建達 6118 - 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	7.41	22.26	-0.32	20.76	2.28	20.76	N/A	-
2024/2	6.06	-16.86	-1.31	13.35	3.79	20.09	N/A	-
2024/1	7.29	8.1	8.46	7.29	8.46	21.22	N/A	-
2023/12	6.74	-6.21	-22.43	84.3	-13.11	22.03	0.44	-
2023/11	7.19	-11.3	-9.0	77.56	-12.19	22.45	0.43	-
2023/10	8.1	13.18	9.24	70.37	-12.5	23.26	0.42	-
2023/9	7.16	-10.43	-8.09	62.26	-14.71	22.41	0.47	-
2023/8	8.0	10.28	-2.88	55.1	-15.5	21.28	0.5	-
2023/7	7.25	20.16	-20.77	47.11	-17.33	20.2	0.52	-
2023/6	6.03	-12.8	-34.53	39.86	-16.67	19.57	0.52	-
2023/5	6.92	4.61	-21.47	33.82	-12.4	20.97	0.49	-
2023/4	6.61	-11.0	0.68	26.91	-9.73	20.19	0.51	-
2023/3	7.43	21.05	-6.38	20.29	-12.67	20.29	0.47	-
2023/2	6.14	-8.63	-12.28	12.86	-15.93	21.55	0.44	-
2023/1	6.72	-22.69	-19.01	6.72	-19.01	23.31	0.41	-
2022/12	8.69	10.02	8.84	97.02	2.8	24.01	0.39	-
2022/11	7.9	6.48	-23.4	88.33	2.24	23.11	0.4	-
2022/10	7.42	-4.79	-1.45	80.43	5.72	23.44	0.4	-
2022/9	7.79	-5.35	-5.39	73.01	6.5	25.18	0.37	-
2022/8	8.23	-10.02	-13.58	65.22	8.13	26.6	0.35	-
2022/7	9.15	-0.71	23.2	56.98	12.2	27.18	0.35	-
2022/6	9.22	4.59	16.8	47.83	10.32	24.6	0.47	-
2022/5	8.81	34.12	5.31	38.62	8.88	23.32	0.5	-
2022/4	6.57	-17.25	4.37	29.81	9.98	21.51	0.54	-
2022/3	7.94	13.41	13.97	23.24	11.67	23.24	0.43	-
2022/2	7.0	-15.63	6.96	15.3	10.52	23.28	0.43	-
2022/1	8.3	3.9	13.7	8.3	13.7	26.6	0.37	-
2021/12	7.99	-22.57	-3.18	94.37	10.7	25.83	0.37	-
2021/11	10.31	37.0	50.14	86.39	12.18	26.08	0.37	雙十一活動節日，3C周邊商品有明顯增長
2021/10	7.53	-8.59	17.74	76.07	8.47	25.29	0.38	-
2021/9	8.24	-13.55	11.09	68.55	7.54	25.19	0.26	-
2021/8	9.53	28.28	25.34	60.31	7.07	24.84	0.26	-
2021/7	7.43	-5.86	1.23	50.78	4.22	23.68	0.27	-
2021/6	7.89	-5.69	15.12	43.36	4.75	22.55	0.26	-
2021/5	8.37	32.92	18.23	35.47	2.69	21.63	0.27	-
2021/4	6.29	-9.64	-6.12	27.1	-1.31	19.8	0.3	-
2021/3	6.97	6.44	-2.23	20.81	0.24	20.81	0.38	-
2021/2	6.54	-10.32	-1.56	13.84	1.53	22.09	0.36	-
2021/1	7.3	-11.52	4.48	7.3	4.48	22.41	0.35	-
2020/12	8.25	20.06	39.47	85.25	17.07	21.51	0.37	-
2020/11	6.87	7.44	6.4	77.0	15.09	20.68	0.39	-
2020/10	6.39	-13.75	10.84	70.13	16.01	21.41	0.37	-
2020/9	7.41	-2.46	14.63	63.74	16.56	22.35	0.35	-
2020/8	7.6	3.6	6.11	56.33	16.82	21.79	0.36	-
2020/7	7.34	7.04	14.64	48.73	18.69	21.26	0.37	-
2020/6	6.85	-3.14	12.6	41.39	19.43	20.63	0.41	-
2020/5	7.08	5.53	18.96	34.54	20.89	20.91	0.41	-
2020/4	6.7	-5.89	14.61	27.46	21.4	20.48	0.42	-
2020/3	7.12	7.17	31.49	20.76	23.77	20.76	0.36	-
2020/2	6.65	-4.8	42.41	13.63	20.08	19.55	0.38	-
2020/1	6.98	18.09	4.49	6.98	4.49	19.35	0.39	-
2019/12	5.91	-8.39	-0.66	72.82	-3.55	18.14	0.45	-
2019/11	6.46	11.92	-8.38	66.91	-3.8	18.69	0.43	-
2019/10	5.77	-10.81	-6.3	60.45	-3.29	19.4	0.42	-
2019/9	6.47	-9.71	1.17	54.68	-2.96	20.03	0.38	-
2019/8	7.16	11.93	4.94	48.22	-3.49	19.65	0.39	-
2019/7	6.4	5.14	1.77	41.05	-5.48	18.43	0.41	-
2019/6	6.09	2.32	4.51	34.65	-5.95	17.88	0.35	-
2019/5	5.95	1.67	-3.71	28.57	-7.91	0.0	N/A	-
2019/4	5.85	7.96	12.6	22.62	-8.96	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	7.29	2023/1	6.72	2022/1	8.3	2021/1	7.3	2020/1	6.98
2024/2	6.06	2023/2	6.14	2022/2	7.0	2021/2	6.54	2020/2	6.65
2024/3	7.41	2023/3	7.43	2022/3	7.94	2021/3	6.97	2020/3	7.12
N/A	N/A	2023/4	6.61	2022/4	6.57	2021/4	6.29	2020/4	6.7
N/A	N/A	2023/5	6.92	2022/5	8.81	2021/5	8.37	2020/5	7.08
N/A	N/A	2023/6	6.03	2022/6	9.22	2021/6	7.89	2020/6	6.85
N/A	N/A	2023/7	7.25	2022/7	9.15	2021/7	7.43	2020/7	7.34
N/A	N/A	2023/8	8.0	2022/8	8.23	2021/8	9.53	2020/8	7.6
N/A	N/A	2023/9	7.16	2022/9	7.79	2021/9	8.24	2020/9	7.41
N/A	N/A	2023/10	8.1	2022/10	7.42	2021/10	7.53	2020/10	6.39
N/A	N/A	2023/11	7.19	2022/11	7.9	2021/11	10.31	2020/11	6.87
N/A	N/A	2023/12	6.74	2022/12	8.69	2021/12	7.99	2020/12	8.25

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: 1.21%

	合約負債 QoQ YoY
23Q4 (20)	0.11	266.67	266.67
23Q3 (19)	0.03	-40.0	-66.67
23Q2 (18)	0.05	66.67	-16.67
23Q1 (17)	0.03	0.0	-81.25
22Q4 (16)	0.03	-66.67	-40.0
22Q3 (15)	0.09	50.0	80.0
22Q2 (14)	0.06	-62.5	20.0
22Q1 (13)	0.16	220.0	60.0
21Q4 (12)	0.05	0.0	0.0
21Q3 (11)	0.05	0.0	66.67
21Q2 (10)	0.05	-50.0	0
21Q1 (9)	0.1	100.0	42.86
20Q4 (8)	0.05	66.67	25.0
20Q3 (7)	0.03	0	-89.29