喬山 1736 - 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	32.4	31.1	12.25	79.73	13.33	79.8	N/A	-
2024/2	24.72	8.99	18.17	47.49	14.33	103.66	N/A	-
2024/1	22.68	-59.69	9.94	22.68	9.94	116.45	N/A	-
2023/12	56.26	50.0	21.37	381.2	13.4	127.55	0.71	-
2023/11	37.51	11.02	0.39	324.96	11.71	107.16	0.84	-
2023/10	33.78	-5.82	4.58	287.26	13.3	102.42	0.88	-
2023/9	35.87	9.48	9.54	253.13	14.34	96.28	1.14	-
2023/8	32.76	18.5	18.6	217.17	15.12	91.73	1.2	-
2023/7	27.65	-11.71	37.61	184.36	14.5	89.99	1.22	-
2023/6	31.32	0.94	43.6	156.54	11.02	86.43	1.2	-
2023/5	31.02	28.78	38.03	125.47	5.26	83.9	1.23	-
2023/4	24.09	-16.31	12.31	94.44	-2.34	73.75	1.4	-
2023/3	28.78	37.87	11.9	70.32	-6.56	70.39	1.61	-
2023/2	20.88	0.73	-12.15	41.51	-16.25	88.73	1.28	-
2023/1	20.72	-56.02	-19.66	20.72	-19.66	105.24	1.08	-
2022/12	47.13	26.04	12.32	338.35	10.12	117.04	1.01	-
2022/11	37.39	14.95	37.96	291.1	9.73	102.68	1.15	-
2022/10	32.52	-0.75	16.98	253.75	6.53	92.75	1.27	-
2022/9	32.77	19.37	13.44	221.4	5.26	80.19	1.62	-
2022/8	27.45	37.49	20.24	188.46	3.86	68.92	1.89	-
2022/7	19.97	-7.15	-2.13	160.88	1.42	63.72	2.04	-
2022/6	21.5	-3.36	-5.16	140.7	1.68	65.14	1.73	-
2022/5	22.25	4.08	9.25	118.98	2.83	69.43	1.63	-
2022/4	21.38	-17.12	-5.52	96.65	1.38	70.94	1.59	-
2022/3	25.8	8.59	0.28	75.23	3.73	75.39	1.55	-
2022/2	23.76	-8.03	8.98	49.42	5.61	91.5	1.28	-
2022/1	25.83	-38.36	3.32	25.83	3.32	94.87	1.23	-
2021/12	41.91	54.55	6.77	307.2	8.29	96.9	1.2	-
2021/11	27.12	-2.69	-8.55	265.3	9.07	83.88	1.39	-
2021/10	27.87	-3.54	2.58	238.2	11.53	79.52	1.47	-
2021/9	28.89	26.95	-5.95	210.34	12.83	72.09	1.49	-
2021/8	22.76	11.37	1.52	181.37	16.44	65.88	1.63	-
2021/7	20.43	-9.93	-5.88	158.65	18.97	63.48	1.69	-
2021/6	22.69	11.44	6.08	138.38	23.95	65.64	1.49	-
2021/5	20.36	-9.91	10.78	115.68	28.11	68.81	1.42	-
2021/4	22.6	-12.59	36.31	95.29	32.49	70.14	1.4	-
2021/3	25.85	19.22	13.66	72.65	31.27	72.49	1.26	-
2021/2	21.68	-13.1	35.12	46.69	45.02	86.01	1.06	-
2021/1	24.96	-36.61	54.58	24.96	54.58	94.13	0.97	居家健身風潮興起, 家用健身器材銷售大幅成長
2020/12	39.37	32.11	13.12	282.76	11.44	96.32	0.82	-
2020/11	29.8	9.74	20.92	243.37	11.53	87.62	0.91	-
2020/10	27.15	-11.45	20.99	213.56	10.33	80.2	0.99	-
2020/9	30.67	37.05	43.7	186.43	8.94	74.77	0.99	-
