- 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
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 | 自結稅前EPS | 自結稅前累計EPS | 備註(年增率變動50%需說明原因) |
---|---|---|---|---|---|---|---|---|---|---|
2024/11 | 0.54 | 28.69 | -29.33 | 6.91 | 21.68 | 1.46 | N/A | - | ||
2024/10 | 0.42 | -16.64 | -37.62 | 6.37 | 29.57 | 0.0 | N/A | - | ||
2024/9 | 0.5 | -29.66 | -15.48 | 5.95 | 40.17 | 0.0 | N/A | - | ||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
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- 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 QoQ YoY | |||
---|---|---|---|
24Q3 (20) | 0.14 | -39.13 | -26.32 |
24Q2 (19) | 0.23 | 27.78 | 76.92 |
24Q1 (18) | 0.18 | 80.0 | 12.5 |
23Q4 (17) | 0.1 | -47.37 | -28.57 |
23Q3 (16) | 0.19 | 46.15 | 0 |
23Q2 (15) | 0.13 | -18.75 | 0 |
23Q1 (14) | 0.16 | 14.29 | 0 |
22Q4 (13) | 0.14 | 0 | 0 |