- 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) |
---|---|---|---|---|---|---|---|---|---|---|
2024/11 | 1.48 | 2.56 | 1.71 | 15.6 | 5.69 | 4.4 | N/A | - | ||
2024/10 | 1.44 | -2.22 | 5.38 | 14.12 | 6.13 | 4.32 | N/A | - | ||
2024/9 | 1.48 | 5.69 | 5.97 | 12.67 | 6.22 | 4.37 | 0.0 | - | ||
2024/8 | 1.4 | -6.71 | 3.03 | 11.19 | 6.25 | 4.23 | 0.0 | - | ||
2024/7 | 1.5 | 12.47 | 15.1 | 9.8 | 6.73 | 4.26 | 0.0 | - | ||
2024/6 | 1.33 | -6.83 | 5.7 | 8.3 | 5.34 | 4.16 | 0.0 | - | ||
2024/5 | 1.43 | 2.54 | 0.54 | 6.96 | 5.27 | 4.21 | 0.0 | - | ||
2024/4 | 1.39 | 0.69 | 15.97 | 5.53 | 6.57 | 3.99 | 0.0 | - | ||
2024/3 | 1.39 | 14.25 | -8.95 | 4.14 | 3.73 | 4.14 | 0.0 | - | ||
2024/2 | 1.21 | -21.42 | 4.35 | 2.76 | 11.55 | 4.24 | 0.0 | - | ||
2024/1 | 1.54 | 3.79 | 17.95 | 1.54 | 17.95 | 4.49 | 0.0 | - | ||
2023/12 | 1.49 | 2.03 | 1.5 | 16.24 | -2.72 | 4.31 | 0.0 | - | ||
2023/11 | 1.46 | 6.27 | 0.69 | 14.76 | -3.13 | 4.22 | 0.0 | - | ||
2023/10 | 1.37 | -1.68 | 1.13 | 13.3 | -3.53 | 4.12 | 0.0 | - | ||
2023/9 | 1.39 | 2.76 | -1.33 | 11.93 | -4.04 | 4.05 | 0.0 | - | ||
2023/8 | 1.36 | 4.21 | -5.16 | 10.54 | -4.39 | 3.92 | 0.0 | - | ||
2023/7 | 1.3 | 3.29 | 3.48 | 9.18 | -4.27 | 3.98 | 0.0 | - | ||
2023/6 | 1.26 | -11.38 | -21.15 | 7.88 | -5.44 | 3.89 | 0.0 | - | ||
2023/5 | 1.42 | 18.28 | 0.82 | 6.62 | -1.71 | 4.15 | 0.0 | - | ||
2023/4 | 1.2 | -20.95 | -7.59 | 5.19 | -2.38 | 3.89 | 0.0 | - | ||
2023/3 | 1.52 | 30.94 | 4.38 | 3.99 | -0.7 | 3.99 | 0.0 | - | ||
2023/2 | 1.16 | -11.17 | 1.37 | 2.47 | -3.59 | 3.93 | 0.0 | - | ||
2023/1 | 1.31 | -10.68 | -7.62 | 1.31 | -7.62 | 4.22 | 0.0 | - | ||
2022/12 | 1.46 | 1.22 | 4.32 | 16.7 | 6.0 | 4.27 | 0.0 | - | ||
2022/11 | 1.45 | 6.73 | -1.5 | 15.23 | 6.16 | 4.22 | 0.0 | - | ||
2022/10 | 1.36 | -4.08 | 10.24 | 13.79 | 7.04 | 4.2 | 0.0 | - | ||
2022/9 | 1.41 | -1.22 | 4.48 | 12.43 | 6.7 | 4.1 | 0.0 | - | ||
2022/8 | 1.43 | 13.72 | 1.38 | 11.02 | 6.99 | 4.29 | 0.0 | - | ||
2022/7 | 1.26 | -21.3 | -13.67 | 9.59 | 7.88 | 4.27 | 0.0 | - | ||
2022/6 | 1.6 | 13.31 | 10.09 | 8.33 | 12.11 | 4.31 | 0.0 | - | ||
2022/5 | 1.41 | 8.4 | 4.45 | 6.73 | 12.6 | 4.17 | 0.0 | - | ||
2022/4 | 1.3 | -10.69 | 15.07 | 5.32 | 14.98 | 3.9 | 0.0 | - | ||
2022/3 | 1.46 | 27.16 | 15.91 | 4.02 | 14.96 | 4.02 | 0.0 | - | ||
2022/2 | 1.15 | -19.06 | 10.1 | 2.56 | 14.42 | 3.97 | 0.0 | - | ||
2022/1 | 1.42 | 0.86 | 18.18 | 1.42 | 18.18 | 4.29 | 0.0 | - | ||
2021/12 | 1.4 | -4.43 | 30.95 | 15.75 | 30.95 | 4.1 | 0.0 | - | ||
2021/11 | 1.47 | 19.46 | 29.77 | 14.35 | 30.95 | 4.05 | 0.0 | - | ||
2021/10 | 1.23 | -9.1 | 21.8 | 12.88 | 31.09 | 3.99 | 0.0 | - | ||
2021/9 | 1.35 | -4.15 | 17.74 | 11.65 | 32.15 | 4.22 | 0.0 | - | ||
2021/8 | 1.41 | -3.17 | 31.2 | 10.3 | 34.31 | 4.32 | 0.0 | - | ||
2021/7 | 1.46 | 0.37 | 41.39 | 8.89 | 34.82 | 4.26 | 0.0 | - | ||
2021/6 | 1.45 | 7.5 | 45.65 | 7.43 | 33.6 | 3.93 | 0.0 | - | ||
