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)
2024/20.64-13.042.661.3716.322.29N/A-
2024/10.74-19.7331.560.7431.562.48N/A-
2023/120.9210.445.078.546.572.550.99-
2023/110.833.5418.057.636.752.391.05-
2023/100.84.8313.466.85.522.321.09-
2023/90.761.3126.685.994.542.231.1-
2023/80.756.3315.575.231.942.171.13-
2023/70.710.7-0.944.48-0.042.021.22-
2023/60.716.85-31.363.770.121.951.4-
2023/50.6-6.25-3.233.0611.931.881.45-
2023/40.641.1317.532.4616.41.91.44-
2023/30.642.055.721.8216.01.821.54-
2023/20.6211.4338.61.1822.42.051.36-
2023/10.56-35.898.30.568.32.131.31-
2022/120.8724.0953.698.012.462.281.41因增加新訂單,本月依工程進度認列營收,致2022年12月營收較去年同期增加。
2022/110.7-0.4816.177.14-1.542.011.6-
2022/100.7117.0511.26.44-3.151.961.64-
2022/90.6-7.56-13.845.73-4.671.971.39-
2022/80.65-8.85-10.915.13-3.462.391.15-
2022/70.72-30.21-11.414.48-2.262.361.16-
2022/61.0364.7544.763.76-0.312.21.07-
2022/50.6213.8622.282.74-10.731.771.33-
2022/40.55-9.03-12.472.11-17.311.61.47-
2022/30.633.79-16.971.57-18.871.571.55-
2022/20.45-12.92-10.890.97-20.011.531.59-
2022/10.52-9.03-26.560.52-26.561.691.44-
2021/120.57-6.19-31.677.82-26.731.811.23-
2021/110.6-4.74-24.447.25-26.321.941.15-
2021/100.63-9.32-26.786.65-26.482.071.08-
2021/90.7-4.42-2.166.02-26.452.241.17-
2021/80.73-9.36-12.685.32-28.782.251.16-
2021/70.8114.0213.394.58-30.822.031.29-
2021/60.7139.16-13.783.77-36.151.841.3-
2021/50.51-18.49-32.183.07-39.761.861.29-
2021/40.62-13.7-10.772.56-41.071.851.29-
2021/30.7243.59-29.931.93-46.911.931.2-
2021/20.5-28.24-58.051.21-53.652.041.14受新型冠狀病毒疫情之影響,導致本公司本月營收較去年同期減少。
2021/10.7-15.35-49.870.7-49.872.330.99受新型冠狀病毒疫情之影響,導致本公司本月營收較去年同期減少。
2020/120.833.73-63.3910.68-48.882.50.95受新型冠狀病毒疫情之影響,導致本公司本月營收較去年同期減少。
2020/110.8-7.69-56.689.85-47.122.381.0受新型冠狀病毒疫情之影響,導致本公司本月營收較去年同期減少。
2020/100.8721.17-49.449.05-46.062.420.98-
2020/90.72-14.7-62.268.18-45.682.270.86受新型冠狀病毒疫情之影響,導致本公司本月營收較去年同期減少。
2020/80.8417.71-53.777.46-43.292.370.82受新型冠狀病毒疫情之影響,導致本公司本月營收較去年同期減少。
2020/70.71-13.3-64.176.62-41.612.290.85受新型冠狀病毒疫情之影響,導致本公司本月營收較去年同期減少。
2020/60.829.47-54.775.91-36.812.271.02受新型冠狀病毒疫情之影響,導致本公司本月營收較去年同期減少。
2020/50.757.22-51.385.09-32.482.480.94受新型冠狀病毒疫情之影響,導致本公司本月營收較去年同期減少。
2020/40.7-32.23-56.744.34-27.612.940.79受新型冠狀病毒疫情之影響,導致本公司本月營收較去年同期減少。
2020/31.03-14.03-32.563.64-16.833.640.67-
2020/21.2-14.26-6.662.6-8.354.870.5-
2020/11.4-38.17-9.751.4-9.755.520.44-
2019/122.2722.739.3120.8927.485.830.4-
2019/111.857.73-11.8818.6230.115.460.43-
2019/101.72-9.56-5.116.7737.325.430.43-
2019/91.94.492.6415.0644.695.70.56-
2019/81.82-8.76101.3513.1653.775.620.57因增加新訂單,本月依工程進度認列營收,致2019年8月營收較去年同期增加。
2019/71.999.45123.511.3548.175.350.6因增加新訂單,本月依工程進度認列營收,致2019年7月營收較去年同期增加。
2019/61.8217.6777.039.3638.264.980.58因增加新訂單,本月依工程進度認列營收,致2019年6月營收較去年同期增加。
2019/51.54-4.5951.767.5431.334.70.62因增加新訂單,本月依工程進度認列營收,致2019年5月營收較去年同期增加。
2019/41.625.6430.755.9926.920.0N/A-
2019/31.5318.9817.894.3725.560.0N/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
2024/10.742023/10.562022/10.522021/10.72020/11.4
2024/20.642023/20.622022/20.452021/20.52020/21.2
N/AN/A2023/30.642022/30.62021/30.722020/31.03
N/AN/A2023/40.642022/40.552021/40.622020/40.7
N/AN/A2023/50.62022/50.622021/50.512020/50.75
N/AN/A2023/60.72022/61.032021/60.712020/60.82
N/AN/A2023/70.712022/70.722021/70.812020/70.71
N/AN/A2023/80.752022/80.652021/80.732020/80.84
N/AN/A2023/90.762022/90.62021/90.72020/90.72
N/AN/A2023/100.82022/100.712021/100.632020/100.87
N/AN/A2023/110.832022/110.72021/110.62020/110.8
N/AN/A2023/120.922022/120.872021/120.572020/120.83
  • 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: 20.67%
合約負債 QoQ YoY
23Q4 (20)1.3467.597.06
23Q3 (19)0.8-9.09-2.44
23Q2 (18)0.8835.383.53
23Q1 (17)0.65-4.41-26.97
22Q4 (16)0.68-17.073.03
22Q3 (15)0.82-3.53-21.15
22Q2 (14)0.85-4.49-33.07
22Q1 (13)0.8934.85-35.51
21Q4 (12)0.66-36.54-51.82
21Q3 (11)1.04-18.11-58.4
21Q2 (10)1.27-7.97-33.16
21Q1 (9)1.380.73-37.27
20Q4 (8)1.37-45.22.24
20Q3 (7)2.531.5838.12
20Q2 (6)1.9-13.6497.92
20Q1 (5)2.264.1856.03
19Q4 (4)1.34-25.970.0
19Q3 (3)1.8188.540.0
19Q2 (2)0.96-31.910.0
19Q1 (1)1.410.00.0

每月營收相關資訊

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