- 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 | 2.07 | -1.1 | 7.72 | 21.88 | 8.43 | 6.33 | N/A | - | ||
| 2024/10 | 2.09 | -4.19 | 3.74 | 19.82 | 8.5 | 6.44 | N/A | - | ||
| 2024/9 | 2.18 | 0.47 | 8.61 | 17.73 | 9.09 | 6.45 | 0.66 | - | ||
| 2024/8 | 2.17 | 3.01 | 8.13 | 15.55 | 9.16 | 6.31 | 0.68 | - | ||
| 2024/7 | 2.11 | 3.68 | 4.01 | 13.38 | 9.33 | 6.19 | 0.69 | - | ||
| 2024/6 | 2.03 | -1.11 | -4.06 | 11.27 | 10.39 | 6.07 | 1.05 | - | ||
| 2024/5 | 2.05 | 3.33 | 9.44 | 9.24 | 14.17 | 6.0 | 1.06 | - | ||
| 2024/4 | 1.99 | 1.38 | 17.7 | 7.19 | 15.59 | 5.42 | 1.18 | - | ||
| 2024/3 | 1.96 | 33.18 | 7.41 | 5.2 | 14.81 | 5.2 | 1.47 | - | ||
| 2024/2 | 1.47 | -16.76 | -2.39 | 3.24 | 19.8 | 4.92 | 1.56 | - | ||
| 2024/1 | 1.77 | 4.97 | 47.79 | 1.77 | 47.79 | 5.37 | 1.43 | - | ||
| 2023/12 | 1.68 | -12.11 | -10.27 | 21.86 | -37.64 | 5.61 | 1.56 | - | ||
| 2023/11 | 1.92 | -4.76 | 13.3 | 20.18 | -39.18 | 5.94 | 1.47 | - | ||
| 2023/10 | 2.01 | 0.3 | 29.91 | 18.26 | -42.0 | 6.03 | 1.45 | - | ||
| 2023/9 | 2.01 | 0.03 | -25.56 | 16.25 | -45.73 | 6.04 | 1.66 | - | ||
| 2023/8 | 2.01 | -0.9 | -28.49 | 14.24 | -47.72 | 6.15 | 1.63 | - | ||
| 2023/7 | 2.02 | -4.36 | -38.28 | 12.24 | -49.93 | 6.02 | 1.66 | - | ||
| 2023/6 | 2.12 | 12.81 | -42.93 | 10.21 | -51.74 | 5.68 | 1.71 | 客戶去化庫存，調整出貨速度 | ||
| 2023/5 | 1.88 | 11.14 | -48.96 | 8.09 | -53.61 | 5.39 | 1.8 | 客戶去化庫存，調整出貨速度 | ||
| 2023/4 | 1.69 | -7.48 | -47.42 | 6.22 | -54.85 | 5.02 | 1.93 | 客戶去化庫存，調整出貨速度 | ||
| 2023/3 | 1.83 | 21.02 | -46.63 | 4.53 | -57.11 | 4.53 | 2.14 | 客戶去化庫存，調整出貨速度 | ||
| 2023/2 | 1.51 | 26.03 | -49.84 | 2.7 | -62.13 | 4.58 | 2.12 | 客戶去化庫存，調整出貨速度 | ||
| 2023/1 | 1.2 | -36.27 | -71.06 | 1.2 | -71.06 | 4.77 | 2.04 | 客戶去化庫存，調整出貨速度 | ||
| 2022/12 | 1.88 | 10.97 | -47.66 | 35.06 | 3.37 | 5.12 | 2.3 | - | ||
| 2022/11 | 1.69 | 9.19 | -51.33 | 33.18 | 9.41 | 5.94 | 1.99 | 客戶去化庫存，調整出貨速度 | ||
| 2022/10 | 1.55 | -42.53 | -52.52 | 31.49 | 17.27 | 7.05 | 1.67 | 客戶去化庫存，調整出貨速度 | ||
| 2022/9 | 2.7 | -3.9 | -11.35 | 29.94 | 26.93 | 8.78 | 1.36 | - | ||
| 2022/8 | 2.81 | -14.48 | -14.25 | 27.25 | 32.6 | 9.8 | 1.21 | - | ||
| 2022/7 | 3.28 | -11.56 | 0.56 | 24.44 | 41.47 | 10.67 | 1.12 | - | ||
| 2022/6 | 3.71 | 0.89 | 31.58 | 21.16 | 50.99 | 10.6 | 0.92 | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2022/5 | 3.68 | 14.48 | 36.06 | 17.45 | 55.88 | 10.31 | 0.95 | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2022/4 | 3.21 | -6.08 | 20.2 | 13.77 | 62.19 | 9.64 | 1.01 | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2022/3 | 3.42 | 13.73 | 48.65 | 10.56 | 81.47 | 10.56 | 0.85 | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2022/2 | 3.01 | -27.28 | 131.67 | 7.14 | 102.92 | 10.73 | 0.84 | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2022/1 | 4.14 | 15.27 | 86.12 | 4.14 | 86.12 | 11.2 | 0.8 | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2021/12 | 3.59 | 3.18 | 66.25 | 33.92 | 27.24 | 10.33 | 0.67 | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2021/11 | 3.48 | 6.53 | 42.62 | 30.33 | 23.81 | 9.78 | 0.71 | - | ||
| 2021/10 | 3.26 | 7.29 | 32.97 | 26.85 | 21.73 | 9.58 | 0.73 | - | ||
| 2021/9 | 3.04 | -7.04 | 19.46 | 23.59 | 20.32 | 9.58 | 0.86 | - | ||
