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)
2024/20.2-19.36-31.170.44-32.060.68N/A-
2024/10.24-0.12-32.760.24-32.760.74N/A-
2023/120.24-5.2316.873.693.160.810.53-
2023/110.26-17.38-9.223.442.320.90.48-
2023/100.31-5.8715.543.193.370.990.44-
2023/90.33-5.1659.822.882.220.90.52電容產品需求增加
2023/80.3558.0228.522.55-2.320.870.54-
2023/70.22-28.34-11.242.2-5.890.840.56-
2023/60.31-1.21-27.351.98-5.250.970.47-
2023/50.31-12.1618.261.670.321.030.45-
2023/40.35-3.6-9.491.36-3.011.00.46-
2023/30.3729.13-5.051.01-0.531.010.5-
2023/20.28-21.22-1.750.642.240.850.6-
2023/10.3673.625.620.365.620.850.6-
2022/120.21-26.4-29.963.57-10.880.760.8-
2022/110.285.15-35.253.37-9.360.760.81-
2022/100.2730.18-42.333.08-5.920.740.82-
2022/90.21-23.73-57.092.820.090.720.87缺料及美國升息造成客戶需求下滑
2022/80.279.12-27.122.6111.870.940.67-
2022/70.25-41.34-28.962.3419.230.930.68-
2022/60.4260.8239.392.0929.651.080.55-
2022/50.26-32.78-15.31.6727.41.040.57-
2022/40.391.1245.881.4140.631.070.55-
2022/30.3933.6140.71.0238.711.020.64-
2022/20.29-15.356.130.6337.520.930.7因疫情較去年趨緩,車用及工業應用產品需求增加,導致營收增加
2022/10.3415.124.910.3424.911.070.61-
2021/120.3-31.9568.774.0122.751.20.48因疫情較去年趨緩,車用及工業應用產品需求增加,導致營收增加
2021/110.44-6.3570.643.7120.131.380.41因疫情較去年趨緩,車用及工業應用產品需求增加,導致營收增加
2021/100.47-3.1253.763.2815.581.320.43因疫情較去年趨緩,車用及工業應用產品需求增加,導致營收增加
2021/90.4829.52209.992.8111.021.20.44因疫情較去年趨緩,車用及工業應用產品需求增加,導致營收增加
2021/80.376.3647.742.33-1.931.020.52-
2021/70.3515.135.991.96-7.780.960.55-
2021/60.3-2.28-1.241.61-13.780.880.53-
2021/50.3115.7818.141.31-16.240.850.55-
2021/40.27-2.46-12.531.0-23.170.730.65-
2021/30.2748.26-13.870.73-26.440.730.63-
2021/20.19-32.23-33.140.46-32.350.630.73-
2021/10.2755.52-31.80.27-31.80.70.65-
2020/120.18-31.19-18.453.27-25.610.730.56-
2020/110.26-15.61-15.013.09-25.980.710.58-
2020/100.395.30.662.84-26.830.710.58-
2020/90.15-38.26-55.762.53-29.150.660.68因受中美貿易戰影響及各國降息或維持低利率導致景氣不明,致客戶心態保守導致訂單減少影響營收。
2020/80.25-2.09-24.522.38-26.260.810.55-
2020/70.26-16.41-36.12.13-26.460.830.55-
2020/60.3116.9-13.951.87-24.90.870.55-
2020/50.26-14.28-25.691.56-26.730.890.54-
2020/40.31-3.95-14.111.3-26.940.90.53-
2020/30.3215.07-13.941.0-30.141.00.39-
2020/20.28-30.87-31.550.68-35.820.890.44-
2020/10.485.95-38.480.4-38.480.920.43-
2019/120.22-28.29-59.964.39-44.480.820.47因受中美貿易戰影響及各國降息或維持低利率導致景氣不明,致客戶心態保守導致訂單減少影響營收。
2019/110.3-0.04-53.824.18-43.350.950.4因受中美貿易戰影響及各國降息或維持低利率導致景氣不明,致客戶心態保守導致訂單減少影響營收。
2019/100.3-14.17-53.883.88-42.340.980.39因受中美貿易戰影響及各國降息或維持低利率導致景氣不明,致客戶心態保守導致訂單減少影響營收。
2019/90.355.32-42.013.58-41.11.080.34-
2019/80.33-17.11-52.773.23-41.01.090.34因受中美貿易戰影響及各國降息或維持低利率導致景氣不明,致客戶心態保守導致訂單減少影響營收。
2019/70.412.54-42.962.89-39.261.110.33-
2019/60.360.96-40.942.49-38.611.070.46-
2019/50.35-0.93-49.72.14-38.211.080.45-
2019/40.36-3.77-49.491.78-35.280.0N/A-
2019/30.37-8.45-54.01.43-30.390.0N/A因受中美貿易戰影響及景氣下滑,致客戶需求減少。
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
2024/10.242023/10.362022/10.342021/10.272020/10.4
2024/20.22023/20.282022/20.292021/20.192020/20.28
N/AN/A2023/30.372022/30.392021/30.272020/30.32
N/AN/A2023/40.352022/40.392021/40.272020/40.31
N/AN/A2023/50.312022/50.262021/50.312020/50.26
N/AN/A2023/60.312022/60.422021/60.32020/60.31
N/AN/A2023/70.222022/70.252021/70.352020/70.26
N/AN/A2023/80.352022/80.272021/80.372020/80.25
N/AN/A2023/90.332022/90.212021/90.482020/90.15
N/AN/A2023/100.312022/100.272021/100.472020/100.3
N/AN/A2023/110.262022/110.282021/110.442020/110.26
N/AN/A2023/120.242022/120.212021/120.32020/120.18
  • 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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