- 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 | 1.59 | 14.89 | -2.79 | 15.55 | -2.77 | 4.56 | N/A | - | ||
2024/10 | 1.39 | -12.34 | -17.59 | 13.96 | -2.77 | 4.48 | N/A | - | ||
2024/9 | 1.58 | 4.62 | 15.16 | 12.57 | -0.8 | 4.71 | 0.44 | - | ||
2024/8 | 1.51 | -6.54 | -3.41 | 10.99 | -2.74 | 4.61 | 0.45 | - | ||
2024/7 | 1.62 | 9.12 | -5.15 | 9.48 | -2.64 | 4.35 | 0.48 | - | ||
2024/6 | 1.48 | 18.15 | 13.98 | 7.87 | -2.1 | 4.19 | 0.65 | - | ||
2024/5 | 1.25 | -13.93 | -4.52 | 6.38 | -5.21 | 4.08 | 0.66 | - | ||
2024/4 | 1.46 | 6.11 | 21.22 | 5.13 | -5.37 | 3.92 | 0.69 | - | ||
2024/3 | 1.37 | 25.51 | -2.27 | 3.67 | -12.95 | 3.67 | 0.75 | - | ||
2024/2 | 1.09 | -9.31 | -3.28 | 2.3 | -18.28 | 4.1 | 0.67 | - | ||
2024/1 | 1.21 | -33.0 | -28.36 | 1.21 | -28.36 | 4.64 | 0.59 | - | ||
2023/12 | 1.8 | 9.93 | 3.05 | 17.8 | 2.46 | 5.12 | 0.56 | - | ||
2023/11 | 1.64 | -2.6 | -8.14 | 16.0 | 2.39 | 4.69 | 0.61 | - | ||
2023/10 | 1.68 | 22.5 | 13.88 | 14.36 | 3.75 | 4.62 | 0.62 | - | ||
2023/9 | 1.37 | -12.24 | -10.03 | 12.68 | 2.54 | 4.64 | 0.67 | - | ||
2023/8 | 1.56 | -8.22 | -5.76 | 11.3 | 4.31 | 4.57 | 0.68 | - | ||
2023/7 | 1.7 | 31.13 | 12.49 | 9.74 | 6.13 | 4.32 | 0.72 | - | ||
2023/6 | 1.3 | -1.03 | -17.64 | 8.04 | 4.88 | 3.82 | 0.9 | - | ||
2023/5 | 1.31 | 9.27 | -0.71 | 6.74 | 10.72 | 3.92 | 0.87 | - | ||
2023/4 | 1.2 | -14.45 | 16.55 | 5.42 | 13.9 | 3.74 | 0.91 | - | ||
2023/3 | 1.41 | 24.22 | 1.52 | 4.22 | 13.17 | 4.22 | 0.79 | - | ||
2023/2 | 1.13 | -32.83 | 5.98 | 2.81 | 20.05 | 4.56 | 0.73 | - | ||
2023/1 | 1.68 | -3.61 | 31.79 | 1.68 | 31.79 | 5.21 | 0.64 | - | ||
2022/12 | 1.75 | -2.0 | 27.51 | 17.37 | 21.21 | 5.01 | 0.65 | - | ||
2022/11 | 1.78 | 20.75 | 32.92 | 15.62 | 20.55 | 4.79 | 0.68 | - | ||
2022/10 | 1.48 | -3.23 | 30.84 | 13.84 | 19.12 | 4.66 | 0.7 | - | ||
2022/9 | 1.53 | -8.08 | 30.54 | 12.36 | 17.86 | 4.7 | 0.86 | - | ||
2022/8 | 1.66 | 9.55 | 47.23 | 10.84 | 16.27 | 4.75 | 0.85 | - | ||
2022/7 | 1.52 | -3.99 | 22.2 | 9.18 | 12.01 | 4.42 | 0.91 | - | ||
2022/6 | 1.58 | 19.3 | 30.91 | 7.66 | 10.19 | 3.93 | 1.03 | - | ||
2022/5 | 1.32 | 28.27 | 0.25 | 6.08 | 5.84 | 3.74 | 1.08 | - | ||
2022/4 | 1.03 | -25.48 | -20.56 | 4.76 | 7.51 | 3.48 | 1.16 | - | ||
2022/3 | 1.38 | 29.68 | -0.32 | 3.73 | 19.16 | 3.73 | 0.99 | - | ||
2022/2 | 1.07 | -16.47 | 44.66 | 2.34 | 34.7 | 3.71 | 0.99 | - | ||
2022/1 | 1.28 | -6.74 | 27.38 | 1.28 | 27.38 | 3.99 | 0.92 | - | ||
2021/12 | 1.37 | 2.15 | 36.11 | 14.33 | 27.72 | 3.84 | 0.82 | - | ||
2021/11 | 1.34 | 18.86 | 44.3 | 12.96 | 26.9 | 3.64 | 0.87 | - | ||
2021/10 | 1.13 | -3.45 | 26.68 | 11.62 | 25.15 | 3.42 | 0.92 | - | ||
2021/9 | 1.17 | 3.67 | 27.25 | 10.49 | 24.99 | 3.54 | 0.58 | - | ||
2021/8 | 1.13 | -9.07 | 3.0 | 9.32 | 24.71 | 3.57 | 0.58 | - | ||
2021/7 | 1.24 | 2.85 | 18.92 | 8.19 | 28.44 | 3.76 | 0.55 | - | ||
2021/6 | 1.21 | -8.64 | 15.32 | 6.95 | 30.3 | 3.82 | 0.46 | - | ||
2021/5 | 1.32 | 1.64 | 46.43 | 5.75 | 33.96 | 4.01 | 0.43 | - | ||
