- 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 | 15.28 | -3.89 | 0.37 | 147.37 | 7.3 | 47.14 | N/A | - | ||
2024/9 | 15.89 | -0.45 | 10.98 | 132.1 | 8.17 | 46.83 | 0.65 | - | ||
2024/8 | 15.97 | 6.62 | 14.79 | 116.2 | 7.79 | 44.64 | 0.68 | - | ||
2024/7 | 14.97 | 9.29 | 8.61 | 100.24 | 6.76 | 44.36 | 0.68 | - | ||
2024/6 | 13.7 | -12.66 | 2.26 | 85.26 | 6.44 | 43.77 | 0.68 | - | ||
2024/5 | 15.69 | 9.05 | 2.03 | 71.56 | 7.28 | 42.65 | 0.7 | - | ||
2024/4 | 14.38 | 14.36 | -6.14 | 55.88 | 8.85 | 39.56 | 0.75 | - | ||
2024/3 | 12.58 | -0.13 | -16.12 | 41.49 | 15.23 | 41.49 | 0.77 | - | ||
2024/2 | 12.59 | -22.82 | 19.09 | 28.91 | 37.62 | 43.63 | 0.73 | - | ||
2024/1 | 16.32 | 10.88 | 56.39 | 16.32 | 56.39 | 46.21 | 0.69 | 主係IC出貨量增加所致 | ||
2023/12 | 14.72 | -3.02 | 27.07 | 167.23 | -7.23 | 45.11 | 0.59 | - | ||
2023/11 | 15.18 | -0.27 | 19.39 | 152.51 | -9.59 | 44.72 | 0.6 | - | ||
2023/10 | 15.22 | 6.26 | 8.53 | 137.34 | -11.95 | 43.45 | 0.61 | - | ||
2023/9 | 14.32 | 2.96 | 4.83 | 122.12 | -13.98 | 42.02 | 0.67 | - | ||
2023/8 | 13.91 | 0.88 | 2.4 | 107.8 | -15.98 | 41.09 | 0.69 | - | ||
2023/7 | 13.79 | 2.9 | 2.78 | 93.89 | -18.15 | 42.56 | 0.67 | - | ||
2023/6 | 13.4 | -12.86 | 12.01 | 80.1 | -20.93 | 44.1 | 0.68 | - | ||
2023/5 | 15.37 | 0.31 | -3.76 | 66.71 | -25.34 | 45.7 | 0.66 | - | ||
2023/4 | 15.33 | 2.19 | -12.11 | 51.33 | -30.04 | 40.9 | 0.73 | - | ||
2023/3 | 15.0 | 41.8 | -19.98 | 36.01 | -35.62 | 36.01 | 0.87 | - | ||
2023/2 | 10.58 | 1.34 | -42.37 | 21.01 | -43.51 | 32.59 | 0.96 | - | ||
2023/1 | 10.43 | -9.9 | -44.62 | 10.43 | -44.62 | 34.73 | 0.9 | - | ||
2022/12 | 11.58 | -8.88 | -40.65 | 180.28 | -18.99 | 38.31 | 1.15 | - | ||
2022/11 | 12.71 | -9.34 | -36.72 | 168.7 | -16.91 | 40.39 | 1.09 | - | ||
2022/10 | 14.02 | 2.63 | -34.24 | 155.99 | -14.74 | 41.27 | 1.07 | - | ||
2022/9 | 13.66 | 0.58 | -36.53 | 141.96 | -12.16 | 40.66 | 1.38 | - | ||
2022/8 | 13.58 | 1.26 | -38.45 | 128.3 | -8.42 | 38.95 | 1.44 | - | ||
2022/7 | 13.41 | 12.15 | -39.75 | 114.72 | -2.8 | 41.35 | 1.35 | - | ||
2022/6 | 11.96 | -25.13 | -35.91 | 101.31 | 5.78 | 45.37 | 1.11 | - | ||
2022/5 | 15.97 | -8.39 | -16.05 | 89.35 | 15.87 | 52.15 | 0.97 | - | ||
2022/4 | 17.44 | -6.94 | -1.21 | 73.37 | 26.33 | 54.53 | 0.93 | - | ||
2022/3 | 18.74 | 2.11 | 20.53 | 55.94 | 38.36 | 55.94 | 0.61 | - | ||
2022/2 | 18.35 | -2.6 | 71.62 | 37.2 | 49.5 | 56.71 | 0.6 | 主係IC出貨量增加及調漲產品售價所致 | ||
2022/1 | 18.84 | -3.44 | 32.83 | 18.84 | 32.83 | 58.45 | 0.58 | - | ||
2021/12 | 19.51 | -2.85 | 32.63 | 222.56 | 61.21 | 60.93 | 0.4 | 主係調漲產品售價所致 | ||
2021/11 | 20.09 | -5.8 | 50.04 | 203.04 | 64.62 | 62.94 | 0.39 | 主係IC出貨量增加及調漲產品售價所致 | ||
2021/10 | 21.32 | -0.93 | 61.2 | 182.95 | 66.4 | 64.92 | 0.38 | 主係IC出貨量增加及調漲產品售價所致 | ||
2021/9 | 21.53 | -2.45 | 66.2 | 161.63 | 67.11 | 65.86 | 0.3 | 主係IC出貨量增加及調漲產品售價所致 | ||
