- 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) |
---|---|---|---|---|---|---|---|---|---|---|
2024/11 | 4.62 | 5.96 | 0.59 | 51.26 | 2.68 | 13.53 | N/A | - | ||
2024/10 | 4.36 | -4.24 | -4.0 | 46.64 | 2.89 | 13.7 | N/A | - | ||
2024/9 | 4.55 | -4.96 | -1.24 | 42.28 | 3.66 | 14.19 | 0.6 | - | ||
2024/8 | 4.79 | -1.27 | 1.67 | 37.73 | 4.29 | 14.83 | 0.58 | - | ||
2024/7 | 4.85 | -6.47 | 7.91 | 32.94 | 4.68 | 14.93 | 0.57 | - | ||
2024/6 | 5.19 | 5.93 | 10.49 | 28.09 | 4.14 | 14.66 | 0.56 | - | ||
2024/5 | 4.9 | 6.91 | 3.51 | 22.9 | 2.8 | 14.1 | 0.58 | - | ||
2024/4 | 4.58 | -0.91 | 9.68 | 18.01 | 2.61 | 13.06 | 0.63 | - | ||
2024/3 | 4.62 | 19.66 | -4.21 | 13.43 | 0.4 | 13.43 | 0.58 | - | ||
2024/2 | 3.86 | -21.86 | -15.19 | 8.81 | 3.02 | 12.99 | 0.6 | - | ||
2024/1 | 4.94 | 18.18 | 23.8 | 4.94 | 23.8 | 13.72 | 0.57 | - | ||
2023/12 | 4.18 | -8.87 | -4.6 | 54.1 | -14.39 | 13.31 | 0.63 | - | ||
2023/11 | 4.59 | 1.11 | -3.19 | 49.92 | -15.12 | 13.74 | 0.61 | - | ||
2023/10 | 4.54 | -1.49 | 5.1 | 45.33 | -16.16 | 13.86 | 0.6 | - | ||
2023/9 | 4.61 | -2.14 | -5.37 | 40.79 | -18.01 | 13.81 | 0.57 | - | ||
2023/8 | 4.71 | 4.78 | 3.4 | 36.18 | -19.38 | 13.9 | 0.57 | - | ||
2023/7 | 4.5 | -4.24 | -5.02 | 31.47 | -21.95 | 13.92 | 0.57 | - | ||
2023/6 | 4.69 | -0.74 | -1.67 | 26.97 | -24.21 | 13.6 | 0.62 | - | ||
2023/5 | 4.73 | 13.28 | -13.82 | 22.28 | -27.7 | 13.73 | 0.62 | - | ||
2023/4 | 4.18 | -13.47 | -31.82 | 17.55 | -30.71 | 13.56 | 0.63 | - | ||
2023/3 | 4.83 | 5.93 | -30.52 | 13.37 | -30.35 | 13.37 | 0.71 | - | ||
2023/2 | 4.55 | 14.06 | -13.18 | 8.55 | -30.25 | 12.93 | 0.74 | - | ||
2023/1 | 3.99 | -8.93 | -43.02 | 3.99 | -43.02 | 13.12 | 0.73 | - | ||
2022/12 | 4.38 | -7.53 | -32.16 | 63.19 | -10.87 | 13.45 | 0.73 | - | ||
2022/11 | 4.74 | 9.78 | -30.32 | 58.81 | -8.74 | 13.93 | 0.7 | - | ||
2022/10 | 4.32 | -11.31 | -26.0 | 54.07 | -6.19 | 13.74 | 0.71 | - | ||
2022/9 | 4.87 | 6.93 | -20.45 | 49.75 | -3.96 | 14.16 | 0.79 | - | ||
2022/8 | 4.55 | -3.75 | -21.53 | 44.88 | -1.74 | 14.06 | 0.8 | - | ||
2022/7 | 4.73 | -0.87 | -18.15 | 40.32 | 1.13 | 15.0 | 0.75 | - | ||
2022/6 | 4.77 | -13.0 | -8.27 | 35.59 | 4.4 | 16.39 | 0.88 | - | ||
2022/5 | 5.49 | -10.38 | -10.91 | 30.81 | 6.68 | 18.56 | 0.77 | - | ||
2022/4 | 6.12 | -11.82 | 5.55 | 25.33 | 11.46 | 18.32 | 0.78 | - | ||
2022/3 | 6.95 | 32.38 | 8.82 | 19.2 | 13.49 | 19.2 | 0.65 | - | ||
2022/2 | 5.25 | -25.14 | 1.35 | 12.26 | 16.31 | 18.72 | 0.67 | - | ||
2022/1 | 7.01 | 8.49 | 30.77 | 7.01 | 30.77 | 20.28 | 0.62 | - | ||
2021/12 | 6.46 | -5.07 | 19.61 | 70.9 | 45.02 | 19.1 | 0.47 | - | ||
2021/11 | 6.81 | 16.58 | 39.32 | 64.44 | 48.18 | 18.77 | 0.48 | - | ||
2021/10 | 5.84 | -4.66 | 31.64 | 57.64 | 49.3 | 17.77 | 0.51 | - | ||
