- 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 | 2.76 | -1.04 | -4.8 | 28.2 | -6.98 | 8.42 | N/A | - | ||
2024/9 | 2.79 | -3.16 | 0.38 | 25.44 | -7.21 | 8.46 | 0.97 | - | ||
2024/8 | 2.88 | 3.02 | -5.2 | 22.66 | -8.07 | 8.44 | 0.97 | - | ||
2024/7 | 2.79 | 0.85 | -7.5 | 19.78 | -8.47 | 8.63 | 0.95 | - | ||
2024/6 | 2.77 | -9.59 | -6.02 | 16.98 | -8.63 | 8.55 | 0.96 | - | ||
2024/5 | 3.06 | 12.69 | -5.34 | 14.21 | -9.12 | 8.5 | 0.97 | - | ||
2024/4 | 2.72 | -0.02 | -8.31 | 11.15 | -10.11 | 8.35 | 0.99 | - | ||
2024/3 | 2.72 | -6.67 | -9.16 | 8.43 | -10.68 | 0.0 | N/A | - | ||
2024/2 | 2.91 | 4.18 | 0.16 | 5.71 | -11.38 | 0.0 | N/A | - | ||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
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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) | 0.14 | -22.22 | 7.69 |
24Q2 (19) | 0.18 | 28.57 | 125.0 |
24Q1 (18) | 0.14 | -22.22 | 75.0 |
23Q4 (17) | 0.18 | 38.46 | 125.0 |
23Q3 (16) | 0.13 | 62.5 | 85.71 |
23Q2 (15) | 0.08 | 0.0 | 14.29 |
23Q1 (14) | 0.08 | 0.0 | 60.0 |
22Q4 (13) | 0.08 | 14.29 | 0 |
22Q3 (12) | 0.07 | 0.0 | 0 |
22Q2 (11) | 0.07 | 40.0 | 0 |
22Q1 (10) | 0.05 | 0 | 0 |