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)
2024/20.83-5.52-19.671.71-28.692.79N/A-
2024/10.88-18.51-35.530.88-35.533.29N/A-
2023/121.08-18.74-20.515.23-13.293.820.4-
2023/111.33-5.59-29.0714.15-12.684.00.39-
2023/101.4111.95-2.8812.82-10.543.930.39-
2023/91.26-0.77-19.8811.41-11.43.890.32-
2023/81.27-6.97-26.0610.15-10.223.840.33-
2023/71.3612.2916.638.89-7.43.910.32-
2023/61.21-9.02-19.77.52-10.733.560.32-
2023/51.3331.09-1.586.31-8.773.910.29-
2023/41.02-34.68-26.484.98-10.523.610.32-
2023/31.5650.460.813.96-5.233.960.24-
2023/21.04-24.18-0.472.4-8.783.760.25-
2023/11.370.49-14.221.37-14.224.60.2-
2022/121.36-27.5-20.7417.56-4.654.680.21-
2022/111.8729.26-5.816.2-3.04.890.2-
2022/101.45-7.64-13.014.33-2.624.730.21-
2022/91.57-8.423.7312.88-1.294.450.25-
2022/81.7146.7536.8311.31-1.954.390.25-
2022/71.17-22.68-9.959.6-6.684.030.27-
2022/61.5111.4914.028.43-6.24.250.32-
2022/51.36-2.0720.656.92-9.74.280.32-
2022/41.38-10.43-4.665.56-14.923.970.35-
2022/31.5548.54-7.94.18-17.854.180.35-
2022/21.04-34.66-15.72.63-22.744.350.34-
2022/11.59-7.14-26.741.59-26.745.30.28-
2021/121.71-13.83-13.3218.42-2.545.370.21-
2021/111.9919.3917.2916.7-1.285.170.22-
2021/101.6710.120.5414.71-3.354.430.26-
2021/91.5120.79-10.6513.05-3.824.060.35-
2021/81.25-3.43-11.8211.53-2.853.880.37-
2021/71.3-2.09-20.3510.28-1.633.750.38-
2021/61.3317.98-6.498.981.813.90.45-
2021/51.12-22.621.077.663.44.250.41-
2021/41.45-13.4840.06.543.824.360.4-
2021/31.6835.96-20.915.08-3.315.080.31-
2021/21.23-43.22-25.923.418.595.390.29-
2021/12.179.8647.642.1747.645.850.27-
2020/121.9816.6148.1518.921.055.330.2-
2020/111.72.3439.1616.9218.525.050.22-
2020/101.66-2.1428.1615.2316.594.770.23-
2020/91.6919.2148.7113.5715.324.740.22-
2020/81.42-12.781.5311.8711.744.470.23-
2020/71.6314.953.4110.4513.294.160.25-
2020/61.4227.5334.498.8215.323.570.3-
2020/51.117.17-2.517.4112.264.270.25-
2020/41.04-51.12-9.896.315.344.820.22-
2020/32.1227.3531.645.2622.095.260.23-
2020/21.6713.1657.243.1416.384.470.27DRAM IC漲價,代工數量成長所致
2020/11.4710.23-10.051.47-10.054.030.3-
2019/121.349.54-7.6715.61-8.443.850.27-
2019/111.22-5.74-26.2414.28-8.513.650.28-
2019/101.2913.54-9.9913.06-6.413.830.27-
2019/91.14-18.6-25.0111.77-5.994.110.19-
2019/81.4-11.1715.1710.63-3.374.030.19-
2019/71.5849.58.789.23-5.673.770.2-
2019/61.05-7.55-0.347.65-8.183.340.2-
2019/51.14-0.94-7.476.6-9.323.90.17-
2019/41.15-28.59-28.275.46-9.70.0N/A-
2019/31.6152.124.04.31-2.990.0N/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
2024/10.882023/11.372022/11.592021/12.172020/11.47
2024/20.832023/21.042022/21.042021/21.232020/21.67
N/AN/A2023/31.562022/31.552021/31.682020/32.12
N/AN/A2023/41.022022/41.382021/41.452020/41.04
N/AN/A2023/51.332022/51.362021/51.122020/51.11
N/AN/A2023/61.212022/61.512021/61.332020/61.42
N/AN/A2023/71.362022/71.172021/71.32020/71.63
N/AN/A2023/81.272022/81.712021/81.252020/81.42
N/AN/A2023/91.262022/91.572021/91.512020/91.69
N/AN/A2023/101.412022/101.452021/101.672020/101.66
N/AN/A2023/111.332022/111.872021/111.992020/111.7
N/AN/A2023/121.082022/121.362021/121.712020/121.98
  • 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
合約負債 QoQ YoY

每月營收相關資訊

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