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)
2024/20.21-82.34-85.321.38-52.563.3N/A2024年2月本月減少85.33%及本年減少52.56%,主係機器設備銷售減少所致。
2024/11.17-39.05-21.691.17-21.694.3N/A-
2023/121.9258.89-33.2518.02-29.754.040.21-
2023/111.2133.234.0916.1-29.312.580.32-
2023/100.9195.04-3.5114.89-31.12.650.31-
2023/90.47-63.6-65.4113.98-32.363.510.282023年9月本月減少65.42%,主係機器設備銷售減少所致。
2023/81.28-27.83-42.4813.52-30.064.610.21-
2023/71.7713.54-15.2712.24-28.446.010.16-
2023/61.56-41.66-51.3410.47-30.275.590.22023年6月本月減少51.35%,主係機器設備銷售減少所致。
2023/52.6797.48-0.638.91-24.556.00.19-
2023/41.35-31.45-57.56.23-31.614.740.242023年4月本月減少57.50%,主係機器設備銷售減少所致。
2023/31.9840.21-14.474.88-17.714.880.22-
2023/21.41-5.79-6.762.9-19.785.780.19-
2023/11.5-48.05-29.11.5-29.15.540.2-
2022/122.88147.8336.2625.6526.784.980.33-
2022/111.1623.48-27.5222.7725.673.450.47-
2022/100.94-30.08-8.7721.6130.834.510.36-
2022/91.35-39.46-10.3120.6733.475.660.18-
2022/82.226.3139.319.3338.177.520.14-
2022/72.09-34.79-30.6817.138.027.990.13-
2022/63.2119.1498.7815.0160.129.080.19本月及本年各增加98.79%及60.13%,主係機器設備銷售增加所致。
2022/52.69-15.5427.5911.8152.098.190.22本年增加52.10%,主係機器設備銷售增加所致。
2022/43.1937.9596.429.1261.237.010.25本月及本年各增加96.42%及61.24%,主係機器設備銷售增加所致。
2022/32.3152.8547.915.9347.085.930.17-
2022/21.51-28.3630.523.6246.555.730.18-
2022/12.11-0.1560.682.1160.685.820.182022/01 本月增加60.68%,主係機器設備銷售增加所致。
2021/122.1131.8172.0520.2345.964.750.232021/12當月增加72.06%,主係機器設備銷售增加所致。
2021/111.655.4440.418.1243.434.130.26-
2021/101.03-31.2642.6716.5243.734.130.26-
2021/91.5-5.9899.415.4943.86.110.182021/09當月增加99.41%,主係機器設備銷售增加所致。
2021/81.6-47.1144.9213.9939.636.220.182021/08當月增加144.92%,主係機器設備銷售增加所致。
2021/73.0287.0178.9612.3932.36.740.162021/07當月增加178.96%,主係機器設備銷售增加所致。
2021/61.61-23.5248.099.3813.165.340.23-
2021/52.1130.0231.577.767.885.290.23-
2021/41.623.88-6.715.651.094.340.28-
2021/31.5634.87-26.774.034.614.030.18-
2021/21.16-11.8164.72.4743.53.70.192021/2本月增加64.71%,主係機器設備銷售增加所致。
2021/11.316.9128.871.3128.873.680.2-
2020/121.237.5678.5913.8620.093.090.272020/12當月增加78.60%,主係機器設備銷售增加所致。
2020/111.1457.9511.4812.6316.392.620.32-
2020/100.72-3.93-7.0711.4916.92.130.4-
2020/90.7515.4849.6410.7718.962.480.21-
2020/80.65-39.7429.1110.0217.162.820.18-
2020/71.08-0.7264.079.3716.413.770.142020/07當月增加64.07%,主係機器設備銷售增加所致。
2020/61.09-32.05-42.498.2912.164.430.12-
2020/51.6-7.82-2.817.231.05.470.1-
2020/41.74-18.4534.55.5945.514.570.12-
2020/32.13203.3826.973.8551.093.850.132020/3本年度增加51.09%,主係機器設備銷售增加所致。
2020/20.7-31.049.121.7297.572.410.222020/2本年度增加97.57%,主係機器設備銷售增加所致。
2020/11.0248.17154.651.02154.652.730.192020/1當月增加154.65%,主係機器設備銷售增加所致。
2019/120.69-32.85-36.9711.541.552.490.28-
2019/111.0231.65-0.7510.855.642.30.3-
2019/100.7854.7-20.129.836.351.780.39-
2019/90.5-0.350.479.059.471.670.41-
2019/80.5-23.43-51.798.5510.053.060.232019/08當月減少51.8%,主係機器設備銷售減少所致。
2019/70.66-65.2-52.58.0519.684.20.162019/07當月減少52.51%,主係機器設備銷售減少所致。
2019/61.8914.8226.887.3938.464.840.13-
2019/51.6527.572.05.4942.954.620.14-
2019/41.29-23.0138.993.8472.720.0N/A2019/4當年度增加72.72%,主係機器設備銷售增加所致。
2019/31.68256.3269.712.5596.940.0N/A2019/3當月增加269.71%,主係機器設備銷售增加所致。
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
2024/11.172023/11.52022/12.112021/11.312020/11.02
2024/20.212023/21.412022/21.512021/21.162020/20.7
N/AN/A2023/31.982022/32.312021/31.562020/32.13
N/AN/A2023/41.352022/43.192021/41.622020/41.74
N/AN/A2023/52.672022/52.692021/52.112020/51.6
N/AN/A2023/61.562022/63.212021/61.612020/61.09
N/AN/A2023/71.772022/72.092021/73.022020/71.08
N/AN/A2023/81.282022/82.222021/81.62020/80.65
N/AN/A2023/90.472022/91.352021/91.52020/90.75
N/AN/A2023/100.912022/100.942021/101.032020/100.72
N/AN/A2023/111.212022/111.162021/111.62020/111.14
N/AN/A2023/121.922022/122.882021/122.112020/121.23
  • 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: 22.87%
合約負債 QoQ YoY
23Q4 (20)0.83-44.67-58.71
23Q3 (19)1.538.89-20.63
23Q2 (18)1.08-26.53-44.9
23Q1 (17)1.47-26.87-39.0
22Q4 (16)2.016.35-2.43
22Q3 (15)1.89-3.5751.2
22Q2 (14)1.96-18.6742.03
22Q1 (13)2.4116.99230.14
21Q4 (12)2.0664.8216.92
21Q3 (11)1.25-9.42316.67
21Q2 (10)1.3889.04181.63
21Q1 (9)0.7312.31108.57
20Q4 (8)0.65116.6744.44
20Q3 (7)0.3-38.78-30.23
20Q2 (6)0.4940.048.48
20Q1 (5)0.35-22.22-42.62
19Q4 (4)0.454.650.0
19Q3 (3)0.4330.30.0
19Q2 (2)0.33-45.90.0
19Q1 (1)0.610.00.0

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