- 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 | 3.7 | -9.87 | -1.47 | 35.81 | 7.66 | 11.91 | N/A | - | ||
| 2024/9 | 4.11 | 0.18 | 9.51 | 32.11 | 8.82 | 12.26 | 0.74 | - | ||
| 2024/8 | 4.1 | 1.27 | 10.49 | 28.0 | 8.73 | 11.3 | 0.8 | - | ||
| 2024/7 | 4.05 | 28.56 | 13.87 | 23.89 | 8.43 | 10.93 | 0.83 | - | ||
| 2024/6 | 3.15 | -15.58 | -0.14 | 19.84 | 7.38 | 10.48 | 0.91 | - | ||
| 2024/5 | 3.73 | 3.72 | 7.1 | 16.69 | 8.93 | 10.55 | 0.91 | - | ||
| 2024/4 | 3.6 | 11.59 | 4.08 | 12.96 | 9.47 | 9.11 | 1.05 | - | ||
| 2024/3 | 3.22 | 41.03 | -5.33 | 9.36 | 11.69 | 9.36 | 1.04 | - | ||
| 2024/2 | 2.29 | -40.68 | -15.93 | 6.14 | 23.35 | 9.24 | 1.05 | - | ||
| 2024/1 | 3.85 | 24.26 | 70.64 | 3.85 | 70.64 | 10.54 | 0.92 | 市場需求復甦 | ||
| 2023/12 | 3.1 | -13.5 | 36.15 | 39.95 | 8.92 | 10.45 | 0.88 | - | ||
| 2023/11 | 3.59 | -4.6 | 15.45 | 36.85 | 7.12 | 11.1 | 0.83 | - | ||
| 2023/10 | 3.76 | 0.17 | 21.35 | 33.26 | 6.29 | 11.22 | 0.82 | - | ||
| 2023/9 | 3.75 | 1.08 | 54.55 | 29.5 | 4.63 | 11.02 | 0.76 | 2022年市場拉貨動能低,筆電庫存高;2023年市場需求復甦,筆電庫存持續降低 | ||
| 2023/8 | 3.71 | 4.37 | 27.56 | 25.75 | -0.06 | 10.42 | 0.8 | - | ||
| 2023/7 | 3.56 | 12.72 | 30.12 | 22.04 | -3.58 | 10.2 | 0.82 | - | ||
| 2023/6 | 3.15 | -9.45 | 9.11 | 18.48 | -8.16 | 10.1 | 0.9 | - | ||
| 2023/5 | 3.48 | 0.79 | -7.8 | 15.32 | -11.05 | 10.35 | 0.88 | - | ||
| 2023/4 | 3.46 | 1.49 | -4.38 | 11.84 | -11.97 | 9.58 | 0.95 | - | ||
| 2023/3 | 3.41 | 25.25 | -5.08 | 8.38 | -14.76 | 8.38 | 1.31 | - | ||
| 2023/2 | 2.72 | 20.39 | 0.98 | 4.98 | -20.32 | 7.26 | 1.52 | - | ||
| 2023/1 | 2.26 | -0.84 | -36.46 | 2.26 | -36.46 | 7.64 | 1.44 | - | ||
| 2022/12 | 2.28 | -26.66 | -40.42 | 36.67 | -0.02 | 8.48 | 1.38 | - | ||
| 2022/11 | 3.11 | 0.27 | -17.77 | 34.4 | 4.67 | 8.63 | 1.35 | - | ||
| 2022/10 | 3.1 | 27.58 | -1.47 | 31.29 | 7.58 | 8.44 | 1.38 | - | ||
| 2022/9 | 2.43 | -16.57 | -17.65 | 28.19 | 8.68 | 8.07 | 1.29 | - | ||
| 2022/8 | 2.91 | 6.47 | 11.22 | 25.76 | 12.06 | 8.53 | 1.22 | - | ||
| 2022/7 | 2.73 | -5.47 | -1.78 | 22.85 | 12.16 | 9.4 | 1.11 | - | ||
| 2022/6 | 2.89 | -23.49 | 9.15 | 20.12 | 14.37 | 10.29 | 0.77 | - | ||
| 2022/5 | 3.78 | 4.53 | 45.59 | 17.23 | 15.3 | 10.98 | 0.72 | - | ||
| 2022/4 | 3.62 | 0.75 | 5.85 | 13.45 | 8.93 | 9.9 | 0.8 | - | ||
| 2022/3 | 3.59 | 33.26 | 13.25 | 9.84 | 10.11 | 9.84 | 0.78 | - | ||
| 2022/2 | 2.69 | -24.25 | 16.5 | 6.25 | 8.38 | 10.07 | 0.76 | - | ||
| 2022/1 | 3.55 | -7.02 | 2.94 | 3.55 | 2.94 | 11.16 | 0.68 | - | ||
| 2021/12 | 3.82 | 1.22 | 11.44 | 36.68 | 16.05 | 10.74 | 0.68 | - | ||
| 2021/11 | 3.78 | 20.14 | 19.86 | 32.86 | 16.61 | 9.87 | 0.74 | - | ||
| 2021/10 | 3.14 | 6.62 | 7.57 | 29.08 | 16.2 | 8.71 | 0.84 | - | ||
| 2021/9 | 2.95 | 12.69 | 1.26 | 25.94 | 17.34 | 8.35 | 0.9 | - | ||
