立隆電 2472 - 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	8.43	64.25	3.09	21.9	3.83	21.9	N/A	-
2024/2	5.13	-38.5	-25.65	13.47	4.29	21.72	N/A	-
2024/1	8.34	1.18	38.64	8.34	38.64	24.64	N/A	-
2023/12	8.24	2.43	6.67	90.01	-13.01	23.72	0.58	-
2023/11	8.05	8.33	-1.72	81.76	-14.6	22.95	0.6	-
2023/10	7.43	-0.54	-7.22	73.72	-15.8	22.52	0.61	-
2023/9	7.47	-2.02	-11.31	66.28	-16.67	22.44	0.62	-
2023/8	7.62	3.85	-4.52	58.81	-17.3	22.77	0.61	-
2023/7	7.34	-5.89	-16.66	51.19	-18.92	22.83	0.61	-
2023/6	7.8	1.44	-17.27	43.85	-19.28	22.76	0.63	-
2023/5	7.69	5.75	-19.67	36.05	-19.7	23.13	0.62	-
2023/4	7.27	-11.02	-24.21	28.36	-19.71	22.34	0.64	-
2023/3	8.17	18.44	-14.89	21.09	-18.03	21.09	0.73	-
2023/2	6.9	14.68	-1.38	12.92	-19.9	20.64	0.74	-
2023/1	6.02	-22.14	-34.1	6.02	-34.1	21.93	0.7	-
2022/12	7.73	-5.64	-20.07	103.47	3.91	23.93	0.73	-
2022/11	8.19	2.27	-6.14	95.74	6.49	24.62	0.71	-
2022/10	8.01	-4.92	-6.18	87.55	7.85	24.42	0.71	-
2022/9	8.42	5.47	-5.31	79.54	9.5	25.22	0.74	-
2022/8	7.99	-9.34	-12.92	71.12	11.57	26.22	0.71	-
2022/7	8.81	-6.57	-0.29	63.14	15.69	27.81	0.67	-
2022/6	9.43	-1.5	14.51	54.33	18.77	28.6	0.67	-
2022/5	9.57	-0.23	18.2	44.9	19.71	28.68	0.66	-
2022/4	9.6	0.92	17.68	35.32	20.13	26.1	0.73	-
2022/3	9.51	35.88	24.63	25.63	20.62	25.63	0.68	-
2022/2	7.0	-23.37	19.28	16.13	18.37	25.89	0.67	-
2022/1	9.13	-6.48	17.69	9.13	17.69	27.62	0.63	-
2021/12	9.76	11.88	28.01	99.67	27.41	27.03	0.58	-
2021/11	8.73	2.22	18.11	89.9	27.34	26.2	0.59	-
2021/10	8.54	-4.46	32.73	81.18	28.42	26.64	0.58	-
2021/9	8.94	-2.56	25.78	72.68	28.0	26.94	0.5	-
2021/8	9.17	3.79	30.7	63.74	28.32	26.25	0.51	-
2021/7	8.84	7.24	34.96	54.57	27.93	25.17	0.54	-
2021/6	8.24	1.72	25.87	45.74	26.67	24.49	0.55	-
2021/5	8.1	-0.66	14.83	37.5	26.85	23.88	0.56	-
2021/4	8.15	6.86	19.26	29.41	30.61	21.65	0.62	-
2021/3	7.63	30.07	10.7	21.25	35.57	21.25	0.62	-
2021/2	5.87	-24.39	55.73	13.62	55.08	21.27	0.62	客戶訂單增加，出貨暢旺
2021/1	7.76	1.42	54.59	7.76	54.59	22.8	0.58	客戶訂單增加，出貨暢旺
2020/12	7.65	3.53	15.15	78.25	11.16	21.47	0.56	-
2020/11	7.39	14.88	20.51	70.6	10.75	20.93	0.57	-
2020/10	6.43	-9.5	11.93	63.21	9.71	20.55	0.58	-
2020/9	7.11	1.28	19.66	56.78	9.47	20.67	0.58	-
