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)
2024/20.47-18.48-14.351.042.091.77N/A-
2024/10.57-20.4921.050.5721.051.93N/A-
2023/120.7214.2510.246.89-25.81.940.41-
2023/110.638.2-12.386.17-28.541.870.42-
2023/100.58-10.82-27.615.53-30.011.860.42-
2023/90.665.49-25.594.95-30.291.720.56-
2023/80.6241.03-22.554.29-30.951.520.63-
2023/70.44-3.41-34.683.67-32.21.460.66-
2023/60.46-19.17-39.413.23-31.851.540.66-
2023/50.567.93-29.152.78-30.421.750.58-
2023/40.52-21.45-29.172.21-30.741.740.59-
2023/30.6721.74-29.351.69-31.211.690.67-
2023/20.5515.2-20.851.02-32.371.680.67-
2023/10.47-27.59-42.090.47-42.091.850.61-
2022/120.66-9.19-12.199.291.272.190.52-
2022/110.72-10.6-19.038.632.472.410.47-
2022/100.81-8.337.967.915.012.490.45-
2022/90.889.837.537.14.692.360.47-
2022/80.818.9415.976.221.262.230.5-
2022/70.67-10.41-5.065.42-0.62.220.5-
2022/60.75-5.48-1.64.740.062.290.49-
2022/50.87.894.613.990.382.480.45-
2022/40.74-21.64-12.933.19-0.612.370.47-
2022/30.9436.39-1.052.453.812.450.44-
2022/20.69-15.77.561.517.092.260.47-
2022/10.829.786.690.826.692.460.44-
2021/120.75-16.25-16.939.1754.942.390.48年初歐美疫情稍緩,印度及東南亞疫情升溫,致品牌訂單轉單,另因全球原物料價格上漲,產品報價調升,使本年累計營收較去年成長。
2021/110.8919.253.278.4267.812.280.5本年度歐美疫情稍緩,而印度及東南亞疫情升溫,致品牌訂單轉單,另因全球原物料價格上漲,致產品報價調升,使營收較去年同期成長。
2021/100.7516.7656.597.5369.722.080.55本年度歐美疫情稍緩,而印度及東南亞疫情升溫,致品牌訂單轉單,另因全球原物料價格上漲,致產品報價調升,使營收較去年同期成長。
2021/90.64-7.3925.696.7871.32.040.62本年度歐美疫情稍緩,而印度及東南亞疫情升溫,致品牌訂單轉單,另因全球原物料價格上漲,致產品報價調升,使營收較去年同期成長。
2021/80.69-2.6368.076.1478.042.170.59本年度歐美疫情稍緩,而印度及東南亞疫情升溫,致品牌訂單轉單,另因全球原物料價格上漲,致產品報價調升,使營收較去年同期成長。
2021/70.71-7.1595.465.4579.392.240.57本年度歐美疫情稍緩,而印度及東南亞疫情升溫,致品牌訂單轉單,另因全球原物料價格上漲,致產品報價調升,使營收較去年同期成長。
2021/60.770.48105.394.7477.212.380.4本年度歐美疫情稍緩,而印度及東南亞疫情升溫,致品牌訂單轉單,另因全球原物料價格上漲,致產品報價調升,使營收較去年同期成長。
2021/50.76-10.2176.043.9772.642.560.37本年度歐美疫情稍緩,而印度及東南亞疫情升溫,致品牌訂單轉單,另因全球原物料價格上漲,致產品報價調升,使營收較去年同期成長。
2021/40.85-10.95177.173.2158.562.440.39去年同期受疫情影響,營收較不理想,本年度疫情稍緩後,品牌報復性訂單湧入,致營收較去年同期成長。
2021/30.9548.2876.942.3637.452.360.42去年同期受疫情影響,營收較不理想,本年度疫情稍緩後,品牌報復性訂單湧入,致營收較去年同期成長。
2021/20.64-16.39-1.521.4119.442.310.43-
2021/10.77-14.5245.320.7745.322.250.44-
2020/120.954.5118.755.92-29.971.960.58-
2020/110.5821.792.355.02-34.761.570.73-
2020/100.48-6.27-21.844.44-37.731.40.81-
2020/90.5123.81-2.343.96-39.221.281.07-
2020/80.4113.23-43.73.45-42.431.151.19-
2020/70.36-2.43-52.183.04-42.251.011.35受國際疫情影響,客戶需求量減少,致本月營收下滑。
2020/60.3735.04-36.482.67-40.580.951.48-
2020/50.28-9.83-63.292.3-41.191.121.26受國際疫情影響,客戶需求量減少,致本月營收下滑。
2020/40.31-43.15-60.12.03-35.941.50.94受國際疫情影響,客戶需求量減少,致本月營收下滑。
2020/30.54-17.47-36.821.72-28.191.720.85-
2020/20.6523.38-6.081.18-23.431.940.76-
2020/10.53-30.15-37.650.53-37.651.850.79-
2019/120.7633.17-9.938.45-25.161.940.76-
2019/110.57-7.0-32.727.69-26.381.70.86-
2019/100.6117.1-38.697.12-25.831.860.79-
2019/90.52-28.61-47.226.51-24.342.010.75-
2019/80.73-3.81-33.85.99-21.372.080.73-
2019/70.7629.58-29.345.26-19.262.10.72-
2019/60.59-21.95-32.114.5-17.272.110.72-
2019/50.75-2.01-24.63.91-14.462.370.64-
2019/40.77-9.97-7.863.16-11.640.0N/A-
2019/30.8522.67-10.242.39-12.780.0N/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
2024/10.572023/10.472022/10.822021/10.772020/10.53
2024/20.472023/20.552022/20.692021/20.642020/20.65
N/AN/A2023/30.672022/30.942021/30.952020/30.54
N/AN/A2023/40.522022/40.742021/40.852020/40.31
N/AN/A2023/50.562022/50.82021/50.762020/50.28
N/AN/A2023/60.462022/60.752021/60.772020/60.37
N/AN/A2023/70.442022/70.672021/70.712020/70.36
N/AN/A2023/80.622022/80.82021/80.692020/80.41
N/AN/A2023/90.662022/90.882021/90.642020/90.51
N/AN/A2023/100.582022/100.812021/100.752020/100.48
N/AN/A2023/110.632022/110.722021/110.892020/110.58
N/AN/A2023/120.722022/120.662021/120.752020/120.9
  • 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: 0.99%
合約負債 QoQ YoY
23Q4 (20)0.04300.00.0
23Q3 (19)0.010.0-80.0
23Q2 (18)0.010.0-80.0
23Q1 (17)0.01-75.0-91.67
22Q4 (16)0.04-20.0-60.0
22Q3 (15)0.050.0-37.5
22Q2 (14)0.05-58.33-70.59
22Q1 (13)0.1220.0-33.33
21Q4 (12)0.125.042.86
21Q3 (11)0.08-52.940.0
21Q2 (10)0.17-5.56240.0
21Q1 (9)0.18157.14500.0
20Q4 (8)0.07-12.5133.33
20Q3 (7)0.0860.0166.67
20Q2 (6)0.0566.670.0
20Q1 (5)0.030.0-76.92
19Q4 (4)0.030.00.0
19Q3 (3)0.03-40.00.0
19Q2 (2)0.05-61.540.0
19Q1 (1)0.130.00.0

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