旺矽 6223 - 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	19.8	19.56	20.47	14.75	20.47	N/A	-
2024/2	6.18	-10.11	5.69	13.06	12.19	21.41	N/A	-
2024/1	6.88	-17.65	18.76	6.88	18.76	22.05	N/A	-
2023/12	8.35	22.41	21.32	81.48	9.52	21.97	1.25	-
2023/11	6.82	0.47	13.46	73.12	8.31	21.02	1.31	-
2023/10	6.79	-8.26	11.5	66.3	7.81	21.33	1.29	-
2023/9	7.4	3.81	12.09	59.51	7.4	21.54	1.3	-
2023/8	7.13	1.75	11.09	52.1	6.77	20.7	1.35	-
2023/7	7.01	6.77	10.52	44.97	6.11	20.27	1.38	-
2023/6	6.56	-2.02	4.29	37.97	5.34	20.13	1.4	-
2023/5	6.7	-2.48	8.75	31.4	5.56	19.76	1.42	-
2023/4	6.87	10.89	7.54	24.7	4.73	18.91	1.49	-
2023/3	6.19	5.9	0.72	17.84	3.68	17.84	1.58	-
2023/2	5.85	0.99	18.38	11.64	5.33	18.53	1.52	-
2023/1	5.79	-15.87	-5.21	5.79	-5.21	18.69	1.5	-
2022/12	6.88	14.48	0.93	74.39	14.29	18.99	1.45	-
2022/11	6.01	-1.26	1.59	67.51	15.86	18.71	1.47	-
2022/10	6.09	-7.76	3.04	61.49	17.47	19.11	1.44	-
2022/9	6.6	2.86	10.19	55.4	19.31	19.36	1.41	-
2022/8	6.42	1.24	21.16	48.8	20.66	19.05	1.43	-
2022/7	6.34	0.74	23.43	42.38	20.58	18.79	1.45	-
2022/6	6.29	2.17	15.5	36.04	20.1	18.84	1.44	-
2022/5	6.16	-3.57	13.2	29.75	21.12	18.7	1.45	-
2022/4	6.39	3.85	30.97	23.59	23.38	17.48	1.56	-
2022/3	6.15	24.47	38.46	17.2	20.78	17.2	1.55	-
2022/2	4.94	-19.13	5.35	11.05	12.77	17.87	1.49	-
2022/1	6.11	-10.42	19.57	6.11	19.57	18.85	1.42	-
2021/12	6.82	15.24	17.83	65.09	9.83	18.65	1.38	-
2021/11	5.92	0.13	32.11	58.26	8.97	17.82	1.44	-
2021/10	5.91	-1.36	23.44	52.35	6.85	17.2	1.5	-
2021/9	5.99	13.11	18.56	46.43	5.05	16.43	1.59	-
2021/8	5.3	3.13	10.63	40.44	3.31	15.88	1.65	-
2021/7	5.14	-5.72	-1.44	35.14	2.29	16.03	1.63	-
2021/6	5.45	0.14	3.53	30.01	2.96	15.77	1.63	-
2021/5	5.44	11.55	7.28	24.56	2.83	14.76	1.74	-
2021/4	4.88	9.79	-6.3	19.12	1.63	14.01	1.83	-
2021/3	4.44	-5.28	-13.31	14.24	4.67	14.24	1.73	-
2021/2	4.69	-8.22	8.55	9.8	15.54	15.59	1.58	-
2021/1	5.11	-11.72	22.8	5.11	22.8	15.38	1.6	-
2020/12	5.79	29.2	10.17	59.26	7.44	15.06	1.64	-
2020/11	4.48	-6.42	-10.27	53.47	7.15	14.32	1.72	-
2020/10	4.79	-5.26	-3.09	48.99	9.09	14.63	1.69	-
2020/9	5.05	5.55	1.01	44.2	10.59	15.05	1.59	-
