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)
2024/26.34-11.69-13.9913.53-14.7820.34N/A-
2024/17.185.45-15.477.18-15.4721.52N/A-
2023/126.81-9.42-16.0890.42-13.1721.80.72-
2023/117.520.74-18.0183.61-12.9322.050.71-
2023/107.475.67-18.7176.09-12.3921.850.71-
2023/97.07-3.41-15.1668.62-11.6421.610.7-
2023/87.321.2-13.6261.55-11.2222.570.67-
2023/77.23-9.93-18.8954.24-10.8823.080.66-
2023/68.032.54-15.6747.01-9.5123.50.58-
2023/57.832.38-13.9338.99-8.1323.110.59-
2023/47.640.082.931.16-6.5422.660.61-
2023/37.643.53-16.0723.52-9.2523.520.65-
2023/27.38-13.21-3.5615.88-5.5724.00.64-
2023/18.54.69-7.248.5-7.2425.790.6-
2022/128.12-11.5-13.41104.141.4126.480.66-
2022/119.17-0.114.096.022.926.690.65-
2022/109.1910.285.3186.852.7825.980.67-
2022/98.33-1.66-5.3477.662.4925.710.72-
2022/88.47-4.96-8.3469.343.5226.90.68-
2022/78.91-6.35-0.0860.875.4227.520.67-
2022/69.524.658.3551.956.4326.040.7-
2022/59.0922.42-0.3842.446.0125.620.71-
2022/47.43-18.37-17.0233.347.924.180.75-
2022/39.118.966.0325.9118.0725.910.77-
2022/27.65-16.5231.2716.8125.826.190.76-
2022/19.16-2.2721.579.1621.5727.360.73-
2021/129.386.339.27102.6943.4426.920.7-
2021/118.821.1321.7993.3243.8726.340.71-
2021/108.72-0.8736.8384.4946.6526.760.7-
2021/98.8-4.7838.175.7747.8726.960.61-
2021/89.243.655.2366.9749.2626.940.61因去年受疫情影響,導致去年與今年同期比較,差異超過50%。
2021/78.921.5561.4757.7348.3526.830.61因去年受疫情影響,導致去年與今年同期比較,差異超過50%
2021/68.78-3.7848.6448.8146.1826.860.5-
2021/59.131.9754.9140.0345.6426.660.51因去年受疫情影響,導致去年與今年同期比較,差異超過50%
2021/48.954.3149.1130.943.1123.360.58-
2021/38.5847.2756.7821.9540.8121.950.56因去年受疫情影響,導致營收下滑。
2021/25.83-22.6928.8113.3732.1620.10.61-
2021/17.5411.9534.887.5434.8821.510.57-
2020/126.73-7.03-0.9771.59-18.7820.350.57-
2020/117.2413.621.5764.86-20.2719.990.58-
2020/106.370.04-11.0757.61-22.3718.70.62-
2020/96.377.02-11.9451.24-23.5817.850.62-
2020/85.957.76-20.6944.87-24.9817.390.63-
2020/75.52-6.51-32.5138.92-25.617.330.63-
2020/65.910.27-28.2933.39-24.3217.810.68-
2020/55.89-1.84-29.2527.48-23.4117.370.7-
2020/46.09.67-26.7821.59-21.6416.00.76-
2020/35.4721.0-27.8415.59-19.4615.590.86-
2020/24.52-19.050.6210.11-14.0616.910.8-
2020/15.59-17.8-23.155.59-23.1519.520.69-
2019/126.8-4.6415.3788.15-10.8521.10.61-
2019/117.13-0.52-1.0181.35-12.5121.530.59-
2019/107.17-0.93-11.6774.22-13.4721.910.58-
2019/97.24-3.6-16.0767.05-13.6622.930.52-
2019/87.51-8.29-13.3359.82-13.3623.930.5-
2019/78.19-0.66-8.0352.31-13.3724.760.48-
2019/68.24-1.08-10.1344.12-14.2924.770.42-
2019/58.331.58-7.2235.88-15.1924.120.43-
2019/48.28.08-1.2427.55-17.330.0N/A-
2019/37.5968.75-12.6419.35-22.670.0N/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
2024/17.182023/18.52022/19.162021/17.542020/15.59
2024/26.342023/27.382022/27.652021/25.832020/24.52
N/AN/A2023/37.642022/39.12021/38.582020/35.47
N/AN/A2023/47.642022/47.432021/48.952020/46.0
N/AN/A2023/57.832022/59.092021/59.132020/55.89
N/AN/A2023/68.032022/69.522021/68.782020/65.91
N/AN/A2023/77.232022/78.912021/78.922020/75.52
N/AN/A2023/87.322022/88.472021/89.242020/85.95
N/AN/A2023/97.072022/98.332021/98.82020/96.37
N/AN/A2023/107.472022/109.192021/108.722020/106.37
N/AN/A2023/117.522022/119.172021/118.822020/117.24
N/AN/A2023/126.812022/128.122021/129.382020/126.73
  • 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: 3.56%
合約負債 QoQ YoY
23Q4 (20)1.57-11.82.61
23Q3 (19)1.78-3.781.71
23Q2 (18)1.8517.8323.33
23Q1 (17)1.572.619.79
22Q4 (16)1.53-12.570.66
22Q3 (15)1.7516.676.06
22Q2 (14)1.54.9-24.62
22Q1 (13)1.43-5.92-35.29
21Q4 (12)1.52-7.88-23.62
21Q3 (11)1.65-17.09-14.51
21Q2 (10)1.99-9.9527.56
21Q1 (9)2.2111.0657.86
20Q4 (8)1.993.1117.75
20Q3 (7)1.9323.72-1.03
20Q2 (6)1.5611.43-1.27
20Q1 (5)1.4-17.160
19Q4 (4)1.69-13.330.0
19Q3 (3)1.9523.420.0
19Q2 (2)1.5800.0

每月營收相關資訊

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