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)
2024/225.04-7.6-12.4152.13-7.1574.14N/A-
2024/127.123.13-1.727.1-1.775.33N/A-
2023/1222.01-16.1-16.84329.696.7474.271.39-
2023/1126.230.74-6.37307.698.9580.291.29-
2023/1026.04-7.08-6.75281.4610.6481.61.27-
2023/928.021.730.51255.4212.7882.641.33-
2023/827.541.730.6227.414.5183.921.31-
2023/727.07-7.61.96199.8616.7385.61.29-
2023/629.30.2514.68172.7819.4487.651.27-
2023/529.230.3817.22143.4820.4687.331.28-
2023/429.120.4517.63114.2521.3286.691.28-
2023/328.991.3918.1585.1322.6385.131.37-
2023/228.593.733.8756.1525.0982.611.41-
2023/127.564.1617.1227.5617.1282.041.42-
2022/1226.46-5.5421.79308.8620.2182.41.49-
2022/1128.020.3224.45282.420.0683.821.46-
2022/1027.920.1631.63254.3919.683.181.47-
2022/927.881.8224.55226.4618.2781.811.42-
2022/827.383.1123.43198.5817.4379.481.46-
2022/726.553.9220.64171.2116.5377.041.51-
2022/625.552.4717.21144.6515.875.241.52-
2022/524.930.7414.99119.115.5174.221.54-
2022/424.750.8814.7394.1715.6570.641.62-
2022/324.5314.8914.7469.4215.9869.421.54-
2022/221.35-9.2723.0244.8916.6666.611.6-
2022/123.538.3111.4423.5311.4467.771.57-
2021/1221.73-3.476.7256.9317.2165.451.56-
2021/1122.516.117.17235.218.2966.111.54-
2021/1021.21-5.225.88212.6919.665.781.55-
2021/922.380.919.0191.4821.3466.571.33-
2021/822.180.7713.1169.123.1965.991.34-
2021/722.010.9615.28146.9224.8765.491.35-
2021/621.80.5318.75124.9126.7365.051.2-
2021/521.680.5122.16103.1128.5664.641.21-
2021/421.570.924.4881.4330.3760.311.29-
2021/321.3823.1831.7559.8532.6459.851.17-
2021/217.36-17.8130.0238.4733.1358.841.2-
2021/121.123.735.8121.1235.8162.481.13-
2020/1220.36-3.0454.65219.1920.6161.41.01.電動車及傳統汽車需求增加。2.風電設備需求增加。3太陽能設備客戶需求增加。 4.手機新機上市及其配件需求增加
2020/1121.04.8352.95198.8317.9561.571.01.電動車及傳統汽車需求增加。2.風電設備需求增加。3太陽能設備客戶需求增加。 4.手機新機上市及其配件需求增加
2020/1020.03-2.4340.94177.8314.8560.181.02-
2020/920.534.7120.18157.7912.2159.230.97-
2020/819.612.7114.94137.2611.1157.061.0-
2020/719.093.9912.17117.6510.555.21.04-
2020/618.363.429.2398.5610.1853.430.97-
2020/517.752.419.4380.210.451.31.01-
2020/417.336.799.1262.4510.6846.91.1-
2020/316.2321.566.7145.1211.2945.120.98-
2020/213.35-14.1510.6528.914.0442.061.05-
2020/115.5518.0917.1215.5517.1242.451.04-
2019/1213.17-4.1114.23181.7214.941.111.09-
2019/1113.73-3.44.92168.5614.9545.031.0-
2019/1014.21-16.81.05154.8315.9448.360.93-
2019/917.090.1413.3140.6117.6951.160.71-
2019/817.060.2416.01123.5318.3250.880.72-
2019/717.021.2619.4106.4718.750.040.73-
2019/616.83.6119.8189.4518.5748.90.78-
2019/516.222.1222.8472.6418.2947.30.8-
2019/415.884.4323.6156.4317.040.0N/A-
2019/315.2126.0520.3440.5514.650.0N/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
2024/127.12023/127.562022/123.532021/121.122020/115.55
2024/225.042023/228.592022/221.352021/217.362020/213.35
N/AN/A2023/328.992022/324.532021/321.382020/316.23
N/AN/A2023/429.122022/424.752021/421.572020/417.33
N/AN/A2023/529.232022/524.932021/521.682020/517.75
N/AN/A2023/629.32022/625.552021/621.82020/618.36
N/AN/A2023/727.072022/726.552021/722.012020/719.09
N/AN/A2023/827.542022/827.382021/822.182020/819.61
N/AN/A2023/928.022022/927.882021/922.382020/920.53
N/AN/A2023/1026.042022/1027.922021/1021.212020/1020.03
N/AN/A2023/1126.232022/1128.022021/1122.512020/1121.0
N/AN/A2023/1222.012022/1226.462021/1221.732020/1220.36
  • 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: 217.8%
合約負債 QoQ YoY
23Q4 (20)52.28-12.814.96
23Q3 (19)59.9612.6958.29
23Q2 (18)53.214.6262.77
23Q1 (17)50.862.1169.25
22Q4 (16)49.8131.4976.32
22Q3 (15)37.8815.8855.18
22Q2 (14)32.698.7957.62
22Q1 (13)30.056.3766.11
21Q4 (12)28.2515.7368.36
21Q3 (11)24.4117.7121.11
21Q2 (10)20.7414.6583.38
21Q1 (9)18.097.8176.66
20Q4 (8)16.7851.9973.89
20Q3 (7)11.04-2.39195.98
20Q2 (6)11.3110.45345.28
20Q1 (5)10.246.11179.02
19Q4 (4)9.65158.710.0
19Q3 (3)3.7346.850.0
19Q2 (2)2.54-30.790.0
19Q1 (1)3.670.00.0

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