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)
2024/25.35-13.1549.8211.5273.1417.49N/A客戶需求回升
2024/16.173.31100.196.17100.1917.94N/A客戶需求回升
2023/125.972.7878.7858.4511.8317.690.38客戶需求回升
2023/115.81-1.8276.3252.487.2617.370.39客戶需求回升
2023/105.914.7265.2946.672.2816.730.41客戶需求回升
2023/95.659.1550.6240.76-3.0715.940.47客戶需求回升
2023/85.171.0229.6835.11-8.3315.110.5-
2023/75.126.4214.229.94-12.7514.180.53-
2023/64.8113.21-0.624.82-16.813.940.57-
2023/54.25-12.96-23.0720.0-19.9413.350.59-
2023/44.8815.77-11.6615.75-19.0512.670.63-
2023/34.2218.02-14.9910.87-21.9810.870.8-
2023/23.5716.03-13.226.65-25.849.990.87-
2023/13.08-7.73-36.553.08-36.559.710.89-
2022/123.341.36-31.4152.26-40.6110.210.97-
2022/113.29-7.96-36.0948.92-41.1510.620.93-
2022/103.58-4.56-44.2545.63-41.4911.320.87-
2022/93.75-6.02-49.7442.05-41.2412.220.87-
2022/83.99-11.03-48.8238.3-40.2513.310.8-
2022/74.48-7.37-46.4434.31-39.0614.850.72-
2022/64.84-12.37-40.0829.83-37.7815.890.69-
2022/55.53-0.05-37.3824.99-37.3116.010.68-
2022/45.5311.41-35.6219.46-37.2914.610.75-
2022/34.9620.48-42.1713.93-37.9313.930.75-
2022/24.12-15.15-34.738.97-35.3113.840.76-
2022/14.85-0.27-35.794.85-35.7914.870.7-
2021/124.87-5.53-40.3688.018.016.440.64-
2021/115.15-19.72-39.3483.1413.3919.030.55-
2021/106.42-13.97-19.9677.9920.321.670.48-
2021/97.46-4.28-5.071.5725.9923.630.36-
2021/87.8-6.892.7764.1130.9624.250.35-
2021/78.373.6331.0356.3136.1325.280.33-
2021/68.08-8.4428.2147.9437.0625.490.3-
2021/58.822.7649.3439.8639.025.990.3-
2021/48.590.0747.6231.0436.3223.480.33-
2021/38.5835.9848.0822.4532.4422.450.35-
2021/26.31-16.5429.5113.8724.3122.030.36-
2021/17.56-7.3520.297.5620.2924.220.33-
2020/128.16-3.9320.581.4834.1224.670.31-
2020/118.495.9336.173.3235.8324.370.32-
2020/108.022.125.8664.8235.7923.460.33-
2020/97.853.5524.5956.8137.3221.830.37-
2020/87.5818.6924.5448.9539.6120.280.4-
2020/76.391.413.7541.3742.7818.60.43-
2020/66.36.6429.0434.9849.7618.030.49-
2020/55.911.5828.0828.6855.2417.520.5本月營收較去年同期增加,主要係因客戶需求增加所致。
2020/45.820.3835.9322.7764.2816.480.53本月營收較去年同期增加,主要係因客戶需求增加所致。
2020/35.7918.9380.6416.9576.9416.950.51本月營收較去年同期增加,主要係因客戶需求增加所致。
2020/24.87-22.4769.7311.1675.0717.930.48本月營收較去年同期增加,主要係因客戶需求增加所致。
2020/16.28-7.1979.456.2879.4519.30.45本月營收較去年同期增加,主要係因客戶需求增加所致。
2019/126.778.590.7260.7510.1919.380.35本月營收較去年同期增加,主要係因客戶需求增加所致。
2019/116.24-2.0342.5153.984.6418.920.36-
2019/106.371.0739.8647.741.1318.760.36-
2019/96.33.5132.741.37-3.018.010.36-
2019/86.098.412.5135.06-7.4816.590.39-
2019/75.6215.026.1428.97-9.3315.110.43-
2019/64.885.85-3.7523.36-12.4113.780.48-
2019/54.617.8-0.7518.47-14.4412.10.54-
2019/44.2833.48.6413.86-18.20.0N/A-
2019/33.2111.74-17.519.58-26.330.0N/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
2024/16.172023/13.082022/14.852021/17.562020/16.28
2024/25.352023/23.572022/24.122021/26.312020/24.87
N/AN/A2023/34.222022/34.962021/38.582020/35.79
N/AN/A2023/44.882022/45.532021/48.592020/45.82
N/AN/A2023/54.252022/55.532021/58.822020/55.91
N/AN/A2023/64.812022/64.842021/68.082020/66.3
N/AN/A2023/75.122022/74.482021/78.372020/76.39
N/AN/A2023/85.172022/83.992021/87.82020/87.58
N/AN/A2023/95.652022/93.752021/97.462020/97.85
N/AN/A2023/105.912022/103.582021/106.422020/108.02
N/AN/A2023/115.812022/113.292021/115.152020/118.49
N/AN/A2023/125.972022/123.342021/124.872020/128.16
  • 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: 1.7%
合約負債 QoQ YoY
23Q4 (20)0.25-19.3578.57
23Q3 (19)0.31210.082.35
23Q2 (18)0.1-37.542.86
23Q1 (17)0.1614.29-44.83
22Q4 (16)0.14-17.650.0
22Q3 (15)0.17142.86-10.53
22Q2 (14)0.07-75.8616.67
22Q1 (13)0.29107.14314.29
21Q4 (12)0.14-26.32-17.65
21Q3 (11)0.19216.6790.0
21Q2 (10)0.06-14.29-64.71
21Q1 (9)0.07-58.82-58.82
20Q4 (8)0.1770.0466.67
20Q3 (7)0.1-41.18-47.37
20Q2 (6)0.170.030.77
20Q1 (5)0.17466.67-48.48
19Q4 (4)0.03-84.210.0
19Q3 (3)0.1946.150.0
19Q2 (2)0.13-60.610.0
19Q1 (1)0.330.00.0

每月營收相關資訊

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