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)
2024/21.03-48.56-34.353.04-5.624.72N/A-
2024/12.018.9621.82.021.85.48N/A-
2023/121.69-5.991.4821.59-35.785.241.18-
2023/111.791.61-0.8519.91-37.715.421.14-
2023/101.76-5.46-15.4718.11-39.925.471.13-
2023/91.871.67-28.2216.35-41.745.771.33-
2023/81.84-11.42-25.7514.48-43.126.01.27-
2023/72.07-1.21-29.8612.65-44.995.821.32-
2023/62.127.31-33.7910.58-47.225.531.46-
2023/51.65-7.72-52.198.48-49.745.261.531.市場狀況不如預期,需求減少,致電子連接線出貨量下滑。2.充電槍新舊規格交替,致客戶認證過渡期間,致使銷售數量下滑。
2023/41.79-2.41-49.86.83-49.115.191.551.PC產業景氣低迷,目前客戶庫存仍高,需求減少,致連接線產品出貨量下滑;2.充電槍新舊規格交替,客戶認證過渡期間,使銷售數量下滑。
2023/31.8316.48-54.625.05-48.875.051.791.PC產業景氣低迷,目前客戶庫存仍高,需求減少,致連接線產品出貨量下滑;2.充電槍新舊規格交替,客戶認證過渡期間,使銷售數量下滑。
2023/21.57-4.55-41.043.22-44.94.881.85-
2023/11.65-0.88-48.141.65-48.145.111.77-
2022/121.66-8.15-42.8933.6211.815.561.88-
2022/111.81-13.37-39.8331.9617.666.491.6-
2022/102.09-19.72-30.5330.1524.827.161.46-
2022/92.65.17-13.7528.0732.688.031.53-
2022/82.47-16.32-5.1425.4740.48.591.42-
2022/72.95-6.7437.2922.9948.049.571.28-
2022/63.17-8.0642.2820.0449.7710.171.15-
2022/53.45-3.1161.5516.8751.2611.031.06新產品出貨增加,使營收成長。
2022/43.56-11.7851.7213.4348.8310.251.14本月份顯示器產品出貨回升及新產品出貨成長,使營收成長。
2022/34.0351.3567.449.8747.819.870.93本月份顯示器產品出貨回升及新產品出貨成長,使營收成長。
2022/22.66-16.0556.625.8436.748.751.05本月份顯示器產品出貨回升及新產品出貨成長,使營收成長。
2022/13.179.1423.583.1723.589.091.01-
2021/122.91-3.2336.930.0713.588.920.9-
2021/113.00.0236.3327.1611.559.020.89-
2021/103.0-0.3442.7824.169.088.620.93-
2021/93.0115.6825.321.155.547.770.99-
2021/82.6121.130.0318.142.856.981.11-
2021/72.15-3.355.2515.53-0.636.511.19-
2021/62.234.383.6613.38-1.526.70.96-
2021/52.13-9.01-19.3611.15-2.496.890.94-
2021/42.34-2.64-22.869.022.586.451.0-
2021/32.4141.56-15.146.6816.026.680.81-
2021/21.7-33.7688.944.2746.346.390.85去年2月因疫情影響開工,以致工作天數較少,今年本月除農曆春節,其餘工作天數正常營運。
2021/12.5720.9127.322.5727.326.90.79-
2020/122.12-3.63-17.1826.47-14.636.430.79-
2020/112.24.75-13.9324.35-14.46.710.76-
2020/102.1-12.54-23.6822.15-14.446.510.78-
2020/92.4120.05-14.1920.04-13.346.450.76-
2020/82.0-1.97-24.5917.64-13.236.20.8-
2020/72.04-4.81-18.3115.63-11.526.840.72-
2020/62.15-18.8-19.7413.59-10.47.830.56-
2020/52.65-12.961.011.44-8.398.520.51-
2020/43.047.0915.68.79-10.896.780.64-
2020/32.84215.2216.745.75-20.515.750.86-
2020/20.9-55.36-48.162.92-39.345.480.9-
2020/12.02-21.35-34.362.02-34.367.140.69-
2019/122.560.14-2.5231.01-0.557.880.68-
2019/112.56-7.11-1.7728.45-0.368.120.66-
2019/102.76-1.6714.5625.89-0.228.220.65-
2019/92.85.5-6.2123.13-1.747.960.68-
2019/82.666.18-10.020.33-1.087.840.69-
2019/72.5-6.48-9.4317.670.47.80.7-
2019/62.682.19-4.6115.162.247.920.78-
2019/52.62-0.37-3.012.493.847.680.81-
2019/42.638.154.989.875.820.0N/A-
2019/32.4339.96-6.757.246.130.0N/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
2024/12.02023/11.652022/13.172021/12.572020/12.02
2024/21.032023/21.572022/22.662021/21.72020/20.9
N/AN/A2023/31.832022/34.032021/32.412020/32.84
N/AN/A2023/41.792022/43.562021/42.342020/43.04
N/AN/A2023/51.652022/53.452021/52.132020/52.65
N/AN/A2023/62.12022/63.172021/62.232020/62.15
N/AN/A2023/72.072022/72.952021/72.152020/72.04
N/AN/A2023/81.842022/82.472021/82.612020/82.0
N/AN/A2023/91.872022/92.62021/93.012020/92.41
N/AN/A2023/101.762022/102.092021/103.02020/102.1
N/AN/A2023/111.792022/111.812021/113.02020/112.2
N/AN/A2023/121.692022/121.662021/122.912020/122.12
  • 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: 0.38%
合約負債 QoQ YoY
23Q4 (20)0.04100.0-42.86
23Q3 (19)0.020-86.67

每月營收相關資訊

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