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)
2024/20.88-29.76-27.02.13-17.242.87N/A-
2024/11.2569.27-8.651.25-8.652.99N/A-
2023/120.74-25.88-34.4614.45-21.52.90.24-
2023/111.0-14.64-3.7313.71-20.663.350.21-
2023/101.17-1.46-7.9512.71-21.733.420.2-
2023/91.1910.88-22.3411.54-22.93.770.23-
2023/81.07-29.61-5.9210.36-22.973.950.22-
2023/71.5211.355.019.29-24.544.450.2-
2023/61.36-12.83-26.247.77-28.474.020.29-
2023/51.5643.616.616.41-28.933.840.3-
2023/41.09-7.72-37.864.84-35.843.470.33-
2023/31.18-1.87-49.023.75-35.233.750.41-
2023/21.2-12.11-18.042.57-26.053.70.42-
2023/11.3721.45-31.91.37-31.93.530.44-
2022/121.138.86-37.1318.41-8.433.430.73-
2022/111.04-18.38-57.5217.28-5.623.830.65主係IC零組件、連接器等終端客戶需求減少
2022/101.27-16.86-37.5516.242.343.930.63-
2022/91.5334.32-32.9614.978.194.110.55-
2022/81.14-21.43-18.3613.4516.34.430.51-
2022/71.45-21.79-30.5712.3121.054.760.47-
2022/61.8525.9939.4710.8734.345.070.36-
2022/51.47-16.292.089.0233.345.540.33-
2022/41.75-24.336.37.5541.785.540.33-
2022/32.3257.7750.375.843.535.80.28因終端客戶需求增加,主銷售產品為IC零組件、記憶體及連接器
2022/21.47-26.9839.493.4839.315.270.3-
2022/12.0112.1339.172.0139.176.240.26-
2021/121.79-26.4455.720.127.446.260.25因終端客戶需求增加,主銷售產品為IC零組件及連接器
2021/112.4419.98123.9818.3125.226.750.24因終端客戶需求增加,主銷售產品為IC零組件及連接器
2021/102.03-10.7694.5315.8717.275.70.28因終端客戶需求增加,主銷售產品為IC零組件及連接器
2021/92.2863.57120.3713.8410.815.750.34終端客戶需求增加,主銷售產品為IC零組件
2021/81.39-33.186.0111.560.934.80.4-
2021/72.0857.1340.910.170.274.850.4-
2021/61.33-7.78-13.298.09-6.654.050.34-
2021/51.4411.76-9.466.76-5.224.260.33-
2021/41.29-16.49-16.15.32-4.013.880.36-
2021/31.5446.35-1.944.040.64.040.23-
2021/21.05-27.15-6.52.52.243.650.26-
2021/11.4425.459.721.449.723.680.26-
2020/121.155.814.1615.7711.483.280.26-
2020/111.094.2-9.3814.6212.13.170.27-
2020/101.041.08-16.9113.5314.283.390.25-
2020/91.03-21.3-16.5112.4917.983.820.21-
2020/81.31-11.19-2.611.4622.554.320.19-
2020/71.48-3.3119.9910.1426.794.60.18-
2020/61.53-3.7132.548.6628.034.650.2-
2020/51.593.5625.787.1427.14.690.2-
2020/41.53-2.3935.085.5527.494.230.22-
2020/31.5739.5544.184.0124.814.010.22-
2020/21.13-14.5131.212.4414.893.550.25-
2020/11.3219.13.841.323.843.620.25-
2019/121.11-7.946.314.15-3.123.560.25-
2019/111.2-4.452.213.04-3.843.70.24-
2019/101.261.5712.8711.84-4.423.840.23-
2019/91.24-8.192.4610.59-6.133.820.21-
2019/81.359.4-1.899.35-7.163.730.21-
2019/71.236.810.968.0-7.993.650.22-
2019/61.15-8.62-6.116.77-10.773.550.22-
2019/51.2611.22-2.565.61-11.673.490.22-
2019/41.144.18-3.564.35-14.00.0N/A-
2019/31.0927.0-31.483.22-17.170.0N/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
2024/11.252023/11.372022/12.012021/11.442020/11.32
2024/20.882023/21.22022/21.472021/21.052020/21.13
N/AN/A2023/31.182022/32.322021/31.542020/31.57
N/AN/A2023/41.092022/41.752021/41.292020/41.53
N/AN/A2023/51.562022/51.472021/51.442020/51.59
N/AN/A2023/61.362022/61.852021/61.332020/61.53
N/AN/A2023/71.522022/71.452021/72.082020/71.48
N/AN/A2023/81.072022/81.142021/81.392020/81.31
N/AN/A2023/91.192022/91.532021/92.282020/91.03
N/AN/A2023/101.172022/101.272021/102.032020/101.04
N/AN/A2023/111.02022/111.042021/112.442020/111.09
N/AN/A2023/120.742022/121.132021/121.792020/121.15
  • 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: 2.05%
合約負債 QoQ YoY
23Q4 (20)0.14-30.0-6.67
23Q3 (19)0.233.3325.0
23Q2 (18)0.15-28.57-25.0
23Q1 (17)0.2140.023.53
22Q4 (16)0.15-6.25-65.91
22Q3 (15)0.16-20.0-86.55
22Q2 (14)0.217.65-89.53
22Q1 (13)0.17-61.36142.86
21Q4 (12)0.44-63.03388.89
21Q3 (11)1.19-37.71600.0
21Q2 (10)1.912628.571491.67
21Q1 (9)0.07-22.2216.67
20Q4 (8)0.0928.57200.0
20Q3 (7)0.07-41.6740.0
20Q2 (6)0.12100.0300.0
20Q1 (5)0.06100.0100.0
19Q4 (4)0.03-40.00.0
19Q3 (3)0.0566.670.0
19Q2 (2)0.030.00.0
19Q1 (1)0.030.00.0

每月營收相關資訊

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