南僑 1702 - 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	自結稅前EPS	自結稅前累計EPS	備註(年增率變動50%需說明原因)
2026/4	19.67	-4.77	-3.17	77.83	-1.36	56.78	N/A			-
2026/3	20.66	25.55	0.47	58.16	-0.73	58.16	0.68			-
2026/2	16.45	-21.83	0.74	37.5	-1.38	57.61	0.69			-
2026/1	21.05	4.67	-2.99	21.05	-2.99	62.0	0.64			-
2025/12	20.11	-3.54	-11.8	231.65	-2.41	59.04	0.71	0.08	2.47	-
2025/11	20.85	15.24	2.79	211.55	-1.41	58.75	0.71			-
2025/10	18.09	-8.69	-8.71	190.7	-1.85	57.39	0.73	0.17	2.15	-
2025/9	19.81	1.66	-6.17	172.61	-1.07	56.34	0.67	0.06	1.98	-
2025/8	19.49	14.3	-3.07	152.8	-0.37	54.78	0.69			-
2025/7	17.05	-6.58	-8.73	133.32	0.03	54.42	0.69			-
2025/6	18.25	-4.58	-5.42	116.28	1.46	57.69	0.65			-
2025/5	19.13	-5.84	-1.43	98.03	2.86	59.99	0.62	0.19	1.44	-
2025/4	20.31	-1.12	1.42	78.89	3.94	57.19	0.65	0.18	1.25	-
2025/3	20.55	25.81	4.87	58.57	4.85	58.57	0.66			-
2025/2	16.33	-24.73	4.35	38.03	4.84	60.79	0.63	0.17	0.57	-
2025/1	21.7	-4.7	5.21	21.7	5.21	64.74	0.6			-
2024/12	22.77	12.26	7.98	237.35	4.65	62.86	0.65			-
2024/11	20.28	2.33	3.28	214.58	4.31	61.08	0.67			-
2024/10	19.82	-5.58	9.55	194.18	4.35	60.91	0.67	0.39	4.91	-
2024/9	20.99	4.39	3.01	174.36	3.79	59.77	0.62			-
2024/8	20.1	7.62	0.59	153.38	3.89	58.13	0.64			-
2024/7	18.68	-3.46	5.28	133.32	4.45	57.44	0.64	0.31	3.98	-
2024/6	19.35	-0.28	2.51	114.64	4.32	58.78	0.6			-
2024/5	19.41	-3.1	0.87	95.29	4.69	59.14	0.59	0.54	3.2	-
2024/4	20.03	1.63	5.0	76.0	5.88	55.38	0.63			-
2024/3	19.71	25.92	-0.54	55.98	6.2	55.98	N/A			-
2024/2	15.65	-24.11	-4.8	36.27	10.27	57.34	N/A	0.55	1.3	-
2024/1	20.62	-2.12	25.34	20.62	25.34	61.32	N/A	0.75	0.75	-
2023/12	21.07	7.3	8.26	226.78	10.74	58.79	N/A	0.82	6.0	-
2023/11	19.63	8.54	6.12	205.72	11.0	58.19	N/A	0.72	5.19	-
2023/10	18.09	-11.61	5.13	186.18	11.6	58.54	N/A	0.53	4.47	-
2023/9	20.47	2.41	17.62	168.09	12.34	58.19	N/A	0.67	3.95	-
2023/8	19.98	12.63	16.85	147.62	11.64	56.68	N/A	0.5	3.28	-
2023/7	17.74	-6.36	10.6	127.64	10.87	55.93	N/A	0.38	2.77	-
2023/6	18.95	-1.5	5.54	109.97	10.99	57.26	N/A	0.6	2.4	-
2023/5	19.24	0.85	12.25	91.02	12.19	58.08	N/A	0.45	1.79	-
2023/4	19.07	-3.48	16.28	71.78	12.18	55.28	N/A	0.39	1.34	-
2023/3	19.76	20.22	17.42	52.65	10.66	52.65	N/A	0.46	0.92	-
2023/2	16.44	-0.07	29.86	32.89	6.96	52.36	N/A	0.21	0.46	-
2023/1	16.45	-15.51	-9.06	16.45	-9.06	54.43	N/A	0.25	0.25	-
2022/12	19.47	5.26	-5.51	204.8	3.11	55.18	N/A	0.37	3.62	-
2022/11	18.5	7.52	11.17	185.32	4.11	53.13	N/A	0.2	3.25	-
2022/10	17.21	-1.24	4.87	166.82	3.38	51.73	N/A	0.12	3.06	-
2022/9	17.42	1.87	-0.67	149.64	3.22	50.57	N/A	0.17	2.94	-
2022/8	17.1	6.6	2.85	132.22	3.76	51.15	N/A	0.15	2.77	-
2022/7	16.04	-10.89	7.47	115.17	3.94	51.18	N/A	0.18	2.62	-
2022/6	18.0	5.04	12.65	99.13	3.39	51.54	N/A	0.43	2.43	-
2022/5	17.14	4.48	4.0	81.12	1.54	50.44	N/A	0.39	2.0	-
2022/4	16.4	-2.93	-2.4	64.05	1.01	45.96	N/A	0.4	1.61	-
2022/3	16.9	33.49	-1.04	47.65	2.24	47.65	N/A	0.54	1.21	-
2022/2	12.66	-30.03	5.03	30.75	4.14	51.45	N/A	0.1	0.67	-
2022/1	18.09	-12.61	3.53	18.09	3.53	55.43	N/A	0.57	0.57	-
2021/12	20.7	24.42	9.33	198.71	12.76	53.75	N/A	0.81	6.55	-
2021/11	16.64	1.42	8.63	178.01	13.17	50.62	N/A	0.47	5.73	-
2021/10	16.41	-6.65	8.01	161.4	13.69	50.61	N/A	0.5	5.27	-
2021/9	17.58	5.71	-0.38	145.0	14.37	49.13	N/A	0.66	4.76	-
2021/8	16.63	11.39	2.23	127.42	16.76	47.57	N/A	0.58	4.11	-
2021/7	14.93	-6.83	6.3	110.83	19.34	47.43	N/A	0.35	3.53	-
2021/6	16.02	-2.77	12.01	95.91	21.66	0.0	N/A	0.47	3.18	-
2021/5	16.48	-1.95	14.42	79.89	23.8	0.0	N/A	0.46	2.71	-

