日電貿 3090 - 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	9.31	30.33	5.98	28.55	11.46	28.55	N/A	-
2024/2	7.14	-40.99	-13.13	19.24	14.33	26.63	N/A	-
2024/1	12.1	63.81	40.54	12.1	40.54	29.51	N/A	-
2023/12	7.39	-26.32	11.56	106.56	-1.62	26.57	0.73	-
2023/11	10.03	9.43	12.52	99.17	-2.47	28.72	0.67	-
2023/10	9.16	-3.91	8.58	89.14	-3.92	28.72	0.67	-
2023/9	9.54	-4.9	20.0	79.98	-5.17	28.79	0.66	-
2023/8	10.03	8.62	31.13	70.45	-7.78	27.88	0.68	-
2023/7	9.23	7.13	0.07	60.42	-12.11	26.96	0.7	-
2023/6	8.62	-5.43	1.68	51.19	-14.0	25.58	0.75	-
2023/5	9.11	16.07	-9.52	42.57	-16.61	25.74	0.75	-
2023/4	7.85	-10.59	-24.51	33.46	-18.35	24.85	0.77	-
2023/3	8.78	6.83	-18.93	25.61	-16.26	25.61	0.78	-
2023/2	8.22	-4.53	-2.84	16.83	-14.79	23.45	0.85	-
2023/1	8.61	30.04	-23.74	8.61	-23.74	24.14	0.82	-
2022/12	6.62	-25.69	-16.42	108.31	-0.75	23.97	0.97	-
2022/11	8.91	5.59	9.01	101.69	0.47	25.29	0.92	-
2022/10	8.44	6.19	-10.84	92.78	-0.27	24.03	0.96	-
2022/9	7.95	3.91	-10.35	84.34	0.92	24.82	0.95	-
2022/8	7.65	-17.1	-17.24	76.4	2.26	25.35	0.93	-
2022/7	9.22	8.86	-3.89	68.75	5.01	27.77	0.85	-
2022/6	8.47	-15.86	-7.7	59.53	6.54	28.95	0.87	-
2022/5	10.07	-3.15	11.97	51.05	9.34	31.3	0.81	-
2022/4	10.4	-3.98	4.56	40.98	8.71	29.69	0.85	-
2022/3	10.83	28.03	12.65	30.58	10.2	30.58	0.75	-
2022/2	8.46	-25.06	16.95	19.75	8.9	27.67	0.83	-
2022/1	11.29	42.52	3.55	11.29	3.55	27.39	0.84	-
2021/12	7.92	-3.07	13.44	109.13	18.08	25.56	0.96	-
2021/11	8.17	-13.63	-3.78	101.21	18.46	26.5	0.92	-
2021/10	9.46	6.77	25.05	93.04	20.92	27.57	0.89	-
2021/9	8.86	-4.07	6.88	83.57	20.47	27.7	0.79	-
2021/8	9.24	-3.73	20.13	74.71	22.32	28.02	0.78	-
2021/7	9.6	4.54	17.63	65.47	22.63	27.77	0.79	-
2021/6	9.18	2.07	23.58	55.87	23.53	28.12	0.59	-
2021/5	8.99	-9.56	15.09	46.69	23.52	28.55	0.58	-
2021/4	9.95	3.43	6.46	37.7	25.72	26.79	0.62	-
2021/3	9.61	32.92	28.98	27.75	34.44	27.75	0.48	-
2021/2	7.23	-33.65	21.54	18.14	37.53	25.12	0.53	-
2021/1	10.9	56.13	50.68	10.9	50.68	26.38	0.51	主要係因客戶之需求增溫及農曆年前備貨所致。
2020/12	6.98	-17.8	14.85	92.41	4.77	23.05	0.7	-
2020/11	8.49	12.25	10.32	85.43	4.03	24.36	0.67	-
2020/10	7.57	-8.73	-3.39	76.94	3.38	23.55	0.69	-
2020/9	8.29	7.81	8.38	69.37	4.17	24.14	0.61	-
