佳醫 4104 - 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	6.99	21.53	-4.86	20.42	1.11	20.42	N/A	-
2024/2	5.75	-25.04	-4.86	13.43	4.54	20.7	N/A	-
2024/1	7.68	5.57	12.91	7.68	12.91	22.72	N/A	-
2023/12	7.27	-6.44	7.62	82.33	14.55	21.84	0.57	-
2023/11	7.77	14.28	18.82	75.05	15.27	21.62	0.58	-
2023/10	6.8	-3.55	7.33	67.28	14.87	20.8	0.6	-
2023/9	7.05	1.39	9.57	60.48	15.78	20.18	0.63	-
2023/8	6.95	12.5	9.55	53.43	16.66	19.67	0.65	-
2023/7	6.18	-5.43	9.77	46.48	17.8	19.5	0.65	-
2023/6	6.54	-3.66	25.69	40.3	19.14	20.11	0.56	-
2023/5	6.78	-0.05	18.78	33.77	17.95	20.92	0.54	-
2023/4	6.79	-7.64	16.35	26.98	17.74	20.18	0.56	-
2023/3	7.35	21.52	30.38	20.19	18.21	20.19	0.56	-
2023/2	6.05	-11.03	20.47	12.85	12.22	19.6	0.57	-
2023/1	6.8	0.63	5.78	6.8	5.78	20.09	0.56	-
2022/12	6.75	3.28	11.18	71.87	9.32	19.63	0.59	-
2022/11	6.54	3.23	9.2	65.11	9.13	19.31	0.6	-
2022/10	6.33	-1.53	9.19	58.57	9.12	19.12	0.61	-
2022/9	6.43	1.37	16.67	52.24	9.11	18.41	0.56	-
2022/8	6.35	12.73	17.56	45.8	8.13	17.18	0.6	-
2022/7	5.63	8.28	15.8	39.46	6.75	16.54	0.63	-
2022/6	5.2	-8.96	5.41	33.83	5.38	16.74	0.62	-
2022/5	5.71	-2.1	2.67	28.63	5.37	17.18	0.6	-
2022/4	5.83	3.49	9.4	22.92	6.07	16.49	0.63	-
2022/3	5.64	12.29	4.02	17.08	4.98	17.08	0.59	-
2022/2	5.02	-21.88	-5.72	11.45	5.45	17.52	0.57	-
2022/1	6.43	5.76	16.23	6.43	16.23	18.49	0.54	-
2021/12	6.08	1.45	11.89	65.74	-1.6	17.87	0.51	-
2021/11	5.99	3.22	7.75	59.66	-2.79	17.3	0.53	-
2021/10	5.8	5.19	0.53	53.67	-3.84	16.71	0.54	-
2021/9	5.51	2.15	-3.91	47.87	-4.35	15.77	0.61	-
2021/8	5.4	11.04	-5.14	42.36	-4.41	15.19	0.64	-
2021/7	4.86	-1.43	-10.43	36.96	-4.3	15.36	0.63	-
2021/6	4.93	-11.32	-2.79	32.1	-3.29	15.83	0.55	-
2021/5	5.56	4.31	3.99	27.17	-3.38	16.31	0.54	-
2021/4	5.33	-1.59	-1.89	21.6	-5.12	16.08	0.54	-
2021/3	5.42	1.76	-4.11	16.27	-6.13	16.27	0.53	-
2021/2	5.32	-3.69	-12.84	10.85	-7.11	16.28	0.53	-
2021/1	5.53	1.82	-0.83	5.53	-0.83	16.52	0.53	-
2020/12	5.43	-2.3	-6.25	66.81	3.39	16.76	0.51	-
2020/11	5.56	-3.67	-3.96	61.38	4.34	17.07	0.5	-
2020/10	5.77	0.54	5.06	55.82	5.24	17.2	0.49	-
2020/9	5.74	0.83	15.65	50.05	5.27	16.86	0.59	-
