遠百 2903 - 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	30.89	10.27	-0.35	88.21	-5.0	88.21	N/A	-
2024/2	28.01	-4.42	12.62	57.32	-7.33	86.39	N/A	-
2024/1	29.31	0.82	-20.74	29.31	-20.74	102.34	N/A	-
2023/12	29.07	-33.88	-11.47	367.15	2.37	109.28	0.19	-
2023/11	43.97	21.28	-0.61	338.09	3.76	106.89	0.2	-
2023/10	36.25	35.88	-2.63	294.12	4.45	90.98	0.23	-
2023/9	26.68	-4.88	-2.03	257.69	5.46	82.31	0.33	-
2023/8	28.05	1.67	2.64	231.02	6.4	81.32	0.33	-
2023/7	27.59	7.41	-0.43	202.97	6.95	81.5	0.33	-
2023/6	25.68	-9.04	9.68	175.28	8.15	82.43	0.25	-
2023/5	28.23	-0.96	25.59	149.6	7.89	87.61	0.24	-
2023/4	28.51	-7.63	11.56	121.37	4.46	84.25	0.25	-
2023/3	30.87	24.09	-0.98	92.72	2.31	92.72	0.27	-
2023/2	24.87	-32.74	-3.89	61.86	4.05	95.05	0.26	-
2023/1	36.98	11.41	10.18	36.98	10.18	114.42	0.22	-
2022/12	33.19	-24.97	-0.66	359.0	1.67	114.66	0.21	-
2022/11	44.24	18.82	-3.49	325.8	1.91	108.64	0.22	-
2022/10	37.23	37.02	-5.05	281.56	2.82	91.73	0.26	-
2022/9	27.17	-0.56	9.64	244.27	4.11	82.2	0.33	-
2022/8	27.32	-1.38	5.49	217.1	3.46	78.39	0.34	-
2022/7	27.71	18.64	40.83	189.78	3.17	73.54	0.37	-
2022/6	23.35	3.88	41.53	162.01	-1.36	71.39	0.32	-
2022/5	22.48	-12.02	-9.65	138.66	-6.15	79.18	0.29	-
2022/4	25.55	-17.95	-13.22	116.18	-5.44	82.58	0.27	-
2022/3	31.14	20.33	-6.16	90.59	-3.02	90.59	0.29	-
2022/2	25.88	-22.89	-11.24	59.45	-1.3	92.56	0.29	-
2022/1	33.57	1.37	8.02	33.57	8.02	112.52	0.24	-
2021/12	33.11	-27.77	5.95	352.78	-5.39	118.17	0.21	-
2021/11	45.84	16.9	-14.18	319.67	-6.42	109.73	0.22	-
2021/10	39.21	58.92	5.09	273.83	-4.98	89.79	0.27	-
2021/9	24.67	-4.74	-11.3	234.51	-6.53	70.25	0.42	-
2021/8	25.9	31.65	-15.13	209.83	-5.93	62.08	0.47	-
2021/7	19.67	19.24	-26.36	183.93	-4.47	61.06	0.48	-
2021/6	16.5	-33.69	-34.24	164.26	-0.95	70.83	0.3	-
2021/5	24.88	-15.5	-13.76	147.76	4.98	87.48	0.25	-
2021/4	29.45	-11.14	15.3	122.87	9.82	91.75	0.23	-
2021/3	33.14	13.65	12.08	93.38	8.14	93.38	0.29	-
2021/2	29.16	-6.15	32.66	60.23	6.09	91.22	0.3	-
2021/1	31.07	0.29	-10.69	31.07	-10.69	115.48	0.23	-
2020/12	30.98	-42.0	-3.75	372.61	-1.67	121.72	0.2	-
2020/11	53.42	43.17	2.89	341.63	-1.48	118.47	0.2	-
2020/10	37.31	34.54	10.58	288.21	-2.25	95.57	0.25	-
2020/9	27.73	-9.13	4.0	250.81	-3.94	84.97	0.37	-
