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)
2024/21.05-20.07-31.122.37-19.513.6N/A-
2024/11.326.75-6.961.32-6.964.25N/A-
2023/121.23-27.74-34.9320.05-31.984.751.45全球市場仍受通膨影響, 終端市場需求持續受衝擊,再加上年終盤點,客戶嚴控庫存,影響車載偏光板的整體投產需求。
2023/111.71-5.85-15.1218.81-31.785.281.3-
2023/101.812.52-21.8217.11-33.095.331.29-
2023/91.770.71-28.615.3-34.215.370.97-
2023/81.75-5.19-19.4613.53-34.885.151.02-
2023/71.8519.88-28.0411.78-36.685.211.0-
2023/61.54-14.89-38.549.93-38.075.171.15全球市場持續受到銀行升息、通膨及戰爭影響,上半年客戶的新投產需求都會比往年減少。
2023/51.81-0.24-35.298.39-37.985.451.09-
2023/41.820.2-39.06.57-38.685.161.15-
2023/31.8118.84-31.564.75-38.564.751.63全球市場持續受到銀行升息、通膨及戰爭影響,上半年客戶的新投產需求都會比往年減少。
2023/21.537.97-32.662.94-42.214.831.6主要係全球市場持續受到銀行升息及通膨影響及大陸地區疫情、長假等影響客戶整體投產需求
2023/11.41-25.34-49.881.41-49.885.321.46主要係全球市場持續受到銀行升息、通膨影響及大陸地區疫情、長假等影響客戶整體投產需求
2022/121.89-5.74-11.7329.47-7.656.221.54-
2022/112.01-13.29-18.7627.58-7.366.81.41-
2022/102.32-6.36-15.6125.57-6.326.971.38-
2022/92.4713.6119.4323.26-5.297.221.64-
2022/82.18-15.29-17.0420.78-7.567.261.63-
2022/72.572.39-19.118.6-6.317.881.5-
2022/62.51-10.39-16.1416.03-3.878.291.49-
2022/52.8-5.96-7.713.52-1.198.431.47-
2022/42.9812.42-4.6510.720.667.91.57-
2022/32.6516.92-0.297.742.877.741.52-
2022/22.27-19.635.175.094.67.231.62-
2022/12.8231.494.152.824.157.441.58-
2021/122.15-13.25-13.9231.9232.017.361.58-
2021/112.47-9.9210.8229.7737.297.291.6-
2021/102.7532.5311.9827.340.327.441.57-
2021/92.07-21.081.524.5544.417.881.5-
2021/82.63-17.434.4622.4850.278.81.34主要係各項產品市場需求持續增加,但成長動力已較7月份趨緩
2021/73.186.1447.9319.8652.649.211.28主要係各項產品市場需求持續增加
2021/62.99-1.3782.8516.6853.579.161.12主要係各項產品市場需求持續增加
2021/53.04-2.8698.1113.6848.378.821.16主要係各項產品市場需求持續增加
2021/43.1317.5739.2310.6538.467.941.29-
2021/32.6623.3443.847.5238.147.521.31-
2021/22.16-20.4120.314.8635.217.361.34-
2021/12.718.6650.02.7150.07.431.33因面板廠農曆年提前拉貨
2020/122.4911.6922.3324.18-4.387.181.33-
2020/112.23-8.98-9.6521.69-6.726.721.42-
2020/102.4520.133.4719.45-6.386.451.48-
2020/92.044.530.2317.0-7.656.141.5-
2020/81.95-9.12-18.4214.96-8.635.741.61-
2020/72.1531.19-2.4213.01-6.955.321.74-
2020/61.646.85-5.510.86-7.85.421.82-
2020/51.53-31.73-25.049.22-8.195.631.75-
2020/42.2421.460.57.69-3.895.881.67-
2020/31.853.16-8.295.45-5.65.451.7-
2020/21.79-0.774.643.6-4.155.631.65-
2020/11.81-11.37-11.531.81-11.536.311.47-
2019/122.04-17.526.0625.293.036.881.42-
2019/112.474.259.5623.252.786.881.42-
2019/102.3716.377.0620.782.036.81.44-
2019/92.04-14.92-8.8418.411.416.631.39-
2019/82.398.74.3916.372.856.331.46-
2019/72.227.05-9.2713.982.595.981.55-
2019/61.73-15.24-9.211.785.176.011.49-
2019/52.04-8.463.9610.058.126.291.43-
2019/42.2310.8225.278.09.240.0N/A-
2019/32.0217.727.025.774.080.0N/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
2024/11.322023/11.412022/12.822021/12.712020/11.81
2024/21.052023/21.532022/22.272021/22.162020/21.79
N/AN/A2023/31.812022/32.652021/32.662020/31.85
N/AN/A2023/41.822022/42.982021/43.132020/42.24
N/AN/A2023/51.812022/52.82021/53.042020/51.53
N/AN/A2023/61.542022/62.512021/62.992020/61.64
N/AN/A2023/71.852022/72.572021/73.182020/72.15
N/AN/A2023/81.752022/82.182021/82.632020/81.95
N/AN/A2023/91.772022/92.472021/92.072020/92.04
N/AN/A2023/101.812022/102.322021/102.752020/102.45
N/AN/A2023/111.712022/112.012021/112.472020/112.23
N/AN/A2023/121.232022/121.892021/122.152020/122.49
  • 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
合約負債 QoQ YoY

每月營收相關資訊

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