- 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 | 0.51 | 14.16 | -17.81 | 5.22 | -8.78 | 1.42 | N/A | - | ||
| 2024/10 | 0.45 | -4.03 | -23.15 | 4.71 | -7.68 | 1.36 | N/A | - | ||
| 2024/9 | 0.46 | 3.61 | -17.84 | 4.26 | -5.7 | 1.32 | 1.87 | - | ||
| 2024/8 | 0.45 | 9.62 | -18.51 | 3.8 | -3.96 | 1.34 | 1.85 | - | ||
| 2024/7 | 0.41 | -14.86 | -19.48 | 3.35 | -1.61 | 1.34 | 1.84 | - | ||
| 2024/6 | 0.48 | 6.11 | -4.39 | 2.94 | 1.51 | 1.46 | 1.77 | - | ||
| 2024/5 | 0.45 | -14.0 | -10.62 | 2.46 | 2.75 | 1.52 | 1.7 | - | ||
| 2024/4 | 0.53 | -3.33 | -1.45 | 2.01 | 6.34 | 1.47 | 1.76 | - | ||
| 2024/3 | 0.54 | 35.12 | 6.19 | 1.48 | 9.42 | 1.48 | 1.88 | - | ||
| 2024/2 | 0.4 | -24.48 | 7.86 | 0.94 | 11.38 | 1.52 | 1.84 | - | ||
| 2024/1 | 0.53 | -7.96 | 14.2 | 0.53 | 14.2 | 1.73 | 1.61 | - | ||
| 2023/12 | 0.58 | -6.35 | -2.19 | 6.3 | -36.31 | 1.78 | 1.89 | - | ||
| 2023/11 | 0.62 | 6.74 | -4.84 | 5.72 | -38.48 | 1.77 | 1.9 | - | ||
| 2023/10 | 0.58 | 2.58 | -20.64 | 5.1 | -41.02 | 1.7 | 1.98 | - | ||
| 2023/9 | 0.57 | 2.77 | -24.94 | 4.52 | -42.9 | 1.62 | 2.39 | - | ||
| 2023/8 | 0.55 | 8.32 | -27.5 | 3.96 | -44.78 | 1.56 | 2.49 | - | ||
| 2023/7 | 0.51 | 1.08 | -34.37 | 3.41 | -46.83 | 1.52 | 2.56 | - | ||
| 2023/6 | 0.5 | -0.79 | -37.27 | 2.9 | -48.55 | 1.54 | 2.49 | - | ||
| 2023/5 | 0.51 | -5.17 | -49.38 | 2.4 | -50.42 | 1.55 | 2.47 | 因國際政治及經濟情勢不穩定，加上通膨及供應鏈庫存調整因素，影響對元件需求，營收較去年同期有較大變化 | ||
| 2023/4 | 0.53 | 4.15 | -41.13 | 1.89 | -50.69 | 1.42 | 2.7 | 因國際政治及經濟情勢不穩定，加上通膨及供應鏈庫存調整因素，影響對元件需求，營收較去年同期有較大變化 | ||
| 2023/3 | 0.51 | 37.24 | -48.96 | 1.35 | -53.66 | 1.35 | 2.91 | 因國際政治及經濟情勢不穩定，加上通膨及供應鏈庫存調整因素，影響對元件需求，營收較去年同期有較大變化 | ||
| 2023/2 | 0.37 | -20.04 | -58.83 | 0.84 | -56.12 | 1.43 | 2.75 | 因國際情勢不穩定，影響光通訊標案需求，加上消費性產品因通膨及供應鏈庫存調整因素，影響對元件需求，營收較去年同期有較大變化 | ||
| 2023/1 | 0.47 | -21.18 | -53.67 | 0.47 | -53.67 | 1.71 | 2.3 | 因國際情勢不穩定加上通貨膨脹，影響光通訊標案及消費性市場之需求，加上農曆春節期間工作日減少，故營收較去年同期有較大變化 | ||
| 2022/12 | 0.59 | -8.88 | -42.78 | 9.9 | -24.67 | 1.98 | 2.04 | - | ||
| 2022/11 | 0.65 | -10.98 | -37.5 | 9.3 | -23.12 | 2.14 | 1.89 | - | ||
| 2022/10 | 0.73 | -2.96 | -36.08 | 8.65 | -21.77 | 2.24 | 1.8 | - | ||
| 2022/9 | 0.75 | -0.72 | -26.94 | 7.92 | -20.11 | 2.29 | 1.81 | - | ||
| 2022/8 | 0.76 | -1.94 | -25.68 | 7.17 | -19.32 | 2.34 | 1.77 | - | ||
| 2022/7 | 0.77 | -3.39 | -23.38 | 6.41 | -18.49 | 2.58 | 1.61 | - | ||
| 2022/6 | 0.8 | -19.94 | -24.9 | 5.63 | -17.77 | 2.71 | 1.51 | - | ||
| 2022/5 | 1.0 | 10.29 | -0.64 | 4.83 | -16.46 | 2.91 | 1.4 | - | ||
| 2022/4 | 0.91 | -9.7 | -25.69 | 3.83 | -19.79 | 2.82 | 1.45 | - | ||
| 2022/3 | 1.01 | 10.7 | -16.45 | 2.92 | -17.77 | 2.92 | 1.39 | - | ||
| 2022/2 | 0.91 | -10.02 | -20.84 | 1.92 | -18.44 | 2.95 | 1.38 | - | ||
| 2022/1 | 1.01 | -2.65 | -16.16 | 1.01 | -16.16 | 3.09 | 1.32 | - | ||
