- 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) |
---|---|---|---|---|---|---|---|---|---|---|
2023/5 | 0.28 | -9.24 | -19.37 | 1.36 | -24.9 | 0.96 | N/A | |||
2023/4 | 0.3 | -20.67 | -19.59 | 1.09 | -26.18 | 0.9 | N/A | |||
2023/3 | 0.38 | 76.59 | -17.42 | 0.79 | -28.45 | 0.79 | 1.94 | |||
2023/2 | 0.22 | 16.38 | -19.31 | 0.4 | -36.51 | 0.87 | 1.74 | |||
2023/1 | 0.19 | -60.44 | -49.13 | 0.19 | -49.13 | 1.12 | 1.36 | |||
2022/12 | 0.47 | 2.51 | -18.45 | 4.79 | -21.05 | 1.33 | 1.17 | |||
2022/11 | 0.46 | 14.8 | 2.85 | 4.32 | -21.32 | 1.29 | 1.2 | |||
2022/10 | 0.4 | -7.77 | 2.49 | 3.86 | -23.46 | 1.24 | 1.25 | |||
2022/9 | 0.43 | 6.0 | -20.91 | 3.46 | -25.63 | 1.21 | 1.58 | |||
2022/8 | 0.41 | 10.36 | -19.69 | 3.03 | -26.26 | 1.21 | 1.57 | |||
2022/7 | 0.37 | -14.69 | -23.37 | 2.62 | -27.19 | 1.15 | 1.67 | |||
2022/6 | 0.43 | 27.17 | -21.22 | 2.25 | -27.78 | 1.15 | 1.9 | |||
2022/5 | 0.34 | -9.49 | -36.25 | 1.82 | -29.19 | 1.18 | 1.85 | |||
2022/4 | 0.38 | -18.53 | -30.53 | 1.47 | -27.33 | 1.11 | 1.98 | |||
2022/3 | 0.46 | 72.53 | -18.73 | 1.1 | -26.16 | 1.1 | 2.07 | |||
2022/2 | 0.27 | -26.62 | -28.49 | 0.63 | -30.79 | 1.21 | 1.87 | |||
2022/1 | 0.37 | -36.58 | -32.38 | 0.37 | -32.38 | 1.39 | 1.63 | |||
2021/12 | 0.58 | 29.3 | -2.49 | 6.07 | 13.95 | 1.41 | 1.5 | |||
2021/11 | 0.45 | 14.4 | -6.83 | 5.49 | 16.01 | 1.38 | 1.53 | |||
2021/10 | 0.39 | -28.83 | -2.8 | 5.05 | 18.58 | 1.45 | 1.47 | |||
2021/9 | 0.55 | 7.64 | 16.74 | 4.66 | 20.81 | 1.54 | 1.44 | |||
2021/8 | 0.51 | 5.29 | 27.11 | 4.11 | 21.37 | 1.54 | 1.44 | |||
2021/7 | 0.48 | -12.3 | 4.85 | 3.6 | 20.6 | 1.57 | 1.41 | |||
2021/6 | 0.55 | 2.92 | 32.08 | 3.12 | 23.48 | 1.63 | 1.3 | |||
2021/5 | 0.54 | -1.37 | -12.08 | 2.57 | 21.77 | 1.65 | 1.29 | |||
2021/4 | 0.54 | -4.69 | 4.89 | 2.03 | 35.55 | 1.49 | 1.42 | |||
2021/3 | 0.57 | 51.81 | 36.29 | 1.49 | 51.77 | 1.49 | 1.47 | |||
2021/2 | 0.38 | -30.61 | 49.96 | 0.92 | 63.3 | 1.51 | 1.45 | |||
2021/1 | 0.54 | -8.55 | 74.04 | 0.54 | 74.04 | 1.61 | 1.36 | |||
2020/12 | 0.59 | 23.55 | 21.28 | 5.33 | -52.64 | 1.47 | 1.37 | |||
2020/11 | 0.48 | 19.35 | -21.16 | 4.73 | -55.99 | 1.35 | 1.49 | |||
2020/10 | 0.4 | -14.52 | -41.08 | 4.26 | -58.08 | 1.27 | 1.58 | |||
2020/9 | 0.47 | 17.2 | -53.88 | 3.85 | -59.3 | 1.33 | 1.41 | |||
