寶雅 5904 - 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	18.59	-10.09	14.93	58.74	10.96	58.74	N/A	-
2024/2	20.68	6.25	29.24	40.14	9.21	59.94	N/A	-
2024/1	19.46	-1.69	-6.22	19.46	-6.22	56.72	N/A	-
2023/12	19.8	13.42	2.26	220.79	13.36	56.35	0.95	-
2023/11	17.46	-8.57	12.99	200.99	14.58	55.9	0.95	-
2023/10	19.09	-1.34	15.08	183.53	14.74	57.79	0.92	-
2023/9	19.35	0.07	14.59	164.44	14.7	58.7	0.86	-
2023/8	19.34	-3.31	9.59	145.08	14.71	57.45	0.88	-
2023/7	20.0	10.44	11.3	125.74	15.54	55.37	0.91	-
2023/6	18.11	4.97	19.99	105.74	16.38	52.81	0.96	-
2023/5	17.25	-1.09	26.66	87.63	15.66	50.87	1.0	-
2023/4	17.44	7.83	16.23	70.38	13.25	49.62	1.02	-
2023/3	16.18	1.1	10.39	52.93	12.3	52.93	0.95	-
2023/2	16.0	-22.91	4.01	36.76	13.16	56.12	0.9	-
2023/1	20.76	7.2	21.39	20.76	21.39	55.56	0.91	-
2022/12	19.36	25.32	18.39	194.76	11.48	51.4	0.97	-
2022/11	15.45	-6.88	4.29	175.4	10.77	48.93	1.02	-
2022/10	16.59	-1.77	1.84	159.95	11.44	51.13	0.97	-
2022/9	16.89	-4.29	15.0	143.36	12.67	52.51	0.85	-
2022/8	17.65	-1.8	20.34	126.47	12.36	50.71	0.88	-
2022/7	17.97	19.06	41.12	108.83	11.17	46.69	0.96	-
2022/6	15.09	10.81	46.28	90.85	6.69	43.72	1.0	-
2022/5	13.62	-9.24	3.76	75.76	1.23	43.28	1.01	-
2022/4	15.01	2.42	3.55	62.14	0.69	45.04	0.97	-
2022/3	14.65	-4.74	4.37	47.13	-0.18	47.13	0.96	-
2022/2	15.38	-10.02	-2.29	32.48	-2.1	48.83	0.93	-
2022/1	17.1	4.55	-1.93	17.1	-1.93	48.26	0.94	-
2021/12	16.35	10.39	0.34	174.69	-0.39	47.45	0.93	-
2021/11	14.81	-9.06	2.2	158.34	-0.47	45.79	0.96	-
2021/10	16.29	10.91	9.3	143.53	-0.74	45.64	0.97	-
2021/9	14.69	0.14	-0.79	127.24	-1.89	42.08	0.92	-
2021/8	14.66	15.15	-12.34	112.55	-2.03	37.72	1.03	-
2021/7	12.73	23.42	-20.91	97.89	-0.27	36.18	1.07	-
2021/6	10.32	-21.39	-28.26	85.15	3.76	37.94	1.1	-
2021/5	13.13	-9.43	-0.57	74.84	10.57	41.66	1.0	-
2021/4	14.49	3.23	22.63	61.71	13.27	44.28	0.94	-
2021/3	14.04	-10.83	13.97	47.22	10.68	47.22	0.93	-
2021/2	15.74	-9.69	12.17	33.18	9.34	49.48	0.89	-
2021/1	17.43	6.98	6.91	17.43	6.91	48.22	0.91	-
2020/12	16.3	12.44	12.84	175.39	11.09	45.69	0.89	-
2020/11	14.49	-2.74	15.2	159.09	10.91	44.2	0.92	-
2020/10	14.9	0.66	13.06	144.6	10.5	46.44	0.88	-
2020/9	14.8	-11.5	8.79	129.7	10.21	47.63	0.79	-
