- 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 | 0.42 | 4.0 | 79.65 | 3.66 | 57.04 | 1.22 | N/A | 新產品海外需求增長,國內客戶因擴廠故需求增加 | ||
2024/10 | 0.41 | 5.17 | 34.92 | 3.24 | 54.49 | 1.16 | N/A | 新產品推廣順利 | ||
2024/9 | 0.39 | 4.58 | 1700.79 | 2.83 | 57.79 | 0.0 | N/A | 機台安裝符合預期排程 | ||
2024/8 | 0.37 | 9.48 | 26.34 | 2.44 | 37.85 | 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) | 0.35 | -43.55 | 483.33 |
24Q2 (19) | 0.62 | -24.39 | 520.0 |
24Q1 (18) | 0.82 | 141.18 | 1266.67 |
23Q4 (17) | 0.34 | 466.67 | 0 |
23Q3 (16) | 0.06 | -40.0 | 0 |
23Q2 (15) | 0.1 | 66.67 | -69.7 |
23Q1 (14) | 0.06 | 0 | 0 |