- 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 | 1.45 | 5.59 | 7.11 | 17.68 | 9.26 | 4.58 | N/A | - | ||
| 2024/10 | 1.37 | -21.96 | 4.94 | 16.23 | 9.46 | 4.9 | N/A | - | ||
| 2024/9 | 1.76 | -0.66 | 10.63 | 14.86 | 9.89 | 5.38 | 0.49 | - | ||
| 2024/8 | 1.77 | -4.45 | -0.17 | 13.1 | 9.79 | 5.23 | 0.5 | - | ||
| 2024/7 | 1.85 | 15.33 | 16.85 | 11.33 | 11.54 | 5.18 | 0.51 | - | ||
| 2024/6 | 1.61 | -6.24 | 4.18 | 9.47 | 10.55 | 5.11 | 0.51 | - | ||
| 2024/5 | 1.71 | -4.21 | 3.65 | 7.86 | 11.95 | 5.04 | 0.52 | - | ||
| 2024/4 | 1.79 | 16.87 | 20.97 | 6.15 | 14.51 | 4.53 | 0.57 | - | ||
| 2024/3 | 1.53 | 27.07 | -4.04 | 4.36 | 12.05 | 4.36 | 0.51 | - | ||
| 2024/2 | 1.21 | -25.78 | 4.14 | 2.83 | 23.25 | 4.14 | 0.54 | - | ||
| 2024/1 | 1.62 | 23.7 | 42.68 | 1.62 | 42.68 | 4.29 | 0.52 | - | ||
| 2023/12 | 1.31 | -3.0 | 5.03 | 17.49 | -10.69 | 3.97 | 0.63 | - | ||
| 2023/11 | 1.35 | 3.45 | -1.31 | 16.18 | -11.76 | 4.25 | 0.59 | - | ||
| 2023/10 | 1.31 | -17.73 | 8.76 | 14.83 | -12.61 | 4.67 | 0.54 | - | ||
| 2023/9 | 1.59 | -10.36 | 6.98 | 13.52 | -14.24 | 4.95 | 0.49 | - | ||
| 2023/8 | 1.77 | 11.84 | 9.95 | 11.93 | -16.45 | 4.9 | 0.49 | - | ||
| 2023/7 | 1.59 | 2.82 | 1.1 | 10.15 | -19.81 | 4.78 | 0.51 | - | ||
| 2023/6 | 1.54 | -6.72 | -14.65 | 8.57 | -22.77 | 4.68 | 0.54 | - | ||
| 2023/5 | 1.65 | 11.79 | -6.2 | 7.02 | -24.35 | 4.73 | 0.53 | - | ||
| 2023/4 | 1.48 | -7.29 | -23.54 | 5.37 | -28.61 | 4.23 | 0.6 | - | ||
| 2023/3 | 1.6 | 37.91 | -24.11 | 3.89 | -30.36 | 3.89 | 0.6 | - | ||
| 2023/2 | 1.16 | 1.67 | -19.98 | 2.3 | -34.13 | 3.54 | 0.65 | - | ||
| 2023/1 | 1.14 | -8.93 | -44.17 | 1.14 | -44.17 | 3.76 | 0.62 | - | ||
| 2022/12 | 1.25 | -8.87 | -32.08 | 19.59 | -10.73 | 3.82 | 0.64 | - | ||
| 2022/11 | 1.37 | 14.02 | -21.17 | 18.34 | -8.77 | 4.06 | 0.6 | - | ||
| 2022/10 | 1.2 | -19.09 | -21.98 | 16.97 | -7.6 | 4.3 | 0.57 | - | ||
| 2022/9 | 1.49 | -7.87 | -12.56 | 15.76 | -6.28 | 4.67 | 0.61 | - | ||
| 2022/8 | 1.61 | 2.84 | -10.8 | 14.28 | -5.57 | 4.99 | 0.57 | - | ||
| 2022/7 | 1.57 | -13.2 | -15.15 | 12.66 | -4.86 | 5.14 | 0.56 | - | ||
| 2022/6 | 1.81 | 2.5 | -7.98 | 11.09 | -3.2 | 5.51 | 0.71 | - | ||
| 2022/5 | 1.76 | -8.87 | -12.94 | 9.29 | -2.22 | 5.8 | 0.67 | - | ||
| 2022/4 | 1.94 | -7.98 | -3.4 | 7.52 | 0.68 | 5.48 | 0.71 | - | ||
| 2022/3 | 2.1 | 45.41 | 7.41 | 5.59 | 2.18 | 5.59 | 0.6 | - | ||
| 2022/2 | 1.45 | -29.06 | -4.67 | 3.48 | -0.73 | 5.32 | 0.63 | - | ||
| 2022/1 | 2.04 | 10.78 | 2.27 | 2.04 | 2.27 | 5.62 | 0.6 | - | ||
| 2021/12 | 1.84 | 5.76 | -2.92 | 21.94 | 8.24 | 5.12 | 0.68 | - | ||
| 2021/11 | 1.74 | 12.86 | -5.47 | 20.1 | 9.45 | 4.98 | 0.7 | - | ||
| 2021/10 | 1.54 | -9.32 | -13.43 | 18.36 | 11.11 | 5.05 | 0.69 | - | ||
| 2021/9 | 1.7 | -6.01 | -22.23 | 16.82 | 14.08 | 5.36 | 0.62 | - | ||
