- 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) |
---|---|---|---|---|---|---|---|---|---|---|
2024/5 | 0.6 | -6.37 | 8.47 | 3.24 | 7.12 | 1.74 | N/A | - | ||
2024/4 | 0.64 | 27.47 | 3.58 | 2.64 | 6.81 | 2.02 | N/A | - | ||
2024/3 | 0.5 | -42.9 | 33.42 | 2.0 | 7.89 | 0.0 | N/A | - | ||
2024/2 | 0.88 | 41.9 | 78.32 | 1.5 | 1.39 | 0.0 | N/A | 主要係各品牌新展店以致營收顯著成長。 | ||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
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N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A |
- 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 | |||
---|---|---|---|
24Q1 (20) | 0.05 | 0.0 | 0.0 |
23Q4 (19) | 0.05 | 0.0 | 0.0 |
23Q3 (18) | 0.05 | 0.0 | 0.0 |
23Q2 (17) | 0.05 | 0.0 | 0.0 |
23Q1 (16) | 0.05 | 0.0 | -37.5 |
22Q4 (15) | 0.05 | 0.0 | 0 |
22Q3 (14) | 0.05 | 0.0 | 0 |
22Q2 (13) | 0.05 | -37.5 | 0 |
22Q1 (12) | 0.08 | 0 | 0 |