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)
2024/21.65-8.0529.533.4514.574.83N/A-
2024/11.830.13.571.83.575.0N/A-
2023/121.38-24.05-2.225.2834.055.560.97-
2023/111.82-23.0311.2623.936.987.040.77-
2023/102.36-17.4630.722.0839.647.810.69-
2023/92.8610.7149.8719.7240.797.890.71-
2023/82.585.9766.2316.8639.367.140.78客戶特殊專案需求
2023/72.4415.0259.4714.2735.47.370.76客戶特殊專案需求
2023/62.12-24.5141.4511.8331.317.060.75-
2023/52.8131.98174.59.7129.296.70.79客戶特殊專案需求
2023/42.1320.4760.636.96.395.171.02客戶訂單增加
2023/31.7738.568.984.78-7.524.781.0-
2023/21.28-26.480.663.01-15.074.421.08-
2023/11.7322.83-23.821.73-23.824.781.0-
2022/121.41-13.58-39.5618.868.034.850.82-
2022/111.63-9.58-29.9317.4515.385.350.75-
2022/101.81-5.359.7915.8123.645.270.76-
2022/91.9122.820.8214.0125.694.990.86-
2022/81.551.6710.1212.126.494.580.94-
2022/71.532.01-12.710.5429.334.051.06-
2022/61.546.4869.819.0140.843.851.1客戶訂單需求增加
2022/51.02-23.07-12.697.5136.23.971.07-
2022/41.33-17.6522.056.4949.44.211.01-
2022/31.6227.5529.065.1658.575.160.67客戶訂單增加
2022/21.27-44.3677.973.5477.025.750.6客戶訂單增加
2022/12.283.1176.52.2876.56.820.51客戶訂單增加
2021/122.21-5.332.0117.33-2.166.190.56-
2021/112.3341.67120.6815.12-5.725.560.62客戶訂單增加
2021/101.654.1528.9712.79-14.644.640.75-
2021/91.5811.934.1211.14-18.74.740.7-
2021/81.41-19.41-15.09.56-21.544.050.82-
2021/71.7598.511.878.15-22.583.810.87-
2021/60.88-24.7-45.256.4-27.353.150.93-
2021/51.177.53-24.215.52-23.343.510.83-
2021/41.09-12.91-23.594.34-23.13.050.96-
2021/31.2575.88-25.463.25-22.933.250.88-
2021/20.71-44.82-44.992.0-21.263.670.78因二月適逢農曆過年工作天數較去年同期減少
2021/11.29-22.873.321.293.324.020.71-
2020/121.6758.29-1.7817.71-5.494.010.74-
2020/111.06-17.2-41.3516.04-5.873.850.77-
2020/101.28-15.91-27.1114.98-1.674.460.67-
2020/91.52-8.633.1513.711.624.90.72-
2020/81.66-3.410.1112.191.444.990.71-
2020/71.726.6612.3710.531.654.880.73-
2020/61.614.254.548.81-0.24.590.85-
2020/51.558.42.237.2-1.214.650.84-
2020/41.43-15.0513.25.65-2.114.40.88-
2020/31.6829.88.334.22-6.394.220.81-
2020/21.293.6316.822.54-14.114.240.81-
2020/11.25-26.59-32.61.25-32.64.750.72-
2019/121.7-5.6-5.9818.74-0.925.250.54-
2019/111.82.89-4.8317.04-0.395.020.56-
2019/101.7519.0-0.7715.240.154.880.58-
2019/91.47-11.322.4813.490.284.660.69-
2019/81.668.4-11.6612.020.014.730.68-
2019/71.53-0.767.8910.362.184.590.7-
2019/61.541.9523.338.831.254.320.94-
2019/51.5119.645.217.28-2.444.320.94-
2019/41.26-18.2113.845.77-4.270.0N/A-
2019/31.5539.595.634.51-8.360.0N/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
2024/11.82023/11.732022/12.282021/11.292020/11.25
2024/21.652023/21.282022/21.272021/20.712020/21.29
N/AN/A2023/31.772022/31.622021/31.252020/31.68
N/AN/A2023/42.132022/41.332021/41.092020/41.43
N/AN/A2023/52.812022/51.022021/51.172020/51.55
N/AN/A2023/62.122022/61.52021/60.882020/61.61
N/AN/A2023/72.442022/71.532021/71.752020/71.72
N/AN/A2023/82.582022/81.552021/81.412020/81.66
N/AN/A2023/92.862022/91.912021/91.582020/91.52
N/AN/A2023/102.362022/101.812021/101.652020/101.28
N/AN/A2023/111.822022/111.632021/112.332020/111.06
N/AN/A2023/121.382022/121.412021/122.212020/121.67
  • 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: 60.38%
合約負債 QoQ YoY
23Q4 (20)2.310.4369.85
23Q3 (19)2.37.48105.36
23Q2 (18)2.1416.3127.66
23Q1 (17)1.8435.29148.65
22Q4 (16)1.3621.4397.1
22Q3 (15)1.1219.15111.32
22Q2 (14)0.9427.0367.86
22Q1 (13)0.747.2529.82
21Q4 (12)0.6930.19130.0
21Q3 (11)0.53-5.3639.47
21Q2 (10)0.56-1.7543.59
21Q1 (9)0.5790.050.0
20Q4 (8)0.3-21.05-25.0
20Q3 (7)0.38-2.56-9.52
20Q2 (6)0.392.63-4.88
20Q1 (5)0.38-5.00.0
19Q4 (4)0.4-4.760.0
19Q3 (3)0.422.440.0
19Q2 (2)0.417.890.0
19Q1 (1)0.380.00.0

每月營收相關資訊

免責聲明

本網站所有資料僅供參考,如使用者依本資料交易發生交易損失需自行負責,本網站對資料內容錯誤﹑更新延誤不負任何責任。