- 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 | 0.87 | 4.33 | -37.94 | 8.29 | -35.36 | 2.71 | N/A | - | ||
| 2024/9 | 0.84 | -16.21 | -33.41 | 7.41 | -35.04 | 2.67 | 0.36 | - | ||
| 2024/8 | 1.0 | 19.42 | -21.14 | 6.57 | -35.24 | 2.38 | 0.4 | - | ||
| 2024/7 | 0.84 | 53.86 | -38.57 | 5.57 | -37.25 | 2.09 | 0.46 | - | ||
| 2024/6 | 0.54 | -23.82 | -55.16 | 4.74 | -37.01 | 2.04 | 0.52 | 主係因是大客戶各地的庫存水位高,基於要減少庫存水位故客戶端採取減少生產.降低現有庫存水位之策略作法來因應市場變化。, | ||
| 2024/5 | 0.71 | -8.61 | -46.45 | 4.19 | -33.52 | 2.48 | 0.43 | - | ||
| 2024/4 | 0.78 | -20.79 | -23.18 | 3.48 | -30.06 | 2.6 | 0.41 | - | ||
| 2024/3 | 0.99 | 18.63 | -36.66 | 2.7 | -31.83 | 2.7 | 0.4 | - | ||
| 2024/2 | 0.83 | -5.52 | -19.67 | 1.71 | -28.69 | 2.79 | 0.38 | - | ||
| 2024/1 | 0.88 | -18.51 | -35.53 | 0.88 | -35.53 | 3.29 | 0.33 | - | ||
| 2023/12 | 1.08 | -18.74 | -20.5 | 15.23 | -13.29 | 3.82 | 0.4 | - | ||
| 2023/11 | 1.33 | -5.59 | -29.07 | 14.15 | -12.68 | 4.0 | 0.39 | - | ||
| 2023/10 | 1.41 | 11.95 | -2.88 | 12.82 | -10.54 | 3.93 | 0.39 | - | ||
| 2023/9 | 1.26 | -0.77 | -19.88 | 11.41 | -11.4 | 3.89 | 0.32 | - | ||
| 2023/8 | 1.27 | -6.97 | -26.06 | 10.15 | -10.22 | 3.84 | 0.33 | - | ||
| 2023/7 | 1.36 | 12.29 | 16.63 | 8.89 | -7.4 | 3.91 | 0.32 | - | ||
| 2023/6 | 1.21 | -9.02 | -19.7 | 7.52 | -10.73 | 3.56 | 0.32 | - | ||
| 2023/5 | 1.33 | 31.09 | -1.58 | 6.31 | -8.77 | 3.91 | 0.29 | - | ||
| 2023/4 | 1.02 | -34.68 | -26.48 | 4.98 | -10.52 | 3.61 | 0.32 | - | ||
| 2023/3 | 1.56 | 50.46 | 0.81 | 3.96 | -5.23 | 3.96 | 0.24 | - | ||
| 2023/2 | 1.04 | -24.18 | -0.47 | 2.4 | -8.78 | 3.76 | 0.25 | - | ||
| 2023/1 | 1.37 | 0.49 | -14.22 | 1.37 | -14.22 | 4.6 | 0.2 | - | ||
| 2022/12 | 1.36 | -27.5 | -20.74 | 17.56 | -4.65 | 4.68 | 0.21 | - | ||
| 2022/11 | 1.87 | 29.26 | -5.8 | 16.2 | -3.0 | 4.89 | 0.2 | - | ||
| 2022/10 | 1.45 | -7.64 | -13.0 | 14.33 | -2.62 | 4.73 | 0.21 | - | ||
| 2022/9 | 1.57 | -8.42 | 3.73 | 12.88 | -1.29 | 4.45 | 0.25 | - | ||
| 2022/8 | 1.71 | 46.75 | 36.83 | 11.31 | -1.95 | 4.39 | 0.25 | - | ||
| 2022/7 | 1.17 | -22.68 | -9.95 | 9.6 | -6.68 | 4.03 | 0.27 | - | ||
| 2022/6 | 1.51 | 11.49 | 14.02 | 8.43 | -6.2 | 4.25 | 0.32 | - | ||
| 2022/5 | 1.36 | -2.07 | 20.65 | 6.92 | -9.7 | 4.28 | 0.32 | - | ||
| 2022/4 | 1.38 | -10.43 | -4.66 | 5.56 | -14.92 | 3.97 | 0.35 | - | ||
| 2022/3 | 1.55 | 48.54 | -7.9 | 4.18 | -17.85 | 4.18 | 0.35 | - | ||
| 2022/2 | 1.04 | -34.66 | -15.7 | 2.63 | -22.74 | 4.35 | 0.34 | - | ||
| 2022/1 | 1.59 | -7.14 | -26.74 | 1.59 | -26.74 | 5.3 | 0.28 | - | ||
| 2021/12 | 1.71 | -13.83 | -13.32 | 18.42 | -2.54 | 5.37 | 0.21 | - | ||
| 2021/11 | 1.99 | 19.39 | 17.29 | 16.7 | -1.28 | 5.17 | 0.22 | - | ||
| 2021/10 | 1.67 | 10.12 | 0.54 | 14.71 | -3.35 | 4.43 | 0.26 | - | ||
