- 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 | 1.89 | -15.92 | -31.98 | 20.02 | -50.72 | 5.84 | N/A | 主要係本期太陽能模組銷售量較去年同期減少所致 | ||
2024/9 | 2.25 | 31.77 | -30.29 | 18.13 | -52.09 | 5.74 | 1.07 | 主要係本期太陽能模組銷售量較去年同期減少所致 | ||
2024/8 | 1.71 | -4.47 | -58.98 | 15.88 | -54.12 | 5.32 | 1.15 | 主要係本期太陽能模組銷售量較去年同期減少所致 | ||
2024/7 | 1.79 | -2.53 | -52.76 | 14.18 | -53.46 | 5.54 | 1.11 | 主要係本期太陽能模組銷售量較去年同期減少所致 | ||
2024/6 | 1.83 | -4.55 | -47.28 | 12.39 | -53.56 | 6.31 | 1.18 | 主要係本期太陽能模組銷售量較去年減少所致 | ||
2024/5 | 1.92 | -25.03 | -50.76 | 10.56 | -54.5 | 0.0 | N/A | 主要係本期太陽能模組銷售量較去年同期減少所致 | ||
2024/4 | 2.56 | 1.39 | -49.82 | 8.64 | -55.26 | 0.0 | N/A | 主要係本期太陽能模組銷售量較去年同期減少所致 | ||
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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 | |||
---|---|---|---|
24Q3 (20) | 0.23 | 76.92 | 0.0 |
24Q2 (19) | 0.13 | -45.83 | -65.79 |
24Q1 (18) | 0.24 | 9.09 | -59.32 |
23Q4 (17) | 0.22 | -4.35 | -35.29 |
23Q3 (16) | 0.23 | -39.47 | -81.75 |
23Q2 (15) | 0.38 | -35.59 | -40.62 |
23Q1 (14) | 0.59 | 73.53 | 0 |
22Q4 (13) | 0.34 | -73.02 | 0 |
22Q3 (12) | 1.26 | 96.88 | 0 |
22Q2 (11) | 0.64 | 0 | 0 |