威剛 3260 - 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	自結稅前EPS	自結稅前累計EPS	備註(年增率變動50%需說明原因)
2024/3	39.75	19.01	56.58	108.81	50.93	108.81	N/A			記憶體價格上漲
2024/2	33.4	-6.31	33.98	69.06	47.86	100.51	N/A			-
2024/1	35.65	13.35	63.75	35.65	63.75	108.05	N/A			記憶體價格上漲
2023/12	31.45	-23.18	33.51	336.98	-3.86	110.31	1.36	0.83	6.59	-
2023/11	40.95	8.0	56.21	305.53	-6.55	112.28	1.34	1.14	5.76	記憶體價格上漲
2023/10	37.91	13.43	39.59	264.58	-12.02	101.05	1.49	1.03	4.63	-
2023/9	33.42	12.49	3.95	226.67	-17.14	85.92	1.69	0.93	3.6	-
2023/8	29.71	30.4	-1.12	193.25	-19.96	75.33	1.92			-
2023/7	22.78	-0.2	-14.55	163.54	-22.63	70.16	2.07			-
2023/6	22.83	-6.95	-23.86	140.75	-23.8	68.66	1.67			-
2023/5	24.54	15.27	-12.53	117.92	-23.79	71.22	1.61			-
2023/4	21.29	-16.15	-26.75	93.38	-26.28	71.61	1.6			-
2023/3	25.39	1.83	-21.99	72.09	-26.14	72.09	1.01			-
2023/2	24.93	14.5	-21.74	46.7	-28.22	70.26	1.04			-
2023/1	21.77	-7.57	-34.43	21.77	-34.43	71.54	1.02			-
2022/12	23.56	-10.12	-27.89	350.52	-11.42	76.93	0.81			-
2022/11	26.21	-3.48	-26.7	326.96	-9.94	85.52	0.73			-
2022/10	27.16	-15.52	-18.23	300.75	-8.1	89.36	0.7			-
2022/9	32.15	6.99	0.37	273.59	-6.96	88.87	0.77			-
2022/8	30.05	12.69	-6.62	241.44	-7.86	86.71	0.78			-
2022/7	26.67	-11.08	-18.4	211.39	-8.03	84.71	0.8			-
2022/6	29.99	6.89	-11.4	184.72	-6.31	87.11	1.03			-
2022/5	28.06	-3.47	-22.78	154.73	-5.25	89.67	1.0			-
2022/4	29.07	-10.69	-19.31	126.68	-0.24	93.47	0.96			-
2022/3	32.55	2.16	-2.94	97.61	7.31	97.61	1.12			-
2022/2	31.86	-4.07	13.29	65.07	13.3	97.74	1.12			-
2022/1	33.21	1.64	13.3	33.21	13.3	101.64	1.08			-
2021/12	32.67	-8.64	16.79	395.72	23.36	101.65	0.89			-
2021/11	35.76	7.66	14.52	363.05	23.99	101.01	0.9			-
2021/10	33.22	3.7	14.93	327.29	25.12	97.43	0.93			-
2021/9	32.03	-0.47	0.09	294.07	26.38	96.9	1.08			-
2021/8	32.18	-1.52	19.99	262.04	30.57	98.72	1.06			-
2021/7	32.68	-3.46	20.32	229.86	33.37	102.87	1.01			-
2021/6	33.85	-6.83	22.98	197.17	34.4	106.21	1.08			-
2021/5	36.34	0.86	39.25	163.32	37.04	105.89	1.08			-
2021/4	36.02	7.42	74.03	126.99	36.42	97.68	1.17			銷貨增加
2021/3	33.53	19.25	15.8	90.96	25.67	90.96	1.12			-
2021/2	28.12	-4.06	12.26	57.43	32.25	85.4	1.19			-
2021/1	29.31	4.78	59.5	29.31	59.5	88.51	1.15			銷貨增加
2020/12	27.97	-10.42	17.09	320.78	25.56	88.1	0.78			-
2020/11	31.23	8.05	23.4	292.81	26.43	92.13	0.75			-
2020/10	28.9	-9.68	35.41	261.58	26.8	87.72	0.79			-
