- 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) |
---|---|---|---|---|---|---|---|---|---|---|
2024/5 | 0.34 | 8.61 | -1.3 | 1.68 | 2.54 | 0.95 | N/A | - | ||
2024/4 | 0.31 | 1.11 | 8.05 | 1.34 | 3.54 | 0.93 | N/A | - | ||
2024/3 | 0.31 | -2.14 | -15.91 | 1.03 | 2.27 | 1.03 | 0.0 | - | ||
2024/2 | 0.31 | -24.87 | 5.67 | 0.73 | 12.48 | 1.06 | 0.0 | - | ||
2024/1 | 0.42 | 23.88 | 18.21 | 0.42 | 18.21 | 1.14 | 0.0 | - | ||
2023/12 | 0.34 | -14.72 | -13.35 | 3.96 | -0.29 | 1.07 | 0.0 | - | ||
2023/11 | 0.39 | 16.31 | -3.51 | 3.63 | 1.11 | 0.0 | N/A | - | ||
2023/10 | 0.34 | 2.76 | -0.13 | 3.23 | 1.71 | 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 | |||
---|---|---|---|
24Q1 (20) | 0.05 | 0.0 | 0.0 |
23Q4 (19) | 0.05 | 0.0 | 0.0 |
23Q3 (18) | 0.05 | -16.67 | -16.67 |
23Q2 (17) | 0.06 | 20.0 | 20.0 |
23Q1 (16) | 0.05 | 0.0 | 0.0 |
22Q4 (15) | 0.05 | -16.67 | -28.57 |
22Q3 (14) | 0.06 | 20.0 | 0 |
22Q2 (13) | 0.05 | 0.0 | 0 |
22Q1 (12) | 0.05 | -28.57 | 0 |
21Q4 (11) | 0.07 | 0 | 0 |