| 2021/8 | 3.27 | 0.29 | 24.88 | 20.55 | 20.45 | 9.35 | 0.88 | - | ||
| 2021/7 | 3.26 | 15.71 | 28.75 | 17.28 | 19.64 | 8.78 | 0.94 | - | ||
| 2021/6 | 2.82 | 4.32 | 12.25 | 14.01 | 17.71 | 8.19 | 0.89 | - | ||
| 2021/5 | 2.7 | 1.13 | 22.22 | 11.19 | 19.16 | 7.67 | 0.95 | - | ||
| 2021/4 | 2.67 | 16.14 | 4.77 | 8.49 | 18.22 | 6.27 | 1.17 | - | ||
| 2021/3 | 2.3 | 77.25 | 4.88 | 5.82 | 25.62 | 5.82 | 1.02 | - | ||
| 2021/2 | 1.3 | -41.58 | 22.8 | 3.52 | 44.27 | 5.62 | 1.06 | - | ||
| 2021/1 | 2.22 | 5.94 | 60.69 | 2.22 | 60.69 | 6.76 | 0.88 | 本月營收較去年同期增加主係無線模組出貨量增加所致 | ||
| 2020/12 | 2.1 | -13.97 | 17.13 | 26.65 | 21.95 | 6.99 | 0.6 | - | ||
| 2020/11 | 2.44 | -0.66 | 26.98 | 24.56 | 22.38 | 7.46 | 0.56 | - | ||
| 2020/10 | 2.45 | -4.57 | 23.66 | 22.12 | 21.89 | 7.65 | 0.55 | - | ||
| 2020/9 | 2.57 | -1.83 | 27.38 | 19.66 | 21.67 | 7.29 | 0.62 | - | ||
| 2020/8 | 2.62 | 0.0 | 34.6 | 17.09 | 20.86 | 6.64 | 0.68 | - | ||
| 2018/5 | 2.1 | 9.14 | 11.4 | 8.74 | -12.12 | 5.75 | N/A | - | ||
| 2018/4 | 1.92 | 11.0 | -9.49 | 6.64 | -17.62 | 4.78 | N/A | - | ||
| 2018/3 | 1.73 | 53.48 | -29.24 | 4.72 | -20.53 | 4.72 | N/A | - | ||
| 2018/2 | 1.13 | -39.33 | -39.37 | 2.99 | -14.42 | 0.0 | N/A | - | ||
| 2018/1 | 1.86 | -2.76 | 14.04 | 1.86 | 14.04 | 0.0 | N/A | - | ||
| N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
| N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
| N/A | N/A | N/A | N/A | N/A | N/A | 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 | 1.77 | 2023/1 | 1.2 | 2022/1 | 4.14 | 2021/1 | 2.22 | 2020/8 | 2.62 |
| 2024/2 | 1.47 | 2023/2 | 1.51 | 2022/2 | 3.01 | 2021/2 | 1.3 | 2020/9 | 2.57 |
| 2024/3 | 1.96 | 2023/3 | 1.83 | 2022/3 | 3.42 | 2021/3 | 2.3 | 2020/10 | 2.45 |
| 2024/4 | 1.99 | 2023/4 | 1.69 | 2022/4 | 3.21 | 2021/4 | 2.67 | 2020/11 | 2.44 |
| 2024/5 | 2.05 | 2023/5 | 1.88 | 2022/5 | 3.68 | 2021/5 | 2.7 | 2020/12 | 2.1 |
| 2024/6 | 2.03 | 2023/6 | 2.12 | 2022/6 | 3.71 | 2021/6 | 2.82 | N/A | N/A |
| 2024/7 | 2.11 | 2023/7 | 2.02 | 2022/7 | 3.28 | 2021/7 | 3.26 | N/A | N/A |
| 2024/8 | 2.17 | 2023/8 | 2.01 | 2022/8 | 2.81 | 2021/8 | 3.27 | N/A | N/A |
| 2024/9 | 2.18 | 2023/9 | 2.01 | 2022/9 | 2.7 | 2021/9 | 3.04 | N/A | N/A |
| 2024/10 | 2.09 | 2023/10 | 2.01 | 2022/10 | 1.55 | 2021/10 | 3.26 | N/A | N/A |
| 2024/11 | 2.07 | 2023/11 | 1.92 | 2022/11 | 1.69 | 2021/11 | 3.48 | N/A | N/A |
| N/A | N/A | 2023/12 | 1.68 | 2022/12 | 1.88 | 2021/12 | 3.59 | N/A | 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 | |||
|---|---|---|---|
| 24Q3 (20) | 0.12 | -25.0 | -36.84 |
| 24Q2 (19) | 0.16 | 60.0 | 6.67 |
| 24Q1 (18) | 0.1 | -44.44 | -28.57 |
| 23Q4 (17) | 0.18 | -5.26 | -14.29 |
| 23Q3 (16) | 0.19 | 26.67 | -50.0 |
| 23Q2 (15) | 0.15 | 7.14 | -76.92 |
| 23Q1 (14) | 0.14 | -33.33 | -53.33 |
| 22Q4 (13) | 0.21 | -44.74 | -12.5 |
| 22Q3 (12) | 0.38 | -41.54 | 72.73 |
| 22Q2 (11) | 0.65 | 116.67 | 242.11 |
| 22Q1 (10) | 0.3 | 25.0 | 57.89 |
| 21Q4 (9) | 0.24 | 9.09 | 200.0 |
| 21Q3 (8) | 0.22 | 15.79 | 57.14 |
| 21Q2 (7) | 0.19 | 0.0 | 26.67 |
| 21Q1 (6) | 0.19 | 137.5 | 0 |
| 20Q4 (5) | 0.08 | -42.86 | 0 |
| 20Q3 (4) | 0.14 | -6.67 | 0.0 |
| 20Q2 (3) | 0.15 | 0 | 0.0 |
