億光 2393 - 每月營收

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

每月營收 (營收搶先看、自結損益)

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	備註(年增率變動50%需說明原因)
2024/3	17.81	17.97	8.67	49.27	10.65	49.27	N/A	-
2024/2	15.1	-7.73	7.53	31.46	11.8	45.96	N/A	-
2024/1	16.36	12.85	16.06	16.36	16.06	45.85	N/A	-
2023/12	14.5	-3.25	2.72	178.14	-10.28	44.26	0.22	-
2023/11	14.99	1.39	-2.58	163.64	-11.28	44.89	0.21	-
2023/10	14.78	-2.28	-2.49	148.65	-12.07	45.88	0.21	-
2023/9	15.12	-5.35	-2.95	133.87	-13.01	45.25	0.23	-
2023/8	15.98	12.99	2.24	118.75	-14.14	44.67	0.23	-
2023/7	14.14	-2.75	-13.7	102.77	-16.23	44.48	0.23	-
2023/6	14.54	-7.89	-19.07	88.62	-16.62	44.1	0.2	-
2023/5	15.79	14.69	-19.88	74.08	-16.13	45.95	0.19	-
2023/4	13.77	-15.99	1.22	58.29	-15.05	44.19	0.2	-
2023/3	16.39	16.74	-19.3	44.52	-19.07	44.52	0.24	-
2023/2	14.04	-0.42	-12.56	28.14	-18.94	42.25	0.25	-
2023/1	14.1	-0.12	-24.43	14.1	-24.43	43.6	0.25	-
2022/12	14.11	-8.25	-23.38	198.56	-20.66	44.66	0.24	-
2022/11	15.38	1.49	-21.58	184.44	-20.45	46.13	0.24	-
2022/10	15.16	-2.73	-22.56	169.06	-20.34	46.37	0.23	-
2022/9	15.58	-0.28	-30.12	153.9	-20.12	47.6	0.29	-
2022/8	15.63	-4.62	-30.31	138.32	-18.81	49.99	0.28	-
2022/7	16.39	-8.8	-23.69	122.69	-17.06	54.07	0.26	-
2022/6	17.97	-8.82	-25.64	106.3	-15.94	51.28	0.31	-
2022/5	19.71	44.91	-13.39	88.33	-13.64	53.62	0.29	-
2022/4	13.6	-33.03	-34.18	68.62	-13.71	49.96	0.32	-
2022/3	20.31	26.49	-6.8	55.02	-6.53	55.02	0.33	-
2022/2	16.06	-13.94	-4.38	34.71	-6.37	53.13	0.34	-
2022/1	18.66	1.27	-8.02	18.66	-8.02	56.7	0.32	-
2021/12	18.42	-6.09	-6.73	250.28	15.85	57.61	0.29	-
2021/11	19.62	0.21	8.32	231.86	18.13	61.5	0.27	-
2021/10	19.57	-12.23	10.98	212.24	19.12	64.31	0.26	-
2021/9	22.3	-0.55	7.15	192.67	20.02	66.21	0.28	-
2021/8	22.43	4.43	16.93	170.36	21.94	68.07	0.27	-
2021/7	21.48	-11.14	13.72	147.94	22.73	68.4	0.27	-
2021/6	24.17	6.19	35.33	126.46	24.41	67.59	0.26	-
2021/5	22.76	10.12	18.19	102.29	22.08	65.21	0.27	-
2021/4	20.67	-5.16	6.77	79.53	23.24	59.25	0.3	-
2021/3	21.79	29.78	22.71	58.87	30.29	58.87	0.31	-
2021/2	16.79	-17.22	47.96	37.07	35.21	56.83	0.32	-
2021/1	20.28	2.68	26.21	20.28	26.21	58.15	0.32	-
2020/12	19.75	9.07	11.23	216.02	3.13	55.5	0.31	-
2020/11	18.11	2.67	-4.66	196.27	2.38	56.56	0.3	-
2020/10	17.64	-15.25	-0.2	178.16	3.16	57.63	0.3	-
2020/9	20.81	8.51	20.33	160.52	3.54	58.88	0.3	-
2020/8	19.18	1.56	8.15	139.71	1.43	55.92	0.31	-
2020/7	18.89	5.74	14.03	120.53	0.44	56.0	0.31	-
2020/6	17.86	-7.25	8.84	101.64	-1.73	56.47	0.27	-
2020/5	19.26	-0.5	4.13	83.79	-3.72	56.37	0.27	-
2020/4	19.35	8.98	11.68	64.53	-5.84	48.46	0.31	-
2020/3	17.76	56.49	-1.62	45.18	-11.77	45.18	0.4	-
2020/2	11.35	-29.39	-14.38	27.42	-17.3	45.18	0.4	-
2020/1	16.07	-9.49	-19.25	16.07	-19.25	52.82	0.34	-
2019/12	17.76	-6.52	10.37	209.46	-13.02	54.43	0.33	-
2019/11	19.0	7.47	-3.15	191.7	-14.7	53.97	0.33	-
2019/10	17.67	2.18	-13.64	172.7	-15.8	52.71	0.34	-
2019/9	17.3	-2.47	-15.35	155.03	-16.04	51.59	0.32	-
2019/8	17.73	7.08	-19.9	137.73	-16.13	50.7	0.33	-
2019/7	16.56	0.93	-18.27	120.0	-15.54	51.46	0.32	-
2019/6	16.41	-11.26	-17.57	103.44	-15.09	52.23	0.29	-
2019/5	18.49	6.71	-6.85	87.03	-14.6	0.0	N/A	-
2019/4	17.33	-4.0	-10.58	68.54	-16.48	0.0	N/A	-