2020/8	16.73	3.89	19.56	114.89	10.4	47.21	0.8	-
2020/7	16.1	11.94	16.17	98.16	8.97	43.69	0.87	-
2020/6	14.38	8.95	8.01	82.06	7.67	39.4	0.87	-
2020/5	13.2	11.7	5.48	67.68	7.59	37.34	0.92	-
2020/4	11.82	-4.06	-4.82	54.48	8.12	38.17	0.9	-
2020/3	12.32	-12.23	1.81	42.66	12.35	42.66	0.82	-
2020/2	14.04	-13.93	8.81	30.34	17.29	44.78	0.78	-
2020/1	16.31	12.92	25.72	16.31	25.72	43.33	0.81	-
2019/12	14.44	14.79	10.19	157.88	12.09	40.2	0.86	-
2019/11	12.58	-4.55	15.26	143.44	12.29	39.37	0.88	-
2019/10	13.18	-3.13	12.47	130.86	12.01	40.78	0.85	-
2019/9	13.61	-2.74	8.82	117.67	11.96	41.46	0.76	-
2019/8	13.99	0.95	17.16	104.07	12.38	41.17	0.77	-
2019/7	13.86	4.08	13.29	90.07	11.67	39.69	0.8	-
2019/6	13.32	6.39	16.77	76.22	11.38	38.25	0.84	-
2019/5	12.52	0.79	5.41	62.9	10.31	0.0	N/A	-
2019/4	12.42	2.63	11.35	50.38	11.59	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	19.46	2023/1	20.76	2022/1	17.1	2021/1	17.43	2020/1	16.31
2024/2	20.68	2023/2	16.0	2022/2	15.38	2021/2	15.74	2020/2	14.04
2024/3	18.59	2023/3	16.18	2022/3	14.65	2021/3	14.04	2020/3	12.32
N/A	N/A	2023/4	17.44	2022/4	15.01	2021/4	14.49	2020/4	11.82
N/A	N/A	2023/5	17.25	2022/5	13.62	2021/5	13.13	2020/5	13.2
N/A	N/A	2023/6	18.11	2022/6	15.09	2021/6	10.32	2020/6	14.38
N/A	N/A	2023/7	20.0	2022/7	17.97	2021/7	12.73	2020/7	16.1
N/A	N/A	2023/8	19.34	2022/8	17.65	2021/8	14.66	2020/8	16.73
N/A	N/A	2023/9	19.35	2022/9	16.89	2021/9	14.69	2020/9	14.8
N/A	N/A	2023/10	19.09	2022/10	16.59	2021/10	16.29	2020/10	14.9
N/A	N/A	2023/11	17.46	2022/11	15.45	2021/11	14.81	2020/11	14.49
N/A	N/A	2023/12	19.8	2022/12	19.36	2021/12	16.35	2020/12	16.3

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: 8.79%

	合約負債 QoQ YoY
23Q4 (20)	0.91	2.25	-7.14
23Q3 (19)	0.89	-3.26	-3.26
23Q2 (18)	0.92	-9.8	8.24
23Q1 (17)	1.02	4.08	25.93
22Q4 (16)	0.98	6.52	40.0
22Q3 (15)	0.92	8.24	37.31
22Q2 (14)	0.85	4.94	54.55
22Q1 (13)	0.81	15.71	76.09
21Q4 (12)	0.7	4.48	112.12
21Q3 (11)	0.67	21.82	103.03
21Q2 (10)	0.55	19.57	66.67
21Q1 (9)	0.46	39.39	43.75
20Q4 (8)	0.33	0.0	6.45
20Q3 (7)	0.33	0.0	-5.71
20Q2 (6)	0.33	3.12	3.12
20Q1 (5)	0.32	3.23	0.0
19Q4 (4)	0.31	-11.43	0.0
19Q3 (3)	0.35	9.38	0.0
19Q2 (2)	0.32	0.0	0.0
19Q1 (1)	0.32	0.0	0.0