- 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 | 0.94 | -0.65 | -4.23 | 9.69 | 10.18 | 2.92 | N/A | - | ||
| 2024/9 | 0.95 | -6.82 | -5.69 | 8.74 | 12.01 | 2.98 | 1.7 | - | ||
| 2024/8 | 1.02 | 0.91 | 1.33 | 7.79 | 14.63 | 3.05 | 1.66 | - | ||
| 2024/7 | 1.01 | -1.0 | 17.45 | 6.77 | 16.95 | 3.1 | 1.63 | - | ||
| 2024/6 | 1.02 | -4.38 | 18.63 | 5.76 | 16.86 | 3.15 | 1.61 | - | ||
| 2024/5 | 1.07 | 0.71 | 29.92 | 4.74 | 16.49 | 3.06 | 1.65 | - | ||
| 2024/4 | 1.06 | 13.73 | 40.62 | 3.67 | 13.08 | 2.69 | 1.88 | - | ||
| 2024/3 | 0.93 | 33.82 | -0.59 | 2.61 | 4.73 | 2.61 | 1.83 | - | ||
| 2024/2 | 0.7 | -28.6 | -15.72 | 1.67 | 7.96 | 2.65 | 1.81 | - | ||
| 2024/1 | 0.98 | 0.23 | 35.06 | 0.98 | 35.06 | 2.87 | 1.67 | - | ||
| 2023/12 | 0.97 | 6.0 | -7.3 | 10.68 | -26.52 | 2.88 | 1.56 | - | ||
| 2023/11 | 0.92 | -6.86 | -18.8 | 9.71 | -28.02 | 2.91 | 1.54 | - | ||
| 2023/10 | 0.99 | -2.16 | -11.22 | 8.79 | -28.87 | 3.0 | 1.49 | - | ||
| 2023/9 | 1.01 | 0.13 | -21.83 | 7.8 | -30.61 | 2.88 | 1.63 | - | ||
| 2023/8 | 1.01 | 16.96 | -18.44 | 6.79 | -31.75 | 2.73 | 1.72 | - | ||
| 2023/7 | 0.86 | -0.01 | -37.54 | 5.79 | -33.63 | 2.54 | 1.84 | - | ||
| 2023/6 | 0.86 | 4.71 | -36.17 | 4.93 | -32.9 | 2.44 | 1.85 | - | ||
| 2023/5 | 0.82 | 9.01 | -32.75 | 4.07 | -32.16 | 2.52 | 1.79 | - | ||
| 2023/4 | 0.75 | -19.6 | -19.45 | 3.24 | -32.01 | 2.52 | 1.79 | - | ||
| 2023/3 | 0.94 | 13.44 | -28.82 | 2.49 | -35.08 | 2.49 | 1.83 | - | ||
| 2023/2 | 0.83 | 14.42 | -19.66 | 1.55 | -38.36 | 2.6 | 1.75 | - | ||
| 2023/1 | 0.72 | -31.2 | -51.32 | 0.72 | -51.32 | 2.91 | 1.57 | 主因受農曆年假期及經濟環境影響各類產品銷售，主要客戶著重去化庫存，短期訂單需求暫緩及遞延，致營收下滑。 | ||
| 2022/12 | 1.05 | -7.14 | -25.66 | 14.54 | -7.92 | 3.29 | 1.45 | - | ||
| 2022/11 | 1.13 | 1.84 | -12.83 | 13.49 | -6.18 | 3.53 | 1.35 | - | ||
| 2022/10 | 1.11 | -13.86 | -15.92 | 12.36 | -5.52 | 3.64 | 1.31 | - | ||
| 2022/9 | 1.29 | 4.47 | 4.57 | 11.25 | -4.35 | 3.9 | 1.25 | - | ||
| 2022/8 | 1.23 | -10.41 | -10.35 | 9.96 | -5.4 | 3.96 | 1.23 | - | ||
| 2022/7 | 1.38 | 2.16 | -6.76 | 8.72 | -4.65 | 3.95 | 1.23 | - | ||
| 2022/6 | 1.35 | 10.31 | -2.52 | 7.34 | -4.24 | 3.51 | 1.36 | - | ||
| 2022/5 | 1.22 | 30.57 | -10.47 | 5.99 | -4.62 | 3.48 | 1.37 | - | ||
| 2022/4 | 0.94 | -28.95 | -28.46 | 4.77 | -3.0 | 3.28 | 1.45 | - | ||
| 2022/3 | 1.32 | 28.04 | 0.5 | 3.83 | 6.23 | 3.83 | 1.3 | - | ||
| 2022/2 | 1.03 | -30.66 | -1.64 | 2.51 | 9.5 | 3.93 | 1.27 | - | ||
| 2022/1 | 1.49 | 5.06 | 18.84 | 1.49 | 18.84 | 4.2 | 1.19 | - | ||
| 2021/12 | 1.41 | 8.87 | 4.26 | 15.79 | 24.89 | 4.03 | 1.16 | - | ||
| 2021/11 | 1.3 | -1.76 | -0.1 | 14.38 | 27.37 | 3.85 | 1.21 | - | ||
| 2021/10 | 1.32 | 7.12 | 7.67 | 13.08 | 30.95 | 3.93 | 1.18 | - | ||
| 2021/9 | 1.23 | -10.43 | 5.07 | 11.76 | 34.21 | 4.09 | 1.13 | - | ||
