- 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 | 8.64 | -2.86 | 11.73 | 75.26 | 7.28 | 26.5 | N/A | - | ||
2024/9 | 8.9 | -0.63 | -2.18 | 66.61 | 6.73 | 25.69 | 0.51 | - | ||
2024/8 | 8.96 | 14.34 | 5.92 | 57.71 | 8.25 | 24.03 | 0.55 | - | ||
2024/7 | 7.83 | 8.1 | 5.0 | 48.76 | 8.69 | 22.52 | 0.59 | - | ||
2024/6 | 7.25 | -2.65 | 10.79 | 40.93 | 9.42 | 21.78 | 0.57 | - | ||
2024/5 | 7.44 | 4.9 | 10.16 | 33.68 | 9.13 | 21.16 | 0.58 | - | ||
2024/4 | 7.09 | 7.1 | 2.43 | 26.24 | 8.85 | 18.4 | 0.67 | - | ||
2024/3 | 6.62 | 41.37 | -3.57 | 19.14 | 11.44 | 19.14 | 0.69 | - | ||
2024/2 | 4.69 | -40.19 | 1.14 | 12.52 | 21.45 | 19.08 | 0.69 | - | ||
2024/1 | 7.83 | 19.48 | 38.02 | 7.83 | 38.02 | 21.12 | 0.62 | - | ||
2023/12 | 6.56 | -2.48 | 27.88 | 83.43 | 12.41 | 21.02 | 0.61 | - | ||
2023/11 | 6.72 | -13.07 | 18.9 | 76.87 | 11.26 | 23.56 | 0.55 | - | ||
2023/10 | 7.74 | -14.96 | 23.49 | 70.15 | 10.58 | 25.29 | 0.51 | - | ||
2023/9 | 9.1 | 7.59 | 37.49 | 62.41 | 9.16 | 25.01 | 0.47 | - | ||
2023/8 | 8.45 | 13.34 | 34.53 | 53.31 | 5.46 | 22.45 | 0.53 | - | ||
2023/7 | 7.46 | 14.06 | 25.68 | 44.86 | 1.33 | 20.75 | 0.57 | - | ||
2023/6 | 6.54 | -3.21 | -2.03 | 37.4 | -2.43 | 20.22 | 0.58 | - | ||
2023/5 | 6.76 | -2.45 | 3.12 | 30.86 | -2.52 | 20.55 | 0.57 | - | ||
2023/4 | 6.93 | 0.82 | 31.46 | 24.1 | -3.99 | 18.43 | 0.64 | - | ||
2023/3 | 6.87 | 48.3 | -14.33 | 17.18 | -13.41 | 17.18 | 0.72 | - | ||
2023/2 | 4.63 | -18.38 | -6.81 | 10.31 | -12.78 | 15.44 | 0.8 | - | ||
2023/1 | 5.68 | 10.7 | -17.11 | 5.68 | -17.11 | 16.46 | 0.75 | - | ||
2022/12 | 5.13 | -9.33 | -42.14 | 74.21 | -5.09 | 17.05 | 0.67 | - | ||
2022/11 | 5.65 | -9.72 | -30.47 | 69.09 | -0.35 | 18.53 | 0.62 | - | ||
2022/10 | 6.26 | -5.32 | -16.03 | 63.43 | 3.64 | 19.16 | 0.6 | - | ||
2022/9 | 6.62 | 5.28 | -20.0 | 57.17 | 6.37 | 18.83 | 0.64 | - | ||
2022/8 | 6.28 | 5.89 | -2.76 | 50.55 | 11.17 | 18.89 | 0.63 | - | ||
2022/7 | 5.93 | -11.09 | -5.74 | 44.27 | 13.48 | 19.16 | 0.63 | - | ||
2022/6 | 6.68 | 1.88 | 14.83 | 38.33 | 17.19 | 18.5 | 0.73 | - | ||
2022/5 | 6.55 | 24.35 | 18.68 | 31.66 | 17.7 | 19.84 | 0.68 | - | ||
2022/4 | 5.27 | -34.3 | -5.85 | 25.11 | 17.44 | 18.26 | 0.74 | - | ||
2022/3 | 8.02 | 61.32 | 35.68 | 19.84 | 25.71 | 19.84 | 0.66 | - | ||
2022/2 | 4.97 | -27.4 | 43.82 | 11.82 | 19.73 | 20.68 | 0.64 | - | ||
2022/1 | 6.85 | -22.72 | 6.75 | 6.85 | 6.75 | 23.84 | 0.55 | - | ||
2021/12 | 8.86 | 8.95 | 44.88 | 78.2 | 33.38 | 24.45 | 0.47 | - | ||
2021/11 | 8.13 | 9.03 | 59.18 | 69.33 | 32.04 | 23.86 | 0.48 | NB市場暢旺,以及產能提升 | ||
2021/10 | 7.46 | -9.8 | 43.85 | 61.2 | 29.11 | 22.19 | 0.52 | - | ||
2021/9 | 8.27 | 27.98 | 28.84 | 53.74 | 27.3 | 21.03 | 0.58 | - | ||
