- 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 | 1.86 | 6.78 | 2.01 | 17.53 | -5.3 | 5.47 | N/A | - | ||
2024/9 | 1.75 | -6.16 | -2.23 | 15.67 | -6.11 | 5.44 | 2.09 | - | ||
2024/8 | 1.86 | 1.48 | -7.35 | 13.93 | -6.57 | 5.3 | 2.15 | - | ||
2024/7 | 1.83 | 14.4 | -8.15 | 12.07 | -6.45 | 5.35 | 2.12 | - | ||
2024/6 | 1.6 | -16.32 | -18.57 | 10.23 | -6.14 | 5.26 | 2.15 | - | ||
2024/5 | 1.91 | 9.82 | -1.17 | 8.63 | -3.4 | 5.58 | 2.03 | - | ||
2024/4 | 1.74 | -9.05 | -5.8 | 6.72 | -4.02 | 5.1 | 2.21 | - | ||
2024/3 | 1.92 | 32.85 | -7.88 | 4.97 | -3.37 | 4.97 | 2.14 | - | ||
2024/2 | 1.44 | -10.48 | -5.12 | 3.06 | -0.31 | 4.59 | 2.32 | - | ||
2024/1 | 1.61 | 5.32 | 4.41 | 1.61 | 4.41 | 4.95 | 2.15 | - | ||
2023/12 | 1.53 | -15.41 | 8.53 | 21.86 | -3.78 | 0.0 | N/A | - | ||
2023/11 | 1.81 | -0.95 | 6.04 | 20.33 | -4.6 | 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) | 0.29 | 16.0 | 38.1 |
24Q2 (19) | 0.25 | 4.17 | -3.85 |
24Q1 (18) | 0.24 | 14.29 | 26.32 |
23Q4 (17) | 0.21 | 0.0 | 10.53 |
23Q3 (16) | 0.21 | -19.23 | -4.55 |
23Q2 (15) | 0.26 | 36.84 | -31.58 |
23Q1 (14) | 0.19 | 0.0 | -34.48 |
22Q4 (13) | 0.19 | -13.64 | 0 |
22Q3 (12) | 0.22 | -42.11 | 0 |
22Q2 (11) | 0.38 | 31.03 | 0 |
22Q1 (10) | 0.29 | 0 | 0 |