- 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 | 0.77 | -2.58 | -11.01 | 8.22 | -10.42 | 2.31 | N/A | 因按照合約規範,每月出貨數量依客戶通知出貨。 | ||
2024/9 | 0.79 | 6.16 | 22.35 | 7.45 | -10.35 | 2.51 | 1.87 | 因按照合約規範,每月出貨數量依客戶通知出貨。 | ||
2024/8 | 0.75 | -22.81 | 20.86 | 6.65 | -13.12 | 2.66 | 1.76 | 因按照合約規範,每月出貨數量依客戶通知出貨。 | ||
2024/7 | 0.97 | 2.37 | -17.89 | 5.91 | -16.11 | 3.23 | 1.45 | 因按照合約規範,每月出貨數量依客戶通知出貨。 | ||
2024/6 | 0.95 | -27.95 | -11.24 | 4.94 | -15.75 | 2.5 | 2.08 | 因按照合約規範,每月出貨數量依客戶通知出貨。 | ||
2024/5 | 1.31 | 447.21 | 32.07 | 3.99 | -16.76 | 2.6 | 2.0 | - | ||
2024/4 | 0.24 | -77.05 | -80.93 | 2.68 | -29.53 | 1.89 | 2.75 | 因按照合約規範,每月出貨數量依客戶通知出貨。 | ||
2024/3 | 1.05 | 73.43 | 52.99 | 2.44 | -4.09 | 2.44 | 1.99 | 因按照合約規範,每月出貨數量依客戶通知出貨。 | ||
2024/2 | 0.6 | -23.69 | -53.57 | 1.39 | -25.08 | 0.0 | N/A | 因按照合約規範,每月出貨數量依客戶通知出貨。 | ||
2024/1 | 0.79 | 95.72 | 40.87 | 0.79 | 40.87 | 0.0 | N/A | 因按照合約規範,每月出貨數量依客戶通知出貨。 | ||
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- 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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