研華 2395 - 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	50.34	30.54	-22.85	138.79	-20.21	138.79	N/A	-
2024/2	38.56	-22.7	-26.26	88.45	-18.62	136.57	N/A	-
2024/1	49.89	3.67	-11.55	49.89	-11.55	150.0	N/A	-
2023/12	48.12	-7.44	-14.6	645.68	-6.07	151.38	0.65	-
2023/11	51.99	1.4	-10.6	597.56	-5.31	154.23	0.64	-
2023/10	51.27	0.57	-10.61	545.57	-4.77	153.08	0.64	-
2023/9	50.97	0.26	-20.47	494.3	-4.12	150.06	0.72	-
2023/8	50.84	5.37	-18.47	443.33	-1.8	155.82	0.7	-
2023/7	48.25	-14.94	-19.15	392.48	0.86	163.24	0.66	-
2023/6	56.73	-2.64	-11.83	344.24	4.49	170.28	0.68	-
2023/5	58.27	5.39	3.78	287.51	8.45	178.81	0.65	-
2023/4	55.29	-15.27	15.76	229.24	9.7	172.84	0.67	-
2023/3	65.25	24.77	7.64	173.96	7.91	173.96	0.77	-
2023/2	52.3	-7.27	11.9	108.7	8.08	165.05	0.81	-
2023/1	56.4	0.09	4.76	56.4	4.76	170.91	0.78	-
2022/12	56.35	-3.11	1.31	687.45	17.26	171.87	0.82	-
2022/11	58.16	1.4	12.46	631.1	18.93	179.61	0.78	-
2022/10	57.36	-10.51	14.46	572.94	19.63	183.81	0.76	-
2022/9	64.1	2.78	16.74	515.58	20.24	186.14	0.8	-
2022/8	62.36	4.48	21.04	451.48	20.75	186.38	0.8	-
2022/7	59.68	-7.24	22.68	389.12	20.71	180.17	0.83	-
2022/6	64.34	14.6	27.48	329.44	20.36	168.24	0.91	-
2022/5	56.14	17.55	25.11	265.1	18.75	164.94	0.93	-
2022/4	47.76	-21.75	2.15	208.95	17.14	155.53	0.99	-
2022/3	61.04	30.6	21.31	161.61	22.79	161.61	0.95	-
2022/2	46.73	-13.19	29.12	100.57	23.7	156.2	0.98	-
2022/1	53.84	-3.2	19.35	53.84	19.35	161.18	0.95	-
2021/12	55.62	7.55	10.4	586.22	14.67	157.45	0.8	-
2021/11	51.71	3.2	32.3	530.6	15.14	156.73	0.8	-
2021/10	50.11	-8.73	30.74	478.89	13.55	156.53	0.8	-
2021/9	54.9	6.56	26.2	428.78	11.83	155.07	0.81	-
2021/8	51.52	5.91	19.94	373.88	9.99	150.64	0.84	-
2021/7	48.64	-3.61	10.44	322.36	8.55	143.99	0.87	-
2021/6	50.47	12.47	-1.45	273.71	8.22	142.1	0.75	-
2021/5	44.87	-4.02	-0.35	223.24	10.68	141.94	0.75	-
2021/4	46.75	-7.07	6.42	178.37	13.86	133.26	0.8	-
2021/3	50.31	39.01	23.41	131.61	16.75	131.61	0.67	-
2021/2	36.19	-19.76	12.01	81.3	12.99	131.54	0.67	-
2021/1	45.11	-10.22	13.78	45.11	13.78	134.44	0.66	-
2020/12	50.24	28.54	17.84	511.04	-5.61	127.66	0.61	-
2020/11	39.09	1.98	-11.84	460.81	-7.61	120.92	0.65	-
2020/10	38.33	-11.9	-19.96	421.73	-7.2	124.78	0.63	-
2020/9	43.5	1.28	-12.77	383.4	-5.7	130.5	0.65	-
2020/8	42.95	-2.48	-10.98	339.9	-4.71	138.21	0.62	-
2020/7	44.04	-14.0	-3.6	296.95	-3.73	140.3	0.61	-
2020/6	51.22	13.73	9.68	252.9	-3.75	140.18	0.69	-
2020/5	45.03	2.51	-3.13	201.69	-6.65	129.73	0.75	-
2020/4	43.93	7.75	-5.67	156.65	-7.62	117.01	0.83	-
2020/3	40.77	26.17	-10.46	112.72	-8.36	112.72	0.81	-
2020/2	32.31	-18.49	-9.5	71.95	-7.12	116.43	0.78	-
2020/1	39.64	-10.86	-5.08	39.64	-5.08	128.45	0.71	-
2019/12	44.47	0.31	8.29	543.29	11.38	136.7	0.57	-
2019/11	44.34	-7.41	6.82	498.81	11.67	142.1	0.55	-
2019/10	47.89	-3.98	15.18	454.48	12.16	146.02	0.53	-
2019/9	49.88	3.36	29.94	406.59	11.82	143.82	0.56	-
2019/8	48.25	5.6	8.96	356.71	9.68	140.64	0.58	-
2019/7	45.69	-2.14	11.63	308.46	9.79	138.88	0.58	-
2019/6	46.69	0.43	6.31	262.77	9.48	139.76	0.6	-
2019/5	46.49	-0.18	3.94	216.07	10.19	0.0	N/A	-
2019/4	46.58	2.28	23.19	169.58	12.03	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	49.89	2023/1	56.4	2022/1	53.84	2021/1	45.11	2020/1	39.64
2024/2	38.56	2023/2	52.3	2022/2	46.73	2021/2	36.19	2020/2	32.31
2024/3	50.34	2023/3	65.25	2022/3	61.04	2021/3	50.31	2020/3	40.77
N/A	N/A	2023/4	55.29	2022/4	47.76	2021/4	46.75	2020/4	43.93
N/A	N/A	2023/5	58.27	2022/5	56.14	2021/5	44.87	2020/5	45.03
N/A	N/A	2023/6	56.73	2022/6	64.34	2021/6	50.47	2020/6	51.22
N/A	N/A	2023/7	48.25	2022/7	59.68	2021/7	48.64	2020/7	44.04
N/A	N/A	2023/8	50.84	2022/8	62.36	2021/8	51.52	2020/8	42.95
N/A	N/A	2023/9	50.97	2022/9	64.1	2021/9	54.9	2020/9	43.5
N/A	N/A	2023/10	51.27	2022/10	57.36	2021/10	50.11	2020/10	38.33
N/A	N/A	2023/11	51.99	2022/11	58.16	2021/11	51.71	2020/11	39.09
N/A	N/A	2023/12	48.12	2022/12	56.35	2021/12	55.62	2020/12	50.24

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: 12.7%

	合約負債 QoQ YoY
23Q4 (20)	10.89	6.04	-17.12
23Q3 (19)	10.27	24.94	-11.77
23Q2 (18)	8.22	-19.96	-35.07
23Q1 (17)	10.27	-21.84	-3.02
22Q4 (16)	13.14	12.89	38.17
22Q3 (15)	11.64	-8.06	17.58
22Q2 (14)	12.66	19.55	14.67
22Q1 (13)	10.59	11.36	54.37
21Q4 (12)	9.51	-3.94	25.63
21Q3 (11)	9.9	-10.33	13.27
21Q2 (10)	11.04	60.93	0
21Q1 (9)	6.86	-9.38	0
20Q4 (8)	7.57	-13.39	0
20Q3 (7)	8.74	0	0