2020/8	4.79	-8.12	-4.74	39.14	11.97	15.26	1.56	-
2020/7	5.21	-0.96	12.24	34.36	14.77	15.55	1.54	-
2020/6	5.26	3.77	16.18	29.14	15.24	15.54	1.49	-
2020/5	5.07	-2.56	15.32	23.88	15.03	15.4	1.5	-
2020/4	5.2	1.57	27.91	18.81	14.95	14.65	1.58	-
2020/3	5.12	18.61	18.03	13.61	10.66	13.61	1.65	-
2020/2	4.32	3.81	31.38	8.48	6.64	13.73	1.63	-
2020/1	4.16	-20.76	-10.79	4.16	-10.79	14.41	1.56	-
2019/12	5.25	5.17	-7.03	55.15	2.38	15.19	1.48	-
2019/11	4.99	1.06	-13.91	49.9	3.49	14.92	1.51	-
2019/10	4.94	-0.93	3.09	44.9	5.87	14.96	1.51	-
2019/9	4.99	-0.77	-17.91	39.95	6.18	14.66	1.57	-
2019/8	5.03	8.25	2.76	34.96	10.82	14.2	1.62	-
2019/7	4.64	2.51	-1.24	29.93	12.3	13.57	1.69	-
2019/6	4.53	3.0	-1.93	25.29	15.21	13.0	1.85	-
2019/5	4.4	8.06	28.76	20.76	19.78	0.0	N/A	-
2019/4	4.07	-6.29	35.62	16.36	17.57	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	6.88	2023/1	5.79	2022/1	6.11	2021/1	5.11	2020/1	4.16
2024/2	6.18	2023/2	5.85	2022/2	4.94	2021/2	4.69	2020/2	4.32
2024/3	7.41	2023/3	6.19	2022/3	6.15	2021/3	4.44	2020/3	5.12
N/A	N/A	2023/4	6.87	2022/4	6.39	2021/4	4.88	2020/4	5.2
N/A	N/A	2023/5	6.7	2022/5	6.16	2021/5	5.44	2020/5	5.07
N/A	N/A	2023/6	6.56	2022/6	6.29	2021/6	5.45	2020/6	5.26
N/A	N/A	2023/7	7.01	2022/7	6.34	2021/7	5.14	2020/7	5.21
N/A	N/A	2023/8	7.13	2022/8	6.42	2021/8	5.3	2020/8	4.79
N/A	N/A	2023/9	7.4	2022/9	6.6	2021/9	5.99	2020/9	5.05
N/A	N/A	2023/10	6.79	2022/10	6.09	2021/10	5.91	2020/10	4.79
N/A	N/A	2023/11	6.82	2022/11	6.01	2021/11	5.92	2020/11	4.48
N/A	N/A	2023/12	8.35	2022/12	6.88	2021/12	6.82	2020/12	5.79

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: 71.42%

	合約負債 QoQ YoY
23Q4 (20)	6.73	-23.87	1.97
23Q3 (19)	8.84	9.14	4.99
23Q2 (18)	8.1	12.66	-1.22
23Q1 (17)	7.19	8.94	-12.74
22Q4 (16)	6.6	-21.62	-2.65
22Q3 (15)	8.42	2.68	10.79
22Q2 (14)	8.2	-0.49	12.02
22Q1 (13)	8.24	21.53	12.26
21Q4 (12)	6.78	-10.79	0.0
21Q3 (11)	7.6	3.83	16.03
21Q2 (10)	7.32	-0.27	14.91
21Q1 (9)	7.34	8.26	4.71
20Q4 (8)	6.78	3.51	-16.4
20Q3 (7)	6.55	2.83	-9.15
20Q2 (6)	6.37	-9.13	-18.02
20Q1 (5)	7.01	-13.56	-12.59
19Q4 (4)	8.11	12.48	0.0
19Q3 (3)	7.21	-7.21	0.0
19Q2 (2)	7.77	-3.12	0.0
19Q1 (1)	8.02	0.0	0.0