- 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) |
---|---|---|---|---|---|---|---|---|---|---|
2022/6 | 0.52 | 15.74 | -21.35 | 2.97 | -13.69 | 1.38 | N/A | |||
2022/5 | 0.45 | 10.53 | -14.03 | 2.45 | -11.87 | 1.38 | N/A | |||
2022/4 | 0.41 | -22.31 | -19.05 | 2.0 | -11.37 | 1.53 | N/A | |||
2022/3 | 0.52 | -12.82 | -29.85 | 1.6 | -9.17 | 1.6 | 1.19 | |||
2022/2 | 0.6 | 27.85 | 48.96 | 1.07 | 6.13 | 1.83 | 1.04 | |||
2022/1 | 0.47 | -38.08 | -22.39 | 0.47 | -22.39 | 1.76 | 1.08 | |||
2021/12 | 0.76 | 42.41 | 33.95 | 7.06 | 23.64 | 1.9 | 1.01 | |||
2021/11 | 0.53 | -12.63 | -5.72 | 6.3 | 22.5 | 1.61 | 1.2 | |||
2021/10 | 0.61 | 30.74 | 26.69 | 5.77 | 25.99 | 1.7 | 1.14 | |||
2021/9 | 0.47 | -24.6 | -21.99 | 5.16 | 25.91 | 1.71 | 0.96 | |||
2021/8 | 0.62 | -0.96 | 27.83 | 4.69 | 34.11 | 1.91 | 0.87 | |||
2021/7 | 0.63 | -5.6 | 35.97 | 4.07 | 35.12 | 1.81 | 0.91 | |||
2021/6 | 0.66 | 26.51 | 111.56 | 3.45 | 34.97 | 1.69 | 1.04 | |||
2021/5 | 0.52 | 4.07 | 53.14 | 2.78 | 24.26 | 1.77 | 0.99 | |||
2021/4 | 0.5 | -32.67 | -2.95 | 2.26 | 19.06 | 1.65 | 1.06 | |||
2021/3 | 0.75 | 85.12 | 49.41 | 1.76 | 27.34 | 1.76 | 1.04 | |||
2021/2 | 0.4 | -33.39 | -0.29 | 1.01 | 14.79 | 1.58 | 1.16 | |||
2021/1 | 0.61 | 6.88 | 27.66 | 0.61 | 27.66 | 1.74 | 1.05 | |||
2020/12 | 0.57 | 0.22 | 13.48 | 5.71 | -6.94 | 1.61 | 1.15 | |||
2020/11 | 0.57 | 17.4 | 4.99 | 5.14 | -8.75 | 1.65 | 1.13 | |||
2020/10 | 0.48 | -19.5 | -19.49 | 4.58 | -10.2 | 1.56 | 1.19 | |||
2020/9 | 0.6 | 23.57 | 12.5 | 4.1 | -8.97 | 1.54 | 1.16 | |||
2020/8 | 0.48 | 5.34 | -5.52 | 3.5 | -11.85 | 1.26 | 1.42 | |||
2020/7 | 0.46 | 46.85 | 3.52 | 3.01 | -12.79 | 1.11 | 1.61 | |||
2020/6 | 0.31 | -8.41 | -42.86 | 2.55 | -15.2 | 1.17 | 1.61 | |||
2020/5 | 0.34 | -34.04 | -39.75 | 2.24 | -9.04 | 1.36 | 1.39 | |||
2020/4 | 0.52 | 3.66 | -9.7 | 1.9 | 0.14 | 1.42 | 1.33 | |||
2020/3 | 0.5 | 23.53 | 1.08 | 1.38 | 4.43 | 1.38 | 1.49 | |||
2020/2 | 0.4 | -14.71 | -4.6 | 0.88 | 6.43 | 1.38 | 1.49 | |||
2020/1 | 0.47 | -4.98 | 18.08 | 0.47 | 18.08 | 1.51 | 1.36 | |||
2019/12 | 0.5 | -7.27 | 1.28 | 6.14 | -5.5 | 1.64 | 1.3 | |||
2019/11 | 0.54 | -9.98 | -4.66 | 5.64 | -6.05 | 1.67 | 1.28 | |||
2019/10 | 0.6 | 12.49 | 14.68 | 5.1 | -6.2 | 1.64 | 1.3 | |||
2019/9 | 0.53 | 3.77 | 19.29 | 4.5 | -8.42 | 1.49 | 1.52 | |||
