- 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 | 0.19 | -6.72 | 29.91 | 1.89 | 6.34 | 0.58 | N/A | - | ||
2024/9 | 0.2 | 11.84 | -0.69 | 1.7 | 4.22 | 0.62 | 0.46 | - | ||
2024/8 | 0.18 | -23.84 | 6.55 | 1.49 | 4.93 | 0.6 | 0.49 | - | ||
2024/7 | 0.24 | 36.97 | 40.22 | 1.31 | 4.71 | 0.59 | 0.49 | - | ||
2024/6 | 0.17 | 1.35 | 10.57 | 1.07 | -0.88 | 0.54 | 0.48 | - | ||
2024/5 | 0.17 | -9.39 | -3.63 | 0.9 | -2.84 | 0.57 | 0.46 | - | ||
2024/4 | 0.19 | -6.86 | -0.59 | 0.73 | -2.65 | 0.52 | 0.5 | - | ||
2024/3 | 0.2 | 59.95 | -21.85 | 0.54 | -3.36 | 0.54 | 0.54 | - | ||
2024/2 | 0.13 | -37.35 | 3.73 | 0.33 | 13.13 | 0.48 | 0.6 | - | ||
2024/1 | 0.2 | 37.03 | 19.93 | 0.2 | 19.93 | 0.52 | 0.56 | - | ||
2023/12 | 0.15 | -12.14 | 19.68 | 2.09 | -30.31 | 0.46 | 0.67 | - | ||
2023/11 | 0.17 | 15.69 | -7.95 | 1.94 | -34.97 | 0.52 | 0.6 | - | ||
2023/10 | 0.15 | -28.69 | -36.19 | 1.77 | -36.74 | 0.52 | 0.59 | - | ||
2023/9 | 0.21 | 20.01 | -18.71 | 1.63 | -36.79 | 0.55 | 0.75 | - | ||
2023/8 | 0.17 | 0.21 | -3.52 | 1.42 | -38.75 | 0.5 | 0.82 | - | ||
2023/7 | 0.17 | 8.0 | -76.36 | 1.25 | -41.66 | 0.51 | 0.81 | 客戶需求減少 | ||
2023/6 | 0.16 | -11.67 | -24.76 | 1.08 | -24.09 | 0.53 | 0.81 | - | ||
2023/5 | 0.18 | -6.53 | -23.27 | 0.92 | -23.97 | 0.63 | 0.68 | - | ||
2023/4 | 0.19 | -26.78 | -14.91 | 0.75 | -24.14 | 0.58 | 0.75 | - | ||
2023/3 | 0.26 | 112.34 | -16.33 | 0.55 | -26.88 | 0.55 | 0.81 | - | ||
2023/2 | 0.12 | -27.56 | -15.15 | 0.29 | -34.27 | 0.42 | 1.08 | - | ||
2023/1 | 0.17 | 36.75 | -43.49 | 0.17 | -43.49 | 0.48 | 0.94 | - | ||
2022/12 | 0.12 | -32.43 | -39.53 | 3.0 | -30.7 | 0.54 | 1.86 | - | ||
2022/11 | 0.18 | -19.8 | -42.4 | 2.99 | -27.57 | 0.67 | 1.5 | - | ||
2022/10 | 0.23 | -9.16 | -54.81 | 2.81 | -26.33 | 0.66 | 1.52 | 本年度大陸地區受疫情影響,營收較去年下降。 | ||
2022/9 | 0.25 | 42.44 | -30.01 | 2.58 | -21.96 | 1.15 | 1.31 | - | ||
2022/8 | 0.18 | -75.45 | -52.61 | 2.32 | -20.97 | 1.11 | 1.36 | 本月較上月減少半導體部門之銷售 | ||
2022/7 | 0.72 | 243.83 | 62.39 | 2.15 | -16.36 | 1.16 | 1.3 | 本月增加半導體部門銷售 | ||
2022/6 | 0.21 | -9.92 | -50.42 | 1.43 | -32.85 | 0.67 | 3.19 | 本月較去年同期因大陸地區疫情致出貨較少 | ||
2022/5 | 0.23 | 3.64 | -39.77 | 1.22 | -28.48 | 0.77 | 2.77 | - | ||
2022/4 | 0.22 | -28.0 | -44.28 | 0.98 | -25.15 | 0.68 | 3.12 | - | ||
2022/3 | 0.31 | 115.31 | -21.85 | 0.76 | -16.66 | 0.76 | 2.23 | - | ||
2022/2 | 0.14 | -51.76 | -3.79 | 0.45 | -12.59 | 0.65 | 2.6 | - | ||
2022/1 | 0.3 | 46.32 | -16.29 | 0.3 | -16.29 | 0.83 | 2.05 | - | ||
2021/12 | 0.21 | -35.63 | -43.96 | 4.33 | 29.29 | 1.03 | 0.8 | - | ||
2021/11 | 0.32 | -37.08 | 16.5 | 4.13 | 38.29 | 1.19 | 0.7 | - | ||
2021/10 | 0.51 | 40.68 | 81.36 | 3.81 | 40.5 | 1.24 | 0.67 | 本月訂單增加 | ||
