- 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 | 3.83 | -1.87 | 2.21 | 38.27 | 9.34 | 11.85 | N/A | - | ||
2024/9 | 3.9 | -5.04 | 7.93 | 34.44 | 10.19 | 11.87 | 0.09 | - | ||
2024/8 | 4.11 | 6.52 | 7.78 | 30.54 | 10.49 | 11.84 | 0.09 | - | ||
2024/7 | 3.86 | -0.21 | 7.67 | 26.43 | 10.92 | 11.55 | 0.09 | - | ||
2024/6 | 3.87 | 1.24 | 4.8 | 22.57 | 11.5 | 11.44 | 0.09 | - | ||
2024/5 | 3.82 | 1.73 | 16.58 | 18.7 | 12.99 | 0.0 | N/A | - | ||
2024/4 | 3.76 | -3.01 | 16.12 | 14.88 | 12.11 | 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) | 1.14 | -12.31 | 16.33 |
24Q2 (19) | 1.3 | 4.0 | 10.17 |
24Q1 (18) | 1.25 | 1.63 | 21.36 |
23Q4 (17) | 1.23 | 25.51 | 23.0 |
23Q3 (16) | 0.98 | -16.95 | 10.11 |
23Q2 (15) | 1.18 | 14.56 | 24.21 |
23Q1 (14) | 1.03 | 3.0 | 0 |
22Q4 (13) | 1.0 | 12.36 | 0 |
22Q3 (12) | 0.89 | -6.32 | 0 |
22Q2 (11) | 0.95 | 0 | 0 |