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)
2024/21.74-26.98-2.994.1329.736.4N/A-
2024/12.395.2572.132.3972.137.04N/A市場客戶需求增加
2023/122.27-4.6610.3625.16-22.447.00.9-
2023/112.381.4430.9122.89-24.677.160.88-
2023/102.35-3.4927.8520.5-28.216.80.92-
2023/92.4320.2330.818.16-32.066.541.16-
2023/82.02-3.1215.715.72-36.766.161.23-
2023/72.091.78-0.4813.7-40.736.21.22-
2023/62.05-0.22-14.9211.61-44.756.261.54-
2023/52.06-4.2-28.589.56-48.626.371.51-
2023/42.15-1.0-35.547.5-52.296.111.58市場客戶需求減少
2023/32.1720.58-48.55.36-56.795.362.22市場客戶需求減少
2023/21.829.56-53.553.19-61.055.242.27市場客戶需求減少
2023/11.39-32.51-67.791.39-67.795.262.26市場客戶需求減少
2022/122.0613.08-45.9432.440.05.712.38-
2022/111.82-0.91-46.3930.386.15.522.47-
2022/101.84-1.27-42.9328.5613.175.442.5-
2022/91.866.35-42.0826.7321.375.712.63-
2022/81.75-16.67-37.5424.8732.26.262.4-
2022/72.1-12.98-22.1423.1244.47.392.03-
2022/62.41-16.24-6.5921.0257.888.621.48市場客戶需求增加
2022/52.88-13.5522.7918.6173.3910.421.22市場客戶需求增加
2022/43.33-20.9129.3715.7387.5411.421.12市場客戶需求增加
2022/34.218.7775.8312.4113.3212.40.97市場客戶需求增加
2022/23.87-10.17160.298.18139.6211.991.0市場客戶需求增加
2022/14.3113.27123.664.31123.6611.511.04市場客戶需求增加
2021/123.8112.1390.1332.4425.9310.420.92市場客戶需求增加
2021/113.395.4654.6228.6320.529.820.98市場客戶需求增加
2021/103.220.246.6225.2417.049.231.04-
2021/93.2114.6941.1422.0213.698.710.92-
2021/82.83.8619.7518.8110.048.080.99-
2021/72.74.3920.8116.018.57.621.05-
2021/62.5810.15.7913.316.317.50.93-
2021/52.35-8.920.6810.736.437.320.96-
2021/42.577.499.048.398.166.461.08-
2021/32.461.0112.195.817.775.811.05-
2021/21.49-22.81-11.173.424.875.421.12-
2021/11.93-3.721.871.9321.876.120.99-
2020/122.0-8.814.2925.7631.516.390.79-
2020/112.190.0117.4323.7633.26.660.76-
2020/102.19-3.5324.221.5635.056.810.74-
2020/92.28-2.6814.7419.3736.46.840.64-
2020/82.344.7726.3217.0939.917.010.62-
2020/72.23-8.5734.3314.7542.347.00.62-
2020/62.444.7949.7412.5243.877.130.54-
2020/52.33-1.3650.2310.0842.526.830.57客戶需求增加
2020/42.3610.659.937.7540.356.170.63客戶需求增加
2020/32.1327.4773.15.3933.215.390.74客戶需求增加
2020/21.675.8955.683.2615.725.010.791.109.2工作天數較去年同期增加 2.客戶需求增加
2020/11.58-9.69-9.01.58-9.05.20.76-
2019/121.75-6.335.8619.593.875.390.43-
2019/111.875.7719.3517.831.525.620.41-
2019/101.77-10.8810.1415.97-0.225.60.41-
2019/91.987.1323.4914.2-1.375.490.47-
2019/81.8511.418.812.22-4.495.140.5-
2019/71.661.9-5.6610.36-6.534.840.53-
2019/61.635.13-17.928.7-6.74.660.53-
2019/51.555.0-1.657.07-3.664.260.58-
2019/41.4819.715.515.52-4.220.0N/A-
2019/31.2314.65-21.474.05-7.330.0N/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
2024/12.392023/11.392022/14.312021/11.932020/11.58
2024/21.742023/21.82022/23.872021/21.492020/21.67
N/AN/A2023/32.172022/34.212021/32.42020/32.13
N/AN/A2023/42.152022/43.332021/42.572020/42.36
N/AN/A2023/52.062022/52.882021/52.352020/52.33
N/AN/A2023/62.052022/62.412021/62.582020/62.44
N/AN/A2023/72.092022/72.12021/72.72020/72.23
N/AN/A2023/82.022022/81.752021/82.82020/82.34
N/AN/A2023/92.432022/91.862021/93.212020/92.28
N/AN/A2023/102.352022/101.842021/103.222020/102.19
N/AN/A2023/112.382022/111.822021/113.392020/112.19
N/AN/A2023/122.272022/122.062021/123.812020/122.0
  • 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: 1.21%
合約負債 QoQ YoY
23Q4 (20)0.1122.22-26.67
23Q3 (19)0.09-43.75-35.71
23Q2 (18)0.1660.045.45
23Q1 (17)0.1-33.3325.0
22Q4 (16)0.157.1487.5
22Q3 (15)0.1427.27-6.67
22Q2 (14)0.1137.522.22
22Q1 (13)0.080.0-27.27
21Q4 (12)0.08-46.67-27.27
21Q3 (11)0.1566.6715.38
21Q2 (10)0.09-18.180
21Q1 (9)0.110.0-15.38
20Q4 (8)0.11-15.3810.0
20Q3 (7)0.1300

每月營收相關資訊

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