特力 2908 - 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	31.9	22.26	-2.59	92.63	6.45	92.63	N/A	-
2024/2	26.1	-24.65	17.5	60.73	11.91	91.91	N/A	-
2024/1	34.63	11.06	8.04	34.63	8.04	92.71	N/A	-
2023/12	31.18	15.95	-8.14	354.74	-5.17	84.33	0.73	-
2023/11	26.89	2.45	4.84	323.55	-4.88	85.6	0.72	-
2023/10	26.25	-19.12	12.0	296.66	-5.67	88.2	0.7	-
2023/9	32.46	10.06	-0.26	270.41	-7.09	91.75	0.69	-
2023/8	29.49	-1.06	-0.95	237.96	-7.95	93.13	0.68	-
2023/7	29.81	-11.89	1.15	208.47	-8.87	94.07	0.67	-
2023/6	33.83	11.2	-9.55	178.66	-10.35	91.64	0.75	-
2023/5	30.42	11.1	-12.57	144.82	-10.53	90.56	0.76	-
2023/4	27.38	-16.39	-6.56	114.4	-9.97	82.34	0.84	-
2023/3	32.75	47.48	1.43	87.02	-10.99	87.02	0.86	-
2023/2	22.21	-30.72	-21.74	54.26	-17.12	88.21	0.85	-
2023/1	32.06	-5.57	-13.59	32.06	-13.59	91.66	0.81	-
2022/12	33.95	32.36	-16.07	374.11	-14.5	83.03	0.94	-
2022/11	25.65	9.45	-27.82	340.16	-14.34	81.63	0.96	-
2022/10	23.43	-27.98	-35.51	314.51	-13.01	85.75	0.91	-
2022/9	32.54	9.3	-5.53	291.07	-10.5	91.78	0.89	-
2022/8	29.77	1.03	-18.89	258.53	-11.09	96.65	0.84	-
2022/7	29.47	-21.22	-18.52	228.76	-9.96	101.68	0.8	-
2022/6	37.41	7.49	3.24	199.29	-8.54	101.52	0.85	-
2022/5	34.8	18.74	11.18	161.88	-10.89	96.4	0.89	-
2022/4	29.31	-9.23	-15.32	127.08	-15.49	89.98	0.96	-
2022/3	32.29	13.78	-20.68	97.77	-15.54	97.77	0.93	-
2022/2	28.38	-23.5	-21.59	65.48	-12.76	105.93	0.86	-
2022/1	37.1	-8.28	-4.53	37.1	-4.53	113.09	0.8	-
2021/12	40.45	13.82	-7.29	437.57	4.67	112.33	0.72	-
2021/11	35.54	-2.2	11.69	397.12	6.07	106.33	0.76	-
2021/10	36.34	5.49	4.97	361.58	5.55	107.5	0.75	-
2021/9	34.45	-6.14	-11.7	325.24	5.61	107.32	0.78	-
2021/8	36.71	1.49	4.71	290.79	8.13	109.11	0.77	-
2021/7	36.17	-0.18	5.76	254.08	8.64	103.7	0.8	-
2021/6	36.23	15.75	-6.43	217.92	9.13	102.15	0.73	-
2021/5	31.3	-9.57	-14.25	181.68	12.88	106.63	0.7	-
2021/4	34.62	-14.96	5.26	150.38	20.84	111.52	0.67	-
2021/3	40.71	12.46	19.67	115.77	26.43	115.77	0.58	-
2021/2	36.2	-6.85	45.18	75.06	30.43	118.69	0.56	-
2021/1	38.86	-10.94	19.16	38.86	19.16	114.32	0.59	-
2020/12	43.64	37.14	27.59	418.01	9.82	110.07	0.56	-
2020/11	31.82	-8.08	20.0	374.38	8.07	105.45	0.59	-
2020/10	34.62	-11.27	15.57	342.56	7.08	108.69	0.57	-
2020/9	39.02	11.3	23.87	307.94	6.2	108.27	0.55	-
