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)
2024/20.8817.83-17.121.62-20.363.18N/A-
2024/10.75-52.06-23.860.75-23.863.3N/A-
2023/121.5655.86-1.7114.93-6.714.350.57-
2023/111.0-44.33-45.0813.37-7.264.350.56-
2023/101.7914.821.912.37-1.84.570.54-
2023/91.5628.4940.4110.58-4.933.720.91-
2023/81.2228.728.299.02-9.973.540.96-
2023/70.94-31.45-16.287.8-12.283.311.02-
2023/61.3838.9114.936.86-11.693.580.74-
2023/50.99-17.93-6.15.48-16.563.440.77-
2023/41.21-2.44-8.374.49-18.563.510.76-
2023/31.2416.82-30.173.28-21.773.280.99-
2023/21.068.25-12.242.04-15.63.620.9-
2023/10.98-38.11-18.960.98-18.964.380.74-
2022/121.58-12.91-2.7316.033.164.870.64-
2022/111.8223.5728.3514.4238.784.40.71-
2022/101.4732.2317.9412.640.423.710.84-
2022/91.11-0.918.5811.1344.063.361.07-
2022/81.12-0.4916.510.0247.583.451.05-
2022/71.13-5.8998.58.8952.723.381.07專案客戶出貨
2022/61.213.4725.187.7747.763.570.83-
2022/51.06-19.931.06.5752.84.150.71專案客戶出貨
2022/41.32-25.6573.815.5157.834.30.69專案客戶出貨
2022/31.7746.8168.184.1953.44.190.67專案客戶出貨
2022/21.21-0.03115.372.4244.14.050.7專案客戶出貨
2022/11.21-25.728.281.218.284.250.66-
2021/121.6314.92-1.2612.02-10.84.290.63-
2021/111.4213.5413.5510.39-12.133.60.75-
2021/101.2532.96-13.88.97-15.163.150.86-
2021/90.94-2.6437.737.73-15.372.471.06-
2021/80.9669.53-18.326.79-19.652.491.05-
2021/70.57-40.65-46.965.82-19.872.331.12-
2021/60.9618.75-34.245.26-15.182.520.79-
2021/50.816.26-20.314.3-9.332.620.76-
2021/40.76-28.06-37.023.49-6.352.380.84-
2021/31.0688.0125.732.738.292.730.69-
2021/20.56-49.74-42.191.68-0.383.330.57-
2021/11.12-32.2756.51.1256.54.010.47專案客戶出貨
2020/121.6532.186.4813.47-9.144.340.41-
2020/111.25-13.8137.0111.82-10.963.380.53-
2020/101.45112.4625.6410.58-14.493.310.54-
2020/90.68-42.26-11.69.13-18.622.930.87-
2020/81.1810.0822.578.45-19.133.710.69-
2020/71.07-26.42-3.977.27-23.373.540.72-
2020/61.4643.92-3.646.2-25.953.670.62-
2020/51.01-16.02-38.124.74-30.873.060.75-
2020/41.2143.62-13.363.73-28.63.020.76-
2020/30.84-13.56-51.182.52-34.142.520.77因疫情影響營收
2020/20.9736.0811.041.68-20.273.230.6-
2020/10.71-53.92-42.380.71-42.383.170.61-
2019/121.5570.0712.2214.834.093.610.48-
2019/110.91-20.96-34.2813.283.212.830.61-
2019/101.1549.47-6.2812.377.742.880.6-
2019/90.77-19.94-36.8111.229.422.850.63-
2019/80.96-13.75-18.0810.4515.663.590.5-
2019/71.12-26.17-5.099.4920.714.260.42-
2019/61.51-7.5858.368.3725.254.540.38專案客戶出貨
2019/51.6417.5854.896.8619.734.750.37專案客戶出貨
2019/41.39-19.064.595.2211.790.0N/A-
2019/31.7296.5934.983.8314.650.0N/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
2024/10.752023/10.982022/11.212021/11.122020/10.71
2024/20.882023/21.062022/21.212021/20.562020/20.97
N/AN/A2023/31.242022/31.772021/31.062020/30.84
N/AN/A2023/41.212022/41.322021/40.762020/41.21
N/AN/A2023/50.992022/51.062021/50.812020/51.01
N/AN/A2023/61.382022/61.22021/60.962020/61.46
N/AN/A2023/70.942022/71.132021/70.572020/71.07
N/AN/A2023/81.222022/81.122021/80.962020/81.18
N/AN/A2023/91.562022/91.112021/90.942020/90.68
N/AN/A2023/101.792022/101.472021/101.252020/101.45
N/AN/A2023/111.02022/111.822021/111.422020/111.25
N/AN/A2023/121.562022/121.582021/121.632020/121.65
  • 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: 18.5%
合約負債 QoQ YoY
23Q4 (20)0.62-15.07-4.62
23Q3 (19)0.73-2.67-7.59
23Q2 (18)0.7533.93-15.73
23Q1 (17)0.56-13.85-34.88
22Q4 (16)0.65-17.72-14.47
22Q3 (15)0.79-11.243.95
22Q2 (14)0.893.49111.9
22Q1 (13)0.8613.1668.63
21Q4 (12)0.760.038.18
21Q3 (11)0.7680.95145.16
21Q2 (10)0.42-17.6550.0
21Q1 (9)0.51-7.2770.0
20Q4 (8)0.5577.4271.88
20Q3 (7)0.3110.71-47.46
20Q2 (6)0.28-6.670.0
20Q1 (5)0.3-6.253.45
19Q4 (4)0.32-45.760.0
19Q3 (3)0.59110.710.0
19Q2 (2)0.28-3.450.0
19Q1 (1)0.290.00.0

每月營收相關資訊

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