2020/8	5.69	4.85	-5.1	44.31	4.06	16.19	0.61	-
2020/7	5.43	6.97	5.72	38.62	5.56	15.85	0.63	-
2020/6	5.07	-5.13	2.97	33.19	5.53	15.86	0.54	-
2020/5	5.35	-1.59	-5.81	28.12	6.01	16.43	0.53	-
2020/4	5.44	-3.82	11.81	22.77	9.23	17.2	0.5	-
2020/3	5.65	-7.5	4.59	17.34	8.44	17.34	0.5	-
2020/2	6.11	9.58	29.73	11.68	10.41	17.48	0.49	-
2020/1	5.58	-3.74	-5.07	5.58	-5.07	17.15	0.5	-
2019/12	5.79	0.08	14.14	64.62	1.85	17.07	0.5	-
2019/11	5.79	5.37	-4.42	58.82	0.78	16.24	0.53	-
2019/10	5.49	10.66	6.03	53.04	1.38	16.45	0.52	-
2019/9	4.96	-17.26	-0.47	47.55	0.87	16.09	0.52	-
2019/8	6.0	16.82	5.4	42.58	1.03	16.06	0.52	-
2019/7	5.13	4.19	-2.58	36.59	0.35	15.74	0.53	-
2019/6	4.93	-13.22	0.25	31.45	0.85	15.47	0.59	-
2019/5	5.68	16.81	-3.81	26.52	0.96	0.0	N/A	-
2019/4	4.86	-10.03	0.25	20.85	2.35	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	7.68	2023/1	6.8	2022/1	6.43	2021/1	5.53	2020/1	5.58
2024/2	5.75	2023/2	6.05	2022/2	5.02	2021/2	5.32	2020/2	6.11
2024/3	6.99	2023/3	7.35	2022/3	5.64	2021/3	5.42	2020/3	5.65
N/A	N/A	2023/4	6.79	2022/4	5.83	2021/4	5.33	2020/4	5.44
N/A	N/A	2023/5	6.78	2022/5	5.71	2021/5	5.56	2020/5	5.35
N/A	N/A	2023/6	6.54	2022/6	5.2	2021/6	4.93	2020/6	5.07
N/A	N/A	2023/7	6.18	2022/7	5.63	2021/7	4.86	2020/7	5.43
N/A	N/A	2023/8	6.95	2022/8	6.35	2021/8	5.4	2020/8	5.69
N/A	N/A	2023/9	7.05	2022/9	6.43	2021/9	5.51	2020/9	5.74
N/A	N/A	2023/10	6.8	2022/10	6.33	2021/10	5.8	2020/10	5.77
N/A	N/A	2023/11	7.77	2022/11	6.54	2021/11	5.99	2020/11	5.56
N/A	N/A	2023/12	7.27	2022/12	6.75	2021/12	6.08	2020/12	5.43

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: 35.92%

	合約負債 QoQ YoY
23Q4 (20)	5.59	14.08	15.26
23Q3 (19)	4.9	-0.2	3.81
23Q2 (18)	4.91	8.39	12.61
23Q1 (17)	4.53	-6.6	17.66
22Q4 (16)	4.85	2.75	27.97
22Q3 (15)	4.72	8.26	22.92
22Q2 (14)	4.36	13.25	20.44
22Q1 (13)	3.85	1.58	15.96
21Q4 (12)	3.79	-1.3	21.47
21Q3 (11)	3.84	6.08	32.87
21Q2 (10)	3.62	9.04	27.02
21Q1 (9)	3.32	6.41	-1.48
20Q4 (8)	3.12	7.96	-2.8
20Q3 (7)	2.89	1.4	18.44
20Q2 (6)	2.85	-15.43	2.15
20Q1 (5)	3.37	4.98	-1.17
19Q4 (4)	3.21	31.56	0.0
19Q3 (3)	2.44	-12.54	0.0
19Q2 (2)	2.79	-18.18	0.0
19Q1 (1)	3.41	0.0	0.0