- 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 | 0.37 | 18.12 | -14.6 | 3.56 | -33.46 | 0.9 | N/A | - | ||
| 2024/10 | 0.31 | 44.55 | -4.76 | 3.19 | -35.12 | 0.84 | N/A | - | ||
| 2024/9 | 0.22 | -30.42 | -28.42 | 2.88 | -37.29 | 0.79 | 0.81 | - | ||
| 2024/8 | 0.31 | 18.31 | -15.29 | 2.66 | -37.92 | 0.83 | 0.77 | - | ||
| 2024/7 | 0.26 | 3.94 | -29.75 | 2.35 | -40.04 | 0.83 | 0.77 | - | ||
| 2024/6 | 0.25 | -19.89 | -55.26 | 2.09 | -41.12 | 0.95 | 0.75 | 客戶調整庫存水位 | ||
| 2024/5 | 0.32 | -16.71 | -46.78 | 1.83 | -38.44 | 1.15 | 0.62 | - | ||
| 2024/4 | 0.38 | -16.48 | -41.94 | 1.52 | -36.37 | 1.13 | 0.63 | - | ||
| 2024/3 | 0.45 | 52.32 | -25.85 | 1.14 | -34.27 | 1.14 | 0.77 | - | ||
| 2024/2 | 0.3 | -23.22 | -47.01 | 0.69 | -38.87 | 1.17 | 0.75 | - | ||
| 2024/1 | 0.39 | -20.61 | -30.7 | 0.39 | -30.7 | 1.31 | 0.67 | - | ||
| 2023/12 | 0.49 | 12.99 | -5.11 | 5.83 | -0.89 | 1.25 | 0.66 | - | ||
| 2023/11 | 0.43 | 31.74 | -1.77 | 5.35 | -0.49 | 1.06 | 0.78 | - | ||
| 2023/10 | 0.33 | 8.64 | -27.83 | 4.91 | -0.37 | 1.0 | 0.83 | - | ||
| 2023/9 | 0.3 | -17.66 | -47.61 | 4.59 | 2.41 | 1.04 | 0.96 | - | ||
| 2023/8 | 0.37 | -1.87 | -31.89 | 4.28 | 9.8 | 1.31 | 0.77 | - | ||
| 2023/7 | 0.37 | -33.8 | -29.74 | 3.92 | 16.48 | 1.53 | 0.65 | - | ||
| 2023/6 | 0.56 | -4.71 | -10.63 | 3.54 | 25.17 | 1.81 | 0.62 | - | ||
| 2023/5 | 0.59 | -9.13 | 33.91 | 2.98 | 35.47 | 1.86 | 0.6 | - | ||
| 2023/4 | 0.65 | 6.65 | 76.12 | 2.39 | 35.87 | 1.83 | 0.61 | 客戶機種需求增加，整體營收提升。 | ||
| 2023/3 | 0.61 | 8.86 | 26.31 | 1.73 | 25.1 | 1.73 | 0.74 | - | ||
| 2023/2 | 0.56 | 0.4 | 34.15 | 1.12 | 24.45 | 1.64 | 0.79 | - | ||
| 2023/1 | 0.56 | 8.69 | 16.03 | 0.56 | 16.03 | 1.51 | 0.85 | - | ||
| 2022/12 | 0.51 | 16.96 | 18.65 | 5.89 | 12.09 | 1.41 | 0.9 | - | ||
| 2022/11 | 0.44 | -3.2 | -14.44 | 5.37 | 11.49 | 1.47 | 0.86 | - | ||
| 2022/10 | 0.45 | -21.14 | 31.02 | 4.93 | 14.59 | 1.57 | 0.81 | - | ||
| 2022/9 | 0.58 | 7.03 | 36.48 | 4.48 | 13.15 | 1.65 | 0.73 | - | ||
| 2022/8 | 0.54 | 1.21 | 22.92 | 3.9 | 10.37 | 1.7 | 0.7 | - | ||
| 2022/7 | 0.53 | -15.79 | 16.51 | 3.36 | 8.59 | 1.61 | 0.75 | - | ||
| 2022/6 | 0.63 | 42.77 | 31.31 | 2.83 | 7.22 | 1.44 | 0.84 | - | ||
| 2022/5 | 0.44 | 19.51 | -5.14 | 2.2 | 1.85 | 1.3 | 0.93 | - | ||
| 2022/4 | 0.37 | -23.5 | -24.26 | 1.76 | 3.78 | 1.27 | 0.95 | - | ||
| 2022/3 | 0.48 | 15.62 | 16.02 | 1.39 | 15.19 | 1.39 | 0.85 | - | ||
| 2022/2 | 0.42 | -13.15 | 49.82 | 0.9 | 14.75 | 1.33 | 0.88 | - | ||
| 2022/1 | 0.48 | 11.14 | -4.63 | 0.48 | -4.63 | 1.43 | 0.82 | - | ||
| 2021/12 | 0.43 | -15.65 | 7.04 | 5.25 | -26.15 | 1.3 | 0.92 | - | ||
| 2021/11 | 0.51 | 48.23 | 47.58 | 4.82 | -28.16 | 1.28 | 0.93 | - | ||
| 2021/10 | 0.35 | -17.85 | -4.2 | 4.3 | -32.31 | 1.21 | 0.99 | - | ||
