- 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) |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024/10 | 4.25 | -3.45 | -15.94 | 45.21 | -3.91 | 13.3 | N/A | - | ||
| 2024/9 | 4.4 | -5.39 | -10.64 | 40.96 | -2.47 | 13.71 | 0.2 | - | ||
| 2024/8 | 4.65 | -0.14 | -10.73 | 36.56 | -1.38 | 13.83 | 0.2 | - | ||
| 2024/7 | 4.66 | 3.1 | -4.15 | 31.91 | 0.14 | 13.76 | 0.2 | - | ||
| 2024/6 | 4.52 | -1.28 | -4.49 | 27.25 | 0.91 | 13.7 | 0.19 | - | ||
| 2024/5 | 4.58 | -0.58 | -8.33 | 22.73 | 2.07 | 13.85 | 0.19 | - | ||
| 2024/4 | 4.6 | -1.26 | -1.63 | 18.15 | 5.07 | 13.57 | 0.2 | - | ||
| 2024/3 | 4.66 | 8.52 | -1.14 | 13.55 | 7.57 | 13.55 | 0.2 | - | ||
| 2024/2 | 4.3 | -6.31 | 4.14 | 8.88 | 12.79 | 13.78 | 0.2 | - | ||
| 2024/1 | 4.59 | -6.21 | 22.31 | 4.59 | 22.31 | 14.13 | 0.2 | - | ||
| 2023/12 | 4.89 | 5.07 | 5.97 | 56.6 | -5.77 | 14.6 | 0.2 | - | ||
| 2023/11 | 4.65 | -7.92 | 18.65 | 51.71 | -6.74 | 14.64 | 0.2 | - | ||
| 2023/10 | 5.06 | 2.62 | 31.94 | 47.06 | -8.68 | 15.19 | 0.19 | - | ||
| 2023/9 | 4.93 | -5.48 | 18.92 | 42.0 | -11.94 | 15.0 | 0.23 | - | ||
| 2023/8 | 5.21 | 7.21 | 15.0 | 37.07 | -14.88 | 14.81 | 0.23 | - | ||
| 2023/7 | 4.86 | 2.73 | -0.95 | 31.86 | -18.35 | 14.59 | 0.24 | - | ||
| 2023/6 | 4.73 | -5.25 | -3.9 | 27.0 | -20.85 | 14.41 | 0.28 | - | ||
| 2023/5 | 4.99 | 6.68 | -12.84 | 22.27 | -23.71 | 14.39 | 0.28 | - | ||
| 2023/4 | 4.68 | -0.76 | -19.81 | 17.28 | -26.36 | 13.53 | 0.29 | - | ||
| 2023/3 | 4.72 | 14.33 | -26.62 | 12.59 | -28.53 | 12.59 | 0.37 | - | ||
| 2023/2 | 4.13 | 10.02 | -20.71 | 7.88 | -29.63 | 12.49 | 0.38 | - | ||
| 2023/1 | 3.75 | -18.74 | -37.38 | 3.75 | -37.38 | 12.29 | 0.38 | - | ||
| 2022/12 | 4.62 | 17.64 | -27.21 | 60.07 | -22.32 | 12.37 | 0.43 | - | ||
| 2022/11 | 3.92 | 2.38 | -41.34 | 55.45 | -21.88 | 11.9 | 0.45 | - | ||
| 2022/10 | 3.83 | -7.49 | -42.3 | 51.53 | -19.86 | 12.51 | 0.42 | - | ||
| 2022/9 | 4.14 | -8.6 | -36.07 | 47.7 | -17.27 | 13.58 | 0.48 | - | ||
| 2022/8 | 4.53 | -7.66 | -36.52 | 43.56 | -14.89 | 14.36 | 0.45 | - | ||
| 2022/7 | 4.91 | -0.32 | -29.79 | 39.02 | -11.39 | 15.56 | 0.42 | - | ||
| 2022/6 | 4.92 | -14.06 | -28.39 | 34.12 | -7.92 | 16.49 | 0.43 | - | ||
| 2022/5 | 5.73 | -1.84 | -12.5 | 29.19 | -3.25 | 18.0 | 0.39 | - | ||
| 2022/4 | 5.84 | -9.19 | -10.41 | 23.46 | -0.69 | 17.47 | 0.4 | - | ||
| 2022/3 | 6.43 | 23.54 | 0.0 | 17.62 | 3.01 | 17.62 | 0.4 | - | ||
| 2022/2 | 5.2 | -13.11 | 5.56 | 11.19 | 4.82 | 17.53 | 0.4 | - | ||
| 2022/1 | 5.99 | -5.53 | 4.17 | 5.99 | 4.17 | 19.02 | 0.37 | - | ||
| 2021/12 | 6.34 | -5.19 | 18.84 | 77.33 | 41.69 | 19.67 | 0.35 | - | ||
| 2021/11 | 6.69 | 0.71 | 33.55 | 70.99 | 44.17 | 19.81 | 0.35 | - | ||
| 2021/10 | 6.64 | 2.49 | 36.04 | 64.3 | 45.37 | 20.26 | 0.34 | - | ||
