廣明 6188 - 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	7.84	14.75	-12.74	21.94	-13.85	21.94	N/A	-
2024/2	6.83	-6.06	-14.91	14.1	-14.46	22.8	N/A	-
2024/1	7.27	-16.38	-14.03	7.27	-14.03	25.12	N/A	-
2023/12	8.7	-4.97	-14.22	103.76	-14.37	27.81	0.23	-
2023/11	9.15	-8.14	-23.57	95.06	-14.39	28.98	0.22	-
2023/10	9.96	0.98	-21.19	85.91	-13.28	29.32	0.22	-
2023/9	9.86	3.89	-16.8	75.95	-12.12	27.22	0.33	-
2023/8	9.5	20.85	0.31	66.09	-11.38	25.73	0.35	-
2023/7	7.86	-6.25	-15.77	56.59	-13.08	24.15	0.37	-
2023/6	8.38	5.87	-28.76	48.73	-12.63	23.27	0.42	-
2023/5	7.92	13.6	-12.23	40.35	-8.32	23.87	0.41	-
2023/4	6.97	-22.43	19.47	32.44	-7.31	23.98	0.4	-
2023/3	8.98	11.9	-9.25	25.47	-12.66	25.47	0.44	-
2023/2	8.03	-5.1	-11.26	16.49	-14.42	26.62	0.42	-
2023/1	8.46	-16.55	-17.22	8.46	-17.22	30.57	0.37	-
2022/12	10.14	-15.33	-3.34	121.18	9.88	34.75	0.39	-
2022/11	11.97	-5.27	5.94	111.05	11.27	36.47	0.37	-
2022/10	12.64	6.61	27.66	99.07	11.95	33.96	0.4	-
2022/9	11.86	25.26	5.17	86.43	9.97	30.65	0.59	-
2022/8	9.47	1.46	7.89	74.58	10.77	30.56	0.59	-
2022/7	9.33	-20.72	16.68	65.11	11.21	30.11	0.6	-
2022/6	11.77	30.46	76.65	55.78	10.34	26.62	0.7	出貨量增加
2022/5	9.02	54.65	7.91	44.02	0.28	24.75	0.76	-
2022/4	5.83	-41.08	-33.87	35.0	-1.51	24.78	0.76	-
2022/3	9.9	9.43	-2.83	29.16	9.16	29.16	0.58	-
2022/2	9.05	-11.47	3.73	19.27	16.56	29.75	0.57	-
2022/1	10.22	-2.57	30.9	10.22	30.9	32.01	0.53	-
2021/12	10.49	-7.19	22.92	110.29	5.27	31.69	0.55	-
2021/11	11.3	14.14	10.45	99.8	3.7	32.48	0.53	-
2021/10	9.9	-12.16	3.05	88.49	2.9	29.95	0.58	-
2021/9	11.27	28.5	12.31	78.59	2.88	28.04	0.6	-
2021/8	8.77	9.72	-2.58	67.32	1.45	23.43	0.71	-
2021/7	7.99	20.02	-0.45	58.55	2.08	23.01	0.73	-
2021/6	6.66	-20.3	-28.36	50.55	2.5	23.84	0.57	-
2021/5	8.36	-5.23	-2.29	43.89	9.67	27.36	0.49	-
2021/4	8.82	-13.43	11.51	35.53	12.92	27.73	0.49	-
2021/3	10.19	16.83	16.68	26.72	13.4	26.72	0.48	-
2021/2	8.72	11.7	11.94	16.53	11.46	25.06	0.51	-
2021/1	7.81	-8.5	10.92	7.81	10.92	26.57	0.48	-
2020/12	8.53	-16.61	-16.2	104.76	12.01	28.37	0.44	-
2020/11	10.23	6.49	6.9	96.23	15.46	29.88	0.42	-
2020/10	9.61	-4.26	8.62	86.0	16.57	28.65	0.44	-
2020/9	10.04	11.45	55.47	76.39	17.65	27.07	0.51	出貨量增加
2020/8	9.0	12.12	51.09	66.35	13.47	26.33	0.52	出貨量增加
2020/7	8.03	-13.62	15.19	57.35	9.2	25.88	0.53	-
2020/6	9.3	8.69	34.36	49.32	8.29	25.76	0.55	-
2020/5	8.55	8.15	28.59	40.02	3.62	25.19	0.56	-
2020/4	7.91	-9.42	-0.06	31.47	-1.57	24.43	0.58	-
2020/3	8.73	12.08	-14.83	23.56	-2.07	23.56	0.65	-
2020/2	7.79	10.68	28.87	14.83	7.4	25.01	0.61	-
2020/1	7.04	-30.88	-9.32	7.04	-9.32	26.79	0.57	-
2019/12	10.18	6.38	14.37	93.53	31.9	28.6	0.52	-
2019/11	9.57	8.2	21.06	83.35	34.42	24.87	0.6	-
2019/10	8.85	37.02	26.65	73.77	36.37	21.26	0.7	-
2019/9	6.46	8.31	-2.22	64.93	37.82	19.39	0.8	-
2019/8	5.96	-14.51	6.69	58.47	44.34	19.85	0.78	-
2019/7	6.97	0.75	38.85	52.51	50.36	20.54	0.75	出貨量增加
2019/6	6.92	4.03	44.12	45.54	52.3	21.48	0.69	出貨量增加
2019/5	6.65	-15.94	28.12	38.62	53.86	0.0	N/A	出貨量增加
2019/4	7.91	-22.8	71.01	31.97	60.57	0.0	N/A	出貨量增加

