永記 1726 - 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	7.38	15.28	-15.97	22.85	-7.22	22.85	N/A	-
2024/2	6.41	-29.33	-21.7	15.47	-2.36	24.19	N/A	-
2024/1	9.06	3.93	18.27	9.06	18.27	26.18	N/A	-
2023/12	8.72	3.92	-6.64	93.54	-3.91	25.26	0.89	-
2023/11	8.39	3.01	-5.83	84.82	-3.62	23.62	0.95	-
2023/10	8.15	14.99	-0.32	76.43	-3.38	23.07	0.97	-
2023/9	7.08	-9.67	-10.23	68.37	-3.61	21.99	1.14	-
2023/8	7.84	11.0	2.69	61.28	-2.78	22.45	1.11	-
2023/7	7.07	-6.27	-10.7	53.44	-3.53	21.88	1.14	-
2023/6	7.54	3.65	0.0	46.39	-2.31	21.75	1.13	-
2023/5	7.27	4.76	-7.26	38.85	-2.74	22.97	1.07	-
2023/4	6.94	-20.68	-7.37	31.58	-1.64	23.88	1.03	-
2023/3	8.75	6.99	-10.62	24.6	-0.04	24.6	0.98	-
2023/2	8.18	6.74	34.5	15.84	6.95	25.22	0.95	-
2023/1	7.66	-18.24	-12.23	7.66	-12.23	25.95	0.93	-
2022/12	9.37	5.17	11.43	97.39	9.84	26.46	0.97	-
2022/11	8.91	9.04	14.34	88.01	9.68	24.99	1.03	-
2022/10	8.17	3.38	1.84	79.1	9.17	23.72	1.08	-
2022/9	7.91	3.5	7.79	70.94	10.11	23.46	1.29	-
2022/8	7.64	-3.47	5.02	63.04	10.41	23.21	1.3	-
2022/7	7.91	3.36	10.32	55.4	11.19	23.41	1.29	-
2022/6	7.65	-2.4	3.78	47.6	11.61	22.99	1.31	-
2022/5	7.84	4.64	2.65	39.95	13.25	25.01	1.2	-
2022/4	7.5	-22.52	11.35	32.1	16.18	23.25	1.29	-
2022/3	9.67	59.05	26.27	24.49	17.16	24.49	1.09	-
2022/2	6.08	-30.34	13.17	14.81	11.89	23.26	1.14	-
2022/1	8.73	3.35	11.02	8.73	11.02	24.97	1.07	-
2021/12	8.45	8.39	6.66	88.69	11.03	24.27	1.03	-
2021/11	7.79	-2.87	10.0	80.24	11.51	23.15	1.08	-
2021/10	8.03	9.44	9.59	72.45	11.67	22.63	1.11	-
2021/9	7.33	0.83	1.65	64.42	11.94	21.78	1.14	-
2021/8	7.27	1.39	22.38	57.09	13.41	21.84	1.14	-
2021/7	7.17	-3.07	7.12	49.82	12.21	22.21	1.12	-
2021/6	7.4	-3.15	16.51	42.67	13.18	21.77	1.02	-
2021/5	7.64	13.51	28.23	35.27	12.5	22.08	1.01	-
2021/4	6.73	-12.66	7.22	27.63	8.81	19.81	1.13	-
2021/3	7.71	43.41	14.46	20.95	9.58	20.95	0.98	-
2021/2	5.37	-31.67	-7.92	13.24	6.92	21.17	0.97	-
2021/1	7.87	-0.81	20.17	7.87	20.17	22.88	0.9	-
2020/12	7.93	11.91	4.63	79.89	0.61	22.34	0.85	-
2020/11	7.09	-3.24	0.27	71.96	0.19	21.72	0.87	-
2020/10	7.32	0.14	-4.45	64.87	0.18	20.58	0.92	-
2020/9	7.31	23.06	10.97	57.65	0.97	19.95	0.99	-
