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)
2024/21.25-49.22-36.783.7-13.584.43N/A-
2024/12.46237.026.192.466.194.03N/A-
2023/120.73-13.72-59.8817.11-37.772.451.82因客戶仍在去化庫存拉貨趨緩,故本月營收較去年同期減少。
2023/110.84-3.96-64.8216.38-36.22.921.53因客戶仍在去化庫存拉貨趨緩,故本月營收較去年同期減少。
2023/100.88-26.27-61.9915.53-33.252.821.58因客戶仍在去化庫存拉貨趨緩,故本月營收較去年同期減少。
2023/91.1959.23-61.8714.65-30.072.841.48因客戶仍在去化庫存拉貨趨緩,故本月營收較去年同期減少。
2023/80.75-16.86-76.3813.46-24.493.111.35因客戶仍在去化庫存拉貨趨緩,故本月營收較去年同期減少。
2023/70.9-38.34-55.8212.71-13.253.761.12因客戶仍在去化庫存拉貨趨緩,故本月營收較去年同期減少。
2023/61.464.63-19.7811.81-6.365.140.93-
2023/51.4-38.6-34.3610.35-4.096.060.79-
2023/42.28-4.5815.628.953.346.630.72-
2023/32.3920.87-1.566.67-0.266.670.81-
2023/21.97-14.6925.994.290.476.10.89-
2023/12.3127.31-14.322.31-14.326.530.83-
2022/121.82-24.35-4.2827.4983.886.530.84因缺料問題獲得緩解,故本年累計營收較去年累計營收增加。
2022/112.43.7525.9425.6796.717.850.7因缺料問題獲得緩解,故本年累計營收較去年累計營收增加。
2022/102.32-26.0331.523.27108.838.620.64因缺料問題獲得緩解,故本年累計營收較去年累計營收增加。
2022/93.13-1.36301.2820.95123.348.340.63因缺料問題獲得緩解,故本年營收較去年營收增加。
2022/83.1755.51157.5817.82107.27.040.75因缺料問題獲得緩解,故本年累計營收較去年累計營收增加。
2022/72.0411.94110.3114.6598.785.990.88因缺料問題獲得緩解,故本年營收較去年營收增加。
2022/61.82-14.3843.1912.6197.035.921.17因缺料問題獲得緩解,故本年累計營收較去年累計營收增加。
2022/52.138.15150.410.79110.46.521.06因缺料問題獲得緩解,故本月營收較去年同期增加
2022/41.97-18.7790.388.66102.455.961.16因缺料問題獲得緩解,故本月營收較去年同期增加
2022/32.4254.69152.756.69106.296.690.86因缺料問題獲得緩解,故本月營收較去年同期增加
2022/21.57-41.9854.814.2786.796.170.93因缺料問題獲得緩解,故本月營收較去年同期增加
2022/12.742.23112.262.7112.266.510.88因缺料問題獲得緩解,故本月營收較去年同期增加
2021/121.9-0.4654.7814.95-8.15.571.0因缺料問題部分獲得緩解,故本月營收較去年同期增加
2021/111.918.3447.8413.05-13.234.451.25-
2021/101.76125.713.6411.14-18.963.771.48-
2021/90.78-36.68-45.659.38-22.152.981.67-
2021/81.2326.9719.528.6-18.973.481.43-
2021/70.97-23.78-30.057.37-23.113.091.61-
2021/61.2749.7216.696.4-21.943.161.1-
2021/50.85-17.76-19.325.13-27.872.841.22-
2021/41.037.83-43.684.28-29.353.01.15-
2021/30.96-5.24-17.323.24-23.123.240.72-
2021/21.01-20.45-14.42.28-25.323.510.67-
2021/11.273.71-32.21.27-32.23.790.62-
2020/121.23-4.93-19.216.27-18.374.220.52-
2020/111.29-24.04-10.8515.04-18.314.420.49-
2020/101.718.35-8.6113.75-18.944.160.52-
2020/91.4439.2424.2712.05-20.213.850.68-
2020/81.03-25.69-27.6110.62-23.93.510.74-
2020/71.3927.15-39.89.59-23.473.530.74-
2020/61.093.51-43.188.2-19.793.980.77-
2020/51.05-42.59-49.157.11-14.394.170.73-
2020/41.8443.28-6.556.05-2.824.30.71-
2020/31.288.3820.54.341.744.340.65-
2020/21.18-37.0-0.093.06-4.484.580.61-
2020/11.8823.6-7.061.88-7.064.840.58-
2019/121.524.8912.219.9312.694.820.51-
2019/111.45-22.130.0918.4112.734.460.55-
2019/101.8660.95-18.0316.9713.954.440.55-
2019/91.15-18.893.2315.1119.74.880.58-
2019/81.42-38.224.5313.9521.35.650.5-
2019/72.320.047.9612.5320.956.30.45-
2019/61.92-7.3620.2910.2215.515.960.46-
2019/52.075.535.058.314.465.10.54-
2019/41.9684.7625.156.238.930.0N/A-
2019/31.06-10.13-27.864.272.80.0N/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
2024/12.462023/12.312022/12.72021/11.272020/11.88
2024/21.252023/21.972022/21.572021/21.012020/21.18
N/AN/A2023/32.392022/32.422021/30.962020/31.28
N/AN/A2023/42.282022/41.972021/41.032020/41.84
N/AN/A2023/51.42022/52.132021/50.852020/51.05
N/AN/A2023/61.462022/61.822021/61.272020/61.09
N/AN/A2023/70.92022/72.042021/70.972020/71.39
N/AN/A2023/80.752022/83.172021/81.232020/81.03
N/AN/A2023/91.192022/93.132021/90.782020/91.44
N/AN/A2023/100.882022/102.322021/101.762020/101.7
N/AN/A2023/110.842022/112.42021/111.912020/111.29
N/AN/A2023/120.732022/121.822021/121.92020/121.23
  • 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: 3.19%
合約負債 QoQ YoY
23Q4 (20)0.21-22.22-25.0
23Q3 (19)0.278.092.86
23Q2 (18)0.25-16.67108.33
23Q1 (17)0.37.14150.0
22Q4 (16)0.28100.075.0
22Q3 (15)0.1416.677.69
22Q2 (14)0.120.0-25.0
22Q1 (13)0.12-25.0-33.33
21Q4 (12)0.1623.08-20.0
21Q3 (11)0.13-18.758.33
21Q2 (10)0.16-11.11-11.11
21Q1 (9)0.18-10.0-18.18
20Q4 (8)0.266.6717.65
20Q3 (7)0.12-33.33-68.42
20Q2 (6)0.18-18.18-25.0
20Q1 (5)0.2229.4115.79
19Q4 (4)0.17-55.260.0
19Q3 (3)0.3858.330.0
19Q2 (2)0.2426.320.0
19Q1 (1)0.190.00.0

每月營收相關資訊

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