| 2021/8 | 2.62 | -5.97 | -3.95 | 22.99 | 19.78 | 8.05 | 0.93 | - | ||
| 2021/7 | 2.78 | 5.05 | -7.95 | 20.38 | 23.71 | 8.03 | 0.93 | - | ||
| 2021/6 | 2.65 | 2.04 | 0.71 | 17.59 | 30.83 | 8.66 | 0.85 | - | ||
| 2021/5 | 2.6 | -24.0 | 1.39 | 14.94 | 38.15 | 9.18 | 0.8 | - | ||
| 2021/4 | 3.42 | 7.8 | 17.51 | 12.35 | 49.55 | 8.89 | 0.82 | - | ||
| 2021/3 | 3.17 | 37.08 | 54.48 | 8.93 | 66.96 | 8.93 | 0.78 | 疫情影響,NB需求增加 | ||
| 2021/2 | 2.31 | -33.07 | 70.14 | 5.76 | 74.72 | 9.2 | 0.76 | 因疫情關係,客戶需求增加 | ||
| 2021/1 | 3.45 | 0.65 | 77.93 | 3.45 | 77.93 | 10.04 | 0.7 | 因疫情關係,客戶需求增加 | ||
| 2020/12 | 3.43 | 8.87 | 70.91 | 31.61 | 41.01 | 9.5 | 0.6 | 因疫情關係,客戶需求增加 | ||
| 2020/11 | 3.15 | 7.82 | 42.95 | 28.18 | 38.07 | 8.99 | 0.64 | - | ||
| 2020/10 | 2.92 | 0.37 | 30.06 | 25.03 | 37.48 | 8.56 | 0.67 | - | ||
| 2020/9 | 2.91 | 6.88 | 28.62 | 22.11 | 38.53 | 8.66 | 0.75 | - | ||
| 2020/8 | 2.72 | -9.89 | 29.93 | 19.19 | 40.17 | 8.38 | 0.77 | - | ||
| 2020/7 | 3.02 | 14.95 | 50.94 | 16.47 | 42.02 | 8.21 | 0.79 | 因疫情關係,客戶需求增加 | ||
| 2020/6 | 2.63 | 2.72 | 25.69 | 13.45 | 40.16 | 8.1 | 0.77 | - | ||
| 2020/5 | 2.56 | -11.91 | 27.93 | 10.82 | 44.19 | 7.52 | 0.83 | - | ||
| 2020/4 | 2.91 | 41.71 | 89.4 | 8.26 | 50.11 | 6.32 | 0.98 | 疫情影響,NB需求增加 | ||
| 2020/3 | 2.05 | 50.98 | 97.84 | 5.35 | 34.9 | 5.35 | 1.18 | 疫情影響,NB需求增加 | ||
| 2020/2 | 1.36 | -30.01 | 40.64 | 3.3 | 12.63 | 5.31 | 1.19 | - | ||
| 2020/1 | 1.94 | -3.31 | -1.14 | 1.94 | -1.14 | 6.15 | 1.02 | - | ||
| 2019/12 | 2.01 | -8.93 | 16.07 | 22.42 | 5.38 | 0.0 | N/A | - | ||
| 2019/11 | 2.2 | -1.89 | 3.17 | 20.41 | 4.43 | 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 | 3.85 | 2023/1 | 2.26 | 2022/1 | 3.55 | 2021/1 | 3.45 | 2020/1 | 1.94 |
| 2024/2 | 2.29 | 2023/2 | 2.72 | 2022/2 | 2.69 | 2021/2 | 2.31 | 2020/2 | 1.36 |
| 2024/3 | 3.22 | 2023/3 | 3.41 | 2022/3 | 3.59 | 2021/3 | 3.17 | 2020/3 | 2.05 |
| 2024/4 | 3.6 | 2023/4 | 3.46 | 2022/4 | 3.62 | 2021/4 | 3.42 | 2020/4 | 2.91 |
| 2024/5 | 3.73 | 2023/5 | 3.48 | 2022/5 | 3.78 | 2021/5 | 2.6 | 2020/5 | 2.56 |
| 2024/6 | 3.15 | 2023/6 | 3.15 | 2022/6 | 2.89 | 2021/6 | 2.65 | 2020/6 | 2.63 |
| 2024/7 | 4.05 | 2023/7 | 3.56 | 2022/7 | 2.73 | 2021/7 | 2.78 | 2020/7 | 3.02 |
| 2024/8 | 4.1 | 2023/8 | 3.71 | 2022/8 | 2.91 | 2021/8 | 2.62 | 2020/8 | 2.72 |
| 2024/9 | 4.11 | 2023/9 | 3.75 | 2022/9 | 2.43 | 2021/9 | 2.95 | 2020/9 | 2.91 |
| 2024/10 | 3.7 | 2023/10 | 3.76 | 2022/10 | 3.1 | 2021/10 | 3.14 | 2020/10 | 2.92 |
| N/A | N/A | 2023/11 | 3.59 | 2022/11 | 3.11 | 2021/11 | 3.78 | 2020/11 | 3.15 |
| N/A | N/A | 2023/12 | 3.1 | 2022/12 | 2.28 | 2021/12 | 3.82 | 2020/12 | 3.43 |
- 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 | |||
|---|---|---|---|
