王品 2727 - 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	17.59	-13.24	10.36	56.18	0.52	56.18	N/A	-
2024/2	20.27	10.67	11.12	38.59	-3.39	58.54	N/A	-
2024/1	18.32	-8.18	-15.6	18.32	-15.6	55.04	N/A	-
2023/12	19.95	18.94	14.6	222.27	21.66	54.73	0.3	-
2023/11	16.77	-6.82	9.09	202.31	22.4	52.32	0.31	-
2023/10	18.0	2.61	4.51	185.54	23.76	56.55	0.29	-
2023/9	17.54	-16.48	9.86	167.54	26.26	58.05	0.31	-
2023/8	21.0	7.7	13.15	150.0	28.51	57.78	0.31	-
2023/7	19.5	12.86	19.23	128.99	31.41	55.34	0.32	-
2023/6	17.28	-6.9	39.6	109.49	33.84	53.61	0.34	-
2023/5	18.56	4.45	64.79	92.21	32.82	52.26	0.35	去年度受疫情影響
2023/4	17.77	11.48	55.16	73.65	26.63	51.95	0.35	去年度受疫情影響
2023/3	15.94	-12.64	20.07	55.89	19.63	55.89	0.36	-
2023/2	18.24	-15.94	11.85	39.95	19.46	57.36	0.35	-
2023/1	21.71	24.68	26.7	21.71	26.7	54.49	0.37	-
2022/12	17.41	13.22	-5.45	182.69	6.51	50.01	0.48	-
2022/11	15.37	-10.73	-0.61	165.29	7.95	48.57	0.49	-
2022/10	17.22	7.86	5.13	149.91	8.91	51.75	0.46	-
2022/9	15.97	-13.97	23.19	132.69	9.42	50.88	0.51	-
2022/8	18.56	13.49	31.42	116.72	7.77	47.29	0.55	-
2022/7	16.36	32.15	57.55	98.16	4.23	39.99	0.65	疫情影響
2022/6	12.38	9.89	41.6	81.8	-2.37	35.09	0.74	-
2022/5	11.26	-1.64	-14.67	69.43	-7.49	35.98	0.72	-
2022/4	11.45	-13.72	-22.49	58.16	-5.96	41.03	0.64	-
2022/3	13.27	-18.62	-9.96	46.71	-0.77	46.71	0.47	-
2022/2	16.31	-4.79	-4.38	33.44	3.4	51.85	0.42	-
2022/1	17.13	-6.95	12.1	17.13	12.1	51.01	0.43	-
2021/12	18.41	19.02	20.39	171.52	12.76	50.26	0.37	-
2021/11	15.47	-5.56	15.14	153.11	11.9	44.81	0.41	-
2021/10	16.38	26.39	13.23	137.64	11.55	43.47	0.43	-
2021/9	12.96	-8.22	-1.9	121.26	11.33	37.47	0.45	-
2021/8	14.12	36.05	-18.9	108.3	13.16	33.24	0.51	-
2021/7	10.38	18.77	-25.43	94.17	20.29	32.32	0.52	-
2021/6	8.74	-33.78	-28.24	83.79	30.18	36.71	0.43	-
2021/5	13.2	-10.65	-5.37	75.05	43.82	42.71	0.37	-
2021/4	14.77	0.22	70.92	61.85	61.77	46.57	0.34	去年受新冠肺炎影響
2021/3	14.74	-13.59	93.22	47.08	59.1	47.08	0.33	去年受新冠肺炎影響
2021/2	17.06	11.63	116.59	32.34	47.24	47.63	0.33	去年受新冠肺炎影響
2021/1	15.28	-0.07	8.47	15.28	8.47	44.01	0.35	-
2020/12	15.29	13.82	12.62	152.11	-6.28	43.2	0.36	-
2020/11	13.44	-7.13	10.69	136.82	-8.01	41.12	0.38	-
2020/10	14.47	9.49	18.02	123.38	-9.67	45.1	0.35	-
2020/9	13.21	-24.13	6.74	108.91	-12.4	44.55	0.32	-