2021/8 | 6.46 | 2.63 | 14.95 | 45.47 | 27.03 | 18.57 | 0.65 | - | ||
2021/7 | 6.3 | 8.31 | 21.08 | 39.01 | 29.28 | 17.63 | 0.69 | - | ||
2021/6 | 5.81 | 5.3 | 15.15 | 32.71 | 30.99 | 16.93 | 0.76 | - | ||
2021/5 | 5.52 | -1.36 | 4.52 | 26.9 | 35.0 | 17.03 | 0.76 | - | ||
2021/4 | 5.6 | -5.31 | -0.79 | 21.38 | 45.99 | 14.96 | 0.86 | - | ||
2021/3 | 5.91 | 71.0 | 33.35 | 15.78 | 75.32 | 15.78 | 0.61 | 110年3月產線人力較充足,出貨量增 | ||
2021/2 | 3.46 | -46.11 | 128.73 | 9.87 | 116.04 | 15.99 | 0.61 | 去年2月疫情影響大陸延後復工 | ||
2021/1 | 6.41 | 4.87 | 109.77 | 6.41 | 109.77 | 17.64 | 0.55 | 疫情影響 | ||
2020/12 | 6.12 | 19.7 | 56.81 | 58.62 | 21.35 | 16.41 | 0.55 | 疫情影響 | ||
2020/11 | 5.11 | -1.46 | 17.67 | 52.51 | 18.24 | 16.71 | 0.54 | - | ||
2020/10 | 5.19 | -19.22 | 17.31 | 47.4 | 18.3 | 17.23 | 0.52 | - | ||
2020/9 | 6.42 | 14.18 | 27.15 | 42.21 | 18.42 | 17.24 | 0.48 | - | ||
2020/8 | 5.62 | 8.11 | 19.93 | 35.79 | 16.98 | 15.87 | 0.52 | - | ||
2020/7 | 5.2 | 3.01 | 20.03 | 30.17 | 16.45 | 15.53 | 0.54 | - | ||
2020/6 | 5.05 | -4.41 | 16.93 | 24.97 | 15.73 | 15.97 | 0.45 | - | ||
2020/5 | 5.28 | -6.38 | 31.1 | 19.92 | 15.43 | 15.35 | 0.47 | - | ||
2020/4 | 5.64 | 27.28 | 68.54 | 14.64 | 10.66 | 11.58 | 0.62 | 因疫情影響,異地上班,筆電需求增加所致 | ||
2020/3 | 4.43 | 193.31 | 15.11 | 9.0 | -8.93 | 9.0 | 0.62 | - | ||
2020/2 | 1.51 | -50.58 | -25.8 | 4.57 | -24.28 | 8.47 | 0.66 | - | ||
2020/1 | 3.06 | -21.59 | -23.51 | 3.06 | -23.51 | 11.3 | 0.49 | - | ||
2019/12 | 3.9 | -10.17 | 2.5 | 48.31 | 10.44 | 0.0 | N/A | - | ||
2019/11 | 4.34 | -1.76 | 2.44 | 44.41 | 11.2 | 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 | 7.83 | 2023/1 | 5.68 | 2022/1 | 6.85 | 2021/1 | 6.41 | 2020/1 | 3.06 |
2024/2 | 4.69 | 2023/2 | 4.63 | 2022/2 | 4.97 | 2021/2 | 3.46 | 2020/2 | 1.51 |
2024/3 | 6.62 | 2023/3 | 6.87 | 2022/3 | 8.02 | 2021/3 | 5.91 | 2020/3 | 4.43 |
2024/4 | 7.09 | 2023/4 | 6.93 | 2022/4 | 5.27 | 2021/4 | 5.6 | 2020/4 | 5.64 |
2024/5 | 7.44 | 2023/5 | 6.76 | 2022/5 | 6.55 | 2021/5 | 5.52 | 2020/5 | 5.28 |
2024/6 | 7.25 | 2023/6 | 6.54 | 2022/6 | 6.68 | 2021/6 | 5.81 | 2020/6 | 5.05 |
2024/7 | 7.83 | 2023/7 | 7.46 | 2022/7 | 5.93 | 2021/7 | 6.3 | 2020/7 | 5.2 |
2024/8 | 8.96 | 2023/8 | 8.45 | 2022/8 | 6.28 | 2021/8 | 6.46 | 2020/8 | 5.62 |
2024/9 | 8.9 | 2023/9 | 9.1 | 2022/9 | 6.62 | 2021/9 | 8.27 | 2020/9 | 6.42 |
2024/10 | 8.64 | 2023/10 | 7.74 | 2022/10 | 6.26 | 2021/10 | 7.46 | 2020/10 | 5.19 |
N/A | N/A | 2023/11 | 6.72 | 2022/11 | 5.65 | 2021/11 | 8.13 | 2020/11 | 5.11 |
N/A | N/A | 2023/12 | 6.56 | 2022/12 | 5.13 | 2021/12 | 8.86 | 2020/12 | 6.12 |
- 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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