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)
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)
2024/153.262.638.0753.268.07159.92N/A-
2023/1251.89-5.24-23.29625.89-3.07156.38N/A-
2023/1154.7710.15-2.48574.0-0.7161.07N/A-
2023/1049.72-12.12-17.48519.23-0.51161.53N/A-
2023/956.582.46-13.42469.441.68156.191.06-
2023/855.2224.42-3.69412.864.17151.041.1-
2023/744.38-13.72-26.11357.645.5146.041.13-
2023/651.442.43-10.23313.2612.31156.660.98-
2023/550.22-8.79.14261.8118.14158.620.97-
2023/455.013.0112.61211.620.5162.350.95-
2023/353.39-1.0311.05156.6323.57156.631.07-
2023/253.959.4743.55103.2331.22170.670.98-
2023/149.28-26.9219.9549.2819.95172.880.97-
2022/1267.4420.0633.57645.5247.04183.860.92-
2022/1156.17-6.7828.47578.0948.79181.160.93-
2022/1060.25-6.9259.51521.9251.37182.330.92營收增加主因電信寬頻產品出貨增加
2022/964.7412.981.21461.0450.16182.141.0營收增加主因電信寬頻產品出貨增加
2022/857.34-4.5447.83396.3146.07174.621.04-
2022/760.074.9964.62338.9745.78163.291.11營收增加主因電信寬頻產品出貨增加
2022/657.2124.3558.57278.8142.23152.061.18營收增加主因電信寬頻產品出貨增加
2022/546.01-5.847.1221.638.54142.771.26-
2022/448.841.9349.43175.5936.46134.341.34-
2022/347.9227.4940.52126.5831.88126.581.33-
2022/237.58-8.5219.9178.6627.12129.211.3-
2022/141.08-18.7234.5141.0834.51135.351.25-
2021/1250.5515.6252.74439.0621.63132.041.08營收增加係因客戶訂單增溫挹注
2021/1143.7215.7320.54388.5118.49117.281.21-
2021/1037.775.533.69344.7918.23112.351.27-
2021/935.79-7.710.6307.0920.34111.071.34-
2021/838.796.2934.27271.2923.54111.171.34-
2021/736.491.6420.99232.5121.91103.661.43-
2021/635.914.77-1.29195.8421.9799.861.2-
2021/531.28-4.312.41159.9428.7897.871.22-
2021/432.69-3.5927.52128.6637.3897.931.22-
2021/333.98.1840.2995.7840.8195.781.06-
2021/231.342.6138.9361.8841.195.021.07-
2021/130.54-7.8443.4130.5443.4199.951.02-
2020/1233.14-8.61-0.56361.0113.53105.830.83-
2020/1136.27-0.4410.1327.8715.18108.30.81-
2020/1036.432.3224.24291.6115.85100.920.87-
2020/935.623.256.59255.214.7594.640.73-
2020/828.89-4.213.49219.616.295.360.73-
2020/730.16-16.952.98190.7118.497.010.72-
2020/636.3118.944.0160.521.7892.480.7-
2020/530.5419.1452.19124.1916.5380.320.81因去年中美貿易戰,致使訂單遞延交貨
2020/425.636.1218.0693.658.2572.340.89-
2020/324.157.078.4868.014.9568.010.91-
2020/222.565.9221.2343.853.177.330.8-
2020/121.3-36.37-10.9921.3-10.9987.710.71-
2019/1233.471.621.38318.11-4.7195.730.62-
2019/1132.9412.34-3.8284.64-5.3895.620.62-
2019/1029.32-12.111.91251.7-5.5890.590.65-
2019/933.3619.5221.03222.34-6.590.560.7-
2019/827.91-4.68-8.11188.98-10.1182.410.77-
2019/729.2816.157.45161.07-10.4574.560.85-
2019/625.2125.64-4.62131.78-13.6566.990.86-
2019/520.07-7.57-13.72106.57-15.5564.030.9-
2019/421.71-2.44-6.8586.51-15.9662.570.92-
2019/322.2519.59-11.1264.79-18.640.0N/A-
2019/218.61-22.23-21.1442.53-22.080.0N/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
2024/153.262023/149.282022/141.082021/130.542020/121.3
N/AN/A2023/253.952022/237.582021/231.342020/222.56
N/AN/A2023/353.392022/347.922021/333.92020/324.15
N/AN/A2023/455.012022/448.842021/432.692020/425.63
N/AN/A2023/550.222022/546.012021/531.282020/530.54
N/AN/A2023/651.442022/657.212021/635.92020/636.31
N/AN/A2023/744.382022/760.072021/736.492020/730.16
N/AN/A2023/855.222022/857.342021/838.792020/828.89
N/AN/A2023/956.582022/964.742021/935.792020/935.6
N/AN/A2023/1049.722022/1060.252021/1037.772020/1036.43
N/AN/A2023/1154.772022/1156.172021/1143.722020/1136.27
N/AN/A2023/1251.892022/1267.442021/1250.552020/1233.14
  • 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: 22.94%
合約負債 QoQ YoY
23Q3 (20)6.16-28.62-12.25
23Q2 (19)8.6374.34558.78
23Q1 (18)4.95-27.42375.96
22Q4 (17)6.82-2.85211.42
22Q3 (16)7.02435.88258.16
22Q2 (15)1.3125.96-51.84
22Q1 (14)1.04-52.51-60.46
21Q4 (13)2.1911.73100.92
21Q3 (12)1.96-27.9437.06
21Q2 (11)2.723.4266.87
21Q1 (10)2.63141.2856.55
20Q4 (9)1.09-23.7851.39
20Q3 (8)1.43-12.27-38.63
20Q2 (7)1.63-2.98-59.05
20Q1 (6)1.68133.33-58.0
19Q4 (5)0.72-69.1-66.36
19Q3 (4)2.33-41.460.0
19Q2 (3)3.98-0.50.0
19Q1 (2)4.086.920.0
18Q4 (1)2.140.00.0

每月營收相關資訊

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