盟立 2464 - 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	5.03	22.96	-41.62	14.31	-38.93	14.31	N/A	-
2024/2	4.09	-21.01	-45.38	9.28	-37.36	16.66	N/A	-
2024/1	5.18	-29.85	-29.15	5.18	-29.15	19.49	N/A	-
2023/12	7.39	6.75	-20.86	88.13	-18.16	20.64	0.44	-
2023/11	6.92	9.25	-22.3	80.74	-17.9	21.97	0.42	-
2023/10	6.33	-27.27	-29.75	73.82	-17.47	22.62	0.4	-
2023/9	8.71	14.91	-4.21	67.48	-16.09	24.04	0.54	-
2023/8	7.58	-2.21	-20.36	58.77	-17.6	22.2	0.58	-
2023/7	7.75	12.91	-18.49	51.19	-17.18	20.65	0.63	-
2023/6	6.86	13.71	-26.68	43.44	-16.94	20.01	0.85	-
2023/5	6.04	-15.06	-31.6	36.58	-14.82	21.77	0.78	-
2023/4	7.11	-17.58	-16.88	30.54	-10.47	23.23	0.73	-
2023/3	8.62	15.06	-2.39	23.43	-8.33	23.43	0.71	-
2023/2	7.49	2.44	-8.99	14.81	-11.46	24.15	0.69	-
2023/1	7.32	-21.64	-13.86	7.32	-13.86	25.56	0.65	-
2022/12	9.34	4.81	-1.73	107.69	9.2	27.26	0.6	-
2022/11	8.91	-1.22	0.88	98.35	10.36	27.02	0.61	-
2022/10	9.02	-0.83	2.73	89.45	11.41	27.63	0.6	-
2022/9	9.09	-4.46	3.68	80.43	12.47	28.12	0.48	-
2022/8	9.52	0.07	13.29	71.34	13.7	28.39	0.48	-
2022/7	9.51	1.57	15.96	61.82	13.77	27.7	0.49	-
2022/6	9.36	6.08	17.74	52.31	13.38	26.74	0.49	-
2022/5	8.83	3.21	15.45	42.94	12.47	26.21	0.5	-
2022/4	8.55	-3.21	11.32	34.12	11.72	25.62	0.51	-
2022/3	8.84	7.28	17.0	25.56	11.86	25.56	0.58	-
2022/2	8.24	-3.04	13.0	16.73	9.32	26.23	0.56	-
2022/1	8.49	-10.6	5.97	8.49	5.97	26.82	0.55	-
2021/12	9.5	7.6	3.98	98.61	10.69	27.11	0.53	-
2021/11	8.83	0.59	11.03	89.11	11.46	26.38	0.55	-
2021/10	8.78	0.07	12.35	80.28	11.5	25.95	0.56	-
2021/9	8.77	4.39	13.21	71.51	11.4	25.37	0.62	-
2021/8	8.4	2.43	12.32	62.74	11.15	24.56	0.64	-
2021/7	8.2	3.13	13.23	54.33	10.97	23.8	0.66	-
2021/6	7.95	4.02	13.68	46.13	10.58	23.28	0.63	-
2021/5	7.65	-0.46	10.52	38.18	9.96	22.88	0.64	-
2021/4	7.68	1.72	12.47	30.53	9.82	22.52	0.65	-
2021/3	7.55	3.61	9.93	22.85	8.95	22.85	0.61	-
2021/2	7.29	-9.07	8.34	15.3	8.48	23.91	0.58	-
2021/1	8.01	-6.85	8.61	8.01	8.61	24.57	0.56	-
2020/12	8.6	8.2	-10.87	88.55	-29.19	24.37	0.62	-
2020/11	7.95	1.78	-12.98	79.95	-30.73	23.46	0.64	-
2020/10	7.81	1.51	-14.27	72.0	-32.25	22.99	0.65	-
2020/9	7.7	2.88	-16.84	64.13	-33.99	22.42	0.83	-
2020/8	7.48	3.26	-22.64	56.44	-35.8	21.72	0.86	-
