- 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 | 6.74 | -3.32 | 0.9 | 59.25 | 12.38 | 20.7 | N/A | - | ||
2024/9 | 6.97 | -0.38 | 5.08 | 52.52 | 14.05 | 21.66 | 0.1 | - | ||
2024/8 | 7.0 | -9.06 | 14.77 | 45.55 | 15.55 | 21.23 | 0.1 | - | ||
2024/7 | 7.69 | 17.63 | 26.24 | 38.55 | 15.7 | 20.11 | 0.11 | - | ||
2024/6 | 6.54 | 11.31 | 17.61 | 30.86 | 13.34 | 16.42 | 0.12 | - | ||
2024/5 | 5.87 | 46.54 | 32.85 | 24.32 | 12.24 | 14.23 | 0.13 | - | ||
2024/4 | 4.01 | -7.83 | -2.18 | 18.45 | 6.96 | 12.93 | 0.15 | - | ||
2024/3 | 4.35 | -4.95 | -4.23 | 14.44 | 9.81 | 14.44 | 0.14 | - | ||
2024/2 | 4.58 | -17.01 | 11.09 | 10.09 | 17.23 | 15.47 | 0.13 | - | ||
2024/1 | 5.51 | 2.48 | 22.87 | 5.51 | 22.87 | 16.66 | 0.12 | - | ||
2023/12 | 5.38 | -6.67 | 9.04 | 63.87 | -17.39 | 17.82 | 0.12 | - | ||
2023/11 | 5.77 | -13.63 | -11.78 | 58.49 | -19.19 | 19.07 | 0.11 | - | ||
2023/10 | 6.68 | 0.66 | 2.32 | 52.72 | -19.93 | 19.4 | 0.11 | - | ||
2023/9 | 6.63 | 8.8 | -2.79 | 46.05 | -22.38 | 18.82 | 0.11 | - | ||
2023/8 | 6.09 | 0.03 | -14.81 | 39.42 | -24.92 | 17.75 | 0.12 | - | ||
2023/7 | 6.09 | 9.59 | -16.21 | 33.32 | -26.52 | 16.07 | 0.13 | - | ||
2023/6 | 5.56 | 25.73 | -24.29 | 27.23 | -28.48 | 14.08 | 0.18 | - | ||
2023/5 | 4.42 | 7.89 | -38.18 | 21.67 | -29.49 | 13.06 | 0.19 | - | ||
2023/4 | 4.1 | -9.76 | -40.31 | 17.25 | -26.85 | 12.76 | 0.2 | - | ||
2023/3 | 4.54 | 10.25 | -31.7 | 13.15 | -21.32 | 13.15 | 0.19 | - | ||
2023/2 | 4.12 | -8.21 | -17.33 | 8.61 | -14.46 | 13.54 | 0.18 | - | ||
2023/1 | 4.49 | -9.04 | -11.66 | 4.49 | -11.66 | 15.96 | 0.15 | - | ||
2022/12 | 4.93 | -24.5 | -17.26 | 77.32 | 0.84 | 17.99 | 0.15 | - | ||
2022/11 | 6.54 | 0.17 | 8.96 | 72.38 | 2.36 | 19.88 | 0.14 | - | ||
2022/10 | 6.52 | -4.36 | 0.96 | 65.85 | 1.75 | 20.5 | 0.13 | - | ||
2022/9 | 6.82 | -4.65 | -10.98 | 59.32 | 1.84 | 21.25 | 0.13 | - | ||
2022/8 | 7.16 | -1.61 | -2.44 | 52.5 | 3.78 | 21.77 | 0.13 | - | ||
2022/7 | 7.27 | -0.96 | 4.74 | 45.35 | 4.84 | 21.77 | 0.13 | - | ||
2022/6 | 7.34 | 2.65 | 23.26 | 38.08 | 4.86 | 21.36 | 0.14 | - | ||
2022/5 | 7.15 | 4.17 | 49.44 | 30.73 | 1.25 | 20.67 | 0.14 | - | ||
2022/4 | 6.87 | 3.25 | 54.33 | 23.58 | -7.77 | 18.5 | 0.16 | 因晶圓級尺寸封裝及晶圓測試需求較去年同期增加 | ||
2022/3 | 6.65 | 33.45 | 6.11 | 16.71 | -20.85 | 16.71 | 0.16 | - | ||
2022/2 | 4.98 | -1.91 | -23.88 | 10.06 | -32.24 | 16.03 | 0.17 | - | ||
2022/1 | 5.08 | -14.81 | -38.82 | 5.08 | -38.82 | 17.04 | 0.16 | - | ||
2021/12 | 5.96 | -0.56 | -28.53 | 76.67 | 5.35 | 18.42 | 0.15 | - | ||
2021/11 | 6.0 | -7.18 | -21.99 | 70.71 | 9.74 | 20.12 | 0.14 | - | ||
2021/10 | 6.46 | -15.68 | -18.88 | 64.71 | 14.04 | 21.46 | 0.13 | - | ||
2021/9 | 7.66 | 4.48 | -1.79 | 58.25 | 19.42 | 21.94 | 0.13 | - | ||
2021/8 | 7.33 | 5.64 | -1.01 | 50.59 | 23.46 | 20.23 | 0.14 | - | ||
