- 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 | 2.24 | -1.22 | 17.06 | 23.03 | 16.95 | 6.68 | N/A | - | ||
2024/10 | 2.27 | 4.49 | 18.08 | 20.79 | 16.94 | 6.73 | N/A | - | ||
2024/9 | 2.17 | -5.33 | 19.32 | 18.52 | 16.8 | 6.69 | 0.11 | - | ||
2024/8 | 2.29 | 2.95 | 19.94 | 16.35 | 16.47 | 6.6 | 0.11 | - | ||
2024/7 | 2.23 | 7.1 | 16.85 | 14.06 | 15.92 | 6.38 | 0.11 | - | ||
2024/6 | 2.08 | 0.49 | 15.44 | 11.83 | 15.75 | 6.16 | 0.11 | - | ||
2024/5 | 2.07 | 2.72 | 13.13 | 9.75 | 15.82 | 6.01 | 0.11 | - | ||
2024/4 | 2.01 | 4.64 | 17.27 | 7.68 | 16.56 | 5.61 | 0.12 | - | ||
2024/3 | 1.93 | 15.09 | 10.45 | 5.67 | 16.31 | 5.67 | 0.09 | - | ||
2024/2 | 1.67 | -19.24 | 10.79 | 3.74 | 19.57 | 5.64 | 0.09 | - | ||
2024/1 | 2.07 | 8.99 | 27.75 | 2.07 | 27.75 | 5.89 | 0.09 | - | ||
2023/12 | 1.9 | -0.71 | 8.58 | 21.59 | 14.63 | 5.74 | 0.1 | - | ||
2023/11 | 1.91 | -0.36 | 20.32 | 19.69 | 15.25 | 5.65 | 0.1 | - | ||
2023/10 | 1.92 | 5.59 | 19.26 | 17.78 | 14.73 | 5.65 | 0.1 | - | ||
2023/9 | 1.82 | -4.83 | 15.6 | 15.86 | 14.21 | 5.64 | 0.09 | - | ||
2023/8 | 1.91 | 0.29 | 10.16 | 14.04 | 14.03 | 5.62 | 0.09 | - | ||
2023/7 | 1.91 | 5.8 | 18.73 | 12.13 | 14.67 | 5.54 | 0.09 | - | ||
2023/6 | 1.8 | -1.51 | 14.48 | 10.22 | 13.94 | 5.35 | 0.09 | - | ||
2023/5 | 1.83 | 6.48 | 15.99 | 8.42 | 13.82 | 5.29 | 0.09 | - | ||
2023/4 | 1.72 | -1.43 | 13.74 | 6.59 | 13.24 | 4.97 | 0.1 | - | ||
2023/3 | 1.74 | 15.44 | 11.34 | 4.87 | 13.06 | 4.87 | 0.11 | - | ||
2023/2 | 1.51 | -6.88 | 24.98 | 3.13 | 14.04 | 4.88 | 0.11 | - | ||
2023/1 | 1.62 | -7.35 | 5.45 | 1.62 | 5.45 | 4.96 | 0.1 | - | ||
2022/12 | 1.75 | 10.01 | 13.83 | 18.84 | 20.61 | 4.95 | 0.12 | - | ||
2022/11 | 1.59 | -1.24 | 13.01 | 17.09 | 21.36 | 4.78 | 0.12 | - | ||
2022/10 | 1.61 | 2.34 | 20.74 | 15.5 | 22.28 | 4.92 | 0.12 | - | ||
2022/9 | 1.57 | -9.3 | 24.7 | 13.89 | 22.46 | 4.91 | 0.1 | - | ||
2022/8 | 1.74 | 8.1 | 42.84 | 12.31 | 22.18 | 4.91 | 0.1 | - | ||
2022/7 | 1.61 | 2.02 | 29.5 | 10.58 | 19.35 | 4.76 | 0.1 | - | ||
2022/6 | 1.57 | -0.21 | 29.12 | 8.97 | 17.7 | 4.66 | 0.11 | - | ||
2022/5 | 1.58 | 4.41 | 25.26 | 7.4 | 15.53 | 4.65 | 0.11 | - | ||
2022/4 | 1.51 | -3.51 | 10.82 | 5.82 | 13.15 | 4.28 | 0.11 | - | ||
2022/3 | 1.57 | 29.58 | 16.62 | 4.31 | 13.99 | 4.31 | 0.11 | - | ||
2022/2 | 1.21 | -21.43 | 10.82 | 2.75 | 12.54 | 4.28 | 0.11 | - | ||
2022/1 | 1.54 | 0.0 | 13.93 | 1.54 | 13.93 | 4.48 | 0.11 | - | ||
2021/12 | 1.54 | 9.22 | 17.12 | 15.62 | 5.47 | 4.28 | 0.11 | - | ||
2021/11 | 1.41 | 5.5 | 8.85 | 14.08 | 4.34 | 4.0 | 0.12 | - | ||
2021/10 | 1.33 | 5.7 | -0.19 | 12.67 | 3.86 | 3.81 | 0.13 | - | ||
2021/9 | 1.26 | 3.88 | -4.35 | 11.34 | 4.36 | 3.72 | 0.09 | - | ||
2021/8 | 1.21 | -1.98 | -9.44 | 10.08 | 5.56 | 3.67 | 0.09 | - | ||
2021/7 | 1.24 | 1.71 | -6.84 | 8.86 | 8.02 | 3.72 | 0.09 | - | ||
2021/6 | 1.22 | -3.19 | -0.66 | 7.62 | 10.89 | 3.84 | 0.08 | - | ||