| 2021/8 | 1.81 | -2.17 | -10.63 | 15.12 | 20.4 | 5.62 | 0.59 | - | ||
| 2021/7 | 1.85 | -5.86 | -3.75 | 13.31 | 26.37 | 5.84 | 0.57 | - | ||
| 2021/6 | 1.96 | -3.02 | 15.66 | 11.46 | 33.09 | 5.99 | 0.6 | - | ||
| 2021/5 | 2.03 | 1.11 | 20.37 | 9.5 | 37.38 | 5.99 | 0.6 | - | ||
| 2021/4 | 2.0 | 2.32 | 10.57 | 7.47 | 42.85 | 5.48 | 0.65 | - | ||
| 2021/3 | 1.96 | 29.04 | 42.1 | 5.47 | 57.2 | 5.47 | 0.57 | 客戶需求較同期提升。 | ||
| 2021/2 | 1.52 | -23.89 | 62.11 | 3.51 | 67.11 | 5.41 | 0.58 | 1. 109年同期因新冠肺炎影響，子公司達昌電子(蘇州)春節假期延至2月中旬復工，影響工作天數。 2. 客戶需求較同期提升。 | ||
| 2021/1 | 1.99 | 5.15 | 72.93 | 1.99 | 72.93 | 5.73 | 0.54 | 1. 109年春節假期於1月份工作天數減少，比較基期低。 2. 電視及筆記型電腦客戶需求增加。 | ||
| 2020/12 | 1.9 | 2.98 | 38.97 | 20.27 | 29.1 | 5.52 | 0.54 | - | ||
| 2020/11 | 1.84 | 3.35 | 47.32 | 18.36 | 28.09 | 5.81 | 0.52 | - | ||
| 2020/10 | 1.78 | -18.55 | 50.11 | 16.52 | 26.25 | 5.99 | 0.5 | 主要係電視及筆記型電腦客戶需求增加。 | ||
| 2020/9 | 2.19 | 8.0 | 53.8 | 14.74 | 23.88 | 6.13 | 0.43 | 主要係電視及筆記型電腦客戶需求增加 | ||
| 2020/8 | 2.02 | 5.35 | 51.31 | 12.56 | 19.82 | 5.64 | 0.47 | 主要係電視及筆記型電腦客戶需求增加。 | ||
| 2020/7 | 1.92 | 13.13 | 32.58 | 10.53 | 15.21 | 5.3 | 0.5 | - | ||
| 2020/6 | 1.7 | 0.92 | 35.56 | 8.61 | 11.94 | 5.19 | 0.44 | - | ||
| 2020/5 | 1.68 | -7.11 | 30.37 | 6.91 | 7.34 | 4.87 | 0.47 | - | ||
| 2020/4 | 1.81 | 31.5 | 39.56 | 5.23 | 1.57 | 4.13 | 0.56 | - | ||
| 2020/3 | 1.38 | 47.22 | 2.01 | 3.48 | -9.67 | 3.47 | 0.54 | - | ||
| 2020/2 | 0.94 | -18.81 | 6.04 | 2.1 | -15.98 | 3.45 | 0.54 | - | ||
| 2020/1 | 1.15 | -15.48 | -28.75 | 1.15 | -28.75 | 0.0 | N/A | - | ||
| 2019/12 | 1.36 | 9.17 | 0.55 | 15.7 | -9.28 | 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 | 1.62 | 2023/1 | 1.14 | 2022/1 | 2.04 | 2021/1 | 1.99 | 2020/1 | 1.15 |
| 2024/2 | 1.21 | 2023/2 | 1.16 | 2022/2 | 1.45 | 2021/2 | 1.52 | 2020/2 | 0.94 |
| 2024/3 | 1.53 | 2023/3 | 1.6 | 2022/3 | 2.1 | 2021/3 | 1.96 | 2020/3 | 1.38 |
| 2024/4 | 1.79 | 2023/4 | 1.48 | 2022/4 | 1.94 | 2021/4 | 2.0 | 2020/4 | 1.81 |
| 2024/5 | 1.71 | 2023/5 | 1.65 | 2022/5 | 1.76 | 2021/5 | 2.03 | 2020/5 | 1.68 |
| 2024/6 | 1.61 | 2023/6 | 1.54 | 2022/6 | 1.81 | 2021/6 | 1.96 | 2020/6 | 1.7 |
| 2024/7 | 1.85 | 2023/7 | 1.59 | 2022/7 | 1.57 | 2021/7 | 1.85 | 2020/7 | 1.92 |
| 2024/8 | 1.77 | 2023/8 | 1.77 | 2022/8 | 1.61 | 2021/8 | 1.81 | 2020/8 | 2.02 |
| 2024/9 | 1.76 | 2023/9 | 1.59 | 2022/9 | 1.49 | 2021/9 | 1.7 | 2020/9 | 2.19 |
| 2024/10 | 1.37 | 2023/10 | 1.31 | 2022/10 | 1.2 | 2021/10 | 1.54 | 2020/10 | 1.78 |
| 2024/11 | 1.45 | 2023/11 | 1.35 | 2022/11 | 1.37 | 2021/11 | 1.74 | 2020/11 | 1.84 |
| N/A | N/A | 2023/12 | 1.31 | 2022/12 | 1.25 | 2021/12 | 1.84 | 2020/12 | 1.9 |
- 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 | |||
|---|---|---|---|
