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)
2024/20.58-21.76-54.911.32-42.532.09N/A因為受到農曆年長假工作天數減少影響,以及前幾大客戶庫存較多影響下單進度所致。
2024/10.74-4.12-26.80.74-26.82.24N/A-
2023/120.775.67-46.9313.43-31.52.371.98-
2023/110.73-16.09-45.1312.66-30.272.681.74-
2023/100.87-20.02-40.5211.93-29.13.51.34-
2023/91.09-29.81-34.4911.06-28.013.771.37-
2023/81.5535.75-16.179.98-27.233.971.3-
2023/71.14-10.83-28.018.43-28.953.621.43-
2023/61.286.26-28.887.29-29.13.521.72-
2023/51.215.36-32.26.01-29.143.721.63-
2023/41.04-29.18-40.794.81-28.333.81.6-
2023/31.4714.93-23.993.76-23.93.761.56-
2023/21.2827.01-4.772.29-23.843.741.57-
2023/11.01-30.48-39.281.01-39.283.791.55-
2022/121.459.25-10.5219.6118.044.241.2-
2022/111.33-9.04-15.0618.1621.134.451.14-
2022/101.46-11.91-5.4316.8325.354.971.03-
2022/91.66-10.1912.9715.3729.365.091.02-
2022/81.8516.5829.2713.7131.675.230.99-
2022/71.58-11.9114.1411.8632.055.161.01-
2022/61.81.336.5810.2835.325.331.0-
2022/51.770.7637.338.4835.055.470.98-
2022/41.76-9.0936.346.7134.465.041.06-
2022/31.9443.9951.914.9533.84.951.07晶片供應短缺狀況稍微舒緩,客戶訂單需求強勁,致營收增加。
2022/21.35-19.017.223.0124.264.631.14-
2022/11.662.4442.611.6642.614.851.09-
2021/121.623.744.9416.610.124.731.06-
2021/111.561.2638.814.99-3.114.581.09-
2021/101.545.2348.1413.42-6.44.441.13-
2021/91.472.7628.7611.88-10.684.281.24-
2021/81.432.9316.2310.41-14.384.131.29-
2021/71.395.424.698.98-17.824.01.33-
2021/61.321.86-6.87.6-22.643.91.13-
2021/51.290.03-23.026.28-25.33.861.14-
2021/41.291.28-17.394.99-25.863.821.15-
2021/31.281.64-25.163.7-28.433.70.97-
2021/21.257.71-28.822.42-30.043.541.01-
2021/11.174.11-31.311.17-31.313.411.05-
2020/121.12-0.68-40.8416.59-25.913.290.93-
2020/111.138.07-48.7615.47-24.533.310.93-
2020/101.04-8.53-52.714.34-21.623.410.9因為covid-19的影響,美洲客戶無法前往終端客戶裝機,影響出貨量,致使本公司營收下滑。
2020/91.14-7.23-36.6513.3-17.373.480.98-
2020/81.2310.42-18.5312.16-14.943.750.91-
2020/71.11-21.22-24.010.93-14.524.20.81-
2020/61.41-15.86-8.089.82-13.294.660.78-
2020/51.687.35-9.148.41-14.114.950.73-
2020/41.56-8.24-27.416.73-15.275.030.72-
2020/31.7-3.321.55.16-10.745.160.79-
2020/21.763.943.733.46-15.765.350.76-
2020/11.7-10.32-29.521.7-29.525.790.71-
2019/121.89-13.99-1.2322.3919.376.30.59-
2019/112.2-0.224.5420.521.716.20.6-
2019/102.222.4912.0318.324.165.510.67-
2019/91.819.3-4.9316.126.034.770.84-
2019/81.513.018.3414.331.424.510.89-
2019/71.46-4.721.1612.7933.164.850.83-
2019/61.54-16.8331.2611.3338.835.540.6-
2019/51.85-14.2327.419.7940.15.680.59-
2019/42.1528.3146.597.9443.430.0N/A-
2019/31.68-1.214.865.7942.290.0N/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
2024/10.742023/11.012022/11.662021/11.172020/11.7
2024/20.582023/21.282022/21.352021/21.252020/21.76
N/AN/A2023/31.472022/31.942021/31.282020/31.7
N/AN/A2023/41.042022/41.762021/41.292020/41.56
N/AN/A2023/51.22022/51.772021/51.292020/51.68
N/AN/A2023/61.282022/61.82021/61.322020/61.41
N/AN/A2023/71.142022/71.582021/71.392020/71.11
N/AN/A2023/81.552022/81.852021/81.432020/81.23
N/AN/A2023/91.092022/91.662021/91.472020/91.14
N/AN/A2023/100.872022/101.462021/101.542020/101.04
N/AN/A2023/110.732022/111.332021/111.562020/111.13
N/AN/A2023/120.772022/121.452021/121.622020/121.12
  • 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

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