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)
2024/20.58-0.54-2.641.1723.31.65N/A-
2024/10.5920.467.80.5967.81.59N/A113年銷售訂單較去年同期增加
2023/120.49-6.3286.916.7625.091.6N/A112年銷售訂單較去年同期有逐步增加
2023/110.52-12.5336.16.2721.971.73N/A-
2023/100.59-4.2620.925.7518.211.81N/A-
2023/90.624.0130.325.1620.831.771.68-
2023/80.67.1210.514.5419.641.81.65-
2023/70.56-14.59-0.613.9521.151.791.65-
2023/60.6510.8224.233.3925.661.811.85-
2023/50.593.3715.752.7426.011.791.86-
2023/40.57-10.5314.152.1529.131.81.85-
2023/30.646.2540.771.5835.531.582.27-
2023/20.671.4356.480.9532.221.212.97因1月農曆過年假較多來不及出貨於2月出
2023/10.3534.114.460.354.460.993.63-
2022/120.26-31.78-10.245.418.61.132.92-
2022/110.38-22.28-13.265.1420.561.352.45-
2022/100.493.1726.94.8727.21.512.19-
2022/90.48-11.794.14.2724.171.572.03-
2022/80.54-3.6611.023.827.241.621.97-
2022/70.566.7636.373.2630.391.592.0-
2022/60.523.2558.582.729.211.531.81隨疫情漸趨緩,訂單增加,致使營收成長。
2022/50.511.9471.052.1723.691.461.9隨疫情漸趨緩,訂單增加,致使營收成長。
2022/40.510.3315.01.6714.061.332.08-
2022/30.4518.1128.771.1713.661.172.74-
2022/20.3814.447.460.725.841.013.18-
2022/10.3315.224.040.334.041.063.01-
2021/120.29-34.07-41.534.56-6.781.123.05-
2021/110.4413.718.684.27-2.861.282.65-
2021/100.39-15.3519.233.83-4.841.332.56-
2021/90.46-5.9414.33.44-6.951.351.89-
2021/80.4918.3313.352.98-9.531.232.09-
2021/70.4124.1444.622.5-12.951.042.47-
2021/60.3311.373.172.09-19.271.062.48-
2021/50.3-31.4639.931.76-22.441.082.43-
2021/40.4323.5453.061.46-28.891.142.31去年同期因受新型冠狀病毒疫情影響,以致使營收銳減,今年疫情狀況好轉,營收回升。
2021/30.35-1.43-41.611.03-41.981.032.75-
2021/20.3610.81-28.480.68-42.171.172.41-
2021/10.32-35.26-52.30.32-52.31.192.38因受新型冠狀病毒疫情影響,致使營收波動。
2020/120.533.82-36.194.89-50.421.192.59因受新型冠狀病毒疫情影響,致使營收波動。
2020/110.3714.23-48.924.39-51.631.092.82因受新型冠狀病毒疫情影響,致使營收波動。
2020/100.32-18.85-49.824.02-51.871.152.67因受新型冠狀病毒疫情影響,致使營收波動。
2020/90.4-6.71-53.013.7-52.041.113.64因受新型冠狀病毒疫情影響,致使營收波動。
2020/80.4350.97-56.193.3-51.921.033.92因受新型冠狀病毒疫情影響,致使營收波動。
2020/70.28-11.43-71.592.87-51.210.824.96因受新型冠狀病毒疫情影響,致使營收波動。
2020/60.3251.05-53.922.59-47.040.825.35因受新型冠狀病毒疫情影響,致使營收下降。
2020/50.21-25.02-76.232.27-45.91.13.98因受新型冠狀病毒疫情影響,致使營收下降。
2020/40.28-52.87-70.862.05-37.691.383.16因受新型冠狀病毒疫情影響,致使營收下降。
2020/30.620.72-23.211.77-23.831.772.44-
2020/20.5-26.09-34.851.17-24.141.952.22-
2020/10.67-13.39-13.640.67-13.642.171.99-
2019/120.787.112.979.86-19.582.152.16-
2019/110.7312.23-47.389.08-21.062.222.09-
2019/100.65-24.01-57.698.36-17.482.471.88主要係因中國市場營收衰退。
2019/90.85-13.03-23.817.71-10.342.831.92-
2019/80.98-2.118.096.86-8.332.672.03-
2019/71.043.66-15.095.88-10.582.592.1-
2019/60.7-22.08-32.544.88-9.62.562.23-
2019/50.89-8.09-7.384.19-4.192.652.16-
2019/40.9724.28.433.29-3.290.0N/A-
2019/30.782.42-22.332.32-7.480.0N/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
2024/10.592023/10.352022/10.332021/10.322020/10.67
2024/20.582023/20.62022/20.382021/20.362020/20.5
N/AN/A2023/30.642022/30.452021/30.352020/30.6
N/AN/A2023/40.572022/40.52021/40.432020/40.28
N/AN/A2023/50.592022/50.512021/50.32020/50.21
N/AN/A2023/60.652022/60.522021/60.332020/60.32
N/AN/A2023/70.562022/70.562021/70.412020/70.28
N/AN/A2023/80.62022/80.542021/80.492020/80.43
N/AN/A2023/90.622022/90.482021/90.462020/90.4
N/AN/A2023/100.592022/100.492021/100.392020/100.32
N/AN/A2023/110.522022/110.382021/110.442020/110.37
N/AN/A2023/120.492022/120.262021/120.292020/120.5
  • 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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