- 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 | 0.96 | 1.98 | 14.26 | 4.48 | 14.81 | 2.79 | N/A | - | ||
2025/4 | 0.94 | 4.43 | 18.0 | 3.52 | 14.96 | 2.68 | N/A | - | ||
2025/3 | 0.9 | 6.58 | 13.93 | 2.58 | 13.9 | 2.58 | 0.0 | - | ||
2025/2 | 0.84 | 0.39 | 19.44 | 1.68 | 13.88 | 2.57 | 0.0 | - | ||
2025/1 | 0.84 | -5.47 | 8.8 | 0.84 | 8.8 | 0.0 | N/A | - | ||
2024/12 | 0.89 | 4.12 | 14.14 | 9.83 | 13.11 | 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 | |||
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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 | |||
---|---|---|---|
25Q1 (20) | 0.01 | 0.0 | -75.0 |
24Q4 (19) | 0.01 | -50.0 | -80.0 |
24Q3 (18) | 0.02 | -33.33 | -77.78 |
24Q2 (17) | 0.03 | -25.0 | -40.0 |
24Q1 (16) | 0.04 | -20.0 | 0 |
23Q4 (15) | 0.05 | -44.44 | -50.0 |
23Q3 (14) | 0.09 | 80.0 | 0 |
23Q2 (13) | 0.05 | 0 | 0 |