2021/4 | 1.3 | -6.5 | 27.64 | 4.43 | 30.64 | 3.42 | 0.51 | - | ||
2021/3 | 1.39 | 88.22 | 24.43 | 3.13 | 31.92 | 3.13 | 0.61 | - | ||
2021/2 | 0.74 | -26.45 | 75.22 | 1.74 | 38.59 | 2.75 | 0.69 | 射頻天線:去年同期受疫情影響致出貨量減少;量測設備:係因配合設備交期致本期營收增加。 | ||
2021/1 | 1.0 | -0.35 | 20.12 | 1.0 | 20.12 | 2.94 | 0.65 | - | ||
2020/12 | 1.01 | 8.3 | 20.1 | 11.22 | 23.75 | 2.83 | 0.65 | - | ||
2020/11 | 0.93 | 4.34 | 38.16 | 10.21 | 24.12 | 2.74 | 0.67 | - | ||
2020/10 | 0.89 | -3.01 | -0.61 | 9.28 | 22.87 | 2.9 | 0.63 | - | ||
2020/9 | 0.92 | -16.08 | 13.97 | 8.39 | 26.03 | 3.06 | 0.45 | - | ||
2020/8 | 1.09 | 4.98 | 21.73 | 7.47 | 27.69 | 3.18 | 0.43 | - | ||
2020/7 | 1.04 | -0.26 | 41.77 | 6.38 | 28.78 | 2.99 | 0.46 | - | ||
2020/6 | 1.05 | 16.0 | 21.06 | 5.34 | 26.51 | 2.96 | 0.29 | - | ||
2020/5 | 0.9 | -11.4 | 45.16 | 4.29 | 27.91 | 3.03 | 0.28 | - | ||
2020/4 | 1.02 | -8.85 | 36.71 | 3.39 | 24.0 | 2.55 | 0.34 | - | ||
2020/3 | 1.12 | 165.04 | 78.24 | 2.37 | 19.24 | 2.37 | 0.36 | 109年2月因疫情影響,出貨部份遞延至本月所致。 | ||
2020/2 | 0.42 | -49.58 | -21.6 | 1.26 | -7.85 | 2.09 | 0.41 | - | ||
2020/1 | 0.83 | -0.36 | 1.08 | 0.83 | 1.08 | 0.0 | N/A | - | ||
2019/12 | 0.84 | 24.58 | 19.4 | 9.06 | 22.17 | 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 | 1.21 | 2023/1 | 1.68 | 2022/1 | 1.28 | 2021/1 | 1.0 | 2020/1 | 0.83 |
2024/2 | 1.09 | 2023/2 | 1.13 | 2022/2 | 1.07 | 2021/2 | 0.74 | 2020/2 | 0.42 |
2024/3 | 1.37 | 2023/3 | 1.41 | 2022/3 | 1.38 | 2021/3 | 1.39 | 2020/3 | 1.12 |
2024/4 | 1.46 | 2023/4 | 1.2 | 2022/4 | 1.03 | 2021/4 | 1.3 | 2020/4 | 1.02 |
2024/5 | 1.25 | 2023/5 | 1.31 | 2022/5 | 1.32 | 2021/5 | 1.32 | 2020/5 | 0.9 |
2024/6 | 1.48 | 2023/6 | 1.3 | 2022/6 | 1.58 | 2021/6 | 1.21 | 2020/6 | 1.05 |
2024/7 | 1.62 | 2023/7 | 1.7 | 2022/7 | 1.52 | 2021/7 | 1.24 | 2020/7 | 1.04 |
2024/8 | 1.51 | 2023/8 | 1.56 | 2022/8 | 1.66 | 2021/8 | 1.13 | 2020/8 | 1.09 |
2024/9 | 1.58 | 2023/9 | 1.37 | 2022/9 | 1.53 | 2021/9 | 1.17 | 2020/9 | 0.92 |
2024/10 | 1.39 | 2023/10 | 1.68 | 2022/10 | 1.48 | 2021/10 | 1.13 | 2020/10 | 0.89 |
2024/11 | 1.59 | 2023/11 | 1.64 | 2022/11 | 1.78 | 2021/11 | 1.34 | 2020/11 | 0.93 |
N/A | N/A | 2023/12 | 1.8 | 2022/12 | 1.75 | 2021/12 | 1.37 | 2020/12 | 1.01 |
- 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) | 0.43 | -33.85 | -51.69 |
24Q2 (19) | 0.65 | -43.97 | -48.41 |
24Q1 (18) | 1.16 | -9.38 | -41.71 |
23Q4 (17) | 1.28 | 43.82 | -41.28 |
23Q3 (16) | 0.89 | -29.37 | -63.22 |
23Q2 (15) | 1.26 | -36.68 | -55.94 |
23Q1 (14) | 1.99 | -8.72 | 41.13 |
22Q4 (13) | 2.18 | -9.92 | 129.47 |
22Q3 (12) | 2.42 | -15.38 | 103.36 |
22Q2 (11) | 2.86 | 102.84 | 121.71 |
22Q1 (10) | 1.41 | 48.42 | -3.42 |
21Q4 (9) | 0.95 | -20.17 | -29.1 |
21Q3 (8) | 1.19 | -7.75 | 29.35 |
21Q2 (7) | 1.29 | -11.64 | 115.0 |
21Q1 (6) | 1.46 | 8.96 | 97.3 |
20Q4 (5) | 1.34 | 45.65 | 131.03 |
20Q3 (4) | 0.92 | 53.33 | 0.0 |
20Q2 (3) | 0.6 | -18.92 | 0.0 |
20Q1 (2) | 0.74 | 27.59 | 0.0 |
19Q4 (1) | 0.58 | 0.0 | 0.0 |