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)
2024/221.96-29.87-11.4753.2819.9279.79N/A-
2024/131.3218.1359.6131.3259.6186.06N/A係因客戶需求增加及去年同期適逢春節假期工作日較少,致本期銷貨收入淨額較去年同期增加。
2023/1226.51-6.11-8.3325.57-18.682.741.14-
2023/1128.240.880.57299.06-19.489.091.05-
2023/1027.99-14.83-6.06270.82-21.0392.841.01-
2023/932.862.7512.65242.84-22.4691.051.04-
2023/831.9822.0619.52209.97-26.0683.651.13-
2023/726.22.91-12.3177.99-30.8179.651.19-
2023/625.46-9.01-28.37151.78-33.2478.771.18-
2023/527.9810.51-21.67126.32-34.1481.91.13-
2023/425.32-11.42-28.8898.34-36.9978.721.18-
2023/328.5915.24-35.6673.02-39.3973.021.47-
2023/224.8126.43-26.4344.43-41.5773.341.46-
2023/119.62-32.13-53.6319.62-53.6376.611.4係因客戶需求減少及農曆春節工作日減少,致本期銷貨收入淨額較前期減少。
2022/1228.912.97-24.06399.97-4.8286.781.28-
2022/1128.08-5.77-19.48371.05-2.9187.041.27-
2022/1029.82.13-0.83342.98-1.2485.731.29-
2022/929.179.01-14.01313.18-1.2885.811.38-
2022/826.76-10.44-30.52284.010.2392.191.29-
2022/729.88-15.94-17.96257.255.07101.161.17-
2022/635.55-0.53.1227.379.1106.891.01-
2022/535.730.34-3.59191.8210.29115.780.93-
2022/435.61-19.8610.67156.0914.05113.770.95-
2022/344.4431.7917.01120.4815.09120.480.69-
2022/233.72-20.3222.2376.0413.99114.120.73-
2022/142.3211.148.1842.328.18115.270.73-
2021/1238.089.198.47420.2622.18102.990.84-
2021/1134.8716.040.19382.1823.7398.840.88-
2021/1030.05-11.43-5.68347.3126.72102.490.84-
2021/933.93-11.91-17.99317.2730.99108.870.62-
2021/838.525.7421.84283.3441.08109.420.61-
2021/736.425.644.25244.8244.67107.970.62-
2021/634.48-6.9728.61208.455.19103.720.62主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2021/537.0615.1968.21173.9261.81107.220.6主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2021/432.18-15.2738.42136.8660.1797.740.66主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2021/337.9837.6648.63104.6868.29104.680.53主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2021/227.59-29.4851.1666.7181.99101.810.55主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2021/139.1211.44112.5739.12112.57109.020.51主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2020/1235.10.8636.79343.9627.5101.760.63-
2020/1134.89.2351.52308.8626.53108.030.59主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2020/1031.86-23.056.87274.0623.93104.840.61主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2020/941.3730.8875.55242.2120.6107.920.41主要客戶需求增加,出貨量增加,導致營收較去年同期大幅成長。
2020/831.61-9.5234.17200.8313.2993.360.48-
2020/734.9430.3341.79169.2210.0983.780.53-
2020/626.8121.6521.5134.294.0472.080.74-
2020/522.03-5.26.2107.480.4470.830.75-
2020/423.24-9.029.0485.44-0.9367.040.79-
2020/325.5540.014.7462.2-4.2162.20.7-
2020/218.25-0.83-0.136.65-14.162.310.7-
2020/118.4-28.28-24.5818.4-24.5867.030.65-
2019/1225.6611.73-5.48269.76-13.0268.930.61-
2019/1122.9713.09-12.31244.1-13.7466.840.63-
2019/1020.31-13.83-31.13221.13-13.8967.430.62-
2019/923.570.03-2.27200.83-11.6571.770.59-
2019/823.56-4.38-15.0177.26-12.7670.260.6-
2019/724.6411.68-24.12153.7-12.4167.450.63-
2019/622.066.34-3.1129.06-9.7564.130.78-
2019/520.75-2.66-3.22107.0-11.0164.330.77-
2019/421.32-4.26-27.0786.25-12.70.0N/A-
2019/322.2721.87-16.664.94-6.660.0N/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
2024/131.322023/119.622022/142.322021/139.122020/118.4
2024/221.962023/224.812022/233.722021/227.592020/218.25
N/AN/A2023/328.592022/344.442021/337.982020/325.55
N/AN/A2023/425.322022/435.612021/432.182020/423.24
N/AN/A2023/527.982022/535.732021/537.062020/522.03
N/AN/A2023/625.462022/635.552021/634.482020/626.81
N/AN/A2023/726.22022/729.882021/736.422020/734.94
N/AN/A2023/831.982022/826.762021/838.522020/831.61
N/AN/A2023/932.862022/929.172021/933.932020/941.37
N/AN/A2023/1027.992022/1029.82021/1030.052020/1031.86
N/AN/A2023/1128.242022/1128.082021/1134.872020/1134.8
N/AN/A2023/1226.512022/1228.912021/1238.082020/1235.1
  • 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: 6.7%
合約負債 QoQ YoY
23Q4 (20)1.5644.4481.4
23Q3 (19)1.0838.461.89
23Q2 (18)0.780-25.0

每月營收相關資訊

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