- 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 | 1.61 | -3.46 | 12.38 | 16.23 | 4.43 | 4.98 | N/A | - | ||
2024/9 | 1.67 | -2.55 | 0.89 | 14.63 | 3.62 | 5.19 | 0.0 | - | ||
2024/8 | 1.71 | -5.66 | 4.48 | 12.96 | 3.98 | 5.27 | 0.0 | - | ||
2024/7 | 1.81 | 3.69 | 5.5 | 11.25 | 3.91 | 5.37 | 0.0 | - | ||
2024/6 | 1.75 | -3.49 | 2.0 | 9.44 | 3.61 | 5.09 | 0.0 | - | ||
2024/5 | 1.81 | 17.84 | 6.23 | 7.69 | 3.98 | 4.87 | 0.0 | - | ||
2024/4 | 1.54 | 0.52 | -4.93 | 5.88 | 3.31 | 4.3 | 0.0 | - | ||
2024/3 | 1.53 | 23.63 | -4.7 | 4.35 | 6.57 | 4.35 | 0.0 | - | ||
2024/2 | 1.24 | -22.01 | 7.3 | 2.82 | 13.87 | 4.44 | 0.0 | - | ||
2024/1 | 1.58 | -1.88 | 19.59 | 1.58 | 19.59 | 4.85 | 0.0 | - | ||
2023/12 | 1.62 | -1.85 | -8.2 | 18.81 | 8.93 | 4.69 | 0.0 | - | ||
2023/11 | 1.65 | 15.05 | 6.85 | 17.19 | 10.88 | 4.73 | 0.0 | - | ||
2023/10 | 1.43 | -13.32 | 0.48 | 15.54 | 11.32 | 4.72 | 0.0 | - | ||
2023/9 | 1.65 | 0.9 | 18.33 | 14.11 | 12.55 | 5.0 | 0.0 | - | ||
2023/8 | 1.64 | -4.74 | 4.35 | 12.46 | 11.83 | 5.06 | 0.0 | - | ||
2023/7 | 1.72 | 0.26 | 5.75 | 10.83 | 13.06 | 5.13 | 0.0 | - | ||
2023/6 | 1.71 | 0.5 | 6.0 | 9.11 | 14.55 | 5.03 | 0.0 | - | ||
2023/5 | 1.7 | 5.45 | 25.93 | 7.4 | 16.72 | 4.92 | 0.0 | - | ||
2023/4 | 1.62 | 0.76 | 31.17 | 5.7 | 14.22 | 4.37 | 0.0 | - | ||
2023/3 | 1.6 | 39.21 | 18.04 | 4.08 | 8.67 | 4.08 | 0.0 | - | ||
2023/2 | 1.15 | -13.08 | 7.05 | 2.48 | 3.36 | 4.24 | 0.0 | - | ||
2023/1 | 1.33 | -24.69 | 0.34 | 1.33 | 0.34 | 4.62 | 0.0 | - | ||
2022/12 | 1.76 | 14.25 | 7.07 | 17.26 | 17.3 | 4.72 | 0.0 | - | ||
2022/11 | 1.54 | 8.2 | 12.28 | 15.5 | 18.59 | 4.36 | 0.0 | - | ||
2022/10 | 1.42 | 2.06 | 12.82 | 13.96 | 19.33 | 4.38 | 0.0 | - | ||
2022/9 | 1.39 | -11.01 | 17.6 | 12.54 | 20.11 | 4.59 | 0.0 | - | ||
2022/8 | 1.57 | -3.46 | 20.5 | 11.15 | 20.43 | 4.81 | 0.0 | - | ||
2022/7 | 1.62 | 0.5 | 26.36 | 9.58 | 20.42 | 4.59 | 0.0 | - | ||
2022/6 | 1.62 | 19.39 | 26.32 | 7.95 | 19.28 | 4.2 | 0.0 | - | ||
2022/5 | 1.35 | 9.84 | 13.52 | 6.34 | 17.61 | 3.94 | 0.0 | - | ||
2022/4 | 1.23 | -9.32 | 3.96 | 4.99 | 18.76 | 3.67 | 0.0 | - | ||
2022/3 | 1.36 | 26.26 | 17.56 | 3.75 | 24.59 | 3.75 | 0.0 | - | ||
2022/2 | 1.08 | -18.53 | 26.03 | 2.4 | 28.95 | 4.04 | 0.0 | - | ||
2022/1 | 1.32 | -19.64 | 31.44 | 1.32 | 31.44 | 4.34 | 0.0 | - | ||
2021/12 | 1.64 | 19.82 | 36.94 | 14.72 | 32.19 | 4.28 | 0.0 | - | ||
2021/11 | 1.37 | 8.71 | 39.23 | 13.07 | 31.62 | 3.82 | 0.0 | - | ||
2021/10 | 1.26 | 6.38 | 32.41 | 11.7 | 30.78 | 3.75 | 0.0 | - | ||
2021/9 | 1.19 | -8.81 | 14.47 | 10.44 | 30.59 | 3.77 | 0.0 | - | ||
2021/8 | 1.3 | 1.22 | 34.01 | 9.25 | 32.98 | 3.86 | 0.0 | - | ||
2021/7 | 1.28 | 0.47 | 34.75 | 7.95 | 32.82 | 3.76 | 0.0 | - | ||
2021/6 | 1.28 | 7.29 | 24.01 | 6.67 | 32.45 | 3.66 | 0.0 | - | ||
2021/5 | 1.19 | 0.58 | 28.51 | 5.39 | 34.63 | 3.53 | 0.0 | - | ||
2021/4 | 1.18 | 2.54 | 47.12 | 4.2 | 36.47 | 0.0 | N/A | - | ||
2021/3 | 1.16 | 0.0 | 38.45 | 3.01 | 32.69 | 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 | |||
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 | |||
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 | |||
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 | |||
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 | |||
N/A | N/A | N/A | N/A | N/A | N/A | 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 | |||
---|---|---|---|
24Q3 (20) | 0.29 | -21.62 | -6.45 |
24Q2 (19) | 0.37 | 8.82 | 37.04 |
24Q1 (18) | 0.34 | -2.86 | -5.56 |
23Q4 (17) | 0.35 | 12.9 | 6.06 |
23Q3 (16) | 0.31 | 14.81 | 3.33 |
23Q2 (15) | 0.27 | -25.0 | 35.0 |
23Q1 (14) | 0.36 | 9.09 | 56.52 |
22Q4 (13) | 0.33 | 10.0 | 50.0 |
22Q3 (12) | 0.3 | 50.0 | 100.0 |
22Q2 (11) | 0.2 | -13.04 | 81.82 |
22Q1 (10) | 0.23 | 4.55 | 21.05 |
21Q4 (9) | 0.22 | 46.67 | 83.33 |
21Q3 (8) | 0.15 | 36.36 | 0 |
21Q2 (7) | 0.11 | -42.11 | 0 |
21Q1 (6) | 0.19 | 58.33 | 0 |
20Q4 (5) | 0.12 | 0 | 0 |