股價

長短期營收

營收年增率

存貨銷售比

由營收觀察是否有淡旺季的情況

年/月	營收	年/月	營收	年/月	營收	年/月	營收	年/月	營收
2024/1	16.36	2023/1	14.1	2022/1	18.66	2021/1	20.28	2020/1	16.07
2024/2	15.1	2023/2	14.04	2022/2	16.06	2021/2	16.79	2020/2	11.35
2024/3	17.81	2023/3	16.39	2022/3	20.31	2021/3	21.79	2020/3	17.76
N/A	N/A	2023/4	13.77	2022/4	13.6	2021/4	20.67	2020/4	19.35
N/A	N/A	2023/5	15.79	2022/5	19.71	2021/5	22.76	2020/5	19.26
N/A	N/A	2023/6	14.54	2022/6	17.97	2021/6	24.17	2020/6	17.86
N/A	N/A	2023/7	14.14	2022/7	16.39	2021/7	21.48	2020/7	18.89
N/A	N/A	2023/8	15.98	2022/8	15.63	2021/8	22.43	2020/8	19.18
N/A	N/A	2023/9	15.12	2022/9	15.58	2021/9	22.3	2020/9	20.81
N/A	N/A	2023/10	14.78	2022/10	15.16	2021/10	19.57	2020/10	17.64
N/A	N/A	2023/11	14.99	2022/11	15.38	2021/11	19.62	2020/11	18.11
N/A	N/A	2023/12	14.5	2022/12	14.11	2021/12	18.42	2020/12	19.75

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-近20季, 最新合約負債佔股本: 1.24%

	合約負債 QoQ YoY
23Q4 (20)	0.55	129.17	223.53
23Q3 (19)	0.24	33.33	-27.27
23Q2 (18)	0.18	-18.18	-74.65
23Q1 (17)	0.22	29.41	-71.05
22Q4 (16)	0.17	-48.48	-75.0
22Q3 (15)	0.33	-53.52	32.0
22Q2 (14)	0.71	-6.58	136.67
22Q1 (13)	0.76	11.76	72.73
21Q4 (12)	0.68	172.0	209.09
21Q3 (11)	0.25	-16.67	38.89
21Q2 (10)	0.3	-31.82	-9.09
21Q1 (9)	0.44	100.0	120.0
20Q4 (8)	0.22	22.22	-8.33
20Q3 (7)	0.18	-45.45	500.0
20Q2 (6)	0.33	65.0	725.0
20Q1 (5)	0.2	-16.67	100.0
19Q4 (4)	0.24	700.0	0.0
19Q3 (3)	0.03	-25.0	0.0
19Q2 (2)	0.04	-60.0	0.0
19Q1 (1)	0.1	0.0	0.0