2019/8 | 0.51 | 15.42 | -5.58 | 3.97 | -11.19 | 1.5 | 1.51 | |||
2019/7 | 0.44 | -18.94 | -30.99 | 3.45 | -11.96 | 1.56 | 1.46 | |||
2019/6 | 0.55 | -3.42 | -4.73 | 3.01 | -8.23 | 1.69 | 1.18 | |||
2019/5 | 0.57 | -1.16 | -12.26 | 2.46 | -8.97 | 1.64 | 1.22 | |||
2019/4 | 0.57 | 16.05 | 1.08 | 1.9 | -7.94 | 1.49 | 1.33 | |||
2019/3 | 0.49 | 16.57 | -21.96 | 1.32 | -11.38 | 1.32 | 1.61 | |||
2019/2 | 0.42 | 5.56 | 50.21 | 0.83 | -3.56 | 1.32 | 1.61 | |||
2019/1 | 0.4 | -18.49 | -30.01 | 0.4 | -30.01 | 1.46 | 1.46 | |||
2018/12 | 0.49 | -12.72 | -34.78 | 6.49 | -5.33 | 1.58 | 1.45 | |||
2018/11 | 0.57 | 8.28 | -11.37 | 6.0 | -1.68 | 1.53 | 1.49 | |||
2018/10 | 0.52 | 17.01 | -14.11 | 5.44 | -0.55 | 1.51 | 1.52 | |||
2018/9 | 0.45 | -17.87 | -19.71 | 4.91 | 1.14 | 1.63 | 1.47 | |||
2018/8 | 0.54 | -15.63 | -14.76 | 4.47 | 3.83 | 1.76 | 1.36 | |||
2018/7 | 0.64 | 11.9 | 15.9 | 3.92 | 7.07 | 1.87 | 1.29 | |||
2018/6 | 0.58 | -11.06 | 6.4 | 3.28 | 5.49 | 1.79 | 1.3 | |||
2018/5 | 0.65 | 13.87 | 15.84 | 2.71 | 5.3 | 1.85 | 1.25 | |||
2018/4 | 0.57 | -10.4 | 17.89 | 2.06 | 2.37 | 1.48 | 1.56 | |||
2018/3 | 0.63 | 124.4 | -12.41 | 1.49 | -2.5 | 1.49 | 1.56 | |||
2018/2 | 0.28 | -50.81 | -43.57 | 0.86 | 6.39 | 1.61 | 1.44 | |||
2018/1 | 0.57 | -24.05 | 88.53 | 0.57 | 88.53 | 1.97 | 1.18 | |||
2017/12 | 0.76 | 18.59 | 5.48 | 6.86 | 4.49 | 2.0 | 0.0 | |||
2017/11 | 0.64 | 4.93 | -3.46 | 6.1 | 4.37 | 1.8 | 0.0 | |||
2017/10 | 0.61 | 9.39 | -3.88 | 5.47 | 5.37 | 1.72 | 0.0 | |||
2017/9 | 0.56 | -12.81 | 15.86 | 4.86 | 6.65 | 1.65 | 0.0 | |||
2017/7 | 0.56 | 2.73 | -4.61 | 3.67 | 5.42 | 0.0 | N/A | |||
2017/6 | 0.54 | -3.17 | 32.01 | 3.11 | 7.43 | 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 | |||
---|---|---|---|
22Q1 (20) | 0.04 | -55.56 | 0.0 |
21Q4 (19) | 0.09 | 200.0 | 80.0 |
21Q3 (18) | 0.03 | -57.14 | -40.0 |
21Q2 (17) | 0.07 | 75.0 | 40.0 |
21Q1 (16) | 0.04 | -20.0 | -50.0 |
20Q4 (15) | 0.05 | 0.0 | -16.67 |
20Q3 (14) | 0.05 | 0.0 | 66.67 |
20Q2 (13) | 0.05 | -37.5 | 25.0 |
20Q1 (12) | 0.08 | 33.33 | 100.0 |
19Q4 (11) | 0.06 | 100.0 | 100.0 |
19Q3 (10) | 0.03 | -25.0 | 200.0 |
19Q2 (9) | 0.04 | 0.0 | 300.0 |
19Q1 (8) | 0.04 | 33.33 | 33.33 |
18Q4 (7) | 0.03 | 200.0 | 0 |
18Q3 (6) | 0.01 | 0.0 | 0 |
18Q2 (5) | 0.01 | -66.67 | 0 |
18Q1 (4) | 0.03 | 0 | 0.0 |