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)
2024/274.81-11.0-9.44158.88-0.07255.98N/A-
2024/184.06-13.4310.0584.0610.05282.73N/A-
2023/1297.11-4.383.241107.8816.3296.850.66-
2023/11101.563.458.141010.7717.73292.520.67-
2023/1098.185.81-4.66909.2118.91296.110.66-
2023/992.78-11.76-4.82811.0322.58292.10.81-
2023/8105.1511.6623.14718.2527.31296.050.8-
2023/794.17-2.6514.22613.128.06283.130.84-
2023/696.734.8718.24518.9430.94266.270.85-
2023/592.2419.3132.47422.234.24263.20.86-
2023/477.3-17.4653.61329.9734.74253.580.89客戶需求增加
2023/393.6713.3729.72252.6629.86252.660.93-
2023/282.628.1652.29159.029.95253.050.92客戶需求增加
2023/176.38-18.7812.1576.3812.15264.350.88-
2022/1294.050.1435.22952.5741.68290.950.85-
2022/1193.92-8.848.61858.5242.43294.380.84-
2022/10102.985.6478.2764.6141.71285.850.86客戶需求增加
2022/997.4814.1568.81661.6337.33265.310.84客戶需求增加
2022/885.393.5846.89564.1533.04249.640.9-
2022/782.440.7743.55478.7530.84233.870.96-
2022/681.8117.4960.87396.3128.48201.760.93客戶需求增加
2022/569.6338.3631.86314.5122.08192.150.97-
2022/450.32-30.3-2.04244.8819.56176.771.06-
2022/372.2133.125.63194.5626.8194.560.78-
2022/254.25-20.3429.63122.3527.5191.90.79-
2022/168.11-2.0725.8468.1125.84200.850.75-
2021/1269.5510.0617.18672.37.31190.530.71-
2021/1163.199.3511.28602.756.27178.730.75-
2021/1057.790.075.43539.555.72173.660.77-
2021/957.74-0.66-2.02481.765.75173.30.82-
2021/858.131.223.68424.026.91166.410.85-
2021/757.4312.932.39365.897.44161.080.88-
2021/650.85-3.69-4.02308.468.43155.030.88-
2021/552.82.788.42257.6111.29161.650.84-
2021/451.37-10.614.59204.8112.05150.690.9-
2021/357.4737.3418.25153.4414.79153.440.66-
2021/241.84-22.6716.2895.9612.82155.310.65-
2021/154.12-8.8110.2854.1210.28170.250.59-
2020/1259.354.518.93626.490.65170.950.48-
2020/1156.793.67.62567.14-0.13170.530.49-
2020/1054.81-6.992.77510.35-0.93169.810.49-
2020/958.945.120.96455.54-1.35171.080.48-
2020/856.06-0.03-5.23396.6-1.69165.130.5-
2020/756.085.85-6.31340.54-1.08157.760.52-
2020/652.988.791.45284.450.01150.80.6-
2020/548.7-0.84-2.09231.47-0.31146.420.62-
2020/449.121.056.76182.770.17133.70.68-
2020/348.635.06-1.42133.66-2.04133.660.7-
2020/235.98-26.67-5.985.06-2.39139.540.67-
2020/149.07-9.930.3449.070.34156.320.6-
2019/1254.483.268.73622.411.04160.580.44-
2019/1152.76-1.07-5.6567.9111.26164.470.43-
2019/1053.33-8.63-1.14515.1513.34170.860.41-
2019/958.37-1.3210.74461.8215.29177.40.45-
2019/859.16-1.1811.92403.4415.98171.250.46-
2019/759.8714.6335.75344.2916.71161.830.49-
2019/652.224.9917.24284.4213.36147.970.65-
2019/549.748.1110.89232.212.52145.050.66-
2019/446.01-6.6910.51182.4612.980.0N/A-
2019/349.328.9211.67136.4513.830.0N/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
2024/184.062023/176.382022/168.112021/154.122020/149.07
2024/274.812023/282.622022/254.252021/241.842020/235.98
N/AN/A2023/393.672022/372.212021/357.472020/348.6
N/AN/A2023/477.32022/450.322021/451.372020/449.12
N/AN/A2023/592.242022/569.632021/552.82020/548.7
N/AN/A2023/696.732022/681.812021/650.852020/652.98
N/AN/A2023/794.172022/782.442021/757.432020/756.08
N/AN/A2023/8105.152022/885.392021/858.132020/856.06
N/AN/A2023/992.782022/997.482021/957.742020/958.94
N/AN/A2023/1098.182022/10102.982021/1057.792020/1054.81
N/AN/A2023/11101.562022/1193.922021/1163.192020/1156.79
N/AN/A2023/1297.112022/1294.052021/1269.552020/1259.35
  • 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: 25.14%
合約負債 QoQ YoY
23Q4 (20)12.13-33.8220.7
23Q3 (19)18.3345.7150.99
23Q2 (18)12.5832.9822.49
23Q1 (17)9.46-5.87-5.31
22Q4 (16)10.05-17.2247.79
22Q3 (15)12.1418.2136.71
22Q2 (14)10.272.812.86
22Q1 (13)9.9946.9125.98
21Q4 (12)6.8-23.425.92
21Q3 (11)8.88-2.42187.38
21Q2 (10)9.114.75173.27
21Q1 (9)7.9323.5266.25
20Q4 (8)6.42107.77186.61
20Q3 (7)3.09-7.2117.49
20Q2 (6)3.33-30.1926.62
20Q1 (5)4.77112.9528.92
19Q4 (4)2.24-14.830.0
19Q3 (3)2.630.00.0
19Q2 (2)2.63-28.920.0
19Q1 (1)3.70.00.0

每月營收相關資訊

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