- 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 | 1.94 | 2.28 | 3.57 | 18.83 | 5.52 | 5.83 | N/A | - | ||
2024/9 | 1.89 | -5.23 | 4.01 | 16.89 | 5.75 | 5.88 | 0.0 | - | ||
2024/8 | 2.0 | 0.18 | 5.46 | 15.0 | 5.98 | 5.92 | 0.0 | - | ||
2024/7 | 1.99 | 3.17 | 5.29 | 13.0 | 6.06 | 5.88 | 0.0 | - | ||
2024/6 | 1.93 | -0.9 | 6.26 | 11.0 | 6.19 | 5.75 | 0.0 | - | ||
2024/5 | 1.95 | 4.12 | 6.22 | 9.07 | 6.17 | 5.73 | 0.0 | - | ||
2024/4 | 1.87 | -1.93 | 5.71 | 7.12 | 6.16 | 5.35 | 0.0 | - | ||
2024/3 | 1.91 | 21.81 | 6.37 | 5.25 | 6.32 | 5.25 | 0.0 | - | ||
2024/2 | 1.57 | -11.59 | 1.57 | 3.34 | 6.29 | 5.17 | 0.0 | - | ||
2024/1 | 1.77 | -3.22 | 10.84 | 1.77 | 10.84 | 5.43 | 0.0 | - | ||
2023/12 | 1.83 | 0.27 | 7.78 | 21.5 | 9.77 | 5.53 | 0.0 | - | ||
2023/11 | 1.83 | -2.25 | 6.41 | 19.67 | 9.97 | 5.52 | 0.0 | - | ||
2023/10 | 1.87 | 2.72 | 7.42 | 17.84 | 10.35 | 5.58 | 0.0 | - | ||
2023/9 | 1.82 | -3.91 | 9.67 | 15.97 | 10.7 | 5.61 | 0.0 | - | ||
2023/8 | 1.89 | 0.03 | 9.47 | 14.15 | 10.84 | 5.61 | 0.0 | - | ||
2023/7 | 1.89 | 4.12 | 12.56 | 12.26 | 11.06 | 5.55 | 0.0 | - | ||
2023/6 | 1.82 | -0.93 | 15.07 | 10.36 | 10.79 | 5.43 | 0.0 | - | ||
2023/5 | 1.84 | 3.63 | 8.09 | 8.54 | 9.92 | 5.4 | 0.0 | - | ||
2023/4 | 1.77 | -1.31 | 9.93 | 6.71 | 10.43 | 5.11 | 0.0 | - | ||
2023/3 | 1.79 | 16.31 | 14.0 | 4.94 | 10.61 | 4.94 | 0.0 | - | ||
2023/2 | 1.54 | -3.52 | 14.19 | 3.14 | 8.77 | 4.84 | 0.0 | - | ||
2023/1 | 1.6 | -5.9 | 4.01 | 1.6 | 4.01 | 5.02 | 0.0 | - | ||
2022/12 | 1.7 | -1.0 | 8.9 | 19.58 | 16.25 | 5.16 | 0.0 | - | ||
2022/11 | 1.72 | -1.32 | 8.71 | 17.88 | 17.0 | 5.12 | 0.0 | - | ||
2022/10 | 1.74 | 4.86 | 10.4 | 16.17 | 17.95 | 5.13 | 0.0 | - | ||
2022/9 | 1.66 | -4.08 | 14.61 | 14.43 | 18.92 | 5.07 | 0.0 | - | ||
2022/8 | 1.73 | 2.85 | 21.74 | 12.77 | 19.5 | 4.99 | 0.0 | - | ||
2022/7 | 1.68 | 6.44 | 25.23 | 11.04 | 19.15 | 4.96 | 0.0 | - | ||
2022/6 | 1.58 | -6.94 | 28.17 | 9.35 | 18.12 | 4.89 | 0.0 | - | ||
2022/5 | 1.7 | 5.39 | 21.32 | 7.77 | 16.26 | 4.88 | 0.0 | - | ||
2022/4 | 1.61 | 2.33 | 17.05 | 6.07 | 14.93 | 4.54 | 0.0 | - | ||
2022/3 | 1.57 | 16.5 | 13.66 | 4.46 | 14.18 | 4.46 | 0.0 | - | ||
2022/2 | 1.35 | -12.12 | 11.6 | 2.89 | 14.45 | 4.45 | 0.0 | - | ||
2022/1 | 1.54 | -1.47 | 17.08 | 1.54 | 17.08 | 4.68 | 0.0 | - | ||
2021/12 | 1.56 | -1.17 | 15.55 | 16.85 | 9.4 | 4.72 | 0.0 | - | ||
2021/11 | 1.58 | 0.21 | 21.85 | 15.29 | 8.81 | 4.6 | 0.0 | - | ||
2021/10 | 1.58 | 8.87 | 16.28 | 13.71 | 7.48 | 4.44 | 0.0 | - | ||
2021/9 | 1.45 | 1.87 | 11.49 | 12.13 | 6.44 | 4.21 | 0.0 | - | ||
2021/8 | 1.42 | 5.8 | 4.62 | 10.68 | 5.79 | 4.0 | 0.0 | - | ||
2021/7 | 1.34 | 8.94 | -0.72 | 9.26 | 5.97 | 3.98 | 0.0 | - | ||
2021/6 | 1.23 | -11.92 | -3.92 | 7.92 | 7.2 | 4.01 | 0.0 | - | ||
2021/5 | 1.4 | 1.69 | 8.25 | 6.69 | 9.54 | 4.16 | 0.0 | - | ||
