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)
2024/23.12-6.213.416.446.869.86N/A-
2024/13.32-2.861.373.321.379.85N/A-
2023/123.4210.01-7.3738.09-12.329.640.99-
2023/113.110.01-3.6634.67-12.789.141.05-
2023/103.116.25-15.8731.57-13.599.181.04-
2023/92.92-7.14-13.7928.46-13.339.281.06-
2023/83.15-1.71-17.8925.53-13.289.371.05-
2023/73.26.32-9.8922.38-12.599.781.0-
2023/63.01-15.25-30.9319.18-13.039.861.01-
2023/53.568.0-17.5916.16-8.6110.140.98-
2023/43.290.04-22.7612.61-5.719.331.06-
2023/33.2919.8216.619.312.269.311.09-
2023/22.75-16.15-0.26.02-4.179.711.05-
2023/13.28-11.25-7.263.28-7.2610.191.0-
2022/123.6914.4110.6243.4510.0510.610.87-
2022/113.23-12.66-1.8439.7610.010.310.89-
2022/103.698.89-1.4236.5311.1810.920.84-
2022/93.39-11.5511.1532.8412.8110.790.9-
2022/83.847.8516.8729.4413.011.760.83-
2022/73.56-18.4919.425.6112.4512.240.79-
2022/64.361.114.7922.0511.412.940.72-
2022/54.321.2217.5817.6910.5911.40.81本公司5月合併營收因受新冠疫情影響,本月較去年同期增加所致。
2022/44.2651.0651.2113.378.519.840.94本公司4月合併營收因受新冠疫情影響,本月較去年同期增加所致。
2022/32.822.54-10.689.11-4.159.111.02-
2022/22.75-22.08-9.876.29-0.899.620.96-
2022/13.535.867.433.537.4310.160.91-
2021/123.341.51-3.1839.487.3110.370.78-
2021/113.29-12.3-1.9636.148.3910.090.8-
2021/103.7522.7912.2532.869.5510.080.8-
2021/93.05-7.0-13.1529.119.219.310.93-
2021/83.2810.195.4226.0612.6110.060.86-
2021/72.98-21.64-9.5622.7713.7210.450.83-
2021/63.83.5525.6719.7918.3110.290.82-
2021/53.6730.1732.6715.9916.699.650.88因疫情影響,致營業收入較去年同期增加。
2021/42.82-10.771.812.3212.649.030.94-
2021/33.163.4712.689.516.329.50.83-
2021/23.05-7.1123.846.3418.229.790.8-
2021/13.29-4.613.453.2913.4510.090.78-
2020/123.452.814.8136.7918.910.140.73-
2020/113.350.4140.8933.3419.3410.210.72-
2020/103.34-5.032.9729.9917.349.970.74-
2020/93.5112.8932.0926.6515.639.920.73-
2020/83.11-5.4725.8723.1413.499.430.77-
2020/73.298.8819.0720.0211.789.090.8-
2020/63.029.3215.1616.7310.448.560.84-
2020/52.77-0.112.7213.719.458.340.87-
2020/42.77-1.238.610.9411.38.040.9-
2020/32.813.7213.528.1712.258.170.82-
2020/22.47-14.9121.45.3611.68.370.8-
2020/12.9-3.454.422.94.428.280.81-
2019/123.026.1614.7830.94-0.127.890.8-
2019/112.38-5.220.7927.94-1.57.550.84-
2019/102.51-5.63-1.8825.56-1.717.640.83-
2019/92.667.575.5323.05-1.697.90.81-
2019/82.47-10.58-5.5520.39-2.567.870.81-
2019/72.775.3-2.1217.91-2.138.090.79-
2019/62.63-2.48-1.1415.15-2.147.870.83-
2019/52.695.6-4.9212.52-2.347.710.85-
2019/42.553.241.259.83-1.610.0N/A-
2019/32.4721.61-2.947.28-2.580.0N/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
2024/13.322023/13.282022/13.532021/13.292020/12.9
2024/23.122023/22.752022/22.752021/23.052020/22.47
N/AN/A2023/33.292022/32.822021/33.162020/32.8
N/AN/A2023/43.292022/44.262021/42.822020/42.77
N/AN/A2023/53.562022/54.322021/53.672020/52.77
N/AN/A2023/63.012022/64.362021/63.82020/63.02
N/AN/A2023/73.22022/73.562021/72.982020/73.29
N/AN/A2023/83.152022/83.842021/83.282020/83.11
N/AN/A2023/92.922022/93.392021/93.052020/93.51
N/AN/A2023/103.112022/103.692021/103.752020/103.34
N/AN/A2023/113.112022/113.232021/113.292020/113.35
N/AN/A2023/123.422022/123.692021/123.342020/123.45
  • 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: 3.3%
合約負債 QoQ YoY
23Q4 (20)0.283.7-52.54
23Q3 (19)0.27-34.15-70.0
23Q2 (18)0.41-46.75-44.59
23Q1 (17)0.7730.51-12.5
22Q4 (16)0.59-34.44-14.49
22Q3 (15)0.921.6218.42
22Q2 (14)0.74-15.914.23
22Q1 (13)0.8827.5476.0
21Q4 (12)0.69-9.21-24.18
21Q3 (11)0.767.040.0
21Q2 (10)0.7142.02.9
21Q1 (9)0.5-45.05-10.71
20Q4 (8)0.9119.74193.55
20Q3 (7)0.7610.1480.95
20Q2 (6)0.6923.2191.67
20Q1 (5)0.5680.65-5.08
19Q4 (4)0.31-26.190.0
19Q3 (3)0.4216.670.0
19Q2 (2)0.36-38.980.0
19Q1 (1)0.590.00.0

每月營收相關資訊

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