| 2021/8 | 1.38 | -6.83 | 40.57 | 10.52 | 38.72 | 4.24 | 1.09 | - | ||
| 2021/7 | 1.48 | 6.81 | 54.94 | 9.15 | 38.45 | 4.23 | 1.09 | 鑽針增加ABF、HDI高值化產品銷售，擴增兩岸鑽孔設備，提升代工服務；國際銅價飆升，基板價格上漲，綜合上述原因致營收增加。 | ||
| 2021/6 | 1.38 | 1.32 | 66.47 | 7.67 | 35.66 | 4.06 | 1.13 | 鑽針增加ABF、HDI高值化產品銷售，擴增兩岸鑽孔設備，提升代工服務；國際銅價飆升，基板價格上漲，綜合上述原因致營收增加。 | ||
| 2021/5 | 1.37 | 4.34 | 36.44 | 6.28 | 30.35 | 3.99 | 1.15 | - | ||
| 2021/4 | 1.31 | -0.18 | 21.34 | 4.92 | 28.75 | 3.67 | 1.25 | - | ||
| 2021/3 | 1.31 | 25.29 | 25.49 | 3.61 | 31.67 | 3.61 | 1.21 | - | ||
| 2021/2 | 1.05 | -16.21 | 26.45 | 2.3 | 35.48 | 3.65 | 1.2 | - | ||
| 2021/1 | 1.25 | -7.82 | 44.11 | 1.25 | 44.11 | 3.91 | 1.12 | - | ||
| 2020/12 | 1.36 | 4.3 | 15.63 | 12.64 | 0.77 | 3.88 | 1.11 | - | ||
| 2020/11 | 1.3 | 5.89 | 26.8 | 11.29 | -0.75 | 3.7 | 1.16 | - | ||
| 2020/10 | 1.23 | 4.53 | 19.04 | 9.99 | -3.48 | 3.38 | 1.27 | - | ||
| 2020/9 | 1.17 | 19.82 | 5.52 | 8.76 | -5.97 | 3.11 | 1.43 | - | ||
| 2020/8 | 0.98 | 2.68 | -11.14 | 7.59 | -7.53 | 2.77 | 1.61 | - | ||
| 2020/7 | 0.95 | 14.76 | -13.06 | 6.61 | -6.97 | 2.79 | 1.6 | - | ||
| 2020/6 | 0.83 | -16.95 | -23.08 | 5.65 | -5.85 | 2.91 | 1.49 | - | ||
| 2020/5 | 1.0 | -7.2 | -4.3 | 4.82 | -2.07 | 3.13 | 1.39 | - | ||
| 2020/4 | 1.08 | 3.22 | -1.29 | 3.82 | -1.47 | 2.95 | 1.47 | - | ||
| 2020/3 | 1.05 | 26.26 | 2.99 | 2.74 | -1.54 | 2.74 | 1.67 | - | ||
| 2020/2 | 0.83 | -4.52 | 12.87 | 1.7 | -4.15 | 2.87 | 1.59 | - | ||
| 2020/1 | 0.87 | -26.04 | -16.21 | 0.87 | -16.21 | 3.06 | 1.49 | - | ||
| 2019/12 | 1.17 | 14.38 | 20.66 | 12.55 | 3.1 | 0.0 | N/A | - | ||
| 2019/11 | 1.03 | -0.58 | 2.01 | 11.37 | 1.58 | 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 | 0.98 | 2023/1 | 0.72 | 2022/1 | 1.49 | 2021/1 | 1.25 | 2020/1 | 0.87 |
| 2024/2 | 0.7 | 2023/2 | 0.83 | 2022/2 | 1.03 | 2021/2 | 1.05 | 2020/2 | 0.83 |
| 2024/3 | 0.93 | 2023/3 | 0.94 | 2022/3 | 1.32 | 2021/3 | 1.31 | 2020/3 | 1.05 |
| 2024/4 | 1.06 | 2023/4 | 0.75 | 2022/4 | 0.94 | 2021/4 | 1.31 | 2020/4 | 1.08 |
| 2024/5 | 1.07 | 2023/5 | 0.82 | 2022/5 | 1.22 | 2021/5 | 1.37 | 2020/5 | 1.0 |
| 2024/6 | 1.02 | 2023/6 | 0.86 | 2022/6 | 1.35 | 2021/6 | 1.38 | 2020/6 | 0.83 |
| 2024/7 | 1.01 | 2023/7 | 0.86 | 2022/7 | 1.38 | 2021/7 | 1.48 | 2020/7 | 0.95 |
| 2024/8 | 1.02 | 2023/8 | 1.01 | 2022/8 | 1.23 | 2021/8 | 1.38 | 2020/8 | 0.98 |
| 2024/9 | 0.95 | 2023/9 | 1.01 | 2022/9 | 1.29 | 2021/9 | 1.23 | 2020/9 | 1.17 |
| 2024/10 | 0.94 | 2023/10 | 0.99 | 2022/10 | 1.11 | 2021/10 | 1.32 | 2020/10 | 1.23 |
| N/A | N/A | 2023/11 | 0.92 | 2022/11 | 1.13 | 2021/11 | 1.3 | 2020/11 | 1.3 |
| N/A | N/A | 2023/12 | 0.97 | 2022/12 | 1.05 | 2021/12 | 1.41 | 2020/12 | 1.36 |
- 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 | |||
|---|---|---|---|