| 2021/12 | 1.04 | -0.47 | -6.13 | 13.14 | -13.68 | 3.22 | 1.27 | - | ||
| 2021/11 | 1.04 | -8.95 | -14.47 | 12.1 | -14.27 | 3.22 | 1.27 | - | ||
| 2021/10 | 1.14 | 10.9 | 3.88 | 11.06 | -14.25 | 3.2 | 1.28 | - | ||
| 2021/9 | 1.03 | 0.99 | -13.37 | 9.92 | -15.94 | 3.06 | 1.39 | - | ||
| 2021/8 | 1.02 | 1.08 | -21.91 | 8.88 | -16.23 | 3.1 | 1.38 | - | ||
| 2021/7 | 1.01 | -5.31 | -35.28 | 7.86 | -15.43 | 3.09 | 1.38 | - | ||
| 2021/6 | 1.07 | 5.91 | -31.89 | 6.85 | -11.43 | 3.3 | 1.32 | - | ||
| 2021/5 | 1.01 | -17.51 | -31.69 | 5.78 | -6.23 | 3.43 | 1.26 | - | ||
| 2021/4 | 1.22 | 1.52 | -6.17 | 4.78 | 1.77 | 3.57 | 1.21 | - | ||
| 2021/3 | 1.2 | 4.89 | -2.71 | 3.55 | 4.82 | 3.55 | 1.25 | - | ||
| 2021/2 | 1.15 | -4.7 | -0.42 | 2.35 | 9.15 | 3.46 | 1.29 | - | ||
| 2021/1 | 1.2 | 8.99 | 20.18 | 1.2 | 20.18 | 3.53 | 1.26 | - | ||
| 2020/12 | 1.1 | -9.32 | -10.1 | 15.22 | 4.47 | 3.42 | 1.39 | - | ||
| 2020/11 | 1.22 | 10.58 | 0.34 | 14.12 | 5.82 | 3.51 | 1.36 | - | ||
| 2020/10 | 1.1 | -7.52 | 0.04 | 12.9 | 6.37 | 3.6 | 1.32 | - | ||
| 2020/9 | 1.19 | -8.96 | -16.09 | 11.8 | 7.0 | 4.06 | 1.14 | - | ||
| 2020/8 | 1.31 | -16.22 | -10.88 | 10.61 | 10.41 | 4.44 | 1.04 | - | ||
| 2020/7 | 1.56 | -0.35 | 26.83 | 9.3 | 14.26 | 4.6 | 1.0 | - | ||
| 2020/6 | 1.57 | 6.22 | 29.46 | 7.74 | 12.02 | 4.34 | 1.02 | - | ||
| 2020/5 | 1.48 | 13.3 | 21.75 | 6.17 | 8.31 | 4.01 | 1.11 | - | ||
| 2020/4 | 1.3 | 5.27 | 5.83 | 4.69 | 4.67 | 3.69 | 1.2 | - | ||
| 2020/3 | 1.24 | 7.35 | 1.8 | 3.39 | 4.24 | 3.39 | 1.34 | - | ||
| 2020/2 | 1.15 | 15.01 | 43.23 | 2.15 | 5.7 | 3.38 | 1.35 | - | ||
| 2020/1 | 1.0 | -18.47 | -18.77 | 1.0 | -18.77 | 0.0 | N/A | - | ||
| 2019/12 | 1.23 | 1.21 | -13.07 | 14.57 | -27.63 | 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 | 0.53 | 2023/1 | 0.47 | 2022/1 | 1.01 | 2021/1 | 1.2 | 2020/1 | 1.0 |
| 2024/2 | 0.4 | 2023/2 | 0.37 | 2022/2 | 0.91 | 2021/2 | 1.15 | 2020/2 | 1.15 |
| 2024/3 | 0.54 | 2023/3 | 0.51 | 2022/3 | 1.01 | 2021/3 | 1.2 | 2020/3 | 1.24 |
| 2024/4 | 0.53 | 2023/4 | 0.53 | 2022/4 | 0.91 | 2021/4 | 1.22 | 2020/4 | 1.3 |
| 2024/5 | 0.45 | 2023/5 | 0.51 | 2022/5 | 1.0 | 2021/5 | 1.01 | 2020/5 | 1.48 |
| 2024/6 | 0.48 | 2023/6 | 0.5 | 2022/6 | 0.8 | 2021/6 | 1.07 | 2020/6 | 1.57 |
| 2024/7 | 0.41 | 2023/7 | 0.51 | 2022/7 | 0.77 | 2021/7 | 1.01 | 2020/7 | 1.56 |
| 2024/8 | 0.45 | 2023/8 | 0.55 | 2022/8 | 0.76 | 2021/8 | 1.02 | 2020/8 | 1.31 |
| 2024/9 | 0.46 | 2023/9 | 0.57 | 2022/9 | 0.75 | 2021/9 | 1.03 | 2020/9 | 1.19 |
| 2024/10 | 0.45 | 2023/10 | 0.58 | 2022/10 | 0.73 | 2021/10 | 1.14 | 2020/10 | 1.1 |
| 2024/11 | 0.51 | 2023/11 | 0.62 | 2022/11 | 0.65 | 2021/11 | 1.04 | 2020/11 | 1.22 |
| N/A | N/A | 2023/12 | 0.58 | 2022/12 | 0.59 | 2021/12 | 1.04 | 2020/12 | 1.1 |
- 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 | |||
|---|---|---|---|
