- 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 | 0.47 | -8.69 | -7.27 | 2.95 | 3.47 | 1.3 | N/A | - | ||
2024/9 | 0.52 | 63.09 | 6.94 | 2.48 | 5.81 | 1.04 | 0.0 | - | ||
2024/8 | 0.32 | 54.87 | -30.17 | 1.96 | 5.51 | 0.76 | 0.0 | - | ||
2024/7 | 0.2 | -14.67 | 2.81 | 1.65 | 17.0 | 0.67 | 0.0 | - | ||
2024/6 | 0.24 | 6.07 | 27.48 | 1.44 | 19.33 | 0.67 | 0.0 | - | ||
2024/5 | 0.23 | 9.59 | 26.71 | 1.2 | 17.83 | 0.77 | 0.0 | - | ||
2024/4 | 0.21 | -38.84 | 85.83 | 0.98 | 15.95 | 0.76 | 0.0 | 本公司依完工比例法認列客戶5G建置專案,致較去年同期增加 | ||
2024/3 | 0.34 | 53.49 | 6.16 | 0.77 | 5.39 | 0.77 | 0.0 | - | ||
2024/2 | 0.22 | 1.44 | -18.55 | 0.44 | 4.8 | 0.86 | 0.0 | - | ||
2024/1 | 0.22 | -48.71 | 47.81 | 0.22 | 47.81 | 0.0 | N/A | - | ||
2023/12 | 0.42 | -4.28 | 14.33 | 3.71 | 18.63 | 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) | 0.31 | -24.39 | -24.39 |
24Q2 (19) | 0.41 | -24.07 | -67.46 |
24Q1 (18) | 0.54 | 42.11 | -32.5 |
23Q4 (17) | 0.38 | -7.32 | -46.48 |
23Q3 (16) | 0.41 | -67.46 | -53.93 |
23Q2 (15) | 1.26 | 57.5 | 28.57 |
23Q1 (14) | 0.8 | 12.68 | 25.0 |
22Q4 (13) | 0.71 | -20.22 | 0 |
22Q3 (12) | 0.89 | -9.18 | 0 |
22Q2 (11) | 0.98 | 53.12 | 0 |
22Q1 (10) | 0.64 | 0 | 0 |