2021/9 | 6.12 | 5.47 | 45.03 | 51.8 | 51.59 | 17.71 | 0.56 | 產品價格上漲,客戶需要量增加 | ||
2021/8 | 5.81 | 0.39 | 35.19 | 45.67 | 52.51 | 16.79 | 0.59 | 產品價格上漲,客戶需求增加 | ||
2021/7 | 5.78 | 11.1 | 29.14 | 39.87 | 55.41 | 17.15 | 0.58 | 產品價格上漲,客戶需求增加 | ||
2021/6 | 5.2 | -15.51 | 25.58 | 34.09 | 60.97 | 17.17 | 0.63 | 產品價格上漲 | ||
2021/5 | 6.16 | 6.17 | 81.68 | 28.88 | 69.58 | 18.35 | 0.59 | 產品價格上漲 | ||
2021/4 | 5.8 | -9.09 | 58.41 | 22.72 | 66.57 | 17.36 | 0.62 | 客戶需求量增加,產品價格上漲 | ||
2021/3 | 6.38 | 23.29 | 65.74 | 16.92 | 69.57 | 16.92 | 0.46 | 客戶需求量增加,產品價格上漲 | ||
2021/2 | 5.18 | -3.41 | 97.97 | 10.54 | 71.98 | 15.94 | 0.49 | 客戶需求量增加,產品價格上漲 | ||
2021/1 | 5.36 | -0.75 | 52.63 | 5.36 | 52.63 | 15.65 | 0.5 | 客戶需求量增加,產品價格上漲 | ||
2020/12 | 5.4 | 10.56 | 47.37 | 48.89 | 1.51 | 14.72 | 0.4 | - | ||
2020/11 | 4.88 | 10.15 | 25.98 | 43.49 | -2.25 | 13.54 | 0.44 | - | ||
2020/10 | 4.43 | 5.03 | 18.44 | 38.6 | -4.95 | 12.95 | 0.46 | - | ||
2020/9 | 4.22 | -1.68 | -6.57 | 34.17 | -7.33 | 12.99 | 0.32 | - | ||
2020/8 | 4.29 | -4.1 | 6.57 | 29.95 | -7.43 | 12.92 | 0.32 | - | ||
2020/7 | 4.48 | 8.03 | 26.53 | 25.65 | -9.43 | 12.01 | 0.34 | - | ||
2020/6 | 4.14 | 22.22 | -0.27 | 21.18 | -14.56 | 11.2 | 0.35 | - | ||
2020/5 | 3.39 | -7.42 | -25.24 | 17.03 | -17.44 | 10.9 | 0.36 | - | ||
2020/4 | 3.66 | -4.88 | -17.46 | 13.64 | -15.24 | 10.13 | 0.39 | - | ||
2020/3 | 3.85 | 47.27 | -3.31 | 9.98 | -14.4 | 9.98 | 0.59 | - | ||
2020/2 | 2.61 | -25.53 | -23.8 | 6.13 | -20.15 | 9.79 | 0.6 | - | ||
2020/1 | 3.51 | -4.17 | -17.2 | 3.51 | -17.2 | 0.0 | N/A | - | ||
2019/12 | 3.66 | -5.49 | -9.37 | 48.16 | -10.31 | 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 | 4.94 | 2023/1 | 3.99 | 2022/1 | 7.01 | 2021/1 | 5.36 | 2020/1 | 3.51 |
2024/2 | 3.86 | 2023/2 | 4.55 | 2022/2 | 5.25 | 2021/2 | 5.18 | 2020/2 | 2.61 |
2024/3 | 4.62 | 2023/3 | 4.83 | 2022/3 | 6.95 | 2021/3 | 6.38 | 2020/3 | 3.85 |
2024/4 | 4.58 | 2023/4 | 4.18 | 2022/4 | 6.12 | 2021/4 | 5.8 | 2020/4 | 3.66 |
2024/5 | 4.9 | 2023/5 | 4.73 | 2022/5 | 5.49 | 2021/5 | 6.16 | 2020/5 | 3.39 |
2024/6 | 5.19 | 2023/6 | 4.69 | 2022/6 | 4.77 | 2021/6 | 5.2 | 2020/6 | 4.14 |
2024/7 | 4.85 | 2023/7 | 4.5 | 2022/7 | 4.73 | 2021/7 | 5.78 | 2020/7 | 4.48 |
2024/8 | 4.79 | 2023/8 | 4.71 | 2022/8 | 4.55 | 2021/8 | 5.81 | 2020/8 | 4.29 |
2024/9 | 4.55 | 2023/9 | 4.61 | 2022/9 | 4.87 | 2021/9 | 6.12 | 2020/9 | 4.22 |
2024/10 | 4.36 | 2023/10 | 4.54 | 2022/10 | 4.32 | 2021/10 | 5.84 | 2020/10 | 4.43 |
2024/11 | 4.62 | 2023/11 | 4.59 | 2022/11 | 4.74 | 2021/11 | 6.81 | 2020/11 | 4.88 |
N/A | N/A | 2023/12 | 4.18 | 2022/12 | 4.38 | 2021/12 | 6.46 | 2020/12 | 5.4 |
- 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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