| 2021/9 | 1.51 | 20.79 | -10.65 | 13.05 | -3.82 | 4.06 | 0.35 | - | ||
| 2021/8 | 1.25 | -3.43 | -11.82 | 11.53 | -2.85 | 3.88 | 0.37 | - | ||
| 2021/7 | 1.3 | -2.09 | -20.35 | 10.28 | -1.63 | 3.75 | 0.38 | - | ||
| 2021/6 | 1.33 | 17.98 | -6.49 | 8.98 | 1.81 | 3.9 | 0.45 | - | ||
| 2021/5 | 1.12 | -22.62 | 1.07 | 7.66 | 3.4 | 4.25 | 0.41 | - | ||
| 2021/4 | 1.45 | -13.48 | 40.0 | 6.54 | 3.82 | 4.36 | 0.4 | - | ||
| 2021/3 | 1.68 | 35.96 | -20.91 | 5.08 | -3.31 | 5.08 | 0.31 | - | ||
| 2021/2 | 1.23 | -43.22 | -25.92 | 3.41 | 8.59 | 5.39 | 0.29 | - | ||
| 2021/1 | 2.17 | 9.86 | 47.64 | 2.17 | 47.64 | 5.85 | 0.27 | - | ||
| 2020/12 | 1.98 | 16.61 | 48.15 | 18.9 | 21.05 | 5.33 | 0.2 | - | ||
| 2020/11 | 1.7 | 2.34 | 39.16 | 16.92 | 18.52 | 5.05 | 0.22 | - | ||
| 2020/10 | 1.66 | -2.14 | 28.16 | 15.23 | 16.59 | 4.77 | 0.23 | - | ||
| 2020/9 | 1.69 | 19.21 | 48.71 | 13.57 | 15.32 | 4.74 | 0.22 | - | ||
| 2020/8 | 1.42 | -12.78 | 1.53 | 11.87 | 11.74 | 4.47 | 0.23 | - | ||
| 2020/7 | 1.63 | 14.95 | 3.41 | 10.45 | 13.29 | 4.16 | 0.25 | - | ||
| 2020/6 | 1.42 | 27.53 | 34.49 | 8.82 | 15.32 | 3.57 | 0.3 | - | ||
| 2020/5 | 1.11 | 7.17 | -2.51 | 7.41 | 12.26 | 4.27 | 0.25 | - | ||
| 2020/4 | 1.04 | -51.12 | -9.89 | 6.3 | 15.34 | 4.82 | 0.22 | - | ||
| 2020/3 | 2.12 | 27.35 | 31.64 | 5.26 | 22.09 | 5.26 | 0.23 | - | ||
| 2020/2 | 1.67 | 13.16 | 57.24 | 3.14 | 16.38 | 4.47 | 0.27 | DRAM IC漲價,代工數量成長所致 | ||
| 2020/1 | 1.47 | 10.23 | -10.05 | 1.47 | -10.05 | 4.03 | 0.3 | - | ||
| 2019/12 | 1.34 | 9.54 | -7.67 | 15.61 | -8.44 | 0.0 | N/A | - | ||
| 2019/11 | 1.22 | -5.74 | -26.24 | 14.28 | -8.51 | 0.0 | N/A | - |
| 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 | 年/月 | 營收 |
|---|---|---|---|---|---|---|---|---|---|
| 2024/1 | 0.88 | 2023/1 | 1.37 | 2022/1 | 1.59 | 2021/1 | 2.17 | 2020/1 | 1.47 |
| 2024/2 | 0.83 | 2023/2 | 1.04 | 2022/2 | 1.04 | 2021/2 | 1.23 | 2020/2 | 1.67 |
| 2024/3 | 0.99 | 2023/3 | 1.56 | 2022/3 | 1.55 | 2021/3 | 1.68 | 2020/3 | 2.12 |
| 2024/4 | 0.78 | 2023/4 | 1.02 | 2022/4 | 1.38 | 2021/4 | 1.45 | 2020/4 | 1.04 |
| 2024/5 | 0.71 | 2023/5 | 1.33 | 2022/5 | 1.36 | 2021/5 | 1.12 | 2020/5 | 1.11 |
| 2024/6 | 0.54 | 2023/6 | 1.21 | 2022/6 | 1.51 | 2021/6 | 1.33 | 2020/6 | 1.42 |
| 2024/7 | 0.84 | 2023/7 | 1.36 | 2022/7 | 1.17 | 2021/7 | 1.3 | 2020/7 | 1.63 |
| 2024/8 | 1.0 | 2023/8 | 1.27 | 2022/8 | 1.71 | 2021/8 | 1.25 | 2020/8 | 1.42 |
| 2024/9 | 0.84 | 2023/9 | 1.26 | 2022/9 | 1.57 | 2021/9 | 1.51 | 2020/9 | 1.69 |
| 2024/10 | 0.87 | 2023/10 | 1.41 | 2022/10 | 1.45 | 2021/10 | 1.67 | 2020/10 | 1.66 |
| N/A | N/A | 2023/11 | 1.33 | 2022/11 | 1.87 | 2021/11 | 1.99 | 2020/11 | 1.7 |
| N/A | N/A | 2023/12 | 1.08 | 2022/12 | 1.36 | 2021/12 | 1.71 | 2020/12 | 1.98 |
- 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 | |||
|---|---|---|---|