2021/5 | 1.26 | -7.62 | 3.76 | 6.4 | 13.41 | 3.96 | 0.08 | - | ||
2021/4 | 1.36 | 1.54 | 25.2 | 5.14 | 16.05 | 3.79 | 0.08 | - | ||
2021/3 | 1.34 | 23.13 | 16.52 | 3.78 | 13.07 | 3.78 | 0.1 | - | ||
2021/2 | 1.09 | -19.22 | 4.85 | 2.44 | 11.25 | 3.75 | 0.1 | - | ||
2021/1 | 1.35 | 2.8 | 17.03 | 1.35 | 17.03 | 3.95 | 0.09 | - | ||
2020/12 | 1.31 | 1.51 | 19.13 | 14.81 | 14.19 | 3.94 | 0.1 | - | ||
2020/11 | 1.29 | -3.27 | 9.88 | 13.49 | 13.73 | 3.95 | 0.1 | - | ||
2020/10 | 1.34 | 1.3 | 15.41 | 12.2 | 14.16 | 4.0 | 0.1 | - | ||
2020/9 | 1.32 | -1.64 | 18.79 | 10.86 | 14.0 | 3.99 | 0.11 | - | ||
2020/8 | 1.34 | 0.82 | 12.77 | 9.54 | 13.37 | 3.9 | 0.11 | - | ||
2020/7 | 1.33 | 8.47 | 18.28 | 8.2 | 13.47 | 3.77 | 0.11 | - | ||
2020/6 | 1.23 | 1.12 | 12.8 | 6.87 | 12.59 | 3.53 | 0.12 | - | ||
2020/5 | 1.21 | 11.46 | 9.09 | 5.65 | 12.54 | 3.45 | 0.13 | - | ||
2020/4 | 1.09 | -5.49 | 1.96 | 4.43 | 13.52 | 3.28 | 0.13 | - | ||
2020/3 | 1.15 | 10.79 | 14.3 | 3.34 | 17.87 | 3.34 | 0.11 | - | ||
2020/2 | 1.04 | -9.84 | 28.61 | 2.19 | 19.84 | 3.29 | 0.12 | - | ||
2020/1 | 1.15 | 4.65 | 12.91 | 1.15 | 12.91 | 0.0 | N/A | - | ||
2019/12 | 1.1 | -6.36 | 8.27 | 12.97 | 14.37 | 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 | 2.07 | 2023/1 | 1.62 | 2022/1 | 1.54 | 2021/1 | 1.35 | 2020/1 | 1.15 |
2024/2 | 1.67 | 2023/2 | 1.51 | 2022/2 | 1.21 | 2021/2 | 1.09 | 2020/2 | 1.04 |
2024/3 | 1.93 | 2023/3 | 1.74 | 2022/3 | 1.57 | 2021/3 | 1.34 | 2020/3 | 1.15 |
2024/4 | 2.01 | 2023/4 | 1.72 | 2022/4 | 1.51 | 2021/4 | 1.36 | 2020/4 | 1.09 |
2024/5 | 2.07 | 2023/5 | 1.83 | 2022/5 | 1.58 | 2021/5 | 1.26 | 2020/5 | 1.21 |
2024/6 | 2.08 | 2023/6 | 1.8 | 2022/6 | 1.57 | 2021/6 | 1.22 | 2020/6 | 1.23 |
2024/7 | 2.23 | 2023/7 | 1.91 | 2022/7 | 1.61 | 2021/7 | 1.24 | 2020/7 | 1.33 |
2024/8 | 2.29 | 2023/8 | 1.91 | 2022/8 | 1.74 | 2021/8 | 1.21 | 2020/8 | 1.34 |
2024/9 | 2.17 | 2023/9 | 1.82 | 2022/9 | 1.57 | 2021/9 | 1.26 | 2020/9 | 1.32 |
2024/10 | 2.27 | 2023/10 | 1.92 | 2022/10 | 1.61 | 2021/10 | 1.33 | 2020/10 | 1.34 |
2024/11 | 2.24 | 2023/11 | 1.91 | 2022/11 | 1.59 | 2021/11 | 1.41 | 2020/11 | 1.29 |
N/A | N/A | 2023/12 | 1.9 | 2022/12 | 1.75 | 2021/12 | 1.54 | 2020/12 | 1.31 |
- 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) | 0.16 | 23.08 | 23.08 |
24Q2 (19) | 0.13 | 0.0 | 0.0 |
24Q1 (18) | 0.13 | -7.14 | 0.0 |
23Q4 (17) | 0.14 | 7.69 | 16.67 |
23Q3 (16) | 0.13 | 0.0 | 8.33 |
23Q2 (15) | 0.13 | 0.0 | 8.33 |
23Q1 (14) | 0.13 | 8.33 | -23.53 |
22Q4 (13) | 0.12 | 0.0 | -20.0 |
22Q3 (12) | 0.12 | 0.0 | -7.69 |
22Q2 (11) | 0.12 | -29.41 | 9.09 |
22Q1 (10) | 0.17 | 13.33 | 54.55 |
21Q4 (9) | 0.15 | 15.38 | 36.36 |
21Q3 (8) | 0.13 | 18.18 | 18.18 |
21Q2 (7) | 0.11 | 0.0 | 10.0 |
21Q1 (6) | 0.11 | 0.0 | 22.22 |
20Q4 (5) | 0.11 | 0.0 | 22.22 |
20Q3 (4) | 0.11 | 10.0 | 0.0 |
20Q2 (3) | 0.1 | 11.11 | 0.0 |
20Q1 (2) | 0.09 | 0.0 | 0.0 |
19Q4 (1) | 0.09 | 0.0 | 0.0 |