2020/8	17.42	25.1	8.17	95.7	-14.52	43.52	0.33	-
2020/7	13.92	14.3	2.32	78.28	-18.33	40.05	0.35	-
2020/6	12.18	-12.68	-10.3	64.36	-21.75	34.77	0.33	-
2020/5	13.95	61.39	-3.93	52.18	-24.01	30.22	0.38	-
2020/4	8.64	13.29	-28.17	38.23	-29.4	24.15	0.48	-
2020/3	7.63	-3.14	-43.18	29.59	-29.75	29.59	0.43	-
2020/2	7.88	-44.08	-46.81	21.96	-23.46	35.54	0.36	-
2020/1	14.09	3.74	1.42	14.09	1.42	39.8	0.32	-
2019/12	13.58	11.87	-7.4	162.32	-0.17	37.97	0.36	-
2019/11	12.14	-0.98	-2.72	148.74	0.54	36.77	0.37	-
2019/10	12.26	-0.97	-0.5	136.6	0.84	40.74	0.34	-
2019/9	12.38	-23.11	-2.78	124.34	0.98	42.08	0.31	-
2019/8	16.1	18.33	3.31	111.96	1.41	43.29	0.3	-
2019/7	13.61	0.2	0.0	95.86	1.1	41.71	0.31	-
2019/6	13.58	-6.49	3.23	82.26	1.28	40.13	0.35	-
2019/5	14.52	20.67	1.47	68.68	0.91	0.0	N/A	-
2019/4	12.03	-10.38	-7.14	54.16	0.76	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	18.32	2023/1	21.71	2022/1	17.13	2021/1	15.28	2020/1	14.09
2024/2	20.27	2023/2	18.24	2022/2	16.31	2021/2	17.06	2020/2	7.88
2024/3	17.59	2023/3	15.94	2022/3	13.27	2021/3	14.74	2020/3	7.63
N/A	N/A	2023/4	17.77	2022/4	11.45	2021/4	14.77	2020/4	8.64
N/A	N/A	2023/5	18.56	2022/5	11.26	2021/5	13.2	2020/5	13.95
N/A	N/A	2023/6	17.28	2022/6	12.38	2021/6	8.74	2020/6	12.18
N/A	N/A	2023/7	19.5	2022/7	16.36	2021/7	10.38	2020/7	13.92
N/A	N/A	2023/8	21.0	2022/8	18.56	2021/8	14.12	2020/8	17.42
N/A	N/A	2023/9	17.54	2022/9	15.97	2021/9	12.96	2020/9	13.21
N/A	N/A	2023/10	18.0	2022/10	17.22	2021/10	16.38	2020/10	14.47
N/A	N/A	2023/11	16.77	2022/11	15.37	2021/11	15.47	2020/11	13.44
N/A	N/A	2023/12	19.95	2022/12	17.41	2021/12	18.41	2020/12	15.29

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: 366.72%

	合約負債 QoQ YoY
23Q4 (20)	30.97	2.86	-5.69
23Q3 (19)	30.11	-0.03	0.23
23Q2 (18)	30.12	-5.1	0.4
23Q1 (17)	31.74	-3.35	5.31
22Q4 (16)	32.84	9.32	7.32
22Q3 (15)	30.04	0.13	12.09
22Q2 (14)	30.0	-0.46	14.24
22Q1 (13)	30.14	-1.5	16.73
21Q4 (12)	30.6	14.18	19.16
21Q3 (11)	26.8	2.06	10.84
21Q2 (10)	26.26	1.7	11.7
21Q1 (9)	25.82	0.55	7.72
20Q4 (8)	25.68	6.2	4.86
20Q3 (7)	24.18	2.85	1.9
20Q2 (6)	23.51	-1.92	-2.57
20Q1 (5)	23.97	-2.12	-2.24
19Q4 (4)	24.49	3.2	0.0
19Q3 (3)	23.73	-1.66	0.0
19Q2 (2)	24.13	-1.59	0.0
19Q1 (1)	24.52	0.0	0.0