| 2021/9 | 6.48 | -9.24 | 40.98 | 57.66 | 46.53 | 20.61 | 0.26 | - | ||
| 2021/8 | 7.14 | 2.11 | 55.27 | 51.18 | 47.26 | 21.01 | 0.25 | 需求暢旺 | ||
| 2021/7 | 6.99 | 1.67 | 56.8 | 44.04 | 46.04 | 20.42 | 0.26 | 需求暢旺 | ||
| 2021/6 | 6.88 | 4.99 | 68.2 | 37.05 | 44.18 | 19.94 | 0.24 | 需求暢旺 | ||
| 2021/5 | 6.55 | 0.49 | 49.77 | 30.17 | 39.63 | 19.5 | 0.24 | - | ||
| 2021/4 | 6.52 | 1.37 | 47.47 | 23.62 | 37.06 | 17.88 | 0.26 | - | ||
| 2021/3 | 6.43 | 30.41 | 35.34 | 17.11 | 33.47 | 17.11 | 0.22 | - | ||
| 2021/2 | 4.93 | -14.26 | 11.92 | 10.68 | 32.37 | 16.01 | 0.24 | - | ||
| 2021/1 | 5.75 | 7.76 | 56.95 | 5.75 | 56.95 | 16.09 | 0.24 | 台灣半導體產業受惠後疫情時代經濟活動的逐漸恢復，推升相關電子產品需求。 | ||
| 2020/12 | 5.34 | 6.52 | 26.57 | 54.58 | 15.64 | 15.23 | 0.22 | - | ||
| 2020/11 | 5.01 | 2.59 | 24.49 | 49.24 | 14.56 | 14.49 | 0.23 | - | ||
| 2020/10 | 4.88 | 6.21 | 12.8 | 44.23 | 13.54 | 14.08 | 0.24 | - | ||
| 2020/9 | 4.6 | -0.04 | 7.75 | 39.35 | 13.63 | 13.65 | 0.3 | - | ||
| 2020/8 | 4.6 | 3.12 | 5.13 | 34.75 | 14.46 | 13.15 | 0.32 | - | ||
| 2020/7 | 4.46 | 9.06 | 2.19 | 30.16 | 16.03 | 12.92 | 0.32 | - | ||
| 2020/6 | 4.09 | -6.51 | 1.84 | 25.7 | 18.82 | 12.88 | 0.33 | - | ||
| 2020/5 | 4.37 | -1.03 | 5.41 | 21.61 | 22.69 | 13.54 | 0.31 | - | ||
| 2020/4 | 4.42 | -6.96 | 24.14 | 17.24 | 28.02 | 13.57 | 0.31 | - | ||
| 2020/3 | 4.75 | 7.84 | 36.22 | 12.82 | 29.41 | 12.82 | 0.28 | - | ||
| 2020/2 | 4.4 | 20.23 | 55.42 | 8.07 | 25.71 | 12.28 | 0.29 | 主要係訂單回穩 | ||
| 2020/1 | 3.66 | -13.09 | 2.22 | 3.66 | 2.22 | 11.9 | 0.3 | - | ||
| 2019/12 | 4.22 | 4.77 | 17.23 | 47.19 | -9.98 | 0.0 | N/A | - | ||
| 2019/11 | 4.02 | -7.04 | -0.74 | 42.98 | -11.99 | 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 | 4.59 | 2023/1 | 3.75 | 2022/1 | 5.99 | 2021/1 | 5.75 | 2020/1 | 3.66 |
| 2024/2 | 4.3 | 2023/2 | 4.13 | 2022/2 | 5.2 | 2021/2 | 4.93 | 2020/2 | 4.4 |
| 2024/3 | 4.66 | 2023/3 | 4.72 | 2022/3 | 6.43 | 2021/3 | 6.43 | 2020/3 | 4.75 |
| 2024/4 | 4.6 | 2023/4 | 4.68 | 2022/4 | 5.84 | 2021/4 | 6.52 | 2020/4 | 4.42 |
| 2024/5 | 4.58 | 2023/5 | 4.99 | 2022/5 | 5.73 | 2021/5 | 6.55 | 2020/5 | 4.37 |
| 2024/6 | 4.52 | 2023/6 | 4.73 | 2022/6 | 4.92 | 2021/6 | 6.88 | 2020/6 | 4.09 |
| 2024/7 | 4.66 | 2023/7 | 4.86 | 2022/7 | 4.91 | 2021/7 | 6.99 | 2020/7 | 4.46 |
| 2024/8 | 4.65 | 2023/8 | 5.21 | 2022/8 | 4.53 | 2021/8 | 7.14 | 2020/8 | 4.6 |
| 2024/9 | 4.4 | 2023/9 | 4.93 | 2022/9 | 4.14 | 2021/9 | 6.48 | 2020/9 | 4.6 |
| 2024/10 | 4.25 | 2023/10 | 5.06 | 2022/10 | 3.83 | 2021/10 | 6.64 | 2020/10 | 4.88 |
| N/A | N/A | 2023/11 | 4.65 | 2022/11 | 3.92 | 2021/11 | 6.69 | 2020/11 | 5.01 |
| N/A | N/A | 2023/12 | 4.89 | 2022/12 | 4.62 | 2021/12 | 6.34 | 2020/12 | 5.34 |
- 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 | |||
|---|---|---|---|
