- 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 | 1.53 | 7.24 | 8.12 | 14.96 | -0.82 | 4.38 | N/A | - | ||
2024/9 | 1.43 | -0.09 | -0.62 | 13.43 | -1.75 | 4.2 | 0.93 | - | ||
2024/8 | 1.43 | 6.11 | -5.36 | 12.01 | -1.88 | 4.37 | 0.9 | - | ||
2024/7 | 1.34 | -16.03 | -5.6 | 10.58 | -1.39 | 4.69 | 0.84 | - | ||
2024/6 | 1.6 | -8.02 | 5.55 | 9.23 | -0.75 | 5.04 | 0.75 | - | ||
2024/5 | 1.74 | 2.28 | -0.48 | 7.63 | -1.98 | 5.03 | 0.75 | - | ||
2024/4 | 1.7 | 7.44 | 6.11 | 5.89 | -2.41 | 4.35 | 0.87 | - | ||
2024/3 | 1.58 | 48.64 | -6.48 | 4.19 | -5.49 | 4.19 | 0.89 | - | ||
2024/2 | 1.07 | -30.88 | -21.42 | 2.61 | -4.88 | 4.04 | 0.92 | - | ||
2024/1 | 1.54 | 7.23 | 11.3 | 1.54 | 11.3 | 4.42 | 0.84 | - | ||
2023/12 | 1.44 | -0.36 | -5.92 | 17.96 | -19.28 | 4.29 | 0.86 | - | ||
2023/11 | 1.44 | 2.07 | -13.67 | 16.53 | -20.26 | 4.29 | 0.86 | - | ||
2023/10 | 1.41 | -1.43 | -15.49 | 15.08 | -20.84 | 4.36 | 0.85 | - | ||
2023/9 | 1.43 | -4.85 | -10.98 | 13.67 | -21.35 | 4.37 | 0.89 | - | ||
2023/8 | 1.51 | 5.84 | -18.5 | 12.24 | -22.41 | 4.45 | 0.88 | - | ||
2023/7 | 1.42 | -6.1 | -25.12 | 10.73 | -22.94 | 4.69 | 0.83 | - | ||
2023/6 | 1.52 | -13.29 | -24.48 | 9.3 | -22.59 | 4.87 | 0.83 | - | ||
2023/5 | 1.75 | 9.07 | -14.93 | 7.79 | -22.21 | 5.05 | 0.8 | - | ||
2023/4 | 1.6 | -5.31 | -28.34 | 6.04 | -24.09 | 4.65 | 0.87 | - | ||
2023/3 | 1.69 | 24.9 | -18.12 | 4.43 | -22.43 | 4.43 | 0.99 | - | ||
2023/2 | 1.36 | -2.09 | -21.96 | 2.74 | -24.88 | 4.27 | 1.02 | - | ||
2023/1 | 1.39 | -9.35 | -27.52 | 1.39 | -27.52 | 4.58 | 0.95 | - | ||
2022/12 | 1.53 | -8.58 | -26.58 | 22.26 | 2.5 | 4.87 | 0.96 | - | ||
2022/11 | 1.67 | -0.06 | -11.86 | 20.73 | 5.58 | 4.96 | 0.94 | - | ||
2022/10 | 1.67 | 3.82 | -10.19 | 19.06 | 7.45 | 5.13 | 0.91 | - | ||
2022/9 | 1.61 | -12.89 | -16.11 | 17.38 | 9.52 | 5.36 | 0.95 | - | ||
2022/8 | 1.85 | -2.75 | -9.53 | 15.77 | 13.05 | 5.76 | 0.89 | - | ||
2022/7 | 1.9 | -5.29 | -3.2 | 13.92 | 16.93 | 5.97 | 0.86 | - | ||
2022/6 | 2.01 | -2.32 | 10.51 | 12.02 | 20.91 | 6.3 | 0.87 | - | ||
2022/5 | 2.06 | -8.11 | 23.64 | 10.01 | 23.24 | 6.36 | 0.87 | - | ||
2022/4 | 2.24 | 8.17 | 29.38 | 7.96 | 23.14 | 6.04 | 0.91 | - | ||
2022/3 | 2.07 | 19.04 | 24.23 | 5.72 | 20.86 | 5.72 | 1.09 | - | ||
2022/2 | 1.74 | -9.07 | 44.41 | 3.65 | 19.03 | 5.73 | 1.09 | - | ||
2022/1 | 1.91 | -8.17 | 2.62 | 1.91 | 2.62 | 5.89 | 1.06 | - | ||
2021/12 | 2.08 | 9.75 | 23.99 | 21.71 | 21.97 | 5.84 | 1.01 | - | ||
2021/11 | 1.9 | 1.82 | 20.18 | 19.63 | 21.75 | 5.68 | 1.04 | - | ||
2021/10 | 1.86 | -3.02 | 28.49 | 17.73 | 21.93 | 5.83 | 1.01 | - | ||
2021/9 | 1.92 | -6.06 | 20.9 | 15.87 | 21.2 | 5.93 | 0.91 | - | ||
2021/8 | 2.04 | 4.05 | 49.66 | 13.95 | 21.24 | 5.83 | 0.92 | - | ||
2021/7 | 1.97 | 8.12 | 25.09 | 11.91 | 17.41 | 5.45 | 0.99 | - | ||
2021/6 | 1.82 | 9.27 | 21.34 | 9.94 | 16.01 | 5.21 | 0.87 | - | ||
2021/5 | 1.66 | -3.85 | 9.32 | 8.12 | 14.88 | 5.06 | 0.9 | - | ||
