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)
2024/22.6-13.3744.165.639.818.61N/A-
2024/13.0-0.0536.253.036.259.01N/A-
2023/123.00.029.8629.85-12.958.710.6-
2023/113.011.0612.1326.84-16.058.170.63-
2023/102.79.7-8.1223.84-18.637.430.7-
2023/92.479.19-17.0421.13-19.87.380.77-
2023/82.26-15.12-25.2618.67-20.157.450.76-
2023/72.664.94-10.3316.41-19.397.580.75-
2023/62.546.17-8.2513.75-20.947.380.93-
2023/52.39-2.82-20.4411.21-23.337.210.95-
2023/42.464.0-18.18.83-24.086.621.04-
2023/32.3630.94-29.276.37-26.166.371.37-
2023/21.8-18.12-28.434.01-24.26.321.38-
2023/12.2-4.74-20.342.2-20.347.21.21-
2022/122.31-13.65-23.634.29-35.57.941.17-
2022/112.68-9.016.1431.98-36.228.61.08-
2022/102.94-0.944.9729.3-38.748.941.04-
2022/92.97-1.625.2526.35-41.478.961.12-
2022/83.021.84-11.1923.38-44.598.751.14-
2022/72.977.37-26.4420.36-47.528.731.15-
2022/62.76-7.93-48.0517.39-49.978.761.09-
2022/53.00.03-49.0214.63-50.319.341.02本月營收較去年同期減少,主要係因各WiFi主晶片交期延後所致
2022/43.0-10.16-51.1511.63-50.648.861.08本月營收較去年同期減少,主要係因各WiFi主晶片交期延後所致
2022/33.3432.49-44.468.63-50.468.631.23本月營收較去年同期減少,主要係因各WiFi主晶片交期延後所致
2022/22.52-8.87-54.275.29-53.628.311.27本月營收較去年同期減少,主要係因各WiFi主晶片交期延後所致
2022/12.77-8.63-53.012.77-53.018.11.3本月營收較去年同期減少,主要係因各WiFi主晶片交期延後所致
2021/123.0331.26-45.453.16-0.638.141.69-
2021/112.31-17.76-58.3150.134.547.941.73本月營收較去年同期減少,主要係因各WiFi主晶片交期延後所致
2021/102.8-0.67-47.1647.8312.749.031.52-
2021/92.82-17.0-53.2345.0221.310.261.65本月營收較去年同期減少,主要係因各WiFi主晶片交期延後所致
2021/83.4-15.64-38.3142.235.7912.761.32-
2021/74.03-24.17-23.7438.851.7815.241.11因客戶需求增加及產能提升
2021/65.32-9.638.5134.7671.4917.350.87因客戶需求增加及產能提升
2021/55.89-4.1544.4129.4491.5818.040.83因客戶需求增加及產能提升
2021/46.142.12105.7723.56108.6117.670.85因客戶需求增加及產能提升
2021/36.019.09100.3117.41109.6317.410.8因客戶需求增加及產能提升
2021/25.51-6.37107.811.4114.9116.950.82因客戶需求增加及產能提升
2021/15.896.17122.035.89122.0316.970.82因客戶需求增加及產能提升
2020/125.550.22111.5153.594.5816.390.78因客戶需求增加及產能提升
2020/115.534.22104.5547.9692.7916.880.76因客戶需求增加及產能提升
2020/105.31-12.0976.3542.4291.3616.860.76因客戶需求增加及產能提升
2020/96.049.48112.8537.1193.7216.840.67因客戶需求增加及產能提升
2020/85.524.26101.8931.0890.3915.710.72因客戶需求增加及產能提升
2020/75.297.997.8625.5688.0814.270.79因客戶需求增加及產能提升
2020/64.920.2590.4420.2785.6911.960.87因客戶需求增加及產能提升
2020/54.0836.5681.7115.3784.2210.061.03因客戶需求增加及產能提升
2020/42.99-0.5761.7211.2985.148.641.2因客戶需求回穩
2020/33.013.17100.038.3195.318.310.91因客戶需求回穩
2020/22.650.03130.575.392.737.930.95因客戶需求回穩
2020/12.651.1465.552.6565.557.980.95因客戶需求大幅增加
2019/122.62-3.0745.5427.53.758.340.72-
2019/112.7-10.1431.2124.870.78.550.7-
2019/103.016.0936.7822.17-2.078.580.7-
2019/92.843.8530.0419.16-6.268.240.53-
2019/82.732.1920.8616.32-10.597.980.55-
2019/72.673.8518.8113.59-15.047.490.58-
2019/62.5714.736.7810.92-20.586.660.56-
2019/52.2421.54-6.538.34-26.45.590.67-
2019/41.8522.97-20.196.1-31.740.0N/A-
2019/31.530.45-33.884.25-35.770.0N/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
2024/13.02023/12.22022/12.772021/15.892020/12.65
2024/22.62023/21.82022/22.522021/25.512020/22.65
N/AN/A2023/32.362022/33.342021/36.012020/33.0
N/AN/A2023/42.462022/43.02021/46.142020/42.99
N/AN/A2023/52.392022/53.02021/55.892020/54.08
N/AN/A2023/62.542022/62.762021/65.322020/64.9
N/AN/A2023/72.662022/72.972021/74.032020/75.29
N/AN/A2023/82.262022/83.022021/83.42020/85.52
N/AN/A2023/92.472022/92.972021/92.822020/96.04
N/AN/A2023/102.72022/102.942021/102.82020/105.31
N/AN/A2023/113.02022/112.682021/112.312020/115.53
N/AN/A2023/123.02022/122.312021/123.032020/125.55
  • 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: 0.88%
合約負債 QoQ YoY
23Q4 (20)0.08166.67700.0
23Q3 (19)0.030.0200.0
23Q2 (18)0.03200.0200.0
23Q1 (17)0.010.00.0
22Q4 (16)0.010.0-80.0
22Q3 (15)0.010.0-91.67
22Q2 (14)0.010.0-83.33
22Q1 (13)0.01-80.0-75.0
21Q4 (12)0.05-58.33-44.44
21Q3 (11)0.12100.033.33
21Q2 (10)0.0650.050.0
21Q1 (9)0.04-55.560.0
20Q4 (8)0.090.0200.0
20Q3 (7)0.09125.00
20Q2 (6)0.040.0100.0
20Q1 (5)0.0433.330
19Q4 (4)0.0300.0

每月營收相關資訊

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