2021/5 | 1.35 | 19.42 | 46.31 | 5.98 | 30.97 | 3.74 | 0.0 | - | ||
2021/4 | 1.13 | -10.04 | 23.8 | 4.63 | 27.08 | 3.43 | 0.0 | - | ||
2021/3 | 1.26 | 20.78 | 28.78 | 3.5 | 28.17 | 3.5 | 0.0 | - | ||
2021/2 | 1.04 | -13.11 | 24.45 | 2.24 | 27.84 | 3.31 | 0.0 | - | ||
2021/1 | 1.2 | 11.76 | 30.94 | 1.2 | 30.94 | 3.4 | 0.0 | - | ||
2020/12 | 1.07 | -5.29 | 16.59 | 12.03 | 23.85 | 3.21 | 0.0 | - | ||
2020/11 | 1.13 | 12.12 | 31.67 | 10.96 | 24.61 | 3.29 | 0.0 | - | ||
2020/10 | 1.01 | -12.13 | 13.81 | 9.83 | 23.85 | 3.23 | 0.0 | - | ||
2020/9 | 1.15 | 6.8 | 35.39 | 8.82 | 25.11 | 3.26 | 0.0 | - | ||
2020/8 | 1.08 | 4.34 | 24.79 | 7.67 | 12.31 | 3.1 | 0.0 | - | ||
2020/7 | 1.03 | 3.4 | 12.17 | 6.59 | 10.51 | 2.95 | 0.0 | - | ||
2020/6 | 1.0 | 7.99 | 23.84 | 5.56 | 10.21 | 2.83 | 0.0 | - | ||
2020/5 | 0.92 | 1.04 | 2.29 | 4.56 | 7.62 | 2.81 | 0.0 | - | ||
2020/4 | 0.91 | -6.42 | 2.83 | 3.64 | 9.06 | 2.73 | 0.0 | - | ||
2020/3 | 0.98 | 16.73 | 16.1 | 2.73 | 11.32 | 2.73 | 0.0 | - | ||
2020/2 | 0.84 | -8.59 | 15.9 | 1.75 | 8.82 | 2.67 | 0.0 | - | ||
2020/1 | 0.91 | -0.47 | 3.07 | 0.91 | 3.07 | 0.0 | N/A | - | ||
2019/12 | 0.92 | 6.95 | 33.43 | 9.71 | 25.77 | 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 | 1.54 | 2023/1 | 1.31 | 2022/1 | 1.42 | 2021/1 | 1.2 | 2020/1 | 0.91 |
2024/2 | 1.21 | 2023/2 | 1.16 | 2022/2 | 1.15 | 2021/2 | 1.04 | 2020/2 | 0.84 |
2024/3 | 1.39 | 2023/3 | 1.52 | 2022/3 | 1.46 | 2021/3 | 1.26 | 2020/3 | 0.98 |
2024/4 | 1.39 | 2023/4 | 1.2 | 2022/4 | 1.3 | 2021/4 | 1.13 | 2020/4 | 0.91 |
2024/5 | 1.43 | 2023/5 | 1.42 | 2022/5 | 1.41 | 2021/5 | 1.35 | 2020/5 | 0.92 |
2024/6 | 1.33 | 2023/6 | 1.26 | 2022/6 | 1.6 | 2021/6 | 1.45 | 2020/6 | 1.0 |
2024/7 | 1.5 | 2023/7 | 1.3 | 2022/7 | 1.26 | 2021/7 | 1.46 | 2020/7 | 1.03 |
2024/8 | 1.4 | 2023/8 | 1.36 | 2022/8 | 1.43 | 2021/8 | 1.41 | 2020/8 | 1.08 |
2024/9 | 1.48 | 2023/9 | 1.39 | 2022/9 | 1.41 | 2021/9 | 1.35 | 2020/9 | 1.15 |
2024/10 | 1.44 | 2023/10 | 1.37 | 2022/10 | 1.36 | 2021/10 | 1.23 | 2020/10 | 1.01 |
2024/11 | 1.48 | 2023/11 | 1.46 | 2022/11 | 1.45 | 2021/11 | 1.47 | 2020/11 | 1.13 |
N/A | N/A | 2023/12 | 1.49 | 2022/12 | 1.46 | 2021/12 | 1.4 | 2020/12 | 1.07 |
- 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 | |||
---|---|---|---|
24Q3 (20) | 1.85 | 3.93 | 13.5 |
24Q2 (19) | 1.78 | 7.88 | 9.88 |
24Q1 (18) | 1.65 | -1.2 | 1.23 |
23Q4 (17) | 1.67 | 2.45 | 5.7 |
23Q3 (16) | 1.63 | 0.62 | 7.24 |
23Q2 (15) | 1.62 | -0.61 | 9.46 |
23Q1 (14) | 1.63 | 3.16 | -8.94 |
22Q4 (13) | 1.58 | 3.95 | -10.73 |
22Q3 (12) | 1.52 | 2.7 | -8.98 |
22Q2 (11) | 1.48 | -17.32 | -3.9 |
22Q1 (10) | 1.79 | 1.13 | 21.77 |
21Q4 (9) | 1.77 | 5.99 | 23.78 |
21Q3 (8) | 1.67 | 8.44 | 30.47 |
21Q2 (7) | 1.54 | 4.76 | 22.22 |
21Q1 (6) | 1.47 | 2.8 | 23.53 |
20Q4 (5) | 1.43 | 11.72 | 21.19 |
20Q3 (4) | 1.28 | 1.59 | 0.0 |
20Q2 (3) | 1.26 | 5.88 | 0.0 |
20Q1 (2) | 1.19 | 0.85 | 0.0 |
19Q4 (1) | 1.18 | 0.0 | 0.0 |