2021/4 | 1.38 | -0.62 | 10.48 | 5.29 | 9.88 | 3.97 | 0.0 | - | ||
2021/3 | 1.39 | 14.38 | 10.35 | 3.91 | 9.68 | 3.91 | 0.0 | - | ||
2021/2 | 1.21 | -7.8 | 6.46 | 2.52 | 9.31 | 3.87 | 0.0 | - | ||
2021/1 | 1.31 | -2.76 | 12.09 | 1.31 | 12.09 | 3.96 | 0.0 | - | ||
2020/12 | 1.35 | 4.21 | 11.4 | 15.4 | 4.88 | 4.0 | 0.0 | - | ||
2020/11 | 1.3 | -4.36 | 8.3 | 14.05 | 4.3 | 3.95 | 0.0 | - | ||
2020/10 | 1.36 | 4.38 | 10.04 | 12.75 | 3.9 | 4.01 | 0.0 | - | ||
2020/9 | 1.3 | -4.4 | 3.72 | 11.4 | 3.22 | 4.01 | 0.0 | - | ||
2020/8 | 1.36 | 0.39 | 5.09 | 10.1 | 3.15 | 3.99 | 0.0 | - | ||
2020/7 | 1.35 | 5.43 | 4.38 | 8.74 | 2.86 | 3.93 | 0.0 | - | ||
2020/6 | 1.28 | -0.76 | 6.88 | 7.39 | 2.59 | 3.82 | 0.0 | - | ||
2020/5 | 1.29 | 3.78 | 4.35 | 6.1 | 1.73 | 3.79 | 0.0 | - | ||
2020/4 | 1.25 | -0.74 | 3.54 | 4.81 | 1.04 | 3.64 | 0.0 | - | ||
2020/3 | 1.26 | 10.35 | -0.28 | 3.56 | 0.2 | 3.56 | 0.0 | - | ||
2020/2 | 1.14 | -2.92 | 4.83 | 2.31 | 0.46 | 3.52 | 0.0 | - | ||
2020/1 | 1.17 | -3.36 | -3.44 | 1.17 | -3.44 | 3.58 | 0.0 | - | ||
2019/12 | 1.21 | 1.3 | 0.87 | 14.68 | 0.07 | 0.0 | N/A | - | ||
2019/11 | 1.2 | -2.82 | 1.04 | 13.47 | 0.0 | 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 | 1.77 | 2023/1 | 1.6 | 2022/1 | 1.54 | 2021/1 | 1.31 | 2020/1 | 1.17 |
2024/2 | 1.57 | 2023/2 | 1.54 | 2022/2 | 1.35 | 2021/2 | 1.21 | 2020/2 | 1.14 |
2024/3 | 1.91 | 2023/3 | 1.79 | 2022/3 | 1.57 | 2021/3 | 1.39 | 2020/3 | 1.26 |
2024/4 | 1.87 | 2023/4 | 1.77 | 2022/4 | 1.61 | 2021/4 | 1.38 | 2020/4 | 1.25 |
2024/5 | 1.95 | 2023/5 | 1.84 | 2022/5 | 1.7 | 2021/5 | 1.4 | 2020/5 | 1.29 |
2024/6 | 1.93 | 2023/6 | 1.82 | 2022/6 | 1.58 | 2021/6 | 1.23 | 2020/6 | 1.28 |
2024/7 | 1.99 | 2023/7 | 1.89 | 2022/7 | 1.68 | 2021/7 | 1.34 | 2020/7 | 1.35 |
2024/8 | 2.0 | 2023/8 | 1.89 | 2022/8 | 1.73 | 2021/8 | 1.42 | 2020/8 | 1.36 |
2024/9 | 1.89 | 2023/9 | 1.82 | 2022/9 | 1.66 | 2021/9 | 1.45 | 2020/9 | 1.3 |
2024/10 | 1.94 | 2023/10 | 1.87 | 2022/10 | 1.74 | 2021/10 | 1.58 | 2020/10 | 1.36 |
N/A | N/A | 2023/11 | 1.83 | 2022/11 | 1.72 | 2021/11 | 1.58 | 2020/11 | 1.3 |
N/A | N/A | 2023/12 | 1.83 | 2022/12 | 1.7 | 2021/12 | 1.56 | 2020/12 | 1.35 |
- 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) | 3.39 | -0.88 | 6.94 |
24Q2 (19) | 3.42 | -2.29 | 7.21 |
24Q1 (18) | 3.5 | 10.76 | 10.41 |
23Q4 (17) | 3.16 | -0.32 | 7.12 |
23Q3 (16) | 3.17 | -0.63 | 3.93 |
23Q2 (15) | 3.19 | 0.63 | 8.87 |
23Q1 (14) | 3.17 | 7.46 | 7.46 |
22Q4 (13) | 2.95 | -3.28 | 8.46 |
22Q3 (12) | 3.05 | 4.1 | 11.72 |
22Q2 (11) | 2.93 | -0.68 | 21.58 |
22Q1 (10) | 2.95 | 8.46 | 13.46 |
21Q4 (9) | 2.72 | -0.37 | 11.48 |
21Q3 (8) | 2.73 | 13.28 | 14.23 |
21Q2 (7) | 2.41 | -7.31 | 3.43 |
21Q1 (6) | 2.6 | 6.56 | 14.04 |
20Q4 (5) | 2.44 | 2.09 | 15.09 |
20Q3 (4) | 2.39 | 2.58 | 0.0 |
20Q2 (3) | 2.33 | 2.19 | 0.0 |
20Q1 (2) | 2.28 | 7.55 | 0.0 |
19Q4 (1) | 2.12 | 0.0 | 0.0 |