2021/7 | 6.94 | 16.54 | 13.55 | 43.25 | 28.87 | 17.69 | 0.16 | - | ||
2021/6 | 5.96 | 24.46 | 40.62 | 36.31 | 32.28 | 15.19 | 0.2 | - | ||
2021/5 | 4.79 | 7.58 | 15.04 | 30.35 | 30.76 | 15.5 | 0.2 | - | ||
2021/4 | 4.45 | -29.0 | -6.74 | 25.57 | 34.19 | 17.26 | 0.18 | - | ||
2021/3 | 6.27 | -4.27 | 34.47 | 21.12 | 47.86 | 21.12 | 0.12 | - | ||
2021/2 | 6.55 | -21.17 | 33.86 | 14.85 | 54.35 | 23.2 | 0.11 | 因晶圓級尺寸封裝及晶圓測試需求較去年同期增加 | ||
2021/1 | 8.3 | -0.48 | 75.54 | 8.3 | 75.54 | 24.34 | 0.1 | 因晶圓級尺寸封裝及晶圓測試需求較去年同期增加 | ||
2020/12 | 8.34 | 8.53 | 110.71 | 72.78 | 56.4 | 24.0 | 0.09 | 因晶圓級尺寸封裝及晶圓測試需求較去年同期增加 | ||
2020/11 | 7.69 | -3.48 | 59.73 | 64.43 | 51.34 | 23.46 | 0.09 | 因晶圓級尺寸封裝及晶圓測試需求較去年同期增加 | ||
2020/10 | 7.97 | 2.08 | 53.53 | 56.74 | 50.27 | 23.18 | 0.09 | 因晶圓級尺寸封裝及晶圓測試需求較去年同期增加 | ||
2020/9 | 7.8 | 5.31 | 44.58 | 48.78 | 49.76 | 21.33 | 0.1 | - | ||
2020/8 | 7.41 | 21.19 | 23.43 | 40.97 | 50.78 | 17.76 | 0.12 | 因晶圓級尺寸封裝及晶圓測試需求較去年同期增加 | ||
2020/7 | 6.11 | 44.31 | 15.3 | 33.56 | 58.54 | 14.51 | 0.14 | 因晶圓級尺寸封裝需求較去年同期增加 | ||
2020/6 | 4.24 | 1.82 | 1.33 | 27.45 | 72.99 | 13.17 | 0.17 | 因晶圓級尺寸封裝需求較去年同期增加 | ||
2020/5 | 4.16 | -12.78 | 18.82 | 23.21 | 98.63 | 13.59 | 0.17 | 因晶圓級尺寸封裝需求較去年同期增加 | ||
2020/4 | 4.77 | 2.37 | 86.09 | 19.05 | 132.78 | 14.32 | 0.16 | 因晶圓級尺寸封裝需求較去年同期增加 | ||
2020/3 | 4.66 | -4.71 | 129.28 | 14.28 | 154.07 | 14.28 | 0.14 | 因晶圓級尺寸封裝需求較去年同期增加 | ||
2020/2 | 4.89 | 3.37 | 247.83 | 9.62 | 168.1 | 13.58 | 0.15 | 因晶圓級尺寸封裝需求較去年同期增加 | ||
2020/1 | 4.73 | 19.45 | 116.75 | 4.73 | 116.75 | 13.5 | 0.15 | 因晶圓級尺寸封裝需求較去年同期增加 | ||
2019/12 | 3.96 | -17.72 | 17.19 | 46.53 | -1.29 | 0.0 | N/A | - | ||
2019/11 | 4.81 | -7.23 | 1.18 | 42.57 | -2.72 | 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 | 5.51 | 2023/1 | 4.49 | 2022/1 | 5.08 | 2021/1 | 8.3 | 2020/1 | 4.73 |
2024/2 | 4.58 | 2023/2 | 4.12 | 2022/2 | 4.98 | 2021/2 | 6.55 | 2020/2 | 4.89 |
2024/3 | 4.35 | 2023/3 | 4.54 | 2022/3 | 6.65 | 2021/3 | 6.27 | 2020/3 | 4.66 |
2024/4 | 4.01 | 2023/4 | 4.1 | 2022/4 | 6.87 | 2021/4 | 4.45 | 2020/4 | 4.77 |
2024/5 | 5.87 | 2023/5 | 4.42 | 2022/5 | 7.15 | 2021/5 | 4.79 | 2020/5 | 4.16 |
2024/6 | 6.54 | 2023/6 | 5.56 | 2022/6 | 7.34 | 2021/6 | 5.96 | 2020/6 | 4.24 |
2024/7 | 7.69 | 2023/7 | 6.09 | 2022/7 | 7.27 | 2021/7 | 6.94 | 2020/7 | 6.11 |
2024/8 | 7.0 | 2023/8 | 6.09 | 2022/8 | 7.16 | 2021/8 | 7.33 | 2020/8 | 7.41 |
2024/9 | 6.97 | 2023/9 | 6.63 | 2022/9 | 6.82 | 2021/9 | 7.66 | 2020/9 | 7.8 |
2024/10 | 6.74 | 2023/10 | 6.68 | 2022/10 | 6.52 | 2021/10 | 6.46 | 2020/10 | 7.97 |
N/A | N/A | 2023/11 | 5.77 | 2022/11 | 6.54 | 2021/11 | 6.0 | 2020/11 | 7.69 |
N/A | N/A | 2023/12 | 5.38 | 2022/12 | 4.93 | 2021/12 | 5.96 | 2020/12 | 8.34 |
- 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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