2021/4 | 1.73 | 3.87 | 2.81 | 6.46 | 16.4 | 4.6 | 0.99 | - | ||
2021/3 | 1.67 | 38.37 | 5.69 | 4.73 | 22.31 | 4.73 | 0.72 | - | ||
2021/2 | 1.2 | -35.38 | 11.6 | 3.07 | 33.73 | 4.74 | 0.72 | - | ||
2021/1 | 1.86 | 10.94 | 53.37 | 1.86 | 53.37 | 5.12 | 0.66 | 主係半導體產業需求提高,使本公司導線架產品銷貨金額較去年同期增加 | ||
2020/12 | 1.68 | 6.38 | 9.56 | 17.8 | -1.0 | 4.71 | 0.66 | - | ||
2020/11 | 1.58 | 8.85 | 8.98 | 16.12 | -1.99 | 4.62 | 0.67 | - | ||
2020/10 | 1.45 | -8.75 | 0.84 | 14.54 | -3.05 | 4.4 | 0.7 | - | ||
2020/9 | 1.59 | 16.28 | 17.42 | 13.1 | -3.46 | 4.53 | 0.71 | - | ||
2020/8 | 1.37 | -13.03 | -7.38 | 11.51 | -5.77 | 4.43 | 0.73 | - | ||
2020/7 | 1.57 | 4.87 | -5.65 | 10.14 | -5.55 | 4.59 | 0.7 | - | ||
2020/6 | 1.5 | -1.54 | -2.43 | 8.57 | -5.54 | 4.7 | 0.71 | - | ||
2020/5 | 1.52 | -9.57 | 0.7 | 7.07 | -6.17 | 4.78 | 0.7 | - | ||
2020/4 | 1.68 | 6.78 | 11.38 | 5.55 | -7.89 | 4.34 | 0.77 | - | ||
2020/3 | 1.58 | 46.11 | -2.17 | 3.87 | -14.34 | 3.87 | 0.82 | - | ||
2020/2 | 1.08 | -11.2 | -4.31 | 2.29 | -21.09 | 3.82 | 0.83 | - | ||
2020/1 | 1.21 | -20.75 | -31.72 | 1.21 | -31.72 | 4.19 | 0.76 | - | ||
2019/12 | 1.53 | 5.82 | 4.18 | 17.98 | -11.88 | 0.0 | N/A | - | ||
2019/11 | 1.45 | 0.73 | -20.13 | 16.45 | -13.13 | 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 | 1.54 | 2023/1 | 1.39 | 2022/1 | 1.91 | 2021/1 | 1.86 | 2020/1 | 1.21 |
2024/2 | 1.07 | 2023/2 | 1.36 | 2022/2 | 1.74 | 2021/2 | 1.2 | 2020/2 | 1.08 |
2024/3 | 1.58 | 2023/3 | 1.69 | 2022/3 | 2.07 | 2021/3 | 1.67 | 2020/3 | 1.58 |
2024/4 | 1.7 | 2023/4 | 1.6 | 2022/4 | 2.24 | 2021/4 | 1.73 | 2020/4 | 1.68 |
2024/5 | 1.74 | 2023/5 | 1.75 | 2022/5 | 2.06 | 2021/5 | 1.66 | 2020/5 | 1.52 |
2024/6 | 1.6 | 2023/6 | 1.52 | 2022/6 | 2.01 | 2021/6 | 1.82 | 2020/6 | 1.5 |
2024/7 | 1.34 | 2023/7 | 1.42 | 2022/7 | 1.9 | 2021/7 | 1.97 | 2020/7 | 1.57 |
2024/8 | 1.43 | 2023/8 | 1.51 | 2022/8 | 1.85 | 2021/8 | 2.04 | 2020/8 | 1.37 |
2024/9 | 1.43 | 2023/9 | 1.43 | 2022/9 | 1.61 | 2021/9 | 1.92 | 2020/9 | 1.59 |
2024/10 | 1.53 | 2023/10 | 1.41 | 2022/10 | 1.67 | 2021/10 | 1.86 | 2020/10 | 1.45 |
N/A | N/A | 2023/11 | 1.44 | 2022/11 | 1.67 | 2021/11 | 1.9 | 2020/11 | 1.58 |
N/A | N/A | 2023/12 | 1.44 | 2022/12 | 1.53 | 2021/12 | 2.08 | 2020/12 | 1.68 |
- 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) | 1.63 | 1.88 | 5333.33 |
24Q2 (19) | 1.6 | 5233.33 | 1500.0 |
24Q1 (18) | 0.03 | 0.0 | 0.0 |
23Q4 (17) | 0.03 | 0.0 | 0.0 |
23Q3 (16) | 0.03 | -70.0 | 50.0 |
23Q2 (15) | 0.1 | 233.33 | 400.0 |
23Q1 (14) | 0.03 | 0.0 | 50.0 |
22Q4 (13) | 0.03 | 50.0 | 50.0 |
22Q3 (12) | 0.02 | 0.0 | 0.0 |
22Q2 (11) | 0.02 | 0.0 | 0.0 |
22Q1 (10) | 0.02 | 0.0 | 0.0 |
21Q4 (9) | 0.02 | 0.0 | -80.0 |
21Q3 (8) | 0.02 | 0.0 | 100.0 |
21Q2 (7) | 0.02 | 0.0 | 100.0 |
21Q1 (6) | 0.02 | -80.0 | 100.0 |
20Q4 (5) | 0.1 | 900.0 | 0 |
20Q3 (4) | 0.01 | 0.0 | 0.0 |
20Q2 (3) | 0.01 | 0.0 | 0.0 |
20Q1 (2) | 0.01 | 0 | 0.0 |