2020/7	7.24	3.54	-30.05	48.96	-37.42	21.16	0.88	-
2020/6	7.0	1.12	-37.92	41.72	-38.55	20.74	1.09	-
2020/5	6.92	1.28	-37.87	34.72	-38.67	20.62	1.1	-
2020/4	6.83	-0.57	-40.91	27.8	-38.87	20.42	1.11	-
2020/3	6.87	2.11	-39.71	20.97	-38.17	20.97	1.01	-
2020/2	6.73	-8.83	-37.33	14.11	-37.39	23.76	0.89	-
2020/1	7.38	-23.56	-37.46	7.38	-37.46	26.17	0.81	-
2019/12	9.65	5.63	-29.35	125.07	-13.18	27.91	0.79	-
2019/11	9.14	0.27	-27.67	115.42	-11.48	27.51	0.8	-
2019/10	9.11	-1.51	-24.15	106.28	-9.75	28.04	0.79	-
2019/9	9.25	-4.29	-23.67	97.17	-8.11	29.28	0.73	-
2019/8	9.67	-6.63	-20.19	87.91	-6.27	31.29	0.68	-
2019/7	10.36	-8.1	-14.19	78.24	-4.2	32.76	0.65	-
2019/6	11.27	1.21	-3.2	67.89	-2.47	33.96	0.71	-
2019/5	11.13	-3.67	-6.93	56.62	-2.32	0.0	N/A	-
2019/4	11.56	1.44	-2.25	45.48	-1.12	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	5.18	2023/1	7.32	2022/1	8.49	2021/1	8.01	2020/1	7.38
2024/2	4.09	2023/2	7.49	2022/2	8.24	2021/2	7.29	2020/2	6.73
2024/3	5.03	2023/3	8.62	2022/3	8.84	2021/3	7.55	2020/3	6.87
N/A	N/A	2023/4	7.11	2022/4	8.55	2021/4	7.68	2020/4	6.83
N/A	N/A	2023/5	6.04	2022/5	8.83	2021/5	7.65	2020/5	6.92
N/A	N/A	2023/6	6.86	2022/6	9.36	2021/6	7.95	2020/6	7.0
N/A	N/A	2023/7	7.75	2022/7	9.51	2021/7	8.2	2020/7	7.24
N/A	N/A	2023/8	7.58	2022/8	9.52	2021/8	8.4	2020/8	7.48
N/A	N/A	2023/9	8.71	2022/9	9.09	2021/9	8.77	2020/9	7.7
N/A	N/A	2023/10	6.33	2022/10	9.02	2021/10	8.78	2020/10	7.81
N/A	N/A	2023/11	6.92	2022/11	8.91	2021/11	8.83	2020/11	7.95
N/A	N/A	2023/12	7.39	2022/12	9.34	2021/12	9.5	2020/12	8.6

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: 31.86%

	合約負債 QoQ YoY
23Q4 (20)	6.23	-23.84	-42.21
23Q3 (19)	8.18	-12.98	-17.21
23Q2 (18)	9.4	7.06	5.15
23Q1 (17)	8.78	-18.55	-23.12
22Q4 (16)	10.78	9.11	-19.49
22Q3 (15)	9.88	10.51	12.02
22Q2 (14)	8.94	-21.72	-11.04
22Q1 (13)	11.42	-14.71	-0.7
21Q4 (12)	13.39	51.81	-20.16
21Q3 (11)	8.82	-12.24	-23.7
21Q2 (10)	10.05	-12.61	-22.69
21Q1 (9)	11.5	-31.43	-26.89
20Q4 (8)	16.77	45.07	10.26
20Q3 (7)	11.56	-11.08	-13.02
20Q2 (6)	13.0	-17.36	-23.48
20Q1 (5)	15.73	3.42	-19.37
19Q4 (4)	15.21	14.45	0.0
19Q3 (3)	13.29	-21.78	0.0
19Q2 (2)	16.99	-12.92	0.0
19Q1 (1)	19.51	0.0	0.0