2020/8	7.02	7.17	22.26	49.67	8.15	20.11	0.6	-
2020/7	6.55	0.04	13.15	42.66	6.13	20.14	0.6	-
2020/6	6.54	-7.21	20.33	36.11	4.95	20.43	0.61	-
2020/5	7.05	3.15	11.87	29.57	2.06	20.79	0.6	-
2020/4	6.84	-0.89	9.37	22.51	-0.65	17.5	0.71	-
2020/3	6.9	83.15	6.47	15.68	-4.44	15.68	0.78	-
2020/2	3.77	-24.94	-5.22	8.78	-11.56	15.43	0.8	-
2020/1	5.02	-24.5	-15.79	5.02	-15.79	17.8	0.69	-
2019/12	6.65	8.42	10.52	70.39	-12.53	18.52	0.6	-
2019/11	6.13	6.7	0.88	63.74	-14.4	17.81	0.62	-
2019/10	5.75	-3.25	-11.3	57.61	-15.75	17.42	0.64	-
2019/9	5.94	3.48	-15.58	51.87	-16.22	17.46	0.63	-
2019/8	5.74	-0.81	-21.53	45.93	-16.3	16.96	0.64	-
2019/7	5.79	6.4	-21.34	40.19	-15.5	17.53	0.62	-
2019/6	5.44	-13.75	-26.96	34.4	-14.43	17.99	0.64	-
2019/5	6.3	0.85	-12.78	28.97	-11.59	0.0	N/A	-
2019/4	6.25	-3.59	-11.65	22.66	-11.25	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	8.34	2023/1	6.02	2022/1	9.13	2021/1	7.76	2020/1	5.02
2024/2	5.13	2023/2	6.9	2022/2	7.0	2021/2	5.87	2020/2	3.77
2024/3	8.43	2023/3	8.17	2022/3	9.51	2021/3	7.63	2020/3	6.9
N/A	N/A	2023/4	7.27	2022/4	9.6	2021/4	8.15	2020/4	6.84
N/A	N/A	2023/5	7.69	2022/5	9.57	2021/5	8.1	2020/5	7.05
N/A	N/A	2023/6	7.8	2022/6	9.43	2021/6	8.24	2020/6	6.54
N/A	N/A	2023/7	7.34	2022/7	8.81	2021/7	8.84	2020/7	6.55
N/A	N/A	2023/8	7.62	2022/8	7.99	2021/8	9.17	2020/8	7.02
N/A	N/A	2023/9	7.47	2022/9	8.42	2021/9	8.94	2020/9	7.11
N/A	N/A	2023/10	7.43	2022/10	8.01	2021/10	8.54	2020/10	6.43
N/A	N/A	2023/11	8.05	2022/11	8.19	2021/11	8.73	2020/11	7.39
N/A	N/A	2023/12	8.24	2022/12	7.73	2021/12	9.76	2020/12	7.65

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: 2.06%

	合約負債 QoQ YoY
23Q4 (20)	0.34	0.0	-87.73
23Q3 (19)	0.34	-75.36	-85.83
23Q2 (18)	1.38	-40.52	10.4
23Q1 (17)	2.32	-16.25	193.67
22Q4 (16)	2.77	15.42	166.35
22Q3 (15)	2.4	92.0	179.07
22Q2 (14)	1.25	58.23	37.36
22Q1 (13)	0.79	-24.04	-13.19
21Q4 (12)	1.04	20.93	25.3
21Q3 (11)	0.86	-5.49	-3.37
21Q2 (10)	0.91	0.0	33.82
21Q1 (9)	0.91	9.64	175.76
20Q4 (8)	0.83	-6.74	144.12
20Q3 (7)	0.89	30.88	304.55
20Q2 (6)	0.68	106.06	466.67
20Q1 (5)	0.33	-2.94	50.0
19Q4 (4)	0.34	54.55	0.0
19Q3 (3)	0.22	83.33	0.0
19Q2 (2)	0.12	-45.45	0.0
19Q1 (1)	0.22	0.0	0.0