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)
2024/20.99-12.71-44.862.13-42.693.4N/A-
2024/11.14-10.88-40.651.14-40.653.69N/A-
2023/121.27-0.26-32.9718.53-26.353.852.37-
2023/111.28-1.3122.9617.25-25.813.892.34-
2023/101.3-1.6524.515.98-28.14.122.21-
2023/91.32-12.6-27.5714.68-30.684.412.23-
2023/81.51-5.12-27.813.36-30.974.941.99-
2023/71.59-13.96-30.4311.86-31.364.762.07-
2023/61.8539.43-27.9510.27-31.54.432.44-
2023/51.325.34-48.858.42-32.234.712.29-
2023/41.26-40.9-49.917.1-27.855.182.08-
2023/32.1318.26-14.665.84-20.35.842.02-
2023/21.8-6.05-19.383.71-23.25.622.1-
2023/11.910.63-26.481.91-26.484.862.43-
2022/121.982.98-23.6625.16-6.43.983.57-
2022/111.04-0.07-61.7323.26-4.643.93.64單月營收減少係訂單需求減緩所致
2022/101.04-42.79-62.0822.222.514.952.87單月營收減少係訂單需求減緩所致
2022/91.82-12.87-37.2621.1811.876.192.23-
2022/82.09-8.58-21.019.3620.766.931.99-
2022/72.28-10.89-14.3417.2729.07.441.86-
2022/62.56-1.0232.4314.9939.787.661.54-
2022/52.593.1636.0812.4341.397.591.56-
2022/42.510.6934.229.8442.867.231.64-
2022/32.4911.7235.067.3346.087.331.08-
2022/22.23-14.3241.584.8352.57.331.08單月及全年累計營收增加係訂單需求成長所致
2022/12.64.4963.282.663.287.811.01單月及全年累計營收增加係訂單需求成長所致
2021/122.49-8.2863.6526.88100.797.950.69單月及全年累計營收增加係訂單需求成長所致。
2021/112.72-0.9772.1924.39105.558.360.66單月及全年累計營收增加係訂單需求成長所致。
2021/102.74-5.36108.4421.67110.678.290.66單月及全年累計營收增加係訂單需求成長所致。
2021/92.99.69109.4718.93111.08.210.47單月及全年累計營收增加係訂單需求成長所致。
2021/82.64-0.86124.1516.03111.287.240.53單月及全年累計營收增加係訂單需求成長所致。
2021/72.6737.76164.7813.39108.916.50.59單月及全年累計營收增加係訂單需求成長所致。
2021/61.941.7102.410.7298.55.710.53單月及全年累計營收增加係訂單需求成長所致。
2021/51.91.75111.948.7997.665.620.54單月及全年累計營收增加係訂單需求成長所致。
2021/41.871.32152.616.8994.045.290.57本月營收較去年同期增加係訂單需求成長所致。
2021/31.8517.1141.415.0278.65.020.47因新冠肺炎疫情趨於穩定且訂單需求成長所致。
2021/21.58-1.1995.593.17110.894.690.5因新冠肺炎疫情趨於穩定且訂單需求成長,故單月及全年累計營收較去年同期增加。
2021/11.594.73128.551.59128.554.70.5係2020年新冠肺炎延後至2021年出貨所致。
2020/121.52-3.532.6313.3911.954.420.63-
2020/111.5819.8756.0611.879.754.280.65係新冠肺炎上半年延後出貨及合併主體較去年增加所致。
2020/101.32-4.8952.6110.294.973.880.72係新冠肺炎上半年延後出貨所致。
2020/91.3817.3922.588.970.383.570.89-
2020/81.1817.123.247.59-2.823.141.02-
2020/71.015.319.386.41-6.462.861.12-
2020/60.966.497.075.4-10.092.591.51-
2020/50.921.27-8.254.45-13.092.941.33-
2020/40.74-43.27-15.593.55-14.232.851.37-
2020/31.361.9822.322.81-13.872.811.41-
2020/20.8115.45-13.911.5-31.472.651.49-
2020/10.7-39.22-44.530.7-44.532.861.39-
2019/121.1513.554.1711.96-7.623.021.12-
2019/111.0117.2110.2610.81-8.723.01.13-
2019/100.86-23.6-19.569.8-10.322.951.15-
2019/91.1318.02-18.018.94-9.312.931.23-
2019/80.9613.43-21.097.81-7.92.691.34-
2019/70.84-5.54-29.696.85-5.72.711.33-
2019/60.89-8.74-26.146.01-0.952.751.4-
2019/50.9811.57-16.525.125.32.921.32-
2019/40.88-17.79-13.14.1412.250.0N/A-
2019/31.0713.9920.173.2621.80.0N/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
2024/11.142023/11.912022/12.62021/11.592020/10.7
2024/20.992023/21.82022/22.232021/21.582020/20.81
N/AN/A2023/32.132022/32.492021/31.852020/31.3
N/AN/A2023/41.262022/42.512021/41.872020/40.74
N/AN/A2023/51.322022/52.592021/51.92020/50.9
N/AN/A2023/61.852022/62.562021/61.942020/60.96
N/AN/A2023/71.592022/72.282021/72.672020/71.01
N/AN/A2023/81.512022/82.092021/82.642020/81.18
N/AN/A2023/91.322022/91.822021/92.92020/91.38
N/AN/A2023/101.32022/101.042021/102.742020/101.32
N/AN/A2023/111.282022/111.042021/112.722020/111.58
N/AN/A2023/121.272022/121.92021/122.492020/121.52
  • 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: 3.33%
合約負債 QoQ YoY
23Q4 (20)0.250.0-77.88
23Q3 (19)0.25-19.35-83.11
23Q2 (18)0.313.33-61.25
23Q1 (17)0.3-73.45-63.41
22Q4 (16)1.13-23.6524.18
22Q3 (15)1.4885.097.33
22Q2 (14)0.8-2.4470.21
22Q1 (13)0.82-9.8964.0
21Q4 (12)0.9121.33213.79
21Q3 (11)0.7559.5770.45
21Q2 (10)0.47-6.00
21Q1 (9)0.572.411566.67
20Q4 (8)0.29-34.09866.67
20Q3 (7)0.4404300.0

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