2020/8	22.38	2.99	0.7	155.72	3.73	65.38	1.13	-
2020/7	21.73	2.08	18.23	133.36	4.27	61.46	1.2	-
2020/6	21.28	15.33	9.93	111.45	1.76	56.37	1.22	-
2020/5	18.45	10.95	1.61	90.38	0.41	57.83	1.19	-
2020/4	16.63	-26.89	-9.97	71.98	0.18	55.39	1.24	-
2020/3	22.75	42.07	14.93	55.35	3.7	54.87	1.27	-
2020/2	16.01	-0.61	3.09	32.15	-3.58	67.14	1.04	-
2020/1	16.11	-53.99	-9.54	16.11	-9.54	75.79	0.92	-
2019/12	35.02	41.99	6.19	253.57	16.54	82.15	0.8	-
2019/11	24.66	9.73	17.29	218.28	17.59	68.39	0.96	-
2019/10	22.47	5.73	9.58	193.65	17.64	65.96	0.99	-
2019/9	21.26	-4.37	7.64	170.92	18.62	61.92	1.2	-
2019/8	22.23	20.59	15.63	150.12	20.82	59.49	1.25	-
2019/7	18.43	-2.08	22.75	127.95	21.83	55.93	1.33	-
2019/6	18.82	0.81	15.71	109.14	21.26	55.93	1.22	-
2019/5	18.67	1.31	23.1	90.51	22.53	0.0	N/A	-
2019/4	18.43	-7.34	33.11	71.8	22.31	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	22.68	2023/1	20.72	2022/1	25.83	2021/1	24.96	2020/1	16.11
2024/2	24.72	2023/2	20.88	2022/2	23.76	2021/2	21.68	2020/2	16.01
2024/3	32.4	2023/3	28.78	2022/3	25.8	2021/3	25.85	2020/3	22.75
N/A	N/A	2023/4	24.09	2022/4	21.38	2021/4	22.6	2020/4	16.63
N/A	N/A	2023/5	31.02	2022/5	22.25	2021/5	20.36	2020/5	18.45
N/A	N/A	2023/6	31.32	2022/6	21.5	2021/6	22.69	2020/6	21.28
N/A	N/A	2023/7	27.65	2022/7	19.97	2021/7	20.43	2020/7	21.73
N/A	N/A	2023/8	32.76	2022/8	27.45	2021/8	22.76	2020/8	22.38
N/A	N/A	2023/9	35.87	2022/9	32.77	2021/9	28.89	2020/9	30.67
N/A	N/A	2023/10	33.78	2022/10	32.52	2021/10	27.87	2020/10	27.15
N/A	N/A	2023/11	37.51	2022/11	37.39	2021/11	27.12	2020/11	29.8
N/A	N/A	2023/12	56.26	2022/12	47.13	2021/12	41.91	2020/12	39.37

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: 30.33%

	合約負債 QoQ YoY
23Q4 (20)	9.21	8.23	10.83
23Q3 (19)	8.51	-2.3	7.59
23Q2 (18)	8.71	18.02	-2.35
23Q1 (17)	7.38	-11.19	-7.17
22Q4 (16)	8.31	5.06	3.36
22Q3 (15)	7.91	-11.32	-2.47
22Q2 (14)	8.92	12.2	10.95
22Q1 (13)	7.95	-1.12	-9.25
21Q4 (12)	8.04	-0.86	0.12
21Q3 (11)	8.11	0.87	101.24
21Q2 (10)	8.04	-8.22	141.44
21Q1 (9)	8.76	9.09	204.17
20Q4 (8)	8.03	99.26	165.02
20Q3 (7)	4.03	21.02	20.3
20Q2 (6)	3.33	15.62	10.63
20Q1 (5)	2.88	-4.95	16.6
19Q4 (4)	3.03	-9.55	0.0
19Q3 (3)	3.35	11.3	0.0
19Q2 (2)	3.01	21.86	0.0
19Q1 (1)	2.47	0.0	0.0