2020/8 | 0.4 | -13.14 | -75.19 | 3.39 | -59.95 | 1.28 | 1.46 | 因本月面板.整流器營收下滑,致營收較去年衰退 | ||
2020/7 | 0.46 | 10.47 | -51.58 | 2.98 | -56.36 | 1.49 | 1.26 | |||
2020/6 | 0.42 | -31.49 | -54.67 | 2.52 | -57.13 | 1.54 | 1.14 | 因本月面板.整流器營收下滑,致營收較去年衰退 | ||
2020/5 | 0.61 | 17.66 | -51.58 | 2.11 | -57.59 | 1.55 | 1.14 | |||
2020/4 | 0.52 | 23.83 | -60.92 | 1.5 | -59.62 | 1.19 | 1.48 | |||
2020/3 | 0.42 | 67.03 | -56.37 | 0.98 | -58.91 | 0.98 | 1.64 | 因本月整流器營收下滑,致營收較去年衰退 | ||
2020/2 | 0.25 | -19.47 | -43.03 | 0.56 | -60.61 | 1.05 | 1.53 | 因本月整流器營收下滑,致營收較去年衰退 | ||
2020/1 | 0.31 | -36.27 | -68.45 | 0.31 | -68.45 | 1.41 | 1.15 | |||
2019/12 | 0.49 | -19.68 | -30.13 | 11.25 | -0.65 | 1.78 | 0.84 | - | ||
2019/11 | 0.61 | -10.79 | -18.71 | 10.76 | 1.28 | 2.31 | 0.65 | - | ||
2019/10 | 0.68 | -33.1 | -19.97 | 10.15 | 2.79 | 3.31 | 0.45 | - | ||
2019/9 | 1.02 | -36.95 | 24.4 | 9.47 | 4.93 | 3.58 | 0.78 | - | ||
2019/8 | 1.61 | 69.53 | 62.66 | 8.45 | 2.99 | 3.49 | 0.8 | 因本月面板產品營收增加,致營收較去年同期增加 | ||
2019/7 | 0.95 | 3.42 | 12.68 | 6.84 | -5.2 | 3.13 | 0.89 | - | ||
2019/6 | 0.92 | -26.83 | -12.89 | 5.89 | -7.58 | 3.5 | 0.95 | - | ||
2019/5 | 1.26 | -5.01 | 24.29 | 4.97 | -6.52 | 3.54 | 0.94 | - | ||
2019/4 | 1.32 | 38.23 | 15.76 | 3.71 | -13.78 | 2.72 | 1.22 | - | ||
2019/3 | 0.96 | 118.12 | -19.48 | 2.38 | -24.49 | 2.38 | 1.33 | - | ||
2019/2 | 0.44 | -55.4 | -16.76 | 1.42 | -27.52 | 2.12 | 1.5 | - | ||
2019/1 | 0.99 | 41.14 | -31.47 | 0.99 | -31.47 | 2.43 | 1.31 | - | ||
2018/12 | 0.7 | -6.56 | -67.98 | 11.32 | -13.4 | 2.3 | 1.39 | 因本月面板產品營收下滑,致營收較去年同期衰退。 | ||
2018/11 | 0.75 | -12.18 | -46.23 | 10.62 | -2.47 | 2.42 | 1.32 | - | ||
2018/10 | 0.85 | 4.0 | -18.27 | 9.88 | 3.92 | 2.66 | 1.2 | - | ||
2018/9 | 0.82 | -17.56 | -28.4 | 9.03 | 6.65 | 2.66 | 1.27 | - | ||
2018/8 | 0.99 | 17.44 | -14.01 | 8.21 | 12.12 | 2.89 | 1.17 | - | ||
2018/7 | 0.85 | -20.04 | -25.34 | 7.22 | 17.01 | 0.0 | N/A | - | ||
2018/6 | 1.06 | 4.4 | 2.91 | 6.37 | 26.54 | 0.0 | N/A | - |
- 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 | |||
---|---|---|---|
23Q1 (20) | 0.04 | 33.33 | -20.0 |
22Q4 (19) | 0.03 | -25.0 | -40.0 |
22Q3 (18) | 0.04 | -33.33 | 0.0 |
22Q2 (17) | 0.06 | 20.0 | -71.43 |
22Q1 (16) | 0.05 | 0.0 | 0 |
21Q4 (15) | 0.05 | 25.0 | -87.18 |
21Q3 (14) | 0.04 | -80.95 | -90.24 |
21Q2 (13) | 0.21 | 0 | 0 |