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)
2024/28.23-9.59-23.5817.34-19.4426.98N/A-
2024/19.11-5.55-15.299.11-15.2928.07N/A-
2023/129.643.34-11.28119.66-8.4128.240.42-
2023/119.330.64-12.25110.02-8.1528.450.42-
2023/109.27-5.9-15.73100.69-7.7529.020.41-
2023/99.85-0.49-7.7191.42-6.8629.620.55-
2023/89.90.24-8.8681.57-6.7529.630.55-
2023/79.870.15-9.4171.67-6.4529.440.56-
2023/69.861.53-11.7361.79-5.9629.170.61-
2023/59.711.14-13.7951.93-4.7830.410.58-
2023/49.6-13.51-14.3842.22-2.4431.470.56-
2023/311.13.040.4432.621.7232.620.71-
2023/210.770.212.5221.522.432.390.71-
2023/110.75-1.072.2710.752.2732.250.72-
2022/1210.872.216.37130.6561.5932.50.93因量產營收增加
2022/1110.63-3.3520.1119.7867.4932.310.93因量產營收增加
2022/1011.03.0533.24109.1574.1932.540.93因量產營收增加
2022/910.67-1.7327.0898.1580.432.440.99因量產營收增加
2022/810.86-0.3448.5287.4890.1432.930.97因量產營收增加
2022/710.9-2.4168.5976.6298.033.340.96因量產營收增加
2022/611.17-0.8396.0365.72103.933.650.7因量產營收增加
2022/511.260.46101.2954.55105.5933.530.71因量產營收增加
2022/411.211.45100.7943.28106.7532.770.72因量產營收增加
2022/311.055.1891.2532.07108.9132.070.53因量產營收增加
2022/210.51-0.02122.1221.02119.5830.350.56因量產營收增加
2022/110.5112.55117.0910.51117.0928.70.59因量產營收增加
2021/129.345.4898.4880.8547.1226.450.5因量產營收增加
2021/118.857.2282.7971.5142.3225.510.52因量產營收增加
2021/108.26-1.773.6562.6638.023.970.55因量產營收增加
2021/98.414.8367.6454.4133.8322.180.45因量產營收增加
2021/87.3113.1245.7346.0129.0819.480.52-
2021/76.4713.4631.7738.6926.3517.760.57-
2021/65.71.8212.3632.2325.3116.880.47-
2021/55.60.2129.4626.5328.516.960.46-
2021/45.58-3.3552.1820.9328.2416.090.49110/04較109/04營收差異達50%,主要係今年NRE收入增加
2021/35.7822.1529.9215.3521.315.350.41-
2021/24.73-2.2916.199.5716.6214.310.44-
2021/14.842.2517.054.8417.0514.420.44-
2020/124.73-2.231.2654.983.6114.330.35-
2020/114.841.85-3.7850.253.8414.610.34-
2020/104.75-5.110.1845.414.7214.780.34-
2020/95.01-0.17-8.0940.654.1214.930.46-
2020/85.022.28-5.1235.646.1115.00.46-
2020/74.91-3.24-5.2130.628.2114.30.48-
2020/65.0717.3116.9525.7211.2113.060.5-
2020/54.3217.81.1720.659.8912.440.52-
2020/43.67-17.493.6216.3212.4612.190.53-
2020/34.459.2410.2412.6515.3112.650.5-
2020/24.07-1.5623.728.2118.2512.880.49-
2020/14.14-11.5313.324.1413.3213.840.46-
2019/124.68-7.18.9853.068.1914.020.45-
2019/115.0316.6411.6648.398.1114.80.43-
2019/104.31-20.85-8.5843.367.7115.060.42-
2019/95.453.0514.8939.049.8815.920.47-
2019/85.292.1812.8533.599.114.80.5-
2019/75.1819.3811.8428.38.4313.780.54-
2019/64.341.483.2623.127.712.150.54-
2019/54.2720.6617.5418.798.7811.850.55-
2019/43.54-12.2210.4214.516.440.0N/A-
2019/34.0322.5811.3210.975.210.0N/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
2024/19.112023/110.752022/110.512021/14.842020/14.14
2024/28.232023/210.772022/210.512021/24.732020/24.07
N/AN/A2023/311.12022/311.052021/35.782020/34.45
N/AN/A2023/49.62022/411.212021/45.582020/43.67
N/AN/A2023/59.712022/511.262021/55.62020/54.32
N/AN/A2023/69.862022/611.172021/65.72020/65.07
N/AN/A2023/79.872022/710.92021/76.472020/74.91
N/AN/A2023/89.92022/810.862021/87.312020/85.02
N/AN/A2023/99.852022/910.672021/98.42020/95.01
N/AN/A2023/109.272022/1011.02021/108.262020/104.75
N/AN/A2023/119.332022/1110.632021/118.852020/114.84
N/AN/A2023/129.642022/1210.872021/129.342020/124.73
  • 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: 31.66%
合約負債 QoQ YoY
23Q4 (20)7.87-7.41-45.8
23Q3 (19)8.5-5.24-51.09
23Q2 (18)8.97-14.08-51.9
23Q1 (17)10.44-28.1-42.22
22Q4 (16)14.52-16.4610.76
22Q3 (15)17.38-6.8158.43
22Q2 (14)18.653.21144.11
22Q1 (13)18.0737.83229.14
21Q4 (12)13.1119.51174.84
21Q3 (11)10.9743.59419.91
21Q2 (10)7.6439.16297.92
21Q1 (9)5.4915.09147.3
20Q4 (8)4.77126.0757.43
20Q3 (7)2.119.9-28.96
20Q2 (6)1.92-13.51-41.1
20Q1 (5)2.22-26.73-30.41
19Q4 (4)3.032.020.0
19Q3 (3)2.97-8.90.0
19Q2 (2)3.262.190.0
19Q1 (1)3.190.00.0

每月營收相關資訊

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