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)
2024/218.73-26.89-54.4344.34-46.0271.11N/A本月營收較去年同期減少達54.43%,因地緣政治影響需求,致營業額減少。
2024/125.62-4.29-37.625.62-37.682.72N/A-
2023/1226.77-11.78-53.4422.53-34.6493.110.42因地緣政治影響IC載板需求,致銷售減少。
2023/1130.34-15.72-49.04395.76-32.81101.540.38-
2023/1036.02.28-40.05365.42-30.98104.940.37-
2023/935.24.31-40.41329.42-29.82102.270.47-
2023/833.741.21-41.38294.22-28.397.930.5-
2023/733.348.03-39.73260.48-26.1697.580.5-
2023/630.86-7.57-44.11227.14-23.64101.340.47-
2023/533.39-9.99-36.15196.29-18.97114.130.42-
2023/437.09-15.02-16.35162.9-14.24121.840.39-
2023/343.656.22-16.05125.81-13.6125.810.42-
2023/241.090.09-0.2782.15-12.24139.590.38-
2023/141.06-28.52-21.6541.06-21.65158.040.34-
2022/1257.44-3.5317.02646.4723.77177.040.33-
2022/1159.55-0.8425.01589.0324.47178.670.32-
2022/1060.051.6617.69529.4824.41176.690.33-
2022/959.072.6131.04469.4325.33171.950.35-
2022/857.574.0621.84410.3624.55168.10.36-
2022/755.320.1713.32352.7925.0162.830.37-
2022/655.225.5930.04297.4727.44151.860.37-
2022/552.2917.9127.55242.2626.87148.640.38-
2022/444.35-14.727.13189.9626.68137.560.41-
2022/352.026.1934.51145.6234.13145.620.36-
2022/241.21-21.3534.3293.6133.93142.70.37-
2022/152.46.7633.6152.433.61149.120.35-
2021/1249.083.0431.54522.2835.61147.740.36-
2021/1147.63-6.6530.4473.236.04143.730.37-
2021/1051.0213.1941.64425.5736.71143.350.37-
2021/945.08-4.5829.1374.5436.06141.140.38-
2021/847.25-3.229.92329.4737.07138.520.38-
2021/748.8114.9544.5282.2238.35132.270.4-
2021/642.463.5730.9233.4137.13124.850.43-
2021/540.99-0.9640.25190.9538.59121.050.44-
2021/441.397.0640.91149.9538.14110.730.48-
2021/338.6626.0225.23108.5637.12108.560.49-
2021/230.68-21.7730.6269.944.72107.210.49-
2021/139.225.158.0739.2258.07113.060.47本期電路板產品銷售量較去年同期增加影響
2020/1237.312.1523.81385.1323.85109.860.45-
2020/1136.531.3930.55347.8223.86107.470.46-
2020/1036.023.1621.54311.2923.12107.30.46-
2020/934.92-3.9720.22275.2723.33105.060.47-
2020/836.367.6532.26240.3523.79102.580.48-
2020/733.784.1321.66203.9922.495.440.52-
2020/632.4410.9723.7170.2122.5491.040.51-
2020/529.23-0.4910.39137.7722.2789.480.52-
2020/429.38-4.8425.55108.5425.9283.730.55-
2020/330.8731.4441.3779.1726.0679.170.56-
2020/223.49-5.3343.3548.317.978.430.57-
2020/124.81-17.670.9424.810.9482.920.54-
2019/1230.147.7127.07310.947.8487.750.49-
2019/1127.98-5.597.19280.86.1186.660.49-
2019/1029.642.046.95252.836.086.170.5-
2019/929.045.6310.25223.195.8784.30.55-
2019/827.49-0.962.45194.155.2581.480.57-
2019/727.765.876.84166.665.7280.460.58-
2019/626.22-0.959.07138.895.576.090.57-
2019/526.4813.1510.98112.674.771.710.61-
2019/423.47.146.3986.22.920.0N/A-
2019/321.8433.28-1.6262.81.680.0N/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
2024/125.622023/141.062022/152.42021/139.222020/124.81
2024/218.732023/241.092022/241.212021/230.682020/223.49
N/AN/A2023/343.652022/352.02021/338.662020/330.87
N/AN/A2023/437.092022/444.352021/441.392020/429.38
N/AN/A2023/533.392022/552.292021/540.992020/529.23
N/AN/A2023/630.862022/655.222021/642.462020/632.44
N/AN/A2023/733.342022/755.322021/748.812020/733.78
N/AN/A2023/833.742022/857.572021/847.252020/836.36
N/AN/A2023/935.22022/959.072021/945.082020/934.92
N/AN/A2023/1036.02022/1060.052021/1051.022020/1036.02
N/AN/A2023/1130.342022/1159.552021/1147.632020/1136.53
N/AN/A2023/1226.772022/1257.442021/1249.082020/1237.31
  • 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: 30.83%
合約負債 QoQ YoY
23Q4 (20)19.924.1384.1
23Q3 (19)19.13-3.58117.63
23Q2 (18)19.84-2.84535.9
23Q1 (17)20.4288.72776.39
22Q4 (16)10.8223.09866.07
22Q3 (15)8.79181.730
22Q2 (14)3.1233.910
22Q1 (13)2.33108.040
21Q4 (12)1.1200

每月營收相關資訊

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