士電 1503 - 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	31.41	9.45	-1.41	99.18	10.51	99.18	N/A	-
2024/2	28.69	-26.56	9.12	67.77	17.09	95.83	N/A	-
2024/1	39.08	39.23	23.71	39.08	23.71	90.43	N/A	-
2023/12	28.06	20.51	2.67	318.3	3.52	74.78	1.24	-
2023/11	23.29	-0.62	-12.52	290.23	3.6	70.6	1.31	-
2023/10	23.43	-1.88	-9.22	266.94	5.3	75.75	1.22	-
2023/9	23.88	-16.01	-4.22	243.51	6.94	77.02	1.22	-
2023/8	28.43	15.1	10.39	219.63	8.32	77.67	1.21	-
2023/7	24.7	0.68	4.96	191.2	8.02	74.35	1.26	-
2023/6	24.53	-2.33	-15.55	166.49	8.49	76.76	1.21	-
2023/5	25.12	-7.32	8.88	141.96	14.1	84.08	1.11	-
2023/4	27.1	-14.92	12.99	116.84	15.29	85.26	1.09	-
2023/3	31.86	21.16	15.45	89.74	16.0	89.74	0.96	-
2023/2	26.29	-16.75	30.35	57.88	16.31	85.21	1.01	-
2023/1	31.58	15.54	6.73	31.58	6.73	85.54	1.01	-
2022/12	27.33	2.68	4.2	307.46	11.05	79.77	1.1	-
2022/11	26.62	3.12	23.15	280.12	11.77	77.37	1.14	-
2022/10	25.81	3.52	24.14	253.5	10.69	76.5	1.15	-
2022/9	24.93	-3.18	15.6	227.69	9.35	74.22	1.06	-
2022/8	25.76	9.43	10.09	202.75	8.63	78.34	1.0	-
2022/7	23.53	-18.98	7.48	177.0	8.41	75.65	1.04	-
2022/6	29.05	25.92	19.89	153.46	8.56	76.11	0.91	-
2022/5	23.07	-3.82	6.41	124.41	6.22	74.65	0.92	-
2022/4	23.99	-13.07	-1.26	101.34	6.17	71.75	0.96	-
2022/3	27.6	36.81	9.52	77.36	8.72	77.36	0.84	-
2022/2	20.17	-31.83	13.0	49.76	8.27	75.99	0.85	-
2022/1	29.59	12.8	5.27	29.59	5.27	77.44	0.84	-
2021/12	26.23	21.36	-14.38	276.85	7.79	68.64	0.93	-
2021/11	21.61	3.94	8.54	250.62	10.79	63.98	1.0	-
2021/10	20.79	-3.59	-5.79	229.01	11.01	65.76	0.97	-
2021/9	21.57	-7.79	-0.93	208.21	13.02	66.86	0.85	-
2021/8	23.39	6.83	20.86	186.65	14.89	69.52	0.82	-
2021/7	21.9	-9.63	15.18	163.25	14.08	67.81	0.84	-
2021/6	24.23	11.76	13.35	141.36	13.92	70.2	0.69	-
2021/5	21.68	-10.75	10.25	117.12	14.03	71.17	0.68	-
2021/4	24.29	-3.57	28.87	95.44	14.93	67.34	0.71	-
2021/3	25.19	41.15	9.07	71.15	10.83	71.15	0.64	-
2021/2	17.85	-36.49	10.15	45.96	11.81	76.6	0.6	-
2021/1	28.11	-8.25	12.9	28.11	12.9	78.66	0.58	-
2020/12	30.64	53.85	29.91	256.84	-0.52	72.62	0.6	-
2020/11	19.91	-9.78	-0.97	226.21	-3.58	63.76	0.68	-
2020/10	22.07	1.37	11.06	206.29	-3.83	63.2	0.69	-
2020/9	21.77	12.49	-2.16	184.22	-5.35	60.14	0.78	-
