- 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 | 0.49 | 39.92 | 4.81 | 3.41 | 3.48 | 0.0 | N/A | - | ||
2024/10 | 0.35 | -9.77 | -2.21 | 2.92 | 3.26 | 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 | |||
---|---|---|---|
24Q3 (20) | 0.42 | -2.33 | -6.67 |
24Q2 (19) | 0.43 | -14.0 | -10.42 |
24Q1 (18) | 0.5 | 11.11 | 2.04 |
23Q4 (17) | 0.45 | 0.0 | 18.42 |
23Q3 (16) | 0.45 | -6.25 | 0 |
23Q2 (15) | 0.48 | -2.04 | 0 |
23Q1 (14) | 0.49 | 28.95 | 0 |
22Q4 (13) | 0.38 | 0 | 0 |