| 2021/9 | 0.42 | -3.59 | -32.37 | 3.96 | -34.01 | 1.32 | 0.77 | - | ||
| 2021/8 | 0.44 | -4.05 | -15.09 | 3.53 | -34.2 | 1.38 | 0.74 | - | ||
| 2021/7 | 0.46 | -5.09 | -46.88 | 3.1 | -36.23 | 1.4 | 0.73 | - | ||
| 2021/6 | 0.48 | 3.12 | -28.55 | 2.64 | -33.94 | 1.44 | 0.66 | - | ||
| 2021/5 | 0.47 | -4.58 | -36.03 | 2.16 | -35.04 | 1.37 | 0.69 | - | ||
| 2021/4 | 0.49 | 17.19 | -43.47 | 1.69 | -34.76 | 1.19 | 0.8 | - | ||
| 2021/3 | 0.42 | 49.3 | -52.81 | 1.2 | -30.4 | 1.2 | 0.79 | 因產品定位策略調整、公司客戶受新冠肺炎疫情影響所致 | ||
| 2021/2 | 0.28 | -44.71 | -9.67 | 0.79 | -6.89 | 1.19 | 0.8 | - | ||
| 2021/1 | 0.51 | 24.75 | -5.27 | 0.51 | -5.27 | 1.26 | 0.75 | - | ||
| 2020/12 | 0.41 | 16.28 | -54.54 | 7.11 | -29.01 | 1.12 | 0.82 | 因產品定位策略調整、公司客戶受新冠肺炎疫情影響所致。 | ||
| 2020/11 | 0.35 | -3.77 | -61.48 | 6.71 | -26.52 | 1.34 | 0.69 | 因產品定位策略調整、公司客戶受新冠肺炎疫情影響所致。 | ||
| 2020/10 | 0.36 | -42.01 | -64.67 | 6.36 | -22.67 | 1.5 | 0.61 | 因產品定位策略調整、公司客戶受新冠肺炎疫情影響所致。 | ||
| 2020/9 | 0.62 | 21.03 | -36.73 | 6.0 | -16.69 | 2.0 | 0.39 | - | ||
| 2020/8 | 0.52 | -39.97 | -37.13 | 5.37 | -13.5 | 2.05 | 0.39 | - | ||
| 2020/7 | 0.86 | 27.65 | -8.74 | 4.86 | -9.9 | 2.26 | 0.35 | - | ||
| 2020/6 | 0.67 | -7.67 | -6.46 | 4.0 | -10.15 | 2.27 | 0.42 | - | ||
| 2020/5 | 0.73 | -15.67 | -0.55 | 3.32 | -10.86 | 2.48 | 0.39 | - | ||
| 2020/4 | 0.87 | -2.17 | 0.97 | 2.59 | -13.39 | 2.06 | 0.47 | - | ||
| 2020/3 | 0.88 | 185.81 | 19.09 | 1.73 | -19.15 | 1.73 | 0.53 | - | ||
| 2020/2 | 0.31 | -42.03 | -20.29 | 0.84 | -39.52 | 1.73 | 0.53 | - | ||
| 2020/1 | 0.53 | -40.13 | -46.94 | 0.53 | -46.94 | 0.0 | N/A | - | ||
| 2019/12 | 0.89 | -1.47 | -9.75 | 10.02 | -15.19 | 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 | 0.39 | 2023/1 | 0.56 | 2022/1 | 0.48 | 2021/1 | 0.51 | 2020/1 | 0.53 |
| 2024/2 | 0.3 | 2023/2 | 0.56 | 2022/2 | 0.42 | 2021/2 | 0.28 | 2020/2 | 0.31 |
| 2024/3 | 0.45 | 2023/3 | 0.61 | 2022/3 | 0.48 | 2021/3 | 0.42 | 2020/3 | 0.88 |
| 2024/4 | 0.38 | 2023/4 | 0.65 | 2022/4 | 0.37 | 2021/4 | 0.49 | 2020/4 | 0.87 |
| 2024/5 | 0.32 | 2023/5 | 0.59 | 2022/5 | 0.44 | 2021/5 | 0.47 | 2020/5 | 0.73 |
| 2024/6 | 0.25 | 2023/6 | 0.56 | 2022/6 | 0.63 | 2021/6 | 0.48 | 2020/6 | 0.67 |
| 2024/7 | 0.26 | 2023/7 | 0.37 | 2022/7 | 0.53 | 2021/7 | 0.46 | 2020/7 | 0.86 |
| 2024/8 | 0.31 | 2023/8 | 0.37 | 2022/8 | 0.54 | 2021/8 | 0.44 | 2020/8 | 0.52 |
| 2024/9 | 0.22 | 2023/9 | 0.3 | 2022/9 | 0.58 | 2021/9 | 0.42 | 2020/9 | 0.62 |
| 2024/10 | 0.31 | 2023/10 | 0.33 | 2022/10 | 0.45 | 2021/10 | 0.35 | 2020/10 | 0.36 |
| 2024/11 | 0.37 | 2023/11 | 0.43 | 2022/11 | 0.44 | 2021/11 | 0.51 | 2020/11 | 0.35 |
| N/A | N/A | 2023/12 | 0.49 | 2022/12 | 0.51 | 2021/12 | 0.43 | 2020/12 | 0.41 |
- 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 | |||
|---|---|---|---|
