- 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) |
---|---|---|---|---|---|---|---|---|---|---|
2020/9 | 2.73 | 56.48 | 33.29 | 14.91 | -8.04 | 6.17 | N/A | |||
2020/8 | 1.75 | 3.01 | 1.65 | 12.19 | -13.87 | 5.2 | N/A | |||
2020/7 | 1.69 | -3.56 | -10.23 | 10.44 | -16.03 | 4.68 | N/A | |||
2020/6 | 1.76 | 43.14 | 4.65 | 8.75 | -17.09 | 4.72 | 0.32 | |||
2020/5 | 1.23 | -29.37 | -26.47 | 6.99 | -21.25 | 4.15 | 0.36 | |||
2020/4 | 1.74 | 47.0 | -19.34 | 5.76 | -20.01 | 4.22 | 0.35 | |||
2020/3 | 1.18 | -8.99 | -28.73 | 4.02 | -20.41 | 4.02 | 0.47 | |||
2020/2 | 1.3 | -15.79 | 40.21 | 2.84 | -16.27 | 4.97 | 0.38 | |||
2020/1 | 1.54 | -27.43 | -37.35 | 1.54 | -37.35 | 5.43 | 0.35 | |||
2019/12 | 2.13 | 20.44 | 44.12 | 21.58 | 1.11 | 5.38 | 0.35 | |||
2019/11 | 1.76 | 18.8 | 10.42 | 19.45 | -2.15 | 5.3 | 0.36 | |||
2019/10 | 1.49 | -27.49 | -7.78 | 17.68 | -3.3 | 5.25 | 0.36 | |||
2019/9 | 2.05 | 19.33 | 21.2 | 16.21 | -2.83 | 5.65 | 0.27 | |||
2019/8 | 1.72 | -9.02 | -7.34 | 14.15 | -5.64 | 5.28 | 0.29 | |||
2019/7 | 1.89 | 12.42 | 8.12 | 12.44 | -5.42 | 5.24 | 0.29 | |||
2019/6 | 1.68 | 0.56 | -13.98 | 10.55 | -7.65 | 5.5 | 0.28 | |||
2019/5 | 1.67 | -22.53 | -30.2 | 8.87 | -6.35 | 5.48 | 0.28 | |||
2019/4 | 2.15 | 29.9 | 28.02 | 7.2 | 1.67 | 4.74 | 0.32 | |||
2019/3 | 1.66 | 79.05 | -8.35 | 5.05 | -6.52 | 5.05 | 0.32 | |||
2019/2 | 0.93 | -62.37 | -7.68 | 3.39 | -5.58 | 4.86 | 0.34 | |||
2019/1 | 2.46 | 66.93 | -4.66 | 2.46 | -4.66 | 5.54 | 0.29 | |||
2018/12 | 1.47 | -7.71 | -24.12 | 21.35 | -19.07 | 4.68 | 0.31 | |||
2018/11 | 1.6 | -0.79 | -22.35 | 19.88 | -18.63 | 4.9 | 0.29 | |||
2018/10 | 1.61 | -4.69 | 6.3 | 18.29 | -18.24 | 5.15 | 0.28 | |||
2018/9 | 1.69 | -8.77 | -25.24 | 16.68 | -19.94 | 5.29 | 0.26 | |||
2018/8 | 1.85 | 6.15 | -26.88 | 15.0 | -19.27 | 5.55 | 0.25 | |||
2018/7 | 1.75 | -10.55 | -14.5 | 13.15 | -18.02 | 6.09 | 0.22 | |||
2018/6 | 1.95 | -18.39 | -31.26 | 11.42 | -18.37 | 6.03 | 0.21 | |||
2018/5 | 2.39 | 42.1 | 9.26 | 9.47 | -15.09 | 5.88 | 0.21 | |||
2018/4 | 1.68 | -7.01 | -16.03 | 7.09 | -21.0 | 4.5 | 0.28 | |||
2018/3 | 1.81 | 80.36 | -28.12 | 5.4 | -22.43 | 5.4 | 0.31 | |||
2018/2 | 1.0 | -61.14 | -49.06 | 3.59 | -19.32 | 5.53 | 0.3 | |||
