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)
2024/23.68-17.5-10.48.154.4812.69N/A-
2024/14.46-1.7721.064.4621.0614.2N/A-
2023/124.54-12.48-10.3252.087.3814.660.71-
2023/115.195.423.8447.549.4414.830.7-
2023/104.934.6313.842.3410.1714.280.73-
2023/94.711.421.3837.429.7113.190.8-
2023/84.6420.74-0.9432.7111.0312.80.82-
2023/73.84-10.8113.8828.0713.2912.20.86-
2023/64.316.5315.9424.2213.211.960.85-
2023/54.0512.1625.119.9112.6212.110.83-
2023/43.61-19.1219.3415.879.8312.180.83-
2023/34.468.5119.1812.267.3112.260.85-
2023/24.1111.4721.597.81.5312.870.81-
2023/13.69-27.24-14.243.69-14.2413.760.75-
2022/125.071.3322.5248.51.6114.40.75-
2022/115.015.5432.2743.43-0.3713.970.77-
2022/104.33-6.7924.5838.43-3.4713.660.79-
2022/94.64-0.923.9234.1-6.1512.710.88-
2022/84.6938.8138.2829.46-9.6111.780.95-
2022/73.38-9.2-9.0824.77-15.1610.331.08-
2022/63.7214.95-13.5621.4-16.059.971.05-
2022/53.237.0-16.0717.68-16.5610.01.05-
2022/43.02-19.23-29.1214.45-16.6610.151.03-
2022/33.7410.7-16.1611.42-12.611.420.95-
2022/23.38-21.38-5.847.68-10.7511.820.91-
2022/14.33.95-14.264.3-14.2612.220.88-
2021/124.149.4-24.0447.732.9711.391.04-
2021/113.788.81-16.1743.596.5611.01.08-
2021/103.47-7.28-25.3939.819.3810.611.12-
2021/93.7510.57-17.5736.3414.4910.851.05-
2021/83.39-8.74-15.532.5919.8511.41.0-
2021/73.71-13.67-6.8429.225.9611.870.96-
2021/64.311.6124.4125.4932.7812.420.89-
2021/53.85-9.6334.4921.1934.6112.580.88-
2021/44.26-4.4582.3817.3334.6412.320.9109年4月因COVID-19影響,營收減少;110年4月因景氣復甦,故營收上升。
2021/34.4624.3353.9413.0724.0513.070.81109年3月因COVID-19影響,營收減少;110年3月因景氣復甦,故營收上升。
2021/23.59-28.419.758.6112.714.050.75-
2021/15.02-7.914.95.0214.914.970.71-
2020/125.4520.738.8846.35-20.4214.610.69-
2020/114.51-3.14-14.4240.91-23.1713.710.74-
2020/104.662.43-0.4436.4-24.1413.210.76-
2020/94.5513.35-2.8531.74-26.712.540.78-
2020/84.010.61-19.927.19-29.5911.450.86-
2020/73.9915.29-15.8923.18-31.0310.310.95-
2020/63.4620.65-18.7719.2-33.518.661.21-
2020/52.8722.54-39.5815.74-36.068.11.29-
2020/42.34-19.35-53.2512.87-35.228.511.23因受新冠疫情(COVID-19)影響,客戶端停工,致本公司訂單亦受到延遲出貨。
2020/32.9-11.35-47.0110.54-29.1610.541.02-
2020/23.27-25.06-14.347.64-18.7712.640.85-
2020/14.36-12.72-21.84.36-21.814.640.73-
2019/125.0-5.11-2.4358.25-4.814.950.73-
2019/115.2712.67-15.0353.25-5.0214.630.75-
2019/104.68-0.04-20.9247.98-3.7814.370.76-
2019/94.68-6.54-5.9643.3-1.4714.430.74-
2019/85.015.653.3338.62-0.8914.00.76-
2019/74.7411.345.4533.61-1.4913.740.78-
2019/64.26-10.24-12.8628.88-2.5514.00.76-
2019/54.74-5.19-10.9724.62-0.5215.220.7-
2019/45.0-8.583.4219.882.340.0N/A-
2019/35.4743.318.6514.871.980.0N/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
2024/14.462023/13.692022/14.32021/15.022020/14.36
2024/23.682023/24.112022/23.382021/23.592020/23.27
N/AN/A2023/34.462022/33.742021/34.462020/32.9
N/AN/A2023/43.612022/43.022021/44.262020/42.34
N/AN/A2023/54.052022/53.232021/53.852020/52.87
N/AN/A2023/64.312022/63.722021/64.32020/63.46
N/AN/A2023/73.842022/73.382021/73.712020/73.99
N/AN/A2023/84.642022/84.692021/83.392020/84.01
N/AN/A2023/94.712022/94.642021/93.752020/94.55
N/AN/A2023/104.932022/104.332021/103.472020/104.66
N/AN/A2023/115.192022/115.02021/113.782020/114.51
N/AN/A2023/124.542022/125.072021/124.142020/125.45
  • 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: 8.81%
合約負債 QoQ YoY
23Q4 (20)0.6611.8646.67
23Q3 (19)0.5947.547.5
23Q2 (18)0.4-9.095.26
23Q1 (17)0.44-2.2210.0
22Q4 (16)0.4512.566.67
22Q3 (15)0.45.26-45.21
22Q2 (14)0.38-5.0-36.67
22Q1 (13)0.448.155.26
21Q4 (12)0.27-63.0150.0
21Q3 (11)0.7321.67160.71
21Q2 (10)0.657.8987.5
21Q1 (9)0.38111.1172.73
20Q4 (8)0.18-35.715.88
20Q3 (7)0.28-12.533.33
20Q2 (6)0.3245.45-20.0
20Q1 (5)0.2229.41-33.33
19Q4 (4)0.17-19.050.0
19Q3 (3)0.21-47.50.0
19Q2 (2)0.421.210.0
19Q1 (1)0.330.00.0

每月營收相關資訊

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