- 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 | 1.02 | -22.84 | 148.91 | 7.22 | 48.96 | 2.83 | N/A | 主係因本期(113年10月)設備驗收較多所致。 | ||
2024/9 | 1.32 | 171.16 | 156.29 | 6.19 | 39.68 | 2.42 | 0.38 | 主係因本期(113年09月)設備驗收較多所致。 | ||
2024/8 | 0.49 | -19.63 | -3.69 | 4.87 | 24.41 | 1.56 | 0.59 | - | ||
2024/7 | 0.61 | 29.27 | 28.48 | 4.38 | 28.57 | 1.57 | 0.59 | - | ||
2024/6 | 0.47 | -5.65 | -17.38 | 3.78 | 28.44 | 0.0 | N/A | - | ||
2024/5 | 0.5 | -55.22 | 5.6 | 3.31 | 39.45 | 0.0 | N/A | - | ||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
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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) | 0.45 | -43.04 | 66.67 |
24Q2 (19) | 0.79 | 19.7 | 154.84 |
24Q1 (18) | 0.66 | 120.0 | 153.85 |
23Q4 (17) | 0.3 | 11.11 | 0.0 |
23Q3 (16) | 0.27 | -12.9 | 125.0 |
23Q2 (15) | 0.31 | 19.23 | 0 |
23Q1 (14) | 0.26 | -13.33 | 0 |
22Q4 (13) | 0.3 | 150.0 | 0 |
22Q3 (12) | 0.12 | 0 | 0 |