- 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 | 7.05 | 5.33 | -13.05 | 69.2 | -2.51 | 19.71 | N/A | - | ||
2024/10 | 6.69 | 11.99 | -6.28 | 62.15 | -1.15 | 18.4 | N/A | - | ||
2024/9 | 5.97 | 4.21 | -15.52 | 55.46 | -0.49 | 17.18 | 3.42 | - | ||
2024/8 | 5.73 | 4.74 | -1.61 | 49.48 | 1.68 | 17.26 | 3.4 | - | ||
2024/7 | 5.47 | -9.67 | -3.83 | 43.75 | 2.13 | 18.0 | 3.26 | - | ||
2024/6 | 6.06 | -6.39 | -9.61 | 38.28 | 3.04 | 18.73 | 3.06 | - | ||
2024/5 | 6.47 | 4.37 | -6.74 | 32.22 | 5.83 | 0.0 | N/A | - | ||
2024/4 | 6.2 | -5.02 | 10.8 | 25.75 | 9.55 | 0.0 | N/A | - | ||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
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N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A |
- 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) | 0.24 | -72.41 | -47.83 |
24Q2 (19) | 0.87 | 1.16 | 163.64 |
24Q1 (18) | 0.86 | 186.67 | 330.0 |
23Q4 (17) | 0.3 | -34.78 | 87.5 |
23Q3 (16) | 0.46 | 39.39 | -2.13 |
23Q2 (15) | 0.33 | 65.0 | 6.45 |
23Q1 (14) | 0.2 | 25.0 | 0 |
22Q4 (13) | 0.16 | -65.96 | 0 |
22Q3 (12) | 0.47 | 51.61 | 0 |
22Q2 (11) | 0.31 | 0 | 0 |