- 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 | 0.72 | 32.07 | 307.55 | 14.32 | 3.13 | 1.59 | N/A | 本月較去年同期增加係部分客戶為補齊存貨所致。 | ||
2024/9 | 0.54 | 67.81 | 52.99 | 13.6 | -0.78 | 1.35 | 0.47 | 本月較去年同期增加係部分客戶為補齊存貨所致。 | ||
2024/8 | 0.32 | -32.16 | 6.6 | 13.06 | -2.21 | 1.48 | 0.43 | - | ||
2024/7 | 0.48 | -28.76 | 6.67 | 12.73 | -2.42 | 2.43 | 0.26 | - | ||
2024/6 | 0.67 | -47.39 | -46.76 | 12.26 | -2.74 | 4.01 | 0.15 | - | ||
2024/5 | 1.28 | -37.94 | -26.4 | 11.58 | 2.15 | 6.86 | 0.09 | - | ||
2024/4 | 2.06 | -41.65 | 29.0 | 10.31 | 7.31 | 8.09 | 0.07 | - | ||
2024/3 | 3.53 | 41.05 | 8.13 | 8.25 | 2.99 | 8.25 | 0.1 | - | ||
2024/2 | 2.5 | 12.66 | -6.87 | 4.72 | -0.54 | 5.46 | 0.16 | - | ||
2024/1 | 2.22 | 201.87 | 7.7 | 2.22 | 7.7 | 0.0 | N/A | - | ||
2023/12 | 0.74 | 39.94 | 339.86 | 15.15 | 5.62 | 0.0 | N/A | 本月較去年同期增加係部分客戶為補齊存貨所致。 | ||
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- 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 | |||
---|---|---|---|
24Q3 (20) | 0.01 | 0 | 0.0 |