- 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 | 0.6 | -8.61 | -14.31 | 6.96 | 5.72 | 1.96 | N/A | 10月營收成長率-14.31%，因汽車、工業需求疲弱影響，另一方面，歐洲客戶對新產品送樣需求強勁，加快推出新產品，提振買氣。 | ||
| 2024/9 | 0.66 | -4.95 | -6.8 | 6.36 | 8.12 | 2.09 | 0.72 | 9月營收YoY-8.13%，因汽車、工業需求疲弱影響，另一方面，歐洲客戶對新產品送樣需求強勁，加快推出新產品，提振買氣。 | ||
| 2024/8 | 0.69 | -6.13 | 2.23 | 5.7 | 10.16 | 2.2 | 0.69 | - | ||
| 2024/7 | 0.74 | -3.21 | 14.74 | 5.0 | 11.36 | 2.26 | 0.67 | - | ||
| 2024/6 | 0.76 | 0.3 | 12.54 | 4.26 | 10.8 | 2.23 | 0.75 | - | ||
| 2024/5 | 0.76 | 7.63 | 11.85 | 3.5 | 10.43 | 2.17 | 0.77 | - | ||
| 2024/4 | 0.71 | 1.05 | 11.95 | 2.74 | 10.03 | 2.03 | 0.83 | - | ||
| 2024/3 | 0.7 | 11.65 | 7.73 | 2.03 | 9.38 | 2.03 | 0.8 | - | ||
| 2024/2 | 0.63 | -11.24 | 6.64 | 1.33 | 10.27 | 2.04 | 0.79 | - | ||
| 2024/1 | 0.71 | 0.14 | 13.72 | 0.71 | 13.72 | 2.07 | 0.78 | - | ||
| 2023/12 | 0.71 | 6.31 | 14.45 | 7.95 | -4.14 | 2.07 | 0.85 | - | ||
| 2023/11 | 0.66 | -5.67 | -3.16 | 7.24 | -5.63 | 2.07 | 0.85 | - | ||
| 2023/10 | 0.7 | -0.6 | 3.19 | 6.58 | -5.87 | 2.09 | 0.85 | - | ||
| 2023/9 | 0.71 | 4.26 | -0.39 | 5.88 | -6.85 | 2.03 | 0.77 | - | ||
| 2023/8 | 0.68 | 5.35 | -7.37 | 5.17 | -7.67 | 2.0 | 0.78 | - | ||
| 2023/7 | 0.64 | -5.07 | -15.02 | 4.49 | -7.72 | 2.0 | 0.78 | - | ||
| 2023/6 | 0.68 | -0.3 | -10.17 | 3.85 | -6.37 | 1.99 | 0.73 | - | ||
| 2023/5 | 0.68 | 7.73 | -12.68 | 3.17 | -5.52 | 1.96 | 0.74 | - | ||
| 2023/4 | 0.63 | -2.74 | -17.11 | 2.49 | -3.35 | 1.87 | 0.78 | - | ||
| 2023/3 | 0.65 | 10.51 | -0.08 | 1.86 | 2.42 | 1.86 | 0.91 | - | ||
| 2023/2 | 0.59 | -5.35 | 5.53 | 1.21 | 3.82 | 1.82 | 0.93 | - | ||
| 2023/1 | 0.62 | 0.79 | 2.25 | 0.62 | 2.25 | 1.92 | 0.88 | - | ||
| 2022/12 | 0.62 | -10.05 | -4.04 | 8.29 | -3.44 | 1.98 | 0.95 | - | ||
| 2022/11 | 0.68 | 0.51 | 3.11 | 7.68 | -3.4 | 2.08 | 0.91 | - | ||
| 2022/10 | 0.68 | -4.06 | -2.77 | 6.99 | -3.99 | 2.12 | 0.89 | - | ||
| 2022/9 | 0.71 | -3.03 | -12.97 | 6.31 | -4.12 | 2.2 | 0.82 | - | ||
| 2022/8 | 0.73 | -3.33 | -13.36 | 5.6 | -2.87 | 2.25 | 0.81 | - | ||
| 2022/7 | 0.76 | 0.34 | -9.55 | 4.87 | -1.07 | 2.29 | 0.79 | - | ||
| 2022/6 | 0.76 | -3.1 | -6.13 | 4.11 | 0.67 | 2.3 | 0.86 | - | ||
| 2022/5 | 0.78 | 2.26 | 2.0 | 3.36 | 2.34 | 2.19 | 0.9 | - | ||
| 2022/4 | 0.76 | 17.23 | 1.84 | 2.58 | 2.44 | 1.97 | 1.0 | - | ||
| 2022/3 | 0.65 | 16.73 | 2.97 | 1.81 | 2.69 | 1.81 | 1.07 | - | ||
| 2022/2 | 0.56 | -8.29 | 3.94 | 1.16 | 2.54 | 1.81 | 1.08 | - | ||
| 2022/1 | 0.61 | -5.42 | 1.28 | 0.61 | 1.28 | 1.91 | 1.02 | - | ||
| 2021/12 | 0.64 | -3.33 | 20.78 | 8.59 | 47.03 | 2.01 | 0.9 | - | ||
| 2021/11 | 0.66 | -5.23 | 19.29 | 7.95 | 49.66 | 2.18 | 0.83 | - | ||
| 2021/10 | 0.7 | -14.12 | 35.43 | 7.28 | 53.22 | 2.36 | 0.77 | 客戶訂單需求增加 | ||
