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)
2024/21.07-1.53-9.412.17-13.33.41N/A-
2024/11.09-12.19-16.821.09-16.823.56N/A-
2023/121.241.416.1914.61-3.233.621.48-
2023/111.236.37-27.9613.37-4.023.621.47-
2023/101.15-7.46-17.0512.14-0.693.621.48-
2023/91.242.12-8.1710.991.393.731.65-
2023/81.22-3.424.19.742.763.971.55-
2023/71.26-15.267.348.522.573.671.68-
2023/61.4962.8622.437.261.793.411.83-
2023/50.91-9.41-21.65.77-2.453.281.91-
2023/41.01-25.32-17.214.862.253.551.76-
2023/31.3514.010.863.858.973.851.61-
2023/21.19-9.585.992.57.973.671.69-
2023/11.3112.19.831.319.834.181.48-
2022/121.17-31.21-12.9615.114.954.261.43-
2022/111.722.4954.3513.9318.134.451.37本公司自製設備類產品及代理產品於11月受惠於客戶驗收,以致營收較去年同期增加。
2022/101.392.4317.0412.2314.43.911.56-
2022/91.3615.78-0.810.8414.073.71.7-
2022/81.17-0.41-11.419.4816.573.561.76-
2022/71.18-3.3624.48.3122.03.561.76-
2022/61.224.2715.227.1321.613.61.56-
2022/51.17-4.3434.555.9223.023.611.56-
2022/41.220.01-1.434.7520.483.561.58-
2022/31.228.9931.353.5330.513.531.52-
2022/21.12-6.3127.032.3130.063.661.47-
2022/11.19-11.1633.041.1933.043.641.47-
2021/121.3421.997.4813.139.563.631.45-
2021/111.1-7.11-10.4411.799.83.651.44-
2021/101.19-13.1832.6410.6912.423.871.36-
2021/91.373.3959.379.510.323.631.34市場需求提升以及公司積極擴展業務,以致營收較去年同期成長。
2021/81.3239.8641.688.134.93.321.46-
2021/70.94-10.49-17.726.81-0.122.871.69-
2021/61.0621.779.465.873.433.161.34-
2021/50.87-29.93-28.344.812.23.031.4-
2021/41.2433.2924.713.9412.773.051.4-
2021/30.935.4-17.152.718.042.711.46-
2021/20.88-1.8836.341.7828.443.031.31-
2021/10.9-28.2321.530.921.533.381.17-
2020/121.251.6427.3611.991.73.380.91-
2020/111.2337.5640.0310.74-0.622.981.03-
2020/100.894.31-0.939.5-4.222.681.15-
2020/90.86-8.08-21.018.61-4.552.941.13-
2020/80.93-18.78-7.77.75-2.33.051.09-
2020/71.1519.0721.396.82-1.513.321.0-
2020/60.96-20.29-23.785.67-5.143.171.05-
2020/51.2121.9524.224.71-0.133.321.0-
2020/40.99-11.454.863.5-6.482.761.2-
2020/31.1273.4717.062.5-10.322.511.31-
2020/20.65-12.53-19.451.38-24.62.371.39-
2020/10.74-24.79-28.590.74-28.592.61.27-
2019/120.9811.76-6.2111.791.142.761.11-
2019/110.88-2.68-29.2810.81.862.871.07-
2019/100.9-16.82-3.279.926.03.01.03-
2019/91.097.44.459.026.953.040.97-
2019/81.016.8317.367.947.33.220.91-
2019/70.95-25.24-16.046.935.983.190.92-
2019/61.2729.92-1.495.9810.613.190.98-
2019/50.972.942.04.7114.382.881.08-
2019/40.95-1.1511.193.7418.110.0N/A-
2019/30.9619.356.612.7920.460.0N/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
2024/11.092023/11.312022/11.192021/10.92020/10.74
2024/21.072023/21.192022/21.122021/20.882020/20.65
N/AN/A2023/31.352022/31.222021/30.932020/31.12
N/AN/A2023/41.012022/41.222021/41.242020/40.99
N/AN/A2023/50.912022/51.172021/50.872020/51.21
N/AN/A2023/61.492022/61.222021/61.062020/60.96
N/AN/A2023/71.262022/71.182021/70.942020/71.15
N/AN/A2023/81.222022/81.172021/81.322020/80.93
N/AN/A2023/91.242022/91.362021/91.372020/90.86
N/AN/A2023/101.152022/101.392021/101.192020/100.89
N/AN/A2023/111.232022/111.72021/111.12020/111.23
N/AN/A2023/121.242022/121.172021/121.342020/121.25
  • 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: 35.68%
合約負債 QoQ YoY
23Q4 (20)1.82-25.41-21.89
23Q3 (19)2.4429.79-2.4
23Q2 (18)1.88-21.6716.05
23Q1 (17)2.43.037.14
22Q4 (16)2.33-6.856.38
22Q3 (15)2.554.32121.24
22Q2 (14)1.62-7.43118.92
22Q1 (13)1.7517.45212.5
21Q4 (12)1.4931.86246.51
21Q3 (11)1.1352.7253.12
21Q2 (10)0.7432.1494.74
21Q1 (9)0.5630.23180.0
20Q4 (8)0.4334.38104.76
20Q3 (7)0.32-15.796.67
20Q2 (6)0.3890.040.74
20Q1 (5)0.2-4.76-23.08
19Q4 (4)0.21-30.00.0
19Q3 (3)0.311.110.0
19Q2 (2)0.273.850.0
19Q1 (1)0.260.00.0

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