- 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 | 2.63 | -2.61 | -3.6 | 27.18 | 5.18 | 8.08 | N/A | - | ||
2024/9 | 2.71 | -1.3 | 7.14 | 24.55 | 6.22 | 8.13 | 1.05 | - | ||
2024/8 | 2.74 | 2.33 | 4.69 | 21.84 | 6.11 | 8.1 | 1.05 | - | ||
2024/7 | 2.68 | 0.13 | 3.07 | 19.1 | 6.32 | 8.06 | 1.06 | - | ||
2024/6 | 2.68 | -0.95 | 7.47 | 16.42 | 6.87 | 8.24 | 1.05 | - | ||
2024/5 | 2.7 | -5.63 | 0.33 | 13.74 | 6.75 | 8.25 | 1.05 | - | ||
2024/4 | 2.86 | 6.37 | 16.01 | 11.04 | 8.44 | 0.0 | N/A | - | ||
2024/3 | 2.69 | 0.77 | 3.45 | 8.15 | 5.68 | 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) | 0.09 | -10.0 | 0.0 |
24Q2 (19) | 0.1 | 25.0 | -9.09 |
24Q1 (18) | 0.08 | 14.29 | -20.0 |
23Q4 (17) | 0.07 | -22.22 | -36.36 |
23Q3 (16) | 0.09 | -18.18 | -35.71 |
23Q2 (15) | 0.11 | 10.0 | 0.0 |
23Q1 (14) | 0.1 | -9.09 | 0 |
22Q4 (13) | 0.11 | -21.43 | -15.38 |
22Q3 (12) | 0.14 | 27.27 | 0 |
22Q2 (11) | 0.11 | 0 | -21.43 |