2020/8	35.05	2.5	7.78	268.92	4.05	107.98	0.55	-
2020/7	34.2	-11.69	1.2	233.87	3.51	109.43	0.55	-
2020/6	38.73	6.07	23.67	199.67	3.92	108.12	0.53	-
2020/5	36.51	11.02	12.46	160.95	0.07	103.41	0.56	-
2020/4	32.88	-3.32	11.17	124.44	-3.05	91.83	0.63	-
2020/3	34.02	36.43	12.76	91.56	-7.31	91.56	0.66	-
2020/2	24.93	-23.55	-12.18	57.54	-16.14	91.74	0.66	-
2020/1	32.61	-4.63	-18.94	32.61	-18.94	93.32	0.65	-
2019/12	34.2	28.98	1.4	380.61	-4.6	90.66	0.72	-
2019/11	26.51	-11.47	-12.08	346.41	-5.15	87.96	0.74	-
2019/10	29.95	-4.9	-11.99	319.9	-4.53	93.97	0.69	-
2019/9	31.5	-3.15	-6.35	289.94	-3.69	97.81	0.61	-
2019/8	32.52	-3.75	-3.7	258.45	-3.35	97.62	0.61	-
2019/7	33.79	7.91	9.1	225.93	-3.3	97.56	0.61	-
2019/6	31.31	-3.54	-10.59	192.14	-5.2	93.35	0.64	-
2019/5	32.46	9.74	-6.26	160.83	-4.07	0.0	N/A	-
2019/4	29.58	-1.94	0.08	128.37	-3.5	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	34.63	2023/1	32.06	2022/1	37.1	2021/1	38.86	2020/1	32.61
2024/2	26.1	2023/2	22.21	2022/2	28.38	2021/2	36.2	2020/2	24.93
2024/3	31.9	2023/3	32.75	2022/3	32.29	2021/3	40.71	2020/3	34.02
N/A	N/A	2023/4	27.38	2022/4	29.31	2021/4	34.62	2020/4	32.88
N/A	N/A	2023/5	30.42	2022/5	34.8	2021/5	31.3	2020/5	36.51
N/A	N/A	2023/6	33.83	2022/6	37.41	2021/6	36.23	2020/6	38.73
N/A	N/A	2023/7	29.81	2022/7	29.47	2021/7	36.17	2020/7	34.2
N/A	N/A	2023/8	29.49	2022/8	29.77	2021/8	36.71	2020/8	35.05
N/A	N/A	2023/9	32.46	2022/9	32.54	2021/9	34.45	2020/9	39.02
N/A	N/A	2023/10	26.25	2022/10	23.43	2021/10	36.34	2020/10	34.62
N/A	N/A	2023/11	26.89	2022/11	25.65	2021/11	35.54	2020/11	31.82
N/A	N/A	2023/12	31.18	2022/12	33.95	2021/12	40.45	2020/12	43.64

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: 11.45%

	合約負債 QoQ YoY
23Q4 (20)	5.84	7.35	-26.73
23Q3 (19)	5.44	-10.38	-36.74
23Q2 (18)	6.07	1.34	-29.01
23Q1 (17)	5.99	-24.84	-30.67
22Q4 (16)	7.97	-7.33	1.53
22Q3 (15)	8.6	0.58	20.96
22Q2 (14)	8.55	-1.04	17.77
22Q1 (13)	8.64	10.06	17.87
21Q4 (12)	7.85	10.41	11.03
21Q3 (11)	7.11	-2.07	9.89
21Q2 (10)	7.26	-0.95	-10.26
21Q1 (9)	7.33	3.68	14.53
20Q4 (8)	7.07	9.27	15.33
20Q3 (7)	6.47	-20.02	0.31
20Q2 (6)	8.09	26.41	30.91
20Q1 (5)	6.4	4.4	19.4
19Q4 (4)	6.13	-4.96	0.0
19Q3 (3)	6.45	4.37	0.0
19Q2 (2)	6.18	15.3	0.0
19Q1 (1)	5.36	0.0	0.0