2020/8	7.69	-5.73	-2.33	61.08	3.63	23.28	0.63	-
2020/7	8.16	9.84	9.04	53.39	4.55	23.4	0.63	-
2020/6	7.43	-4.94	6.06	45.23	3.78	24.59	0.55	-
2020/5	7.81	-16.34	0.04	37.8	3.34	24.61	0.55	-
2020/4	9.34	25.31	21.31	29.98	4.24	22.75	0.59	-
2020/3	7.45	25.26	13.82	20.64	-2.0	20.64	0.75	-
2020/2	5.95	-17.75	-8.23	13.19	-9.14	19.27	0.81	-
2020/1	7.24	19.0	-9.87	7.24	-9.87	21.02	0.74	-
2019/12	6.08	-21.03	19.07	88.2	-17.4	21.61	0.71	-
2019/11	7.7	-1.7	-0.11	82.12	-19.24	23.18	0.66	-
2019/10	7.83	2.39	-6.86	74.42	-20.8	23.36	0.66	-
2019/9	7.65	-2.85	-19.3	66.59	-22.18	23.01	0.75	-
2019/8	7.88	5.24	-31.22	58.94	-22.53	22.36	0.78	-
2019/7	7.48	6.84	-26.11	51.06	-20.99	22.3	0.78	-
2019/6	7.0	-10.33	-29.13	43.58	-20.04	22.52	0.89	-
2019/5	7.81	1.44	-15.69	36.57	-18.03	0.0	N/A	-
2019/4	7.7	17.57	-19.04	28.76	-18.64	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	12.1	2023/1	8.61	2022/1	11.29	2021/1	10.9	2020/1	7.24
2024/2	7.14	2023/2	8.22	2022/2	8.46	2021/2	7.23	2020/2	5.95
2024/3	9.31	2023/3	8.78	2022/3	10.83	2021/3	9.61	2020/3	7.45
N/A	N/A	2023/4	7.85	2022/4	10.4	2021/4	9.95	2020/4	9.34
N/A	N/A	2023/5	9.11	2022/5	10.07	2021/5	8.99	2020/5	7.81
N/A	N/A	2023/6	8.62	2022/6	8.47	2021/6	9.18	2020/6	7.43
N/A	N/A	2023/7	9.23	2022/7	9.22	2021/7	9.6	2020/7	8.16
N/A	N/A	2023/8	10.03	2022/8	7.65	2021/8	9.24	2020/8	7.69
N/A	N/A	2023/9	9.54	2022/9	7.95	2021/9	8.86	2020/9	8.29
N/A	N/A	2023/10	9.16	2022/10	8.44	2021/10	9.46	2020/10	7.57
N/A	N/A	2023/11	10.03	2022/11	8.91	2021/11	8.17	2020/11	8.49
N/A	N/A	2023/12	7.39	2022/12	6.62	2021/12	7.92	2020/12	6.98

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: 0.28%

	合約負債 QoQ YoY
23Q4 (20)	0.06	20.0	200.0
23Q3 (19)	0.05	0.0	25.0
23Q2 (18)	0.05	25.0	-44.44
23Q1 (17)	0.04	100.0	-85.71
22Q4 (16)	0.02	-50.0	-66.67
22Q3 (15)	0.04	-55.56	-66.67
22Q2 (14)	0.09	-67.86	-43.75
22Q1 (13)	0.28	366.67	100.0
21Q4 (12)	0.06	-50.0	-68.42
21Q3 (11)	0.12	-25.0	-29.41
21Q2 (10)	0.16	14.29	-15.79
21Q1 (9)	0.14	-26.32	-39.13
20Q4 (8)	0.19	11.76	35.71
20Q3 (7)	0.17	-10.53	54.55
20Q2 (6)	0.19	-17.39	137.5
20Q1 (5)	0.23	64.29	15.0
19Q4 (4)	0.14	27.27	0.0
19Q3 (3)	0.11	37.5	0.0
19Q2 (2)	0.08	-60.0	0.0
19Q1 (1)	0.2	0.0	0.0