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	7.27	2023/1	8.46	2022/1	10.22	2021/1	7.81	2020/1	7.04
2024/2	6.83	2023/2	8.03	2022/2	9.05	2021/2	8.72	2020/2	7.79
2024/3	7.84	2023/3	8.98	2022/3	9.9	2021/3	10.19	2020/3	8.73
N/A	N/A	2023/4	6.97	2022/4	5.83	2021/4	8.82	2020/4	7.91
N/A	N/A	2023/5	7.92	2022/5	9.02	2021/5	8.36	2020/5	8.55
N/A	N/A	2023/6	8.38	2022/6	11.77	2021/6	6.66	2020/6	9.3
N/A	N/A	2023/7	7.86	2022/7	9.33	2021/7	7.99	2020/7	8.03
N/A	N/A	2023/8	9.5	2022/8	9.47	2021/8	8.77	2020/8	9.0
N/A	N/A	2023/9	9.86	2022/9	11.86	2021/9	11.27	2020/9	10.04
N/A	N/A	2023/10	9.96	2022/10	12.64	2021/10	9.9	2020/10	9.61
N/A	N/A	2023/11	9.15	2022/11	11.97	2021/11	11.3	2020/11	10.23
N/A	N/A	2023/12	8.7	2022/12	10.14	2021/12	10.49	2020/12	8.53

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: 14.37%

	合約負債 QoQ YoY
23Q4 (20)	4.0	-5.66	21.95
23Q3 (19)	4.24	16.16	7.89
23Q2 (18)	3.65	7.35	-3.69
23Q1 (17)	3.4	3.66	-2.3
22Q4 (16)	3.28	-16.54	-3.81
22Q3 (15)	3.93	3.69	29.7
22Q2 (14)	3.79	8.91	3.27
22Q1 (13)	3.48	2.05	-6.2
21Q4 (12)	3.41	12.54	-11.43
21Q3 (11)	3.03	-17.44	-28.03
21Q2 (10)	3.67	-1.08	-9.16
21Q1 (9)	3.71	-3.64	12.08
20Q4 (8)	3.85	-8.55	18.83
20Q3 (7)	4.21	4.21	0.72
20Q2 (6)	4.04	22.05	3.86
20Q1 (5)	3.31	2.16	-6.23
19Q4 (4)	3.24	-22.49	0.0
19Q3 (3)	4.18	7.46	0.0
19Q2 (2)	3.89	10.2	0.0
19Q1 (1)	3.53	0.0	0.0