- 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 | 8.32 | 1.41 | 3.26 | 81.07 | 3.57 | 24.79 | N/A | - | ||
2024/9 | 8.2 | -0.96 | 2.6 | 72.75 | 3.6 | 24.75 | 0.01 | - | ||
2024/8 | 8.28 | 0.04 | -0.58 | 64.55 | 3.73 | 24.71 | 0.01 | - | ||
2024/7 | 8.28 | 1.47 | 0.79 | 56.27 | 4.4 | 24.83 | 0.01 | - | ||
2024/6 | 8.15 | -2.86 | 4.42 | 48.0 | 5.05 | 24.64 | 0.01 | - | ||
2024/5 | 8.4 | 3.75 | 6.08 | 39.84 | 5.17 | 24.55 | 0.01 | - | ||
2024/4 | 8.09 | 0.39 | 2.78 | 31.45 | 4.93 | 23.55 | 0.01 | - | ||
2024/3 | 8.06 | 8.97 | -0.55 | 23.36 | 5.7 | 23.36 | 0.0 | - | ||
2024/2 | 7.4 | -6.37 | 5.69 | 15.3 | 9.33 | 0.0 | N/A | - | ||
2024/1 | 7.9 | -1.68 | 12.97 | 7.9 | 12.97 | 0.0 | N/A | - | ||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
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- 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) | 20.31 | 1.75 | -3.65 |
24Q2 (19) | 19.96 | -2.97 | -7.29 |
24Q1 (18) | 20.57 | -0.96 | -3.56 |
23Q4 (17) | 20.77 | -1.47 | -1.0 |
23Q3 (16) | 21.08 | -2.09 | 1.49 |
23Q2 (15) | 21.53 | 0.94 | -1.33 |
23Q1 (14) | 21.33 | 1.67 | -6.16 |
22Q4 (13) | 20.98 | 1.01 | 0 |
22Q3 (12) | 20.77 | -4.81 | 0 |
22Q2 (11) | 21.82 | -4.0 | 0 |
22Q1 (10) | 22.73 | 0 | 0 |