2020/8	30.52	14.23	3.1	223.07	-4.84	82.33	0.38	-
2020/7	26.72	6.51	-0.36	192.55	-5.99	80.66	0.39	-
2020/6	25.08	-13.07	-2.26	165.82	-6.85	79.48	0.26	-
2020/5	28.86	12.97	-2.8	140.74	-7.62	83.94	0.25	-
2020/4	25.54	-13.53	-15.97	111.88	-8.78	77.06	0.27	-
2020/3	29.54	34.39	-6.41	86.31	-6.45	86.31	0.33	-
2020/2	21.98	-36.82	-23.5	56.77	-6.46	88.68	0.32	-
2020/1	34.79	9.04	8.84	34.79	8.84	118.62	0.24	-
2019/12	31.91	-38.54	-6.86	378.67	-3.5	117.66	0.24	-
2019/11	51.92	53.44	0.2	346.77	-3.18	112.33	0.25	-
2019/10	33.84	27.33	-7.23	294.85	-3.75	90.01	0.31	-
2019/9	26.57	-10.24	-10.44	261.01	-3.28	83.06	0.41	-
2019/8	29.6	10.11	-2.34	234.44	-2.4	82.09	0.42	-
2019/7	26.88	5.02	-3.26	204.84	-2.41	82.17	0.41	-
2019/6	25.6	-13.78	-3.67	177.95	-2.28	85.69	0.26	-
2019/5	29.69	-2.35	-2.94	152.35	-2.04	0.0	N/A	-
2019/4	30.41	-3.65	-3.5	122.66	-1.82	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	29.31	2023/1	36.98	2022/1	33.57	2021/1	31.07	2020/1	34.79
2024/2	28.01	2023/2	24.87	2022/2	25.88	2021/2	29.16	2020/2	21.98
2024/3	30.89	2023/3	30.87	2022/3	31.14	2021/3	33.14	2020/3	29.54
N/A	N/A	2023/4	28.51	2022/4	25.55	2021/4	29.45	2020/4	25.54
N/A	N/A	2023/5	28.23	2022/5	22.48	2021/5	24.88	2020/5	28.86
N/A	N/A	2023/6	25.68	2022/6	23.35	2021/6	16.5	2020/6	25.08
N/A	N/A	2023/7	27.59	2022/7	27.71	2021/7	19.67	2020/7	26.72
N/A	N/A	2023/8	28.05	2022/8	27.32	2021/8	25.9	2020/8	30.52
N/A	N/A	2023/9	26.68	2022/9	27.17	2021/9	24.67	2020/9	27.73
N/A	N/A	2023/10	36.25	2022/10	37.23	2021/10	39.21	2020/10	37.31
N/A	N/A	2023/11	43.97	2022/11	44.24	2021/11	45.84	2020/11	53.42
N/A	N/A	2023/12	29.07	2022/12	33.19	2021/12	33.11	2020/12	30.98

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: 70.76%

	合約負債 QoQ YoY
23Q4 (20)	100.26	1.0	-7.07
23Q3 (19)	99.27	-1.06	-0.59
23Q2 (18)	100.33	-2.66	-0.38
23Q1 (17)	103.07	-4.47	0.69
22Q4 (16)	107.89	8.04	6.0
22Q3 (15)	99.86	-0.84	8.95
22Q2 (14)	100.71	-1.61	14.55
22Q1 (13)	102.36	0.57	15.58
21Q4 (12)	101.78	11.04	17.91
21Q3 (11)	91.66	4.25	7.61
21Q2 (10)	87.92	-0.72	8.1
21Q1 (9)	88.56	2.59	5.37
20Q4 (8)	86.32	1.34	5.11
20Q3 (7)	85.18	4.73	10.11
20Q2 (6)	81.33	-3.24	5.45
20Q1 (5)	84.05	2.35	3.5
19Q4 (4)	82.12	6.15	0.0
19Q3 (3)	77.36	0.3	0.0
19Q2 (2)	77.13	-5.02	0.0
19Q1 (1)	81.21	0.0	0.0