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)
2024/23.01-17.94-40.826.68-22.2310.26N/A-
2024/13.672.364.783.674.7810.06N/A-
2023/123.5827.78-9.9456.33-1.0310.181.57-
2023/112.8-25.98-18.9252.75-2.0510.91.47-
2023/103.79-11.93-3.8549.95-0.8913.441.19-
2023/94.3-19.54-12.846.971.0915.660.96-
2023/85.35-10.9611.2742.672.7217.020.88-
2023/76.015.977.5537.321.6117.610.85-
2023/65.67-4.540.9732.143.1917.470.78-
2023/55.941.14-1.6126.473.6818.010.76-
2023/45.87-5.3716.1520.535.3217.160.79-
2023/36.221.9515.4914.792.414.790.92-
2023/25.0945.3132.548.59-5.3412.571.08-
2023/13.5-12.01-33.123.5-33.1210.941.25-
2022/123.9815.03-19.5257.847.2511.381.19-
2022/113.46-12.23-35.8753.879.9512.331.09-
2022/103.94-20.13-13.1350.4115.6213.680.99-
2022/94.932.676.7346.4718.9615.320.78-
2022/84.81-13.949.9341.5320.616.00.75-
2022/75.58-0.518.8836.7322.1517.230.7-
2022/65.61-6.9913.3931.1424.8816.70.75-
2022/56.0319.431.7225.5326.9316.460.76-
2022/45.05-5.8912.719.525.5114.260.88-
2022/35.3739.9521.8914.4432.214.440.83-
2022/23.84-26.6836.059.0739.1813.990.86-
2022/15.236.4741.565.2341.5615.540.77-
2021/124.92-8.8437.5753.9475.5514.850.83疫後需求復甦,營收成長。
2021/115.3918.8876.049.0280.6814.580.85疫後需求復甦,營收成長。
2021/104.54-2.530.4843.6381.2813.560.91疫後需求復甦,營收成長。
2021/94.656.4440.7939.0989.8614.150.85疫情後之需求增加致營業額成長
2021/84.37-14.7674.3634.44100.2114.450.83疫情後之需求增加致營業額成長
2021/75.133.6130.5330.07104.6214.580.82疫後需求復甦,營收成長。
2021/64.959.84266.224.7198.2113.890.73疫後需求增加所致
2021/54.511.61300.0519.7676.5213.250.76疫後需求強勁
2021/44.432.97119.8315.2651.5211.560.87疫後需求增加所致
2021/34.3152.6659.4710.8234.4110.820.89疫後需求復甦,營收成長。
2021/22.82-23.727.316.5221.7610.090.96-
2021/13.73.4735.713.735.7110.340.94-
2020/123.5716.6122.6730.74-30.1110.110.91-
2020/113.06-11.8539.2827.21-33.829.930.93-
2020/103.482.6828.5724.07-38.199.370.98-
2020/93.3935.055.6720.67-42.938.121.22-
2020/82.5112.63-31.8817.2-47.866.081.63-
2020/72.2364.67-39.4714.69-49.874.72.11-
2020/61.3519.99-66.3812.52-51.224.492.63受COVID-19影響
2020/51.13-44.15-75.5111.16-48.415.852.02受新冠肺炎影影
2020/42.02-25.53-53.2210.04-41.097.351.61受新冠肺炎影響
2020/32.713.06-38.678.06-36.668.061.44-
2020/22.63-3.53-27.185.35-35.598.271.4-
2020/12.72-6.46-42.052.72-42.057.841.48-
2019/122.9132.39-21.8644.03-6.747.811.48-
2019/112.2-18.52-31.9541.13-5.448.11.42-
2019/102.7-15.7-13.8738.92-3.329.581.2-
2019/93.2-12.95-12.0636.22-2.4310.561.07-
2019/83.680.08-14.0533.02-1.3811.380.99-
2019/73.68-8.53-13.6829.340.4712.30.92-
2019/64.02-12.61-11.2725.662.8912.930.83-
2019/54.66.71.9421.646.0313.330.81-
2019/44.31-2.381.2417.047.20.0N/A-
2019/34.4222.371.412.739.380.0N/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
2024/13.672023/13.52022/15.232021/13.72020/12.72
2024/23.012023/25.092022/23.842021/22.822020/22.63
N/AN/A2023/36.22022/35.372021/34.312020/32.71
N/AN/A2023/45.872022/45.052021/44.432020/42.02
N/AN/A2023/55.942022/56.032021/54.512020/51.13
N/AN/A2023/65.672022/65.612021/64.952020/61.35
N/AN/A2023/76.012022/75.582021/75.132020/72.23
N/AN/A2023/85.352022/84.812021/84.372020/82.51
N/AN/A2023/94.32022/94.932021/94.652020/93.39
N/AN/A2023/103.792022/103.942021/104.542020/103.48
N/AN/A2023/112.82022/113.462021/115.392020/113.06
N/AN/A2023/123.582022/123.982021/124.922020/123.57
  • 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: 3.01%
合約負債 QoQ YoY
23Q4 (20)0.55-39.56-32.93
23Q3 (19)0.914.613.75
23Q2 (18)0.87112.2-29.84
23Q1 (17)0.41-50.051.85
22Q4 (16)0.822.55.13
22Q3 (15)0.8-35.48185.71
22Q2 (14)1.24359.26853.85
22Q1 (13)0.27-65.3892.86
21Q4 (12)0.78178.57333.33
21Q3 (11)0.28115.38-74.31
21Q2 (10)0.13-7.14-66.67
21Q1 (9)0.14-22.22-26.32
20Q4 (8)0.18-83.4950.0
20Q3 (7)1.09179.492625.0
20Q2 (6)0.39105.26680.0
20Q1 (5)0.1958.33137.5
19Q4 (4)0.12200.00.0
19Q3 (3)0.04-20.00.0
19Q2 (2)0.05-37.50.0
19Q1 (1)0.080.00.0

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