- 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) |
---|---|---|---|---|---|---|---|---|---|---|
2020/5 | 2.2 | 15.83 | 10.88 | 10.45 | 7.04 | 6.38 | N/A | |||
2020/4 | 1.9 | -16.54 | 22.91 | 8.25 | 6.06 | 6.22 | N/A | |||
2020/3 | 2.28 | 11.26 | 7.11 | 6.35 | 1.88 | 6.35 | 0.32 | |||
2020/2 | 2.05 | 1.07 | 4.74 | 4.07 | -0.82 | 6.36 | 0.32 | |||
2020/1 | 2.02 | -11.57 | -5.87 | 2.02 | -5.87 | 6.45 | 0.31 | |||
2019/12 | 2.29 | 7.2 | 13.94 | 23.18 | 1.74 | 6.48 | 0.28 | |||
2019/11 | 2.14 | 3.97 | 33.22 | 20.89 | 0.56 | 5.77 | 0.32 | |||
2019/10 | 2.05 | 30.12 | 16.18 | 18.75 | -2.16 | 5.32 | 0.34 | |||
2019/9 | 1.58 | -6.61 | -10.51 | 16.7 | -4.02 | 5.02 | 0.35 | |||
2019/8 | 1.69 | -3.39 | -15.7 | 15.12 | -3.29 | 5.36 | 0.32 | |||
2019/7 | 1.75 | -8.83 | -10.63 | 13.43 | -1.47 | 5.65 | 0.31 | |||
2019/6 | 1.92 | -3.31 | -0.61 | 11.68 | 0.06 | 5.45 | 0.23 | |||
2019/5 | 1.99 | 28.4 | -3.38 | 9.76 | 0.2 | 5.66 | 0.22 | |||
2019/4 | 1.55 | -27.27 | -21.23 | 7.78 | 1.15 | 5.63 | 0.22 | |||
2019/3 | 2.13 | 8.8 | 4.24 | 6.23 | 8.83 | 6.23 | 0.2 | |||
2019/2 | 1.95 | -9.17 | 15.63 | 4.11 | 11.38 | 6.11 | 0.2 | |||
2019/1 | 2.15 | 7.05 | 7.78 | 2.15 | 7.78 | 5.76 | 0.22 | |||
2018/12 | 2.01 | 25.34 | -0.12 | 22.78 | 5.84 | 5.38 | 0.25 | |||
2018/11 | 1.6 | -9.32 | -19.9 | 20.77 | 6.46 | 5.14 | 0.27 | |||
2018/10 | 1.77 | 0.21 | -3.25 | 19.17 | 9.47 | 5.54 | 0.25 | |||
2018/9 | 1.76 | -12.03 | 0.03 | 17.4 | 10.96 | 5.73 | 0.19 | |||
2018/8 | 2.01 | 2.41 | 13.98 | 15.64 | 12.34 | 5.89 | 0.19 | |||
2018/7 | 1.96 | 1.39 | 9.71 | 13.63 | 12.1 | 5.94 | 0.19 | |||
2018/6 | 1.93 | -6.0 | 8.6 | 11.67 | 12.51 | 5.95 | 0.16 | |||
2018/5 | 2.05 | 4.67 | 14.9 | 9.74 | 13.32 | 6.06 | 0.16 | |||
2018/4 | 1.96 | -3.75 | 9.07 | 7.69 | 12.91 | 5.69 | 0.17 | |||
2018/3 | 2.04 | 20.7 | 9.76 | 5.72 | 14.29 | 5.72 | 0.17 | |||
2018/2 | 1.69 | -15.34 | 5.24 | 3.69 | 16.96 | 5.7 | 0.17 | |||
2018/1 | 2.0 | -0.8 | 29.13 | 2.0 | 29.13 | 6.01 | 0.16 | |||
2017/12 | 2.01 | 0.52 | 6.09 | 21.52 | -8.67 | 5.84 | 0.0 | |||
2017/11 | 2.0 | 9.53 | 10.52 | 19.51 | -9.96 | 5.59 | 0.0 | |||
2017/10 | 1.83 | 3.61 | -3.04 | 17.51 | -11.83 | 5.38 | 0.0 | |||
