- 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) |
---|---|---|---|---|---|---|---|---|---|---|
2025/5 | 1.3 | 9.27 | 21.4 | 6.14 | 10.78 | 3.66 | N/A | - | ||
2025/4 | 1.19 | 2.29 | 12.76 | 4.83 | 8.23 | 3.49 | N/A | - | ||
2025/3 | 1.17 | 2.55 | 5.41 | 3.64 | 6.83 | 3.64 | 0.1 | - | ||
2025/2 | 1.14 | -15.15 | -6.74 | 2.48 | 7.5 | 3.79 | 0.1 | - | ||
2025/1 | 1.34 | 1.81 | 23.53 | 1.34 | 23.53 | 3.81 | 0.1 | - | ||
2024/12 | 1.32 | 14.06 | 5.91 | 13.9 | 10.05 | 3.62 | 0.12 | - | ||
2024/11 | 1.15 | -0.16 | 9.08 | 12.58 | 10.5 | 3.4 | 0.12 | - | ||
2024/10 | 1.16 | 5.95 | 1.32 | 11.43 | 10.64 | 3.48 | 0.12 | - | ||
2024/9 | 1.09 | -11.61 | 4.87 | 10.27 | 11.8 | 0.0 | N/A | - | ||
2024/8 | 1.23 | 1.11 | 5.88 | 9.18 | 12.68 | 0.0 | N/A | - | ||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
N/A | N/A | N/A | N/A | N/A | N/A | 0 | N/A | |||
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 | |||
---|---|---|---|
25Q1 (20) | 0.13 | 8.33 | -7.14 |
24Q4 (19) | 0.12 | -33.33 | 20.0 |
24Q3 (18) | 0.18 | 5.88 | 1700.0 |
24Q2 (17) | 0.17 | 21.43 | 1600.0 |
24Q1 (16) | 0.14 | 40.0 | 1300.0 |
23Q4 (15) | 0.1 | 900.0 | 900.0 |
23Q3 (14) | 0.01 | 0.0 | 0 |
23Q2 (13) | 0.01 | 0.0 | 0 |
23Q1 (12) | 0.01 | 0.0 | 0 |
22Q4 (11) | 0.01 | 0 | 0 |