- 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 | 0.91 | 27.94 | 34.07 | 7.81 | 12.7 | 2.55 | N/A | - | ||
2024/10 | 0.71 | -15.6 | 6.22 | 6.9 | 10.39 | 2.35 | N/A | - | ||
2024/9 | 0.93 | 32.36 | 37.22 | 6.29 | 12.52 | 2.25 | 0.0 | - | ||
2024/8 | 0.7 | 15.2 | 13.67 | 5.35 | 9.1 | 2.03 | 0.0 | - | ||
2024/7 | 0.61 | -13.8 | 7.98 | 4.65 | 8.44 | 2.0 | 0.0 | - | ||
2024/6 | 0.71 | 4.8 | 20.09 | 4.04 | 8.51 | 1.96 | 0.0 | - | ||
2024/5 | 0.68 | 17.15 | 6.58 | 3.33 | 6.32 | 1.91 | 0.0 | - | ||
2024/4 | 0.58 | -11.5 | -14.04 | 2.65 | 6.26 | 1.89 | 0.0 | - | ||
2024/3 | 0.65 | -1.44 | 5.09 | 2.07 | 13.76 | 2.07 | 0.0 | - | ||
2024/2 | 0.66 | -12.39 | -1.53 | 1.42 | 18.24 | 2.19 | 0.0 | - | ||
2024/1 | 0.76 | -2.43 | 43.5 | 0.76 | 43.5 | 2.21 | 0.0 | - | ||
2023/12 | 0.78 | 14.43 | 60.03 | 7.71 | 83.44 | 2.12 | 0.0 | 本年度營收較去年度增加,主係於海內外市場大幅擴張與各產品線佈局有成所致。 | ||
2023/11 | 0.68 | 1.37 | 43.39 | 6.93 | 86.49 | 2.03 | 0.0 | 本年度營收較去年度增加,主係於海內外市場大幅擴張與各產品線佈局有成所致。 | ||
2023/10 | 0.67 | -1.68 | 76.96 | 6.25 | 92.76 | 1.97 | 0.0 | 本年度營收較去年度增加,主係於海內外市場大幅擴張與各產品線佈局有成所致。 | ||
2023/9 | 0.68 | 9.64 | 92.86 | 5.59 | 94.85 | 1.87 | 0.0 | 本年度營收較去年度增加,主係於海內外市場大幅擴張與各產品線佈局有成所致。 | ||
2023/8 | 0.62 | 9.44 | 81.53 | 4.91 | 95.12 | 1.78 | 0.0 | 本年度營收較去年度增加,主係於海內外市場大幅擴張與各產品線佈局有成所致。 | ||
2023/7 | 0.57 | -4.13 | 82.76 | 4.29 | 97.26 | 0.0 | N/A | 本年度營收較去年度增加,主係於海內外市場大幅擴張與各產品線佈局有成所致。 | ||
2023/6 | 0.59 | -6.99 | 74.43 | 3.72 | 99.67 | 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) | 0.92 | 19.48 | 22.67 |
24Q2 (19) | 0.77 | -16.3 | 2.67 |
24Q1 (18) | 0.92 | 8.24 | 22.67 |
23Q4 (17) | 0.85 | 13.33 | 28.79 |
23Q3 (16) | 0.75 | 0.0 | 33.93 |
23Q2 (15) | 0.75 | 0.0 | 29.31 |
23Q1 (14) | 0.75 | 13.64 | 31.58 |
22Q4 (13) | 0.66 | 17.86 | 46.67 |
22Q3 (12) | 0.56 | -3.45 | 0 |
22Q2 (11) | 0.58 | 1.75 | 0 |
22Q1 (10) | 0.57 | 26.67 | 0 |
21Q4 (9) | 0.45 | 0 | 0 |