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)
2024/27.35-42.47-25.7120.125.1830.25N/A-
2024/112.7726.1538.2812.7738.2834.24N/A-
2023/1210.13-10.74-11.52127.15-8.1933.450.69-
2023/1111.34-5.31-8.35117.02-7.8935.670.65-
2023/1011.98-2.9914.85105.68-7.8436.190.64-
2023/912.354.1115.5393.7-10.1134.930.61-
2023/811.8610.649.6981.35-13.0431.080.68-
2023/710.7226.14-9.4369.49-16.0228.090.75-
2023/68.5-4.15-32.3558.77-17.1225.980.78-
2023/58.872.9-18.4850.27-13.8431.140.65-
2023/48.62-36.88-10.4941.4-12.7732.160.63-
2023/313.6538.012.4132.78-13.3632.780.61-
2023/29.897.092.4119.13-21.9430.570.66-
2023/19.24-19.28-37.799.24-37.7933.060.61-
2022/1211.44-7.54-24.01138.5-2.7834.250.6-
2022/1112.3818.66-16.36127.05-0.2733.50.62-
2022/1010.43-2.41-13.49114.681.8431.930.65-
2022/910.69-1.14-17.73104.253.6833.340.71-
2022/810.81-8.64-14.5993.566.8535.210.67-
2022/711.84-5.779.1882.7410.4835.280.67-
2022/612.5615.4826.0370.9110.733.070.8-
2022/510.8812.9914.4158.347.8833.840.78-
2022/49.63-27.78-6.2347.466.4832.620.81-
2022/313.3338.018.6637.8410.2937.840.69-
2022/29.66-34.9411.9724.5111.239.570.66-
2022/114.85-1.410.7114.8510.7144.710.59-
2021/1215.061.7519.0142.4616.6941.920.55-
2021/1114.822.7320.78127.416.4339.850.58-
2021/1012.06-7.24.54112.615.8837.710.61-
2021/912.992.637.74100.5517.436.50.55-
2021/812.6616.7926.1987.5518.9933.470.6-
2021/710.848.76-3.5974.8917.8530.320.67-
2021/69.974.83-3.1764.0522.4629.740.64-
2021/59.51-7.42.954.0828.7532.040.6-
2021/410.27-16.3-0.7444.5736.0431.160.61-
2021/312.2742.2131.8834.353.0134.30.5成長主係NB及VGA今年銷售持續成長及109年中國生產廠疫情停工影響
2021/28.63-35.6750.8422.0468.034.690.5主係109年中國生產廠疫情停工及本期NB及VGA銷售成長影響
2021/113.415.9781.2613.4181.2638.320.45成長主係NB及VGA今年銷售持續成長及109年1月農曆新年及中國生產廠疫情停工
2020/1212.653.2738.08122.0819.1236.440.43-
2020/1112.256.2330.5109.4217.2635.850.44-
2020/1011.53-4.3724.5897.1715.7833.630.47-
2020/912.0620.222.2885.6414.6933.340.45-
2020/810.03-10.7710.7173.5813.5331.570.47-
2020/711.259.2324.4563.5413.9930.780.49-
2020/610.2911.4154.5852.311.9729.880.49商業用筆電及PC類主機板及顯示卡銷售增加
2020/59.24-10.6831.4642.04.8828.890.51-
2020/410.3511.2121.7332.76-0.7725.370.58-
2020/39.362.65-2.8622.42-8.5722.420.49-
2020/25.72-22.74.6613.12-12.2322.280.5-
2020/17.4-19.27-21.967.4-21.9625.950.43-
2019/129.16-2.3941.84102.4834.027.810.45-
2019/119.391.4228.8593.3133.2828.510.44-
2019/109.26-6.1322.4983.9233.7928.180.45-
2019/99.868.8337.4574.6735.3427.960.42-
2019/89.060.2954.764.835.0224.760.47本月手機均溫板及顯示卡銷售較去年同期增加
2019/79.0435.6745.7855.7432.2822.720.52-
2019/66.66-5.246.8746.7129.9622.190.51-
2019/57.03-17.2915.340.0534.825.10.45-
2019/48.5-11.2641.9633.0239.830.0N/A-
2019/39.5875.2549.5524.5239.110.0N/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
2024/112.772023/19.242022/114.852021/113.412020/17.4
2024/27.352023/29.892022/29.662021/28.632020/25.72
N/AN/A2023/313.652022/313.332021/312.272020/39.3
N/AN/A2023/48.622022/49.632021/410.272020/410.35
N/AN/A2023/58.872022/510.882021/59.512020/59.24
N/AN/A2023/68.52022/612.562021/69.972020/610.29
N/AN/A2023/710.722022/711.842021/710.842020/711.25
N/AN/A2023/811.862022/810.812021/812.662020/810.03
N/AN/A2023/912.352022/910.692021/912.992020/912.06
N/AN/A2023/1011.982022/1010.432021/1012.062020/1011.53
N/AN/A2023/1111.342022/1112.382021/1114.82020/1112.25
N/AN/A2023/1210.132022/1211.442021/1215.062020/1212.65
  • 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
合約負債 QoQ YoY

每月營收相關資訊

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