2018/1 | 2.58 | 32.85 | 3.76 | 2.58 | 3.76 | 6.58 | 0.25 | |||
2017/12 | 1.94 | -5.56 | -34.73 | 26.38 | -19.32 | 5.52 | 0.0 | |||
2017/11 | 2.06 | 35.82 | -16.45 | 24.43 | -17.76 | 6.04 | 0.0 | |||
2017/10 | 1.52 | -38.5 | -56.76 | 22.37 | -17.94 | 6.51 | 0.0 | |||
2017/9 | 2.46 | -2.75 | -25.59 | 21.04 | -11.24 | 7.04 | 0.0 | |||
2017/8 | 2.53 | 24.13 | -2.86 | 18.58 | -8.74 | 7.41 | 0.0 | |||
2017/7 | 2.04 | -28.08 | -15.56 | 16.04 | -9.65 | 7.07 | 0.0 | |||
2017/6 | 2.84 | 29.71 | -1.65 | 14.0 | -8.74 | 7.03 | 0.0 | |||
2017/5 | 2.19 | 9.2 | -14.85 | 11.16 | -10.35 | 6.71 | 0.0 | |||
2017/4 | 2.0 | -20.4 | -27.1 | 8.97 | -9.16 | 6.49 | 0.0 | |||
2017/3 | 2.52 | 27.81 | -10.68 | 6.97 | -2.16 | 6.98 | 0.0 | |||
2017/2 | 1.97 | -20.84 | 54.8 | 4.45 | 3.53 | 7.44 | 0.0 | |||
2017/1 | 2.49 | -16.43 | -17.75 | 2.49 | -17.75 | 7.93 | 0.0 | |||
2016/12 | 2.98 | 20.87 | 19.9 | 32.7 | 21.4 | 8.95 | 0.0 | |||
2016/11 | 2.46 | -29.71 | 6.41 | 29.71 | 21.51 | 9.28 | 0.0 | |||
2016/10 | 3.51 | 5.82 | 77.61 | 27.26 | 23.17 | 9.43 | 0.0 | |||
2016/9 | 3.31 | 26.96 | 5.28 | 23.71 | 17.65 | 8.34 | 0.0 | |||
2016/8 | 2.61 | 7.89 | 13.32 | 20.36 | 19.62 | 7.91 | 0.0 | |||
2016/7 | 2.42 | -16.23 | 8.59 | 17.75 | 20.65 | 7.88 | 0.0 | |||
2016/6 | 2.89 | 12.29 | 22.17 | 15.34 | 22.81 | 8.21 | 0.0 | |||
2016/5 | 2.57 | -6.51 | 29.67 | 12.45 | 22.91 | 8.14 | 0.0 | |||
2016/4 | 2.75 | -2.47 | 49.34 | 9.87 | 21.25 | 6.84 | 0.0 | |||
2016/3 | 2.82 | 121.55 | 22.06 | 7.12 | 12.92 | 7.12 | 0.0 | |||
2016/2 | 1.27 | -57.94 | -14.96 | 4.3 | 7.69 | 6.78 | 0.0 | |||
2016/1 | 3.03 | 21.82 | 21.04 | 3.03 | 21.04 | 7.83 | 0.0 | |||
2015/12 | 2.48 | 7.27 | -6.16 | 26.93 | 22.13 | 6.77 | 0.0 | |||
2015/11 | 2.32 | 17.32 | 22.86 | 24.45 | 25.89 | 0.0 | N/A | |||
2015/10 | 1.97 | -37.27 | 14.88 | 22.13 | 26.19 | 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 | |||
---|---|---|---|
20Q2 (20) | 0.17 | 54.55 | 142.86 |
20Q1 (19) | 0.11 | 0.0 | 22.22 |
19Q4 (18) | 0.11 | 22.22 | 57.14 |
19Q3 (17) | 0.09 | 28.57 | 80.0 |
19Q2 (16) | 0.07 | -22.22 | 16.67 |
19Q1 (15) | 0.09 | 28.57 | 28.57 |
18Q4 (14) | 0.07 | 40.0 | 0 |
18Q3 (13) | 0.05 | -16.67 | 0 |
18Q2 (12) | 0.06 | -14.29 | 0 |
18Q1 (11) | 0.07 | 0 | 0 |