- 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 | 0.88 | 7.32 | 36.94 | 9.55 | -2.87 | 2.55 | N/A | - | ||
| 2024/10 | 0.82 | -2.86 | 2.45 | 8.67 | -5.66 | 2.78 | N/A | - | ||
| 2024/9 | 0.85 | -23.48 | 2.62 | 7.84 | -6.44 | 2.8 | 2.3 | - | ||
| 2024/8 | 1.11 | 30.35 | 34.39 | 7.0 | -7.43 | 2.86 | 2.26 | - | ||
| 2024/7 | 0.85 | -6.3 | 5.87 | 5.89 | -12.55 | 2.6 | 2.48 | - | ||
| 2024/6 | 0.91 | 6.87 | 14.81 | 5.04 | -15.04 | 2.5 | 2.54 | - | ||
| 2024/5 | 0.85 | 13.9 | -16.55 | 4.13 | -19.62 | 2.66 | 2.39 | - | ||
| 2024/4 | 0.74 | -29.87 | -29.31 | 3.29 | -20.38 | 2.47 | 2.57 | - | ||
| 2024/3 | 1.06 | 58.95 | 2.62 | 2.54 | -17.32 | 2.54 | 2.49 | - | ||
| 2024/2 | 0.67 | -17.54 | -33.04 | 1.48 | -27.45 | 2.39 | 2.64 | - | ||
| 2024/1 | 0.81 | -11.49 | -22.08 | 0.81 | -22.08 | 2.37 | 2.67 | - | ||
| 2023/12 | 0.92 | 41.97 | -17.28 | 10.75 | -34.29 | 2.36 | 2.74 | - | ||
| 2023/11 | 0.64 | -19.7 | -49.18 | 9.83 | -35.53 | 2.27 | 2.85 | - | ||
| 2023/10 | 0.8 | -2.7 | -39.06 | 9.19 | -34.29 | 2.45 | 2.64 | - | ||
| 2023/9 | 0.83 | 0.2 | -38.85 | 8.38 | -33.79 | 2.45 | 2.72 | - | ||
| 2023/8 | 0.82 | 2.68 | -40.45 | 7.56 | -33.19 | 2.42 | 2.76 | - | ||
| 2023/7 | 0.8 | 1.59 | -45.78 | 6.73 | -32.18 | 2.61 | 2.56 | - | ||
| 2023/6 | 0.79 | -22.32 | -53.66 | 5.93 | -29.8 | 2.86 | 2.36 | 受產業景氣影響，訂單減少 | ||
| 2023/5 | 1.02 | -3.5 | -38.02 | 5.14 | -23.77 | 3.1 | 2.17 | - | ||
| 2023/4 | 1.05 | 1.81 | -10.1 | 4.13 | -19.19 | 3.09 | 2.18 | - | ||
| 2023/3 | 1.03 | 3.7 | -28.58 | 3.07 | -21.9 | 3.07 | 2.11 | - | ||
| 2023/2 | 1.0 | -4.05 | -15.37 | 2.04 | -18.0 | 3.14 | 2.06 | - | ||
| 2023/1 | 1.04 | -6.04 | -20.38 | 1.04 | -20.38 | 3.42 | 1.9 | - | ||
| 2022/12 | 1.11 | -12.78 | -28.3 | 16.36 | -11.9 | 3.69 | 1.72 | - | ||
| 2022/11 | 1.27 | -3.7 | -16.4 | 15.25 | -10.42 | 3.94 | 1.62 | - | ||
| 2022/10 | 1.32 | -2.37 | -12.39 | 13.98 | -9.83 | 4.05 | 1.57 | - | ||
| 2022/9 | 1.35 | -2.42 | -22.54 | 12.66 | -9.56 | 4.21 | 1.39 | - | ||
| 2022/8 | 1.38 | -6.5 | -8.68 | 11.31 | -7.71 | 4.57 | 1.28 | - | ||
| 2022/7 | 1.48 | -13.17 | -10.89 | 9.93 | -7.57 | 4.82 | 1.21 | - | ||
| 2022/6 | 1.7 | 3.88 | 2.71 | 8.45 | -6.97 | 4.52 | 1.16 | - | ||
| 2022/5 | 1.64 | 39.97 | 1.18 | 6.75 | -9.13 | 4.26 | 1.23 | - | ||
| 2022/4 | 1.17 | -19.12 | -27.54 | 5.11 | -12.01 | 3.8 | 1.38 | - | ||
| 2022/3 | 1.45 | 22.9 | -5.93 | 3.93 | -6.02 | 3.93 | 1.2 | - | ||
| 2022/2 | 1.18 | -9.73 | -8.66 | 2.49 | -6.07 | 4.03 | 1.17 | - | ||
| 2022/1 | 1.31 | -15.39 | -3.6 | 1.31 | -3.6 | 4.37 | 1.08 | - | ||
| 2021/12 | 1.54 | 1.69 | 17.36 | 18.57 | 34.37 | 4.57 | 0.97 | - | ||
| 2021/11 | 1.52 | 0.91 | 33.58 | 17.03 | 36.16 | 4.77 | 0.93 | - | ||
| 2021/10 | 1.5 | -13.68 | 39.97 | 15.51 | 36.42 | 4.76 | 0.93 | - | ||