| 2021/9 | 0.82 | -3.46 | 41.02 | 6.58 | 55.39 | 2.5 | 0.64 | 客戶訂單需求增加 | ||
| 2021/8 | 0.85 | 0.9 | 48.83 | 5.77 | 57.66 | 2.49 | 0.65 | 客戶訂單需求增加 | ||
| 2021/7 | 0.84 | 4.13 | 51.74 | 4.92 | 59.29 | 2.41 | 0.67 | 客戶訂單需求增加 | ||
| 2021/6 | 0.8 | 5.3 | 54.02 | 4.08 | 60.93 | 2.32 | 0.68 | 客戶訂單需求增加 | ||
| 2021/5 | 0.76 | 2.1 | 51.25 | 3.28 | 62.72 | 2.14 | 0.73 | 客戶訂單需求增加 | ||
| 2021/4 | 0.75 | 18.52 | 53.17 | 2.51 | 66.56 | 1.92 | 0.82 | 客戶訂單需求增加 | ||
| 2021/3 | 0.63 | 17.84 | 33.53 | 1.77 | 72.96 | 1.77 | 0.74 | 客戶訂單需求增加 | ||
| 2021/2 | 0.54 | -10.63 | 143.59 | 1.14 | 106.95 | 1.67 | 0.78 | 客戶訂單需求增加 | ||
| 2021/1 | 0.6 | 12.77 | 82.43 | 0.6 | 82.43 | 1.69 | 0.77 | 客戶訂單需求增加 | ||
| 2020/12 | 0.53 | -4.52 | 8.94 | 5.84 | 7.26 | 1.61 | 0.69 | - | ||
| 2020/11 | 0.56 | 7.59 | 16.19 | 5.31 | 7.1 | 1.65 | 0.67 | - | ||
| 2020/10 | 0.52 | -10.58 | 9.14 | 4.75 | 6.13 | 1.66 | 0.67 | - | ||
| 2020/9 | 0.58 | 1.88 | 12.95 | 4.24 | 5.77 | 1.7 | 0.57 | - | ||
| 2020/8 | 0.57 | 2.87 | 8.06 | 3.66 | 4.72 | 1.64 | 0.59 | - | ||
| 2020/7 | 0.55 | 5.7 | 6.74 | 3.09 | 4.13 | 1.58 | 0.61 | - | ||
| 2020/6 | 0.52 | 3.41 | 13.38 | 2.54 | 3.57 | 1.52 | 0.72 | - | ||
| 2020/5 | 0.51 | 3.41 | 11.25 | 2.01 | 1.3 | 1.47 | 0.74 | - | ||
| 2020/4 | 0.49 | 3.32 | 20.0 | 1.51 | -1.63 | 1.18 | 0.92 | - | ||
| 2020/3 | 0.47 | 114.96 | 14.9 | 1.02 | -9.45 | 1.02 | 0.9 | - | ||
| 2020/2 | 0.22 | -33.07 | -27.31 | 0.55 | -23.43 | 1.04 | 0.89 | - | ||
| 2020/1 | 0.33 | -32.65 | -20.6 | 0.33 | -20.6 | 1.3 | 0.71 | - | ||
| 2019/12 | 0.49 | 1.83 | 11.0 | 5.45 | 2.27 | 0.0 | N/A | - | ||
| 2019/11 | 0.48 | 1.05 | 1.06 | 4.96 | 1.48 | 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 | 0.71 | 2023/1 | 0.62 | 2022/1 | 0.61 | 2021/1 | 0.6 | 2020/1 | 0.33 |
| 2024/2 | 0.63 | 2023/2 | 0.59 | 2022/2 | 0.56 | 2021/2 | 0.54 | 2020/2 | 0.22 |
| 2024/3 | 0.7 | 2023/3 | 0.65 | 2022/3 | 0.65 | 2021/3 | 0.63 | 2020/3 | 0.47 |
| 2024/4 | 0.71 | 2023/4 | 0.63 | 2022/4 | 0.76 | 2021/4 | 0.75 | 2020/4 | 0.49 |
| 2024/5 | 0.76 | 2023/5 | 0.68 | 2022/5 | 0.78 | 2021/5 | 0.76 | 2020/5 | 0.51 |
| 2024/6 | 0.76 | 2023/6 | 0.68 | 2022/6 | 0.76 | 2021/6 | 0.8 | 2020/6 | 0.52 |
| 2024/7 | 0.74 | 2023/7 | 0.64 | 2022/7 | 0.76 | 2021/7 | 0.84 | 2020/7 | 0.55 |
| 2024/8 | 0.69 | 2023/8 | 0.68 | 2022/8 | 0.73 | 2021/8 | 0.85 | 2020/8 | 0.57 |
| 2024/9 | 0.66 | 2023/9 | 0.71 | 2022/9 | 0.71 | 2021/9 | 0.82 | 2020/9 | 0.58 |
| 2024/10 | 0.6 | 2023/10 | 0.7 | 2022/10 | 0.68 | 2021/10 | 0.7 | 2020/10 | 0.52 |
| N/A | N/A | 2023/11 | 0.66 | 2022/11 | 0.68 | 2021/11 | 0.66 | 2020/11 | 0.56 |
| N/A | N/A | 2023/12 | 0.71 | 2022/12 | 0.62 | 2021/12 | 0.64 | 2020/12 | 0.53 |
- 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 | |||
|---|---|---|---|