2021/9 | 0.36 | -3.55 | -2.1 | 3.3 | 35.79 | 1.18 | 0.74 | - | ||
2021/8 | 0.37 | -15.86 | 16.81 | 2.94 | 42.56 | 1.24 | 0.7 | - | ||
2021/7 | 0.44 | 4.97 | 77.51 | 2.57 | 47.29 | 1.25 | 0.69 | 本期較去年同期接單量增加 | ||
2021/6 | 0.42 | 9.42 | 70.31 | 2.12 | 42.22 | 1.21 | 0.63 | 本期較去年同期接單量增加 | ||
2021/5 | 0.39 | -4.12 | 47.6 | 1.7 | 36.61 | 1.19 | 0.65 | - | ||
2021/4 | 0.4 | 0.98 | 41.48 | 1.31 | 33.68 | 0.95 | 0.81 | - | ||
2021/3 | 0.4 | 165.07 | 23.34 | 0.91 | 30.48 | 0.91 | 0.77 | - | ||
2021/2 | 0.15 | -58.02 | 8.02 | 0.51 | 36.68 | 0.88 | 0.8 | - | ||
2021/1 | 0.36 | -2.04 | 53.81 | 0.36 | 53.81 | 1.0 | 0.7 | 本月訂單較去年同期訂單增加 | ||
2020/12 | 0.37 | 33.81 | 13.6 | 3.35 | -20.12 | 0.92 | 0.7 | - | ||
2020/11 | 0.27 | -2.04 | -33.49 | 2.98 | -22.93 | 0.92 | 0.69 | - | ||
2020/10 | 0.28 | -24.05 | -2.19 | 2.71 | -21.68 | 0.97 | 0.66 | - | ||
2020/9 | 0.37 | 15.08 | -11.61 | 2.43 | -23.43 | 0.94 | 0.74 | - | ||
2020/8 | 0.32 | 27.84 | -3.19 | 2.06 | -25.22 | 0.82 | 0.84 | - | ||
2020/7 | 0.25 | 0.71 | -36.58 | 1.74 | -28.21 | 0.76 | 0.91 | - | ||
2020/6 | 0.25 | -5.16 | -28.77 | 1.49 | -26.59 | 0.8 | 0.77 | - | ||
2020/5 | 0.26 | -8.1 | -36.91 | 1.24 | -26.14 | 0.87 | 0.7 | - | ||
2020/4 | 0.29 | -11.95 | -16.1 | 0.98 | -22.62 | 0.75 | 0.81 | - | ||
2020/3 | 0.32 | 132.15 | -14.32 | 0.7 | -25.0 | 0.7 | 1.02 | - | ||
2020/2 | 0.14 | -40.23 | -13.44 | 0.37 | -32.33 | 0.7 | 1.02 | - | ||
2020/1 | 0.23 | -27.65 | -40.13 | 0.23 | -40.13 | 0.97 | 0.73 | - | ||
2019/12 | 0.32 | -21.66 | -2.87 | 4.2 | 2.7 | 0.0 | N/A | - | ||
2019/11 | 0.41 | 44.05 | 34.91 | 3.87 | 3.19 | 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 | 0.2 | 2023/1 | 0.17 | 2022/1 | 0.3 | 2021/1 | 0.36 | 2020/1 | 0.23 |
2024/2 | 0.13 | 2023/2 | 0.12 | 2022/2 | 0.14 | 2021/2 | 0.15 | 2020/2 | 0.14 |
2024/3 | 0.2 | 2023/3 | 0.26 | 2022/3 | 0.31 | 2021/3 | 0.4 | 2020/3 | 0.32 |
2024/4 | 0.19 | 2023/4 | 0.19 | 2022/4 | 0.22 | 2021/4 | 0.4 | 2020/4 | 0.29 |
2024/5 | 0.17 | 2023/5 | 0.18 | 2022/5 | 0.23 | 2021/5 | 0.39 | 2020/5 | 0.26 |
2024/6 | 0.17 | 2023/6 | 0.16 | 2022/6 | 0.21 | 2021/6 | 0.42 | 2020/6 | 0.25 |
2024/7 | 0.24 | 2023/7 | 0.17 | 2022/7 | 0.72 | 2021/7 | 0.44 | 2020/7 | 0.25 |
2024/8 | 0.18 | 2023/8 | 0.17 | 2022/8 | 0.18 | 2021/8 | 0.37 | 2020/8 | 0.32 |
2024/9 | 0.2 | 2023/9 | 0.21 | 2022/9 | 0.25 | 2021/9 | 0.36 | 2020/9 | 0.37 |
2024/10 | 0.19 | 2023/10 | 0.15 | 2022/10 | 0.23 | 2021/10 | 0.51 | 2020/10 | 0.28 |
N/A | N/A | 2023/11 | 0.17 | 2022/11 | 0.18 | 2021/11 | 0.32 | 2020/11 | 0.27 |
N/A | N/A | 2023/12 | 0.15 | 2022/12 | 0.12 | 2021/12 | 0.21 | 2020/12 | 0.37 |
- 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 |
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