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)
2024/22.29-40.68-15.936.1423.359.24N/A-
2024/13.8524.2670.643.8570.6410.54N/A市場需求復甦
2023/123.1-13.536.1539.958.9210.450.88-
2023/113.59-4.615.4536.857.1211.10.83-
2023/103.760.1721.3533.266.2911.220.82-
2023/93.751.0854.5529.54.6311.020.762022年市場拉貨動能低,筆電庫存高;2023年市場需求復甦,筆電庫存持續降低
2023/83.714.3727.5625.75-0.0610.420.8-
2023/73.5612.7230.1222.04-3.5810.20.82-
2023/63.15-9.459.1118.48-8.1610.10.9-
2023/53.480.79-7.815.32-11.0510.350.88-
2023/43.461.49-4.3811.84-11.979.580.95-
2023/33.4125.25-5.088.38-14.768.381.31-
2023/22.7220.390.984.98-20.327.261.52-
2023/12.26-0.84-36.462.26-36.467.641.44-
2022/122.28-26.66-40.4236.67-0.028.481.38-
2022/113.110.27-17.7734.44.678.631.35-
2022/103.127.58-1.4731.297.588.441.38-
2022/92.43-16.57-17.6528.198.688.071.29-
2022/82.916.4711.2225.7612.068.531.22-
2022/72.73-5.47-1.7822.8512.169.41.11-
2022/62.89-23.499.1520.1214.3710.290.77-
2022/53.784.5345.5917.2315.310.980.72-
2022/43.620.755.8513.458.939.90.8-
2022/33.5933.2613.259.8410.119.840.78-
2022/22.69-24.2516.56.258.3810.070.76-
2022/13.55-7.022.943.552.9411.160.68-
2021/123.821.2211.4436.6816.0510.740.68-
2021/113.7820.1419.8632.8616.619.870.74-
2021/103.146.627.5729.0816.28.710.84-
2021/92.9512.691.2625.9417.348.350.9-
2021/82.62-5.97-3.9522.9919.788.050.93-
2021/72.785.05-7.9520.3823.718.030.93-
2021/62.652.040.7117.5930.838.660.85-
2021/52.6-24.01.3914.9438.159.180.8-
2021/43.427.817.5112.3549.558.890.82-
2021/33.1737.0854.488.9366.968.930.78疫情影響,NB需求增加
2021/22.31-33.0770.145.7674.729.20.76因疫情關係,客戶需求增加
2021/13.450.6577.933.4577.9310.040.7因疫情關係,客戶需求增加
2020/123.438.8770.9131.6141.019.50.6因疫情關係,客戶需求增加
2020/113.157.8242.9528.1838.078.990.64-
2020/102.920.3730.0625.0337.488.560.67-
2020/92.916.8828.6222.1138.538.660.75-
2020/82.72-9.8929.9319.1940.178.380.77-
2020/73.0214.9550.9416.4742.028.210.79因疫情關係,客戶需求增加
2020/62.632.7225.6913.4540.168.10.77-
2020/52.56-11.9127.9310.8244.197.520.83-
2020/42.9141.7189.48.2650.116.320.98疫情影響,NB需求增加
2020/32.0550.9897.845.3534.95.351.18疫情影響,NB需求增加
2020/21.36-30.0140.643.312.635.311.19-
2020/11.94-3.31-1.141.94-1.146.151.02-
2019/122.01-8.9316.0722.425.386.460.89-
2019/112.2-1.893.1720.414.436.710.85-
2019/102.25-0.734.8818.24.586.610.87-
2019/92.267.96-2.3315.964.546.360.85-
2019/82.14.67-8.8313.695.776.190.87-
2019/72.0-4.267.9411.68.936.10.88-
2019/62.094.5534.319.599.145.630.89-
2019/52.030.4130.187.53.724.571.1-
2019/41.5348.0314.035.5-3.410.0N/A-
2019/31.047.32-27.163.97-8.810.0N/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
2024/13.852023/12.262022/13.552021/13.452020/11.94
2024/22.292023/22.722022/22.692021/22.312020/21.36
N/AN/A2023/33.412022/33.592021/33.172020/32.05
N/AN/A2023/43.462022/43.622021/43.422020/42.91
N/AN/A2023/53.482022/53.782021/52.62020/52.56
N/AN/A2023/63.152022/62.892021/62.652020/62.63
N/AN/A2023/73.562022/72.732021/72.782020/73.02
N/AN/A2023/83.712022/82.912021/82.622020/82.72
N/AN/A2023/93.752022/92.432021/92.952020/92.91
N/AN/A2023/103.762022/103.12021/103.142020/102.92
N/AN/A2023/113.592022/113.112021/113.782020/113.15
N/AN/A2023/123.12022/122.282021/123.822020/123.43
  • 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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