2020/8	5.94	-11.24	-5.95	50.34	-0.32	19.0	1.04	-
2020/7	6.69	5.21	3.54	44.4	0.47	19.02	1.04	-
2020/6	6.36	6.8	7.97	37.71	-0.01	18.6	1.06	-
2020/5	5.96	-5.09	-10.6	31.35	-1.49	18.96	1.04	-
2020/4	6.28	-6.58	1.47	25.39	0.91	18.83	1.05	-
2020/3	6.72	15.12	10.82	19.1	0.66	19.1	1.0	-
2020/2	5.84	-10.81	16.92	12.38	-4.11	20.01	0.96	-
2020/1	6.54	-14.18	-17.37	6.54	-17.37	21.24	0.9	-
2019/12	7.63	7.92	10.83	79.45	-1.2	22.36	0.88	-
2019/11	7.07	-7.8	6.53	71.82	-2.33	21.36	0.92	-
2019/10	7.66	15.66	12.93	64.76	-3.21	20.61	0.96	-
2019/9	6.63	4.88	-1.03	57.13	-4.97	19.41	1.07	-
2019/8	6.32	-2.28	-5.08	50.5	-5.46	18.7	1.11	-
2019/7	6.47	9.3	-3.65	44.19	-5.52	19.05	1.09	-
2019/6	5.92	-11.24	-0.7	37.74	-5.77	18.77	1.12	-
2019/5	6.66	7.72	3.59	31.83	-6.66	0.0	N/A	-
2019/4	6.19	1.67	-8.73	25.16	-9.04	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	9.06	2023/1	7.66	2022/1	8.73	2021/1	7.87	2020/1	6.54
2024/2	6.41	2023/2	8.18	2022/2	6.08	2021/2	5.37	2020/2	5.84
2024/3	7.38	2023/3	8.75	2022/3	9.67	2021/3	7.71	2020/3	6.72
N/A	N/A	2023/4	6.94	2022/4	7.5	2021/4	6.73	2020/4	6.28
N/A	N/A	2023/5	7.27	2022/5	7.84	2021/5	7.64	2020/5	5.96
N/A	N/A	2023/6	7.54	2022/6	7.65	2021/6	7.4	2020/6	6.36
N/A	N/A	2023/7	7.07	2022/7	7.91	2021/7	7.17	2020/7	6.69
N/A	N/A	2023/8	7.84	2022/8	7.64	2021/8	7.27	2020/8	5.94
N/A	N/A	2023/9	7.08	2022/9	7.91	2021/9	7.33	2020/9	7.31
N/A	N/A	2023/10	8.15	2022/10	8.17	2021/10	8.03	2020/10	7.32
N/A	N/A	2023/11	8.39	2022/11	8.91	2021/11	7.79	2020/11	7.09
N/A	N/A	2023/12	8.72	2022/12	9.37	2021/12	8.45	2020/12	7.93

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: 3.58%

	合約負債 QoQ YoY
23Q4 (20)	0.58	-7.94	5.45
23Q3 (19)	0.63	96.88	215.0
23Q2 (18)	0.32	10.34	68.42
23Q1 (17)	0.29	-47.27	31.82
22Q4 (16)	0.55	175.0	139.13
22Q3 (15)	0.2	5.26	-25.93
22Q2 (14)	0.19	-13.64	-17.39
22Q1 (13)	0.22	-4.35	-8.33
21Q4 (12)	0.23	-14.81	-8.0
21Q3 (11)	0.27	17.39	-18.18
21Q2 (10)	0.23	-4.17	0.0
21Q1 (9)	0.24	-4.0	-29.41
20Q4 (8)	0.25	-24.24	8.7
20Q3 (7)	0.33	43.48	22.22
20Q2 (6)	0.23	-32.35	-8.0
20Q1 (5)	0.34	47.83	30.77
19Q4 (4)	0.23	-14.81	0.0
19Q3 (3)	0.27	8.0	0.0
19Q2 (2)	0.25	-3.85	0.0
19Q1 (1)	0.26	0.0	0.0