- 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 | 1.75 | 15.9 | 12.19 | 18.7 | -9.51 | 5.23 | N/A | - | ||
2024/10 | 1.51 | -23.43 | -0.68 | 16.95 | -11.28 | 5.32 | N/A | - | ||
2024/9 | 1.97 | 6.85 | 31.41 | 15.44 | -12.19 | 5.67 | 0.53 | - | ||
2024/8 | 1.84 | -0.84 | 2.6 | 13.47 | -16.26 | 5.21 | 0.57 | - | ||
2024/7 | 1.86 | 23.26 | 8.09 | 11.63 | -18.63 | 5.01 | 0.6 | - | ||
2024/6 | 1.51 | -8.33 | -13.7 | 9.77 | -22.29 | 5.08 | 0.63 | - | ||
2024/5 | 1.65 | -14.76 | -10.65 | 8.26 | -23.67 | 5.25 | 0.61 | - | ||
2024/4 | 1.93 | 15.36 | -1.55 | 6.61 | -26.35 | 4.77 | 0.67 | - | ||
2024/3 | 1.67 | 43.89 | -33.32 | 4.68 | -33.28 | 4.68 | 0.69 | - | ||
2024/2 | 1.16 | -36.96 | -40.08 | 3.01 | -33.25 | 4.64 | 0.7 | - | ||
2024/1 | 1.84 | 13.04 | -28.09 | 1.84 | -28.09 | 5.04 | 0.64 | - | ||
2023/12 | 1.63 | 4.72 | -18.52 | 22.29 | -25.67 | 0.0 | N/A | - | ||
2023/11 | 1.56 | 2.6 | -34.25 | 20.66 | -26.18 | 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 | |||
---|---|---|---|
24Q3 (20) | 0.76 | -16.48 | 72.73 |
24Q2 (19) | 0.91 | 22.97 | 93.62 |
24Q1 (18) | 0.74 | -2.63 | 60.87 |
23Q4 (17) | 0.76 | 72.73 | 0.0 |
23Q3 (16) | 0.44 | -6.38 | -45.68 |
23Q2 (15) | 0.47 | 2.17 | -50.0 |
23Q1 (14) | 0.46 | -39.47 | -51.06 |
22Q4 (13) | 0.76 | -6.17 | 5.56 |
22Q3 (12) | 0.81 | -13.83 | 0 |
22Q2 (11) | 0.94 | 0.0 | 0 |
22Q1 (10) | 0.94 | 30.56 | 0 |
21Q4 (9) | 0.72 | 0 | 0 |