2020/9	32.0	19.3	52.62	232.68	25.81	85.98	0.66			銷貨增加
2020/8	26.82	-1.25	14.82	200.68	22.38	81.51	0.7			-
2020/7	27.16	-1.32	31.69	172.33	22.73	80.78	0.7			-
2020/6	27.53	5.49	41.74	146.7	22.05	74.32	0.75			-
2020/5	26.09	26.05	44.28	119.17	18.26	75.75	0.74			-
2020/4	20.7	-28.51	12.6	93.08	12.57	74.7	0.75			-
2020/3	28.96	15.61	27.16	72.38	12.56	72.38	1.1			-
2020/2	25.05	36.3	22.19	43.42	4.55	67.31	1.18			-
2020/1	18.38	-23.07	-12.63	18.38	-12.63	67.57	1.17			-
2019/12	23.89	-5.59	14.16	255.48	-19.23	70.54	0.7			-
2019/11	25.31	18.57	7.64	231.59	-21.59	67.61	0.73			-
2019/10	21.34	1.79	-11.6	206.28	-24.12	65.66	0.75			-
2019/9	20.97	-10.23	-20.72	184.94	-25.34	64.75	0.9			-
2019/8	23.36	14.32	-31.14	163.97	-25.89	63.21	0.93			-
2019/7	20.43	5.19	-25.53	140.62	-24.94	57.93	1.01			-
2019/6	19.42	7.38	-23.26	120.19	-24.84	55.89	0.42			-
2019/5	18.08	-1.61	-39.3	100.77	-25.14	0.0	N/A			-
2019/4	18.38	-19.27	-25.74	82.68	-21.12	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	35.65	2023/1	21.77	2022/1	33.21	2021/1	29.31	2020/1	18.38
2024/2	33.4	2023/2	24.93	2022/2	31.86	2021/2	28.12	2020/2	25.05
2024/3	39.75	2023/3	25.39	2022/3	32.55	2021/3	33.53	2020/3	28.96
N/A	N/A	2023/4	21.29	2022/4	29.07	2021/4	36.02	2020/4	20.7
N/A	N/A	2023/5	24.54	2022/5	28.06	2021/5	36.34	2020/5	26.09
N/A	N/A	2023/6	22.83	2022/6	29.99	2021/6	33.85	2020/6	27.53
N/A	N/A	2023/7	22.78	2022/7	26.67	2021/7	32.68	2020/7	27.16
N/A	N/A	2023/8	29.71	2022/8	30.05	2021/8	32.18	2020/8	26.82
N/A	N/A	2023/9	33.42	2022/9	32.15	2021/9	32.03	2020/9	32.0
N/A	N/A	2023/10	37.91	2022/10	27.16	2021/10	33.22	2020/10	28.9
N/A	N/A	2023/11	40.95	2022/11	26.21	2021/11	35.76	2020/11	31.23
N/A	N/A	2023/12	31.45	2022/12	23.56	2021/12	32.67	2020/12	27.97

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: 4.05%

	合約負債 QoQ YoY
23Q4 (20)	1.2	179.07	15.38
23Q3 (19)	0.43	4.88	-10.42
23Q2 (18)	0.41	-12.77	-21.15
23Q1 (17)	0.47	-54.81	-25.4
22Q4 (16)	1.04	116.67	147.62
22Q3 (15)	0.48	-7.69	54.84
22Q2 (14)	0.52	-17.46	33.33
22Q1 (13)	0.63	50.0	75.0
21Q4 (12)	0.42	35.48	250.0
21Q3 (11)	0.31	-20.51	-95.1
21Q2 (10)	0.39	8.33	95.0
21Q1 (9)	0.36	200.0	157.14
20Q4 (8)	0.12	-98.1	33.33
20Q3 (7)	6.33	3065.0	10450.0
20Q2 (6)	0.2	42.86	-33.33
20Q1 (5)	0.14	55.56	-17.65
19Q4 (4)	0.09	50.0	0.0
19Q3 (3)	0.06	-80.0	0.0
19Q2 (2)	0.3	76.47	0.0
19Q1 (1)	0.17	0.0	0.0