2020/8	19.35	1.81	-6.48	162.45	-5.76	59.74	0.78	-
2020/7	19.01	-11.07	-0.55	143.09	-5.66	60.05	0.78	-
2020/6	21.38	8.71	-14.66	124.08	-6.4	59.89	0.75	-
2020/5	19.66	4.31	-7.85	102.71	-4.47	61.61	0.73	-
2020/4	18.85	-18.39	-3.45	83.04	-3.64	58.15	0.77	-
2020/3	23.1	42.55	-0.73	64.2	-3.68	64.2	0.68	-
2020/2	16.2	-34.91	-3.83	41.1	-5.27	64.68	0.68	-
2020/1	24.9	5.56	-6.19	24.9	-6.19	68.59	0.64	-
2019/12	23.58	17.28	2.75	258.2	3.34	63.57	0.73	-
2019/11	20.11	1.18	-9.49	234.62	3.4	62.24	0.74	-
2019/10	19.87	-10.7	-4.62	214.51	4.81	62.82	0.74	-
2019/9	22.26	7.53	2.91	194.64	5.88	62.07	0.8	-
2019/8	20.7	8.26	0.03	172.38	6.27	64.86	0.77	-
2019/7	19.12	-23.68	-6.52	151.69	7.18	65.51	0.76	-
2019/6	25.05	17.38	12.76	132.57	9.5	65.91	0.71	-
2019/5	21.34	9.29	4.02	107.52	8.77	0.0	N/A	-
2019/4	19.52	-16.09	-5.16	86.18	10.01	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	39.08	2023/1	31.58	2022/1	29.59	2021/1	28.11	2020/1	24.9
2024/2	28.69	2023/2	26.29	2022/2	20.17	2021/2	17.85	2020/2	16.2
2024/3	31.41	2023/3	31.86	2022/3	27.6	2021/3	25.19	2020/3	23.1
N/A	N/A	2023/4	27.1	2022/4	23.99	2021/4	24.29	2020/4	18.85
N/A	N/A	2023/5	25.12	2022/5	23.07	2021/5	21.68	2020/5	19.66
N/A	N/A	2023/6	24.53	2022/6	29.05	2021/6	24.23	2020/6	21.38
N/A	N/A	2023/7	24.7	2022/7	23.53	2021/7	21.9	2020/7	19.01
N/A	N/A	2023/8	28.43	2022/8	25.76	2021/8	23.39	2020/8	19.35
N/A	N/A	2023/9	23.88	2022/9	24.93	2021/9	21.57	2020/9	21.77
N/A	N/A	2023/10	23.43	2022/10	25.81	2021/10	20.79	2020/10	22.07
N/A	N/A	2023/11	23.29	2022/11	26.62	2021/11	21.61	2020/11	19.91
N/A	N/A	2023/12	28.06	2022/12	27.33	2021/12	26.23	2020/12	30.64

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: 126.28%

	合約負債 QoQ YoY
23Q4 (20)	65.79	5.26	53.39
23Q3 (19)	62.5	29.61	66.89
23Q2 (18)	48.22	3.14	50.5
23Q1 (17)	46.75	9.0	42.44
22Q4 (16)	42.89	14.53	41.69
22Q3 (15)	37.45	16.89	141.77
22Q2 (14)	32.04	-2.38	113.03
22Q1 (13)	32.82	8.42	97.12
21Q4 (12)	30.27	95.42	81.91
21Q3 (11)	15.49	2.99	5.81
21Q2 (10)	15.04	-9.67	21.68
21Q1 (9)	16.65	0.06	11.52
20Q4 (8)	16.64	13.66	-3.42
20Q3 (7)	14.64	18.45	-24.03
20Q2 (6)	12.36	-17.21	-30.6
20Q1 (5)	14.93	-13.35	-2.42
19Q4 (4)	17.23	-10.59	0.0
19Q3 (3)	19.27	8.2	0.0
19Q2 (2)	17.81	16.41	0.0
19Q1 (1)	15.3	0.0	0.0