- 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 | 1.07 | 55.53 | -29.7 | 1.76 | -59.12 | 2.56 | N/A | 產品轉換期 | ||
2025/1 | 0.69 | -13.6 | -75.24 | 0.69 | -75.24 | 2.51 | N/A | 產品轉換期 | ||
2024/12 | 0.8 | -21.88 | -75.65 | 17.07 | -26.7 | 0.0 | N/A | 產品轉換期 | ||
2024/11 | 1.02 | -4.26 | -64.9 | 16.27 | -18.69 | 0.0 | N/A | 產品轉換期 | ||
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 | |||
---|---|---|---|
24Q4 (20) | 0.03 | 0.0 | 0.0 |
24Q3 (19) | 0.03 | -25.0 | 0.0 |
24Q2 (18) | 0.04 | 0.0 | -66.67 |
24Q1 (17) | 0.04 | 33.33 | 33.33 |
23Q4 (16) | 0.03 | 0.0 | 0 |
23Q3 (15) | 0.03 | -75.0 | 0 |
23Q2 (14) | 0.12 | 300.0 | 0 |
23Q1 (13) | 0.03 | 0 | 0 |