2021/8 | 22.07 | -0.88 | 65.42 | 140.1 | 67.25 | 62.99 | 0.32 | 主係IC出貨量增加及調漲產品售價所致。 | ||
2021/7 | 22.26 | 19.29 | 76.87 | 118.04 | 67.6 | 59.96 | 0.33 | 主係IC出貨量增加及調漲產品售價所致 | ||
2021/6 | 18.66 | -1.92 | 101.6 | 95.77 | 65.58 | 55.35 | 0.36 | 主係驅動IC出貨量增加及調漲產品售價所致 | ||
2021/5 | 19.03 | 7.8 | 149.27 | 77.11 | 58.72 | 52.23 | 0.38 | 主係驅動IC出貨量增加及調漲產品售價所致 | ||
2021/4 | 17.65 | 13.53 | 84.69 | 58.08 | 41.84 | 43.89 | 0.45 | 本月營收較去年同期增加主係驅動IC出貨量增加及調漲產品售價所致 | ||
2021/3 | 15.55 | 45.39 | 30.87 | 40.43 | 28.79 | 40.43 | 0.44 | - | ||
2021/2 | 10.69 | -24.61 | 19.09 | 24.88 | 27.52 | 39.59 | 0.45 | - | ||
2021/1 | 14.19 | -3.58 | 34.7 | 14.19 | 34.7 | 42.29 | 0.42 | - | ||
2020/12 | 14.71 | 9.9 | 22.47 | 138.05 | 0.01 | 41.33 | 0.37 | - | ||
2020/11 | 13.39 | 1.2 | 10.16 | 123.33 | -2.12 | 39.57 | 0.39 | - | ||
2020/10 | 13.23 | 2.13 | 0.48 | 109.94 | -3.44 | 39.52 | 0.39 | - | ||
2020/9 | 12.95 | -2.91 | -6.77 | 96.72 | -3.95 | 38.88 | 0.47 | - | ||
2020/8 | 13.34 | 5.98 | -0.09 | 83.76 | -3.5 | 35.18 | 0.52 | - | ||
2020/7 | 12.59 | 35.97 | -1.33 | 70.42 | -4.12 | 29.48 | 0.62 | - | ||
2020/6 | 9.26 | 21.25 | -23.03 | 57.84 | -4.7 | 26.45 | 0.94 | - | ||
2020/5 | 7.63 | -20.12 | -36.42 | 48.58 | -0.17 | 29.07 | 0.86 | - | ||
2020/4 | 9.56 | -19.54 | -13.44 | 40.95 | 11.69 | 30.42 | 0.82 | - | ||
2020/3 | 11.88 | 32.31 | 20.78 | 31.39 | 22.53 | 31.39 | 0.76 | - | ||
2020/2 | 8.98 | -14.73 | 36.49 | 19.51 | 23.62 | 31.52 | 0.76 | - | ||
2020/1 | 10.53 | -12.34 | 14.42 | 10.53 | 14.42 | 34.7 | 0.69 | - | ||
2019/12 | 12.01 | -1.14 | 31.33 | 138.03 | 33.61 | 0.0 | N/A | - | ||
2019/11 | 12.15 | -7.69 | 25.06 | 126.01 | 33.83 | 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 | 16.32 | 2023/1 | 10.43 | 2022/1 | 18.84 | 2021/1 | 14.19 | 2020/1 | 10.53 |
2024/2 | 12.59 | 2023/2 | 10.58 | 2022/2 | 18.35 | 2021/2 | 10.69 | 2020/2 | 8.98 |
2024/3 | 12.58 | 2023/3 | 15.0 | 2022/3 | 18.74 | 2021/3 | 15.55 | 2020/3 | 11.88 |
2024/4 | 14.38 | 2023/4 | 15.33 | 2022/4 | 17.44 | 2021/4 | 17.65 | 2020/4 | 9.56 |
2024/5 | 15.69 | 2023/5 | 15.37 | 2022/5 | 15.97 | 2021/5 | 19.03 | 2020/5 | 7.63 |
2024/6 | 13.7 | 2023/6 | 13.4 | 2022/6 | 11.96 | 2021/6 | 18.66 | 2020/6 | 9.26 |
2024/7 | 14.97 | 2023/7 | 13.79 | 2022/7 | 13.41 | 2021/7 | 22.26 | 2020/7 | 12.59 |
2024/8 | 15.97 | 2023/8 | 13.91 | 2022/8 | 13.58 | 2021/8 | 22.07 | 2020/8 | 13.34 |
2024/9 | 15.89 | 2023/9 | 14.32 | 2022/9 | 13.66 | 2021/9 | 21.53 | 2020/9 | 12.95 |
2024/10 | 15.28 | 2023/10 | 15.22 | 2022/10 | 14.02 | 2021/10 | 21.32 | 2020/10 | 13.23 |
N/A | N/A | 2023/11 | 15.18 | 2022/11 | 12.71 | 2021/11 | 20.09 | 2020/11 | 13.39 |
N/A | N/A | 2023/12 | 14.72 | 2022/12 | 11.58 | 2021/12 | 19.51 | 2020/12 | 14.71 |
- 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 |
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