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)
2024/20.67-37.7-48.311.74-27.863.09N/A-
2024/11.07-20.78-4.281.07-4.284.11N/A-
2023/121.35-20.0821.4116.37-15.574.640.34-
2023/111.695.4820.7615.02-17.824.820.33-
2023/101.64.95-15.613.33-21.024.440.36-
2023/91.5316.64-10.1411.73-21.73.910.6-
2023/81.3122.24-17.9910.21-23.183.660.64-
2023/71.07-16.67-25.598.9-23.893.710.63-
2023/61.28-4.88-38.267.83-23.653.960.49-
2023/51.351.83-16.536.54-19.934.140.47-
2023/41.33-9.06-22.335.19-20.774.070.47-
2023/31.4613.14-10.623.87-20.233.870.64-
2023/21.2915.34-18.462.41-25.13.520.71-
2023/11.120.49-31.541.12-31.543.630.69-
2022/121.11-20.51-38.0319.391.354.410.62-
2022/111.4-26.28-17.7518.285.425.00.55-
2022/101.911.7419.3616.887.955.190.53-
2022/91.76.4628.3914.996.654.730.57-
2022/81.610.91-2.3913.294.395.120.53-
2022/71.44-30.86-13.4111.695.395.140.53-
2022/62.0828.651.3510.258.715.410.595月大陸封城延後出貨,6月解封出貨回升
2022/51.62-5.24-11.358.171.434.960.64-
2022/41.714.6411.296.555.184.920.64-
2022/31.633.212.314.853.184.850.61-
2022/21.58-3.1513.193.213.645.010.59-
2022/11.63-9.03-4.191.63-4.195.130.58-
2021/121.795.4913.5219.1430.245.090.56-
2021/111.76.98-4.717.3432.264.610.62-
2021/101.5920.19-8.4415.6438.094.550.63-
2021/91.32-19.06-9.0414.0546.524.620.59-
2021/81.63-1.6114.9512.7356.464.670.58LED光源條客戶需求增加所致
2021/71.6620.8443.7111.0965.254.860.56LED光源條客戶需求增加所致
2021/61.37-24.6810.619.4369.744.730.59LED光源條客戶需求增加所致
2021/51.8318.9767.678.0686.784.950.56LED光源條客戶需求增加所致
2021/41.53-3.8121.656.2393.234.530.61LED光源條客戶需求增加所致
2021/31.614.294.354.7139.224.70.54LED光源條客戶需求增加所致
2021/21.4-18.03109.643.1171.464.680.54LED光源條客戶需求增加所致
2021/11.77.78258.01.7258.05.070.5LED光源條客戶需求增加所致
2020/121.58-11.45163.2214.6977.945.10.46LED光源條客戶需求增加所致
2020/111.792.78115.2413.1171.254.980.48LED光源條客戶需求增加所致
2020/101.7419.41106.1311.3365.914.610.51LED光源條客戶需求增加所致
2020/91.452.2893.489.5960.254.030.53LED光源條客戶需求增加所致
2020/81.4223.094.68.1355.473.820.55LED光源條客戶需求增加所致
2020/71.16-6.9878.956.7149.123.490.61LED光源條客戶需求增加所致
2020/61.2414.16103.115.5644.123.590.46LED光源條客戶需求增加所致
2020/51.09-13.6753.254.3132.993.170.53主因LED光源條客戶需求增加所致
2020/41.2653.6698.653.2227.32.750.61主因LED光源條客戶需求增加所致
2020/30.8223.1815.721.963.431.960.74-
2020/20.6739.9748.521.14-3.891.740.83-
2020/10.48-20.74-35.670.48-35.671.910.76-
2019/120.6-27.59-31.868.26-21.032.270.52-
2019/110.83-1.55-8.217.66-20.032.420.49-
2019/100.8412.0824.06.83-21.272.330.51-
2019/90.752.87-5.055.98-25.122.130.47-
2019/80.7313.11-14.795.23-27.321.990.5-
2019/70.655.57-32.644.5-29.021.970.51-
2019/60.61-13.85-33.563.85-28.371.960.48-
2019/50.7111.89-24.783.24-27.32.050.46-
2019/40.63-10.47-45.852.53-27.980.0N/A-
2019/30.7158.09-14.981.9-19.040.0N/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
2024/11.072023/11.122022/11.632021/11.72020/10.48
2024/20.672023/21.292022/21.582021/21.42020/20.67
N/AN/A2023/31.462022/31.632021/31.62020/30.82
N/AN/A2023/41.332022/41.712021/41.532020/41.26
N/AN/A2023/51.352022/51.622021/51.832020/51.09
N/AN/A2023/61.282022/62.082021/61.372020/61.24
N/AN/A2023/71.072022/71.442021/71.662020/71.16
N/AN/A2023/81.312022/81.62021/81.632020/81.42
N/AN/A2023/91.532022/91.72021/91.322020/91.45
N/AN/A2023/101.62022/101.92021/101.592020/101.74
N/AN/A2023/111.692022/111.42021/111.72020/111.79
N/AN/A2023/121.352022/121.112021/121.792020/121.58
  • 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
合約負債 QoQ YoY

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