| 2021/9 | 1.74 | 15.03 | 54.02 | 14.0 | 36.05 | 4.92 | 0.93 | 市場需求增加。 | ||
| 2021/8 | 1.52 | -8.75 | 24.99 | 12.26 | 33.83 | 4.83 | 0.94 | - | ||
| 2021/7 | 1.66 | 0.08 | 46.84 | 10.74 | 35.17 | 4.94 | 0.92 | - | ||
| 2021/6 | 1.66 | 2.33 | 25.4 | 9.08 | 33.24 | 4.9 | 0.99 | - | ||
| 2021/5 | 1.62 | 0.23 | 26.05 | 7.43 | 35.13 | 4.78 | 1.01 | - | ||
| 2021/4 | 1.62 | 4.98 | 24.05 | 5.8 | 37.9 | 4.45 | 1.09 | - | ||
| 2021/3 | 1.54 | 19.33 | 28.77 | 4.19 | 44.11 | 4.19 | 1.26 | - | ||
| 2021/2 | 1.29 | -4.73 | 44.64 | 2.65 | 54.86 | 3.96 | 1.33 | 市場需求增加 | ||
| 2021/1 | 1.36 | 3.01 | 66.04 | 1.36 | 66.04 | 3.81 | 1.38 | 市場需求增加 | ||
| 2020/12 | 1.32 | 15.74 | 31.64 | 13.82 | 6.27 | 3.53 | 1.58 | - | ||
| 2020/11 | 1.14 | 5.73 | 17.04 | 12.5 | 4.15 | 3.34 | 1.67 | - | ||
| 2020/10 | 1.07 | -5.01 | 4.25 | 11.37 | 3.02 | 3.42 | 1.63 | - | ||
| 2020/9 | 1.13 | -6.65 | 20.09 | 10.29 | 2.89 | 3.47 | 1.71 | - | ||
| 2020/8 | 1.21 | 7.19 | 7.52 | 9.16 | 1.1 | 3.67 | 1.62 | - | ||
| 2020/7 | 1.13 | -14.53 | -1.6 | 7.95 | 0.19 | 3.74 | 1.59 | - | ||
| 2020/6 | 1.32 | 2.87 | 21.32 | 6.82 | 0.5 | 3.91 | 1.6 | - | ||
| 2020/5 | 1.29 | -1.35 | 16.05 | 5.49 | -3.48 | 3.79 | 1.66 | - | ||
| 2020/4 | 1.3 | 8.97 | 3.32 | 4.21 | -8.21 | 3.39 | 1.85 | - | ||
| 2020/3 | 1.2 | 34.04 | -2.46 | 2.9 | -12.59 | 2.9 | 2.24 | - | ||
| 2020/2 | 0.89 | 9.36 | -6.44 | 1.71 | -18.51 | 2.71 | 2.41 | - | ||
| 2020/1 | 0.82 | -18.32 | -28.58 | 0.82 | -28.58 | 0.0 | N/A | - | ||
| 2019/12 | 1.0 | 2.9 | -18.67 | 13.0 | -37.45 | 0.0 | N/A | - |
| 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 |
|---|---|---|---|---|---|---|---|---|---|
| 2024/1 | 0.81 | 2023/1 | 1.04 | 2022/1 | 1.31 | 2021/1 | 1.36 | 2020/1 | 0.82 |
| 2024/2 | 0.67 | 2023/2 | 1.0 | 2022/2 | 1.18 | 2021/2 | 1.29 | 2020/2 | 0.89 |
| 2024/3 | 1.06 | 2023/3 | 1.03 | 2022/3 | 1.45 | 2021/3 | 1.54 | 2020/3 | 1.2 |
| 2024/4 | 0.74 | 2023/4 | 1.05 | 2022/4 | 1.17 | 2021/4 | 1.62 | 2020/4 | 1.3 |
| 2024/5 | 0.85 | 2023/5 | 1.02 | 2022/5 | 1.64 | 2021/5 | 1.62 | 2020/5 | 1.29 |
| 2024/6 | 0.91 | 2023/6 | 0.79 | 2022/6 | 1.7 | 2021/6 | 1.66 | 2020/6 | 1.32 |
| 2024/7 | 0.85 | 2023/7 | 0.8 | 2022/7 | 1.48 | 2021/7 | 1.66 | 2020/7 | 1.13 |
| 2024/8 | 1.11 | 2023/8 | 0.82 | 2022/8 | 1.38 | 2021/8 | 1.52 | 2020/8 | 1.21 |
| 2024/9 | 0.85 | 2023/9 | 0.83 | 2022/9 | 1.35 | 2021/9 | 1.74 | 2020/9 | 1.13 |
| 2024/10 | 0.82 | 2023/10 | 0.8 | 2022/10 | 1.32 | 2021/10 | 1.5 | 2020/10 | 1.07 |
| 2024/11 | 0.88 | 2023/11 | 0.64 | 2022/11 | 1.27 | 2021/11 | 1.52 | 2020/11 | 1.14 |
| N/A | N/A | 2023/12 | 0.92 | 2022/12 | 1.11 | 2021/12 | 1.54 | 2020/12 | 1.32 |
- 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) | 0.01 | -50.0 | 0 |
| 24Q2 (19) | 0.02 | 0 | 100.0 |