2017/9 | 1.76 | 0.23 | 0.98 | 15.68 | -12.75 | 5.33 | 0.0 | |||
2017/7 | 1.78 | 0.37 | -6.3 | 12.16 | -17.03 | 5.35 | 0.0 | |||
2017/6 | 1.78 | -0.55 | -4.09 | 10.37 | -18.63 | 5.37 | N/A | |||
2017/5 | 1.79 | -0.63 | -2.06 | 8.6 | -21.1 | 5.45 | N/A | |||
2017/4 | 1.8 | -3.14 | -9.35 | 6.81 | -24.94 | 5.26 | N/A | |||
2017/3 | 1.86 | 15.73 | -26.01 | 5.01 | -29.3 | 5.01 | N/A | |||
2017/2 | 1.61 | 3.87 | -23.62 | 3.15 | -31.11 | 5.05 | N/A | |||
2017/1 | 1.55 | -18.49 | -37.48 | 1.55 | -37.48 | 5.25 | N/A | |||
2016/12 | 1.9 | 4.71 | -20.03 | 23.57 | -8.45 | 5.59 | N/A | |||
2016/11 | 1.81 | -3.91 | -25.35 | 21.67 | -7.27 | 5.44 | N/A | |||
2016/10 | 1.88 | 7.92 | -19.33 | 19.86 | -5.18 | 5.21 | N/A | |||
2016/9 | 1.75 | 10.96 | -28.08 | 17.98 | -3.4 | 5.23 | N/A | |||
2016/8 | 1.57 | -17.38 | -26.38 | 16.23 | 0.29 | 5.33 | N/A | |||
2016/7 | 1.9 | 2.73 | -4.21 | 14.66 | 4.35 | 5.58 | N/A | |||
2016/6 | 1.85 | 1.55 | -8.54 | 12.75 | 5.76 | 5.67 | N/A | |||
2016/5 | 1.83 | -8.03 | 23.74 | 10.9 | 8.66 | 6.32 | N/A | |||
2016/4 | 1.99 | -20.94 | 31.44 | 9.07 | 6.06 | 6.6 | N/A | |||
2016/3 | 2.51 | 19.46 | 2.17 | 7.09 | 0.61 | 6.98 | N/A | |||
2016/2 | 2.1 | -14.97 | 15.7 | 4.57 | -0.21 | 6.9 | N/A | |||
2015/12 | 2.37 | -2.25 | 121.25 | 25.74 | 115.4 | 7.13 | N/A | |||
2015/11 | 2.43 | 3.83 | 117.61 | 23.37 | 114.82 | 7.19 | N/A | |||
2015/10 | 2.34 | -3.77 | 76.49 | 20.95 | 114.5 | 6.9 | N/A | |||
2015/9 | 2.43 | 13.58 | 219.73 | 18.61 | 120.46 | 6.55 | N/A | |||
2015/8 | 2.14 | 7.5 | 383.85 | 16.18 | 110.65 | 6.15 | N/A | |||
2015/7 | 1.99 | -1.9 | 149.36 | 14.04 | 93.98 | 5.49 | N/A | |||
2015/6 | 2.03 | 37.41 | 72.53 | 12.06 | 87.12 | 5.01 | N/A | |||
2015/5 | 1.48 | -2.31 | 83.72 | 10.03 | 90.37 | 0.0 | N/A | |||
2015/4 | 1.51 | -38.54 | 16.99 | 8.55 | 91.57 | 0.0 | N/A |
- 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 | |||
---|---|---|---|
20Q1 (20) | 0.07 | 40.0 | -12.5 |
19Q4 (19) | 0.05 | -16.67 | -58.33 |
19Q3 (18) | 0.06 | -33.33 | -89.29 |
19Q2 (17) | 0.09 | 12.5 | 80.0 |
19Q1 (16) | 0.08 | -33.33 | 100.0 |
18Q4 (15) | 0.12 | -78.57 | 0 |
18Q3 (14) | 0.56 | 1020.0 | 0 |
18Q2 (13) | 0.05 | 25.0 | 0 |
18Q1 (12) | 0.04 | 0 | 0 |