- 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 | 0.31 | -10.91 | 52.78 | 2.89 | -10.32 | 0.98 | N/A | 本期半導體零組件及散熱相關產品營收較去年同期成長所致。 | ||
2024/9 | 0.35 | 9.29 | -2.84 | 2.57 | -14.61 | 0.98 | 1.79 | - | ||
2024/8 | 0.32 | 2.85 | 24.04 | 2.22 | -16.21 | 0.9 | 1.95 | - | ||
2024/7 | 0.31 | 15.95 | 33.57 | 1.9 | -20.56 | 0.89 | 1.98 | - | ||
2024/6 | 0.27 | -11.82 | -32.8 | 1.59 | -26.42 | 0.88 | 1.83 | - | ||
2024/5 | 0.31 | 1.59 | -12.05 | 1.32 | -24.97 | 0.82 | 1.95 | - | ||
2024/4 | 0.3 | 40.81 | -12.18 | 1.02 | -28.14 | 0.75 | 2.13 | - | ||
2024/3 | 0.21 | -9.75 | -34.01 | 0.71 | -33.24 | 0.71 | 2.07 | - | ||
2024/2 | 0.24 | -10.62 | -42.06 | 0.5 | -32.91 | 1.02 | 1.45 | - | ||
2024/1 | 0.26 | -48.81 | -21.9 | 0.26 | -21.9 | 1.16 | 1.28 | - | ||
2023/12 | 0.52 | 36.87 | 1.91 | 4.11 | -5.88 | 1.1 | 1.38 | - | ||
2023/11 | 0.38 | 84.62 | -18.06 | 3.6 | -6.91 | 0.94 | 1.61 | - | ||
2023/10 | 0.2 | -43.34 | -54.99 | 3.22 | -5.4 | 0.82 | 1.84 | 因半導體產業景氣不佳使客戶備貨意願降低,且部份標案訂單擬調整於年底前出貨影響,使今年單月營收較去年同期減少較多。 | ||
2023/9 | 0.36 | 39.53 | -12.14 | 3.01 | 2.24 | 0.0 | N/A | - | ||
2023/8 | 0.26 | 10.75 | -19.63 | 2.65 | 4.57 | 0.0 | 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 |
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