正崴 2392 - 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	60.64	24.38	6.13	189.82	0.25	189.82	N/A	-
2024/2	48.75	-39.39	-10.7	129.18	-2.28	222.96	N/A	-
2024/1	80.43	-14.22	3.63	80.43	3.63	280.17	N/A	-
2023/12	93.78	-11.49	6.3	908.53	-3.45	297.59	0.48	-
2023/11	105.96	8.29	17.86	814.75	-4.46	298.15	0.48	-
2023/10	97.85	3.71	-3.02	708.79	-7.09	268.61	0.53	-
2023/9	94.34	23.44	-12.72	610.94	-7.71	249.75	0.65	-
2023/8	76.42	-3.24	-4.77	516.6	-6.73	213.91	0.76	-
2023/7	78.99	35.03	2.29	440.18	-7.06	192.21	0.84	-
2023/6	58.5	6.88	-21.63	361.19	-8.89	171.85	0.91	-
2023/5	54.73	-6.65	-25.94	302.69	-5.93	170.49	0.92	-
2023/4	58.63	2.62	-16.59	247.97	0.02	170.35	0.92	-
2023/3	57.13	4.64	4.33	189.34	6.6	189.34	0.81	-
2023/2	54.59	-29.65	5.03	132.2	7.61	220.42	0.7	-
2023/1	77.61	-12.02	9.51	77.61	9.51	255.73	0.6	-
2022/12	88.22	-1.87	-11.39	941.03	8.41	279.02	0.64	-
2022/11	89.9	-10.9	-5.52	852.81	10.97	298.91	0.6	-
2022/10	100.9	-6.66	14.09	762.91	13.31	289.26	0.62	-
2022/9	108.1	34.7	30.09	662.01	13.19	265.57	0.78	-
2022/8	80.25	3.93	19.56	553.9	10.39	232.11	0.9	-
2022/7	77.22	3.44	25.43	473.65	8.97	225.75	0.92	-
2022/6	74.64	1.0	40.57	396.44	6.26	218.83	0.99	-
2022/5	73.9	5.12	28.91	321.8	0.56	198.95	1.08	-
2022/4	70.3	28.37	9.98	247.9	-5.61	177.03	1.22	-
2022/3	54.76	5.34	-13.75	177.6	-10.63	177.6	0.95	-
2022/2	51.98	-26.65	4.89	122.85	-9.17	222.41	0.76	-
2022/1	70.87	-28.81	-17.3	70.87	-17.3	265.59	0.64	-
2021/12	99.56	4.62	8.82	868.01	-3.07	283.16	0.55	-
2021/11	95.16	7.6	4.42	768.45	-4.42	266.69	0.58	-
2021/10	88.44	6.42	-1.17	673.28	-5.55	238.65	0.65	-
2021/9	83.09	23.8	-7.85	584.85	-6.18	211.77	0.79	-
2021/8	67.12	9.03	-19.5	501.75	-5.9	181.78	0.92	-
2021/7	61.56	15.93	-27.35	434.64	-3.38	171.98	0.97	-
2021/6	53.1	-7.36	-20.81	373.08	2.17	174.33	0.83	-
2021/5	57.32	-10.31	-12.44	319.98	7.35	184.73	0.78	-
2021/4	63.91	0.66	-9.47	262.65	12.92	176.96	0.81	-
2021/3	63.49	28.13	-0.85	198.74	22.68	198.74	0.78	-
2021/2	49.55	-42.17	36.4	135.25	38.08	226.74	0.68	-
2021/1	85.7	-6.32	39.07	85.7	39.07	268.31	0.58	-
2020/12	91.49	0.39	13.1	895.52	-8.53	272.1	0.49	-
2020/11	91.13	1.83	-1.52	804.03	-10.47	270.79	0.49	-
2020/10	89.48	-0.77	-19.77	712.91	-11.5	263.05	0.5	-
2020/9	90.18	8.15	-15.17	623.42	-10.17	258.31	0.48	-
