.436.450.0-
2020/112.18-6.3344.0123.1325.96.610.0-
2020/102.3311.0942.9620.9524.276.640.0-
2020/92.1-5.4236.7618.6222.276.870.0-
2020/82.22-13.430.4416.5220.656.860.0-
2020/72.5622.8539.0214.3119.266.690.0-
2020/62.081.5932.4711.7515.686.010.0-
2020/52.059.314.679.6612.65.520.0-
2020/41.8817.885.457.6112.065.60.0-
2020/31.59-25.44-10.365.7314.45.730.0-
2020/22.146.3240.784.1428.05.920.0-
2020/12.0113.0716.722.0116.725.30.0-
2019/121.7817.2212.0320.151.894.920.0-
2019/111.51-7.01-4.6818.371.014.680.0-
2019/101.636.2711.2216.861.564.860.0-
2019/91.53-9.79-2.815.230.625.070.0-
2019/81.7-7.7-12.5813.691.025.110.0-
2019/71.8417.0511.4912.03.35.20.0-
2019/61.57-12.054.1410.151.945.140.0-
2019/51.790.510.048.581.555.340.0-
2019/41.780.25.516.791.950.0N/A-
2019/31.7817.09-8.525.010.750.0N/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
2024/12.942023/11.832022/12.052021/13.272020/12.01
2024/22.42023/23.192022/22.492021/22.172020/22.14
N/AN/A2023/32.322022/31.492021/32.472020/31.59
N/AN/A2023/41.352022/40.732021/42.522020/41.88
N/AN/A2023/51.552022/50.792021/52.162020/52.05
N/AN/A2023/61.642022/61.822021/62.362020/62.08
N/AN/A2023/72.172022/70.742021/72.762020/72.56
N/AN/A2023/81.422022/82.492021/82.192020/82.22
N/AN/A2023/91.252022/91.462021/92.042020/92.1
N/AN/A2023/101.042022/100.572021/102.212020/102.33
N/AN/A2023/111.412022/11-0.192021/112.282020/112.18
N/AN/A2023/121.022022/122.012021/122.032020/121.94
  • 每季的合約負債通常會反應在未來半年到一年後的營收

每月營收相關資訊

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