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)
2024/232.13-33.73-26.2180.61-7.36127.72N/A-
2024/148.482.9111.5248.4811.52161.48N/A-
2023/1247.11-28.49-48.07713.45-43.13189.190.29-
2023/1165.89-13.52-41.67666.34-42.74203.010.27-
2023/1076.1925.02-38.74600.45-42.86192.890.28-
2023/960.949.27-51.46524.26-43.41173.90.54主要係因市場需求減少所致
2023/855.76-2.5-53.89463.32-42.15178.210.53主要係因市場需求減少所致
2023/757.2-12.33-47.32407.56-40.06192.850.49-
2023/665.25-7.32-46.05350.36-38.68206.620.48-
2023/570.4-0.78-19.38285.11-36.71198.10.5-
2023/470.9625.08-13.27214.71-40.87171.240.57-
2023/356.7330.28-55.85143.75-48.9143.750.94主要係因市場需求減少所致
2023/243.540.16-53.6487.02-43.06177.740.76主要係因市場需求減少所致
2023/143.47-52.08-26.1843.47-26.18247.150.55-
2022/1290.72-19.68-39.641254.61-5.22328.070.45-
2022/11112.96-9.187.791163.89-0.81362.910.41-
2022/10124.39-0.9332.991050.93-1.66370.890.4-
2022/9125.573.828.43926.55-4.98355.090.43-
2022/8120.9411.384.32800.98-6.79350.470.44-
2022/7108.58-10.22-16.46680.04-8.52316.860.48-
2022/6120.9438.48-6.24571.46-6.84290.110.47-
2022/587.346.73-30.51450.51-7.0297.680.46-
2022/481.83-36.32-23.29363.181.23304.280.45-
2022/3128.5136.820.03281.3511.61281.350.46-
2022/293.9459.4946.93152.845.39303.150.42-
2022/158.9-60.81-27.3558.9-27.35313.990.41-
2021/12150.3143.44-2.591323.784.14348.620.3-
2021/11104.7912.03-7.941173.475.08314.110.33-
2021/1093.53-19.23-15.351068.686.55325.250.32-
2021/9115.8-0.11-3.84975.159.27361.710.4-
2021/8115.93-10.818.79859.3511.31374.920.39-
2021/7129.980.7530.53743.4311.72384.680.38-
2021/6129.012.638.61613.448.41361.380.41-
2021/5125.6917.828.79484.448.35339.430.44-
2021/4106.68-0.351.43358.758.2277.670.54-
2021/3107.0667.4512.46252.0711.34252.070.47-
2021/263.93-21.139.74145.0110.53299.320.4-
2021/181.07-47.4611.1581.0711.15349.210.34-
2020/12154.3135.5653.261271.056.16378.630.28主要係因市場需求增加所致。
2020/11113.833.01-0.551116.741.84344.750.31-
2020/10110.5-8.24-11.531002.912.11337.480.31-
2020/9120.4313.020.32892.414.1326.560.36-
2020/8106.557.0-2.66771.984.72324.90.36-
2020/799.57-16.16-0.39665.436.01333.880.35-
2020/6118.772.8155.56565.857.22339.470.32主要係因市場需求增加所致。
2020/5115.539.8550.94447.08-0.94315.890.34主要係市場需求增加所致。
2020/4105.1710.4830.71331.55-11.54258.610.42-
2020/395.1963.4-9.41226.38-23.09226.380.57-
2020/258.26-20.12-33.09131.19-30.68231.880.56-
2020/172.94-27.55-28.6372.94-28.63288.080.45-
2019/12100.68-12.03-42.921197.24-6.78340.050.36-
2019/11114.46-8.36-28.11096.56-1.03359.410.34-
2019/10124.914.04-31.05982.13.5354.420.34-
2019/9120.059.66-16.89857.1911.66329.490.36-
2019/8109.479.4923.97737.1418.28285.790.41-
2019/799.9730.9424.3627.6817.34252.860.46-
2019/676.35-0.240.71527.716.1233.340.43-
2019/576.53-4.87-4.4451.3519.19262.080.38-
2019/480.46-23.441.37374.8225.510.0N/A-
2019/3105.0920.6848.14294.3734.250.0N/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
2024/148.482023/143.472022/158.92021/181.072020/172.94
2024/232.132023/243.542022/293.942021/263.932020/258.26
N/AN/A2023/356.732022/3128.512021/3107.062020/395.19
N/AN/A2023/470.962022/481.832021/4106.682020/4105.17
N/AN/A2023/570.42022/587.342021/5125.692020/5115.53
N/AN/A2023/665.252022/6120.942021/6129.012020/6118.77
N/AN/A2023/757.22022/7108.582021/7129.982020/799.57
N/AN/A2023/855.762022/8120.942021/8115.932020/8106.55
N/AN/A2023/960.942022/9125.572021/9115.82020/9120.43
N/AN/A2023/1076.192022/10124.392021/1093.532020/10110.5
N/AN/A2023/1165.892022/11112.962021/11104.792020/11113.83
N/AN/A2023/1247.112022/1290.722021/12150.312020/12154.31
  • 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: 6.75%
合約負債 QoQ YoY
23Q4 (20)2.2831.0383.87
23Q3 (19)1.74-10.3120.83
23Q2 (18)1.94025.16

每月營收相關資訊

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