股價

長短期營收

營收年增率

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
2026/1	21.05	2025/1	21.7	2024/1	20.62	2023/1	16.45	2022/1	18.09
2026/2	16.45	2025/2	16.33	2024/2	15.65	2023/2	16.44	2022/2	12.66
2026/3	20.66	2025/3	20.55	2024/3	19.71	2023/3	19.76	2022/3	16.9
2026/4	19.67	2025/4	20.31	2024/4	20.03	2023/4	19.07	2022/4	16.4
N/A	N/A	2025/5	19.13	2024/5	19.41	2023/5	19.24	2022/5	17.14
N/A	N/A	2025/6	18.25	2024/6	19.35	2023/6	18.95	2022/6	18.0
N/A	N/A	2025/7	17.05	2024/7	18.68	2023/7	17.74	2022/7	16.04
N/A	N/A	2025/8	19.49	2024/8	20.1	2023/8	19.98	2022/8	17.1
N/A	N/A	2025/9	19.81	2024/9	20.99	2023/9	20.47	2022/9	17.42
N/A	N/A	2025/10	18.09	2024/10	19.82	2023/10	18.09	2022/10	17.21
N/A	N/A	2025/11	20.85	2024/11	20.28	2023/11	19.63	2022/11	18.5
N/A	N/A	2025/12	20.11	2024/12	22.77	2023/12	21.07	2022/12	19.47

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8季, 最新合約負債佔股本: 11.25%

	合約負債 QoQ YoY
26Q1 (8)	3.31	2.16	9.24
25Q4 (7)	3.24	1.25	-32.5
25Q3 (6)	3.2	22.14	15.52
25Q2 (5)	2.62	-13.53	-4.03
25Q1 (4)	3.03	-36.88	0.0
24Q4 (3)	4.8	73.29	0.0
24Q3 (2)	2.77	1.47	0.0
24Q2 (1)	2.73	0.0	0.0