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)
2024/213.29-31.8143.2532.7744.0350.97N/A-
2024/119.487.0744.5719.4844.5762.57N/A-
2023/1218.2-26.8824.87216.7512.7768.340.26-
2023/1124.89-1.4825.75198.5511.7884.770.21-
2023/1025.26-27.049.16173.6610.0292.240.19-
2023/934.637.0226.71148.410.1788.460.23-
2023/832.3550.627.61113.785.9665.40.31-
2023/721.4885.7110.3781.42-0.7240.420.51-
2023/611.5756.950.3859.94-4.1726.671.31-
2023/57.37-4.68-8.8448.37-5.225.621.36-
2023/47.73-26.51-15.141.0-4.5227.531.27-
2023/310.5213.45-14.8533.27-1.6733.270.93-
2023/29.27-31.1810.2922.755.937.320.83-
2023/113.48-7.513.0813.483.0847.840.65-
2022/1214.57-26.36-20.96192.1914.7457.50.58-
2022/1119.79-14.482.81177.6219.1670.260.48-
2022/1023.14-15.3117.7157.8321.5975.820.44-
2022/927.337.7822.9134.6922.2872.140.39-
2022/825.3530.2524.22107.3722.1256.340.5-
2022/719.4668.918.0982.0221.4939.070.72-
2022/611.5242.521.4962.5522.5828.711.15-
2022/58.08-11.2310.4151.0328.6229.551.11-
2022/49.11-26.2935.0642.9532.7429.871.1-
2022/312.3646.9651.5933.8432.1333.840.6因客戶需求較去年同期增加,致使本月營收優於去年同期。
2022/28.41-35.6836.121.4823.0439.920.51-
2022/113.07-29.0915.8913.0715.8950.760.4-
2021/1218.44-4.225.99167.495.3757.350.3-
2021/1119.25-2.096.49149.063.2861.140.28-
2021/1019.66-11.5618.86129.812.8262.30.28-
2021/922.238.9419.51110.150.459.120.41-
2021/820.4123.8214.8187.92-3.4948.240.51-
2021/716.4845.165.3767.51-7.9335.160.7-
2021/611.3555.052.3351.03-11.5325.421.23-
2021/57.328.58-28.6339.67-14.8422.221.41-
2021/46.74-17.27-28.3132.35-10.9421.071.49-
2021/38.1531.95-19.8925.61-4.8825.611.0-
2021/26.18-45.23-10.917.464.2432.090.8-
2021/111.28-22.9114.9411.2814.9443.990.58-
2020/1214.63-19.0329.67158.9532.049.250.35-
2020/1118.079.2752.28144.3132.2453.220.32因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2020/1016.54-11.0812.63126.2429.852.920.33-
2020/918.64.65-3.57109.732.8552.020.32-
2020/817.7713.64-3.2991.143.9644.510.37-
2020/715.6440.9721.8373.3263.336.990.45因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2020/611.098.1329.3357.6879.9130.760.61因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2020/510.269.0745.9846.5998.3929.840.63因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2020/49.41-7.5676.3536.33120.7726.520.7因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2020/310.1846.76118.3726.92142.0726.920.4因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2020/26.93-29.34214.716.75159.1628.030.39因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2020/19.81-13.03130.429.81130.4232.970.33因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2019/1211.29-4.9187.95120.4151.937.840.28因客戶需求較去年同期增加,致使公司本月營收優於去年同期。
2019/1111.87-19.1764.67109.1248.9545.840.23因客戶需求增加,致使公司本月營收優於去年同期。
2019/1014.68-23.8879.3197.2647.2352.360.2因客戶需求增加,致使公司本月營收優於去年同期。
2019/919.294.95144.9982.5742.6950.510.18因客戶需求增加,致使公司本期營收優於去年同期。
2019/818.3843.17123.3263.2826.5839.80.23因客戶需求增加,致使公司本期營收優於去年同期。
2019/712.8449.6567.344.97.5128.440.32因終端產品市場需求增加,致使公司本期營收優於去年同期。
2019/68.5822.0546.0632.06-5.9420.940.77-
2019/57.0331.7634.8323.48-16.7617.020.94-
2019/45.3314.463.4516.46-28.460.0N/A-
2019/34.66111.5-21.6111.12-37.680.0N/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
2024/119.482023/113.482022/113.072021/111.282020/19.81
2024/213.292023/29.272022/28.412021/26.182020/26.93
N/AN/A2023/310.522022/312.362021/38.152020/310.18
N/AN/A2023/47.732022/49.112021/46.742020/49.41
N/AN/A2023/57.372022/58.082021/57.322020/510.26
N/AN/A2023/611.572022/611.522021/611.352020/611.09
N/AN/A2023/721.482022/719.462021/716.482020/715.64
N/AN/A2023/832.352022/825.352021/820.412020/817.77
N/AN/A2023/934.632022/927.332021/922.232020/918.6
N/AN/A2023/1025.262022/1023.142021/1019.662020/1016.54
N/AN/A2023/1124.892022/1119.792021/1119.252020/1118.07
N/AN/A2023/1218.22022/1214.572021/1218.442020/1214.63
  • 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: 10.02%
合約負債 QoQ YoY
23Q4 (20)1.13-49.55-42.64
23Q3 (19)2.24-8.57-2.18
23Q2 (18)2.4516.674.26
23Q1 (17)2.16.6-15.32
22Q4 (16)1.97-13.9734.01
22Q3 (15)2.29-2.5552.67
22Q2 (14)2.35-5.2443.29
22Q1 (13)2.4868.7138.55
21Q4 (12)1.47-2.0-9.82
21Q3 (11)1.5-8.54-17.13
21Q2 (10)1.64-8.38-2.38
21Q1 (9)1.799.8237.69
20Q4 (8)1.63-9.9410.88
20Q3 (7)1.817.7447.15
20Q2 (6)1.6829.2314.29
20Q1 (5)1.3-11.56-13.91
19Q4 (4)1.4719.510.0
19Q3 (3)1.23-16.330.0
19Q2 (2)1.47-2.650.0
19Q1 (1)1.510.00.0

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