- 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) |
---|---|---|---|---|---|---|---|---|---|---|
2025/2 | 3.33 | -8.06 | 13.41 | 6.95 | 12.51 | 10.34 | N/A | - | ||
2025/1 | 3.62 | 6.98 | 11.7 | 3.62 | 11.7 | 10.42 | N/A | - | ||
2024/12 | 3.39 | -0.72 | -16.4 | 40.03 | -15.7 | 0.0 | N/A | - | ||
2024/11 | 3.41 | 1.76 | -17.83 | 36.64 | -15.63 | 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 | |||
---|---|---|---|
24Q4 (20) | 2.24 | -11.11 | -24.83 |
24Q3 (19) | 2.52 | 2.02 | 16.67 |
24Q2 (18) | 2.47 | 11.26 | 4.66 |
24Q1 (17) | 2.22 | -25.5 | -5.13 |
23Q4 (16) | 2.98 | 37.96 | 0 |
23Q3 (15) | 2.16 | -8.47 | 0 |
23Q2 (14) | 2.36 | 0.85 | 0 |
23Q1 (13) | 2.34 | 0 | 0 |