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)
2024/20.78-30.41-32.871.9-21.552.96N/A-
2024/11.126.28-11.121.12-11.123.45N/A-
2023/121.05-17.21-35.3713.19-43.943.38N/A-
2023/111.2721.22-27.9212.13-44.583.48N/A-
2023/101.05-8.62-30.8310.86-46.043.17N/A-
2023/91.1518.75-30.219.81-47.283.050.19-
2023/80.974.44-48.158.66-48.942.90.2-
2023/70.93-7.66-48.57.69-49.042.990.2-
2023/61.0-5.54-52.756.76-49.123.080.01市場競爭劇烈所致
2023/51.064.62-53.425.76-48.423.340.01市場競爭劇烈所致
2023/41.02-19.07-49.34.7-47.143.430.01-
2023/31.268.04-43.363.68-46.513.680.01-
2023/21.16-7.86-42.072.42-48.04.060.01-
2023/11.26-22.71-52.491.26-52.494.660.01因年節期間未出貨,買氣下降所致
2022/121.63-7.66-33.9723.53-35.914.920.0-
2022/111.7716.33-36.7621.9-36.054.940.0-
2022/101.52-7.8-32.4120.13-35.995.040.0-
2022/91.65-11.77-34.0718.61-36.275.320.01-
2022/81.873.73-33.3116.96-36.475.790.01-
2022/71.8-15.28-47.0315.09-36.846.210.01-
2022/62.13-6.87-54.7413.29-35.156.410.01去年因疫情影響訂單大增,本期無此情事
2022/52.2813.88-42.3611.17-29.336.50.01-
2022/42.0-9.59-23.728.88-24.976.230.01-
2022/32.2210.51-23.186.88-25.336.880.01-
2022/22.01-24.43-21.554.66-26.317.130.01-
2022/12.667.4-29.542.66-29.547.920.01-
2021/122.47-11.56-37.7936.72-19.517.520.0-
2021/112.824.33-22.8234.24-17.767.540.0-
2021/102.25-10.07-21.5731.45-17.287.550.0-
2021/92.5-10.74-31.1929.2-16.938.70.01-
2021/82.8-17.61-27.3826.7-15.2910.90.01-
2021/73.4-27.61-6.8323.9-13.612.060.0-
2021/64.718.5834.6920.5-14.6411.290.01-
2021/53.9650.735.7315.8-23.029.480.01-
2021/42.63-8.95-33.6211.84-29.448.070.01-
2021/32.8912.85-40.269.21-28.159.210.01-
2021/22.56-32.12-38.446.33-20.8210.30.01-
2021/13.77-5.17-1.743.77-1.7411.360.01-
2020/123.979.71-13.2345.62-10.3910.460.01-
2020/113.6226.34-33.141.64-10.1110.120.01-
2020/102.87-21.1-29.9838.02-7.0710.360.01-
2020/93.63-5.8-11.0335.16-4.5211.140.01-
2020/83.865.7-14.4731.52-3.7110.990.01-
2020/73.654.64-17.327.66-1.9910.880.01-
2020/63.49-6.91-17.2124.020.8411.190.01-
2020/53.75-5.38-14.0820.534.7212.540.01-
2020/43.96-18.064.2416.7810.112.950.01-
2020/34.8316.330.212.8212.0512.820.01-
2020/24.168.3355.247.993.3312.570.01宅經濟及季節性商機,帶動各類商品銷售成長。
2020/13.84-16.26-24.133.84-24.1313.830.01-
2019/124.58-15.411.2850.912.6614.090.01-
2019/115.4132.233.8946.331.8813.590.01-
2019/104.090.243.9540.921.6212.690.01-
2019/94.08-9.443.6736.821.3613.010.01-
2019/84.512.210.3732.741.0813.140.01-
2019/74.414.7715.7528.23-0.2512.990.01-
2019/64.21-3.391.2423.81-2.7412.370.0-
2019/54.3614.797.519.6-3.5611.870.0-
2019/43.82.336.5215.24-6.310.0N/A-
2019/33.7138.67-9.511.44-9.920.0N/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
2024/11.122023/11.262022/12.662021/13.772020/13.84
2024/20.782023/21.162022/22.012021/22.562020/24.16
N/AN/A2023/31.262022/32.222021/32.892020/34.83
N/AN/A2023/41.022022/42.02021/42.632020/43.96
N/AN/A2023/51.062022/52.282021/53.962020/53.75
N/AN/A2023/61.02022/62.132021/64.72020/63.49
N/AN/A2023/70.932022/71.82021/73.42020/73.65
N/AN/A2023/80.972022/81.872021/82.82020/83.86
N/AN/A2023/91.152022/91.652021/92.52020/93.63
N/AN/A2023/101.052022/101.522021/102.252020/102.87
N/AN/A2023/111.272022/111.772021/112.82020/113.62
N/AN/A2023/121.052022/121.632021/122.472020/123.97
  • 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: 2.87%
合約負債 QoQ YoY
23Q3 (20)0.1400.042.86
23Q2 (19)0.020.00.0
23Q1 (18)0.02-60.0-71.43
22Q4 (17)0.05-28.57-54.55
22Q3 (16)0.07250.00.0
22Q2 (15)0.02-71.43-90.0
22Q1 (14)0.07-36.36-30.0
21Q4 (13)0.1157.1410.0
21Q3 (12)0.07-65.016.67
21Q2 (11)0.2100.0185.71
21Q1 (10)0.10.0-74.36
20Q4 (9)0.166.6742.86
20Q3 (8)0.06-14.2920.0
20Q2 (7)0.07-82.0516.67
20Q1 (6)0.39457.141850.0
19Q4 (5)0.0740.075.0
19Q3 (4)0.05-16.670.0
19Q2 (3)0.06200.00.0
19Q1 (2)0.02-50.00.0
18Q4 (1)0.040.00.0

每月營收相關資訊

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