2020/8	83.38	-1.6	-7.73	533.24	-9.27	235.18	0.52	-
2020/7	84.74	26.36	-10.71	449.86	-9.55	217.27	0.57	-
2020/6	67.06	2.43	-8.22	365.12	-9.28	203.13	0.56	-
2020/5	65.47	-7.26	-2.99	298.06	-9.51	200.11	0.57	-
2020/4	70.6	10.23	1.68	232.59	-11.19	170.97	0.67	-
2020/3	64.04	76.28	-0.2	161.99	-15.83	161.99	0.68	-
2020/2	36.33	-41.04	-20.89	97.95	-23.65	178.83	0.62	-
2020/1	61.62	-23.81	-25.19	61.62	-25.19	235.05	0.47	-
2019/12	80.89	-12.59	1.26	979.04	11.36	284.97	0.39	-
2019/11	92.54	-17.03	11.07	898.15	12.37	310.39	0.36	-
2019/10	111.54	4.91	21.99	805.61	12.52	308.23	0.36	-
2019/9	106.31	17.63	37.0	694.07	11.14	291.6	0.48	-
2019/8	90.38	-4.77	22.5	587.75	7.47	258.36	0.54	-
2019/7	94.91	29.87	25.47	497.38	5.12	235.47	0.59	-
2019/6	73.07	8.27	9.94	402.47	1.25	209.99	0.69	-
2019/5	67.49	-2.79	-12.2	329.39	-0.49	0.0	N/A	-
2019/4	69.43	8.18	7.79	261.9	3.05	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	80.43	2023/1	77.61	2022/1	70.87	2021/1	85.7	2020/1	61.62
2024/2	48.75	2023/2	54.59	2022/2	51.98	2021/2	49.55	2020/2	36.33
2024/3	60.64	2023/3	57.13	2022/3	54.76	2021/3	63.49	2020/3	64.04
N/A	N/A	2023/4	58.63	2022/4	70.3	2021/4	63.91	2020/4	70.6
N/A	N/A	2023/5	54.73	2022/5	73.9	2021/5	57.32	2020/5	65.47
N/A	N/A	2023/6	58.5	2022/6	74.64	2021/6	53.1	2020/6	67.06
N/A	N/A	2023/7	78.99	2022/7	77.22	2021/7	61.56	2020/7	84.74
N/A	N/A	2023/8	76.42	2022/8	80.25	2021/8	67.12	2020/8	83.38
N/A	N/A	2023/9	94.34	2022/9	108.1	2021/9	83.09	2020/9	90.18
N/A	N/A	2023/10	97.85	2022/10	100.9	2021/10	88.44	2020/10	89.48
N/A	N/A	2023/11	105.96	2022/11	89.9	2021/11	95.16	2020/11	91.13
N/A	N/A	2023/12	93.78	2022/12	88.22	2021/12	99.56	2020/12	91.49

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: 12.0%

	合約負債 QoQ YoY
23Q4 (20)	6.15	-18.65	-43.47
23Q3 (19)	7.56	-3.57	-8.14
23Q2 (18)	7.84	-14.5	21.93
23Q1 (17)	9.17	-15.72	7.88
22Q4 (16)	10.88	32.2	80.13
22Q3 (15)	8.23	27.99	1.11
22Q2 (14)	6.43	-24.35	-29.8
22Q1 (13)	8.5	40.73	-16.67
21Q4 (12)	6.04	-25.8	-32.66
21Q3 (11)	8.14	-11.14	-12.38
21Q2 (10)	9.16	-10.2	0.22
21Q1 (9)	10.2	13.71	15.25
20Q4 (8)	8.97	-3.44	13.98
20Q3 (7)	9.29	1.64	6.29
20Q2 (6)	9.14	3.28	37.03
20Q1 (5)	8.85	12.45	37.21
19Q4 (4)	7.87	-9.95	0.0
19Q3 (3)	8.74	31.03	0.0
19Q2 (2)	6.67	3.41	0.0
19Q1 (1)	6.45	0.0	0.0