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)
2024/24.07-11.0413.058.6439.4413.17N/A-
2024/14.570.9275.984.5775.9813.65N/A因訂單增加營收相對增加
2023/124.53-0.4524.3244.39-7.0913.62N/A-
2023/114.550.3420.2139.86-9.6912.7N/A-
2023/104.5425.5810.635.31-12.4911.7N/A-
2023/93.611.51-23.8330.77-15.110.821.1-
2023/83.56-2.68-25.4927.16-13.7910.861.09-
2023/73.660.09-20.9123.6-11.710.741.11-
2023/63.656.42-16.519.95-9.7810.541.07-
2023/53.43-0.61-8.1816.29-8.1210.11.11-
2023/43.457.34-8.1512.86-8.110.271.09-
2023/33.22-10.58-11.029.41-8.099.411.32-
2023/23.638.468.426.19-6.489.841.27-
2023/12.6-28.69-21.452.6-21.4510.031.24-
2022/123.64-3.75-6.2847.7839.2211.530.88-
2022/113.79-7.6821.2144.1345.0312.630.8-
2022/104.1-13.5132.9840.3547.7613.620.74-
2022/94.74-0.6957.3536.2549.6414.140.64本期訂單增加所致
2022/84.773.354.8831.5148.5513.770.66本期訂單增加所致
2022/74.625.6768.6126.7347.4712.730.71本期訂單增加所致
2022/64.3717.0363.1622.1143.711.870.57因訂單增加營收相對增加
2022/53.74-0.5841.2517.7439.611.110.61-
2022/43.763.9828.1414.039.1610.690.64-
2022/33.618.9634.110.2443.710.240.63-
2022/23.320.367.196.6249.5410.510.61本月營收較去年同期增加50%以上:係因本月正在投入進行的專案較去年同期增加所致
2022/13.31-14.9335.223.3135.2210.320.62-
2021/123.8924.4949.9234.3220.4910.090.5-
2021/113.121.2815.2730.4317.559.220.54-
2021/103.082.3226.9827.3117.819.180.55-
2021/93.01-2.2517.424.2216.748.840.67-
2021/83.0812.4627.1521.2116.658.50.7-
2021/72.742.2522.5818.1315.038.070.74-
2021/62.681.316.9115.3913.788.260.42-
2021/52.65-9.85.0312.715.348.270.42-
2021/42.938.8230.3110.0618.47.610.45-
2021/32.735.8517.667.1314.117.130.47-
2021/21.98-18.86-0.974.4312.057.020.48-
2021/12.45-5.6925.442.4525.447.750.43-
2020/122.59-4.2713.8728.483.417.730.43-
2020/112.7111.5619.7125.892.477.70.43-
2020/102.43-5.388.3123.180.777.420.44-
2020/92.575.857.9220.75-0.037.230.56-
2020/82.428.439.0318.18-1.067.170.57-
2020/72.24-10.81-4.1915.76-2.457.260.56-
2020/62.51-0.463.0813.52-2.167.280.53-
2020/52.5211.897.0311.01-3.287.060.55-
2020/42.25-1.73-4.948.5-5.976.550.59-
2020/32.2914.320.116.24-6.346.240.64-
2020/22.02.77-2.163.95-9.716.230.64-
2020/11.95-14.38-16.351.95-16.356.490.61-
2019/122.280.63-10.0127.54-25.976.780.5-
2019/112.260.94-21.9925.26-27.136.880.5-
2019/102.24-5.72-26.4923.0-27.66.840.5-
2019/92.386.93-28.4320.76-27.726.940.51-
2019/82.22-4.72-34.118.38-27.636.990.51-
2019/72.33-4.03-28.8916.15-26.637.120.5-
2019/62.433.35-28.6513.82-26.247.150.56-
2019/52.35-0.62-25.111.39-25.77.010.57-
2019/42.373.48-28.69.04-25.860.0N/A-
2019/32.2911.73-29.166.67-24.830.0N/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
2024/14.572023/12.62022/13.312021/12.452020/11.95
2024/24.072023/23.62022/23.322021/21.982020/22.0
N/AN/A2023/33.222022/33.612021/32.72020/32.29
N/AN/A2023/43.452022/43.762021/42.932020/42.25
N/AN/A2023/53.432022/53.742021/52.652020/52.52
N/AN/A2023/63.652022/64.372021/62.682020/62.51
N/AN/A2023/73.662022/74.622021/72.742020/72.24
N/AN/A2023/83.562022/84.772021/83.082020/82.42
N/AN/A2023/93.612022/94.742021/93.012020/92.57
N/AN/A2023/104.542022/104.12021/103.082020/102.43
N/AN/A2023/114.552022/113.792021/113.122020/112.71
N/AN/A2023/124.532022/123.642021/123.892020/122.59
  • 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: 219.03%
合約負債 QoQ YoY
23Q3 (20)16.02.5-14.85
23Q2 (19)15.61-6.75162.35
23Q1 (18)16.74-5.8814.75
22Q4 (17)17.77-5.433454.0
22Q3 (16)18.79215.8873.58
22Q2 (15)5.95225.14241.95
22Q1 (14)1.83266.067.89
21Q4 (13)0.5-74.09-60.94
21Q3 (12)1.9310.9254.4
21Q2 (11)1.7459.63-6.45
21Q1 (10)1.09-14.84-38.07
20Q4 (9)1.282.434.74
20Q3 (8)1.25-32.8-17.22
20Q2 (7)1.865.6822.37
20Q1 (6)1.7685.26-5.88
19Q4 (5)0.95-37.09-43.11
19Q3 (4)1.51-0.660.0
19Q2 (3)1.52-18.720.0
19Q1 (2)1.8711.980.0
18Q4 (1)1.670.00.0

每月營收相關資訊

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