凌華 6166 - 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	7.98	29.13	-31.36	20.54	-28.67	20.54	N/A	-
2024/2	6.18	-3.16	-21.13	12.56	-26.85	26.48	N/A	-
2024/1	6.38	-54.18	-31.65	6.38	-31.65	27.61	N/A	-
2023/12	13.93	90.56	9.81	114.15	-2.59	29.24	1.08	-
2023/11	7.31	-8.69	-34.88	100.22	-4.09	24.38	1.3	-
2023/10	8.0	-11.75	-10.8	92.91	-0.39	26.03	1.21	-
2023/9	9.07	1.3	-15.94	84.91	0.71	26.72	1.43	-
2023/8	8.95	2.94	-11.98	75.84	3.16	28.48	1.34	-
2023/7	8.7	-19.67	-9.88	66.89	5.59	29.62	1.29	-
2023/6	10.83	7.22	-14.02	58.19	8.37	29.4	1.33	-
2023/5	10.1	19.18	26.68	47.36	15.23	30.19	1.3	-
2023/4	8.47	-27.11	15.77	37.27	12.48	27.93	1.4	-
2023/3	11.62	48.36	15.48	28.79	11.54	28.79	1.47	-
2023/2	7.83	-16.08	15.97	17.17	9.03	29.85	1.41	-
2023/1	9.34	-26.37	3.81	9.34	3.81	33.24	1.27	-
2022/12	12.68	13.0	-0.44	117.18	21.14	32.88	1.14	-
2022/11	11.22	25.05	25.58	104.5	24.41	30.99	1.21	-
2022/10	8.97	-16.83	4.7	93.28	24.27	29.93	1.25	-
2022/9	10.79	6.08	31.23	84.31	26.8	30.61	1.45	-
2022/8	10.17	5.4	49.32	73.52	26.17	32.41	1.37	-
2022/7	9.65	-23.36	22.38	63.34	23.11	30.21	1.47	-
2022/6	12.59	57.98	32.29	53.69	23.24	27.88	1.55	-
2022/5	7.97	8.92	38.7	41.1	20.71	25.35	1.7	-
2022/4	7.32	-27.3	-0.3	33.13	17.05	24.14	1.79	-
2022/3	10.07	48.99	19.65	25.81	23.13	25.81	1.61	-
2022/2	6.76	-24.87	1.62	15.75	25.46	28.49	1.46	-
2022/1	8.99	-29.4	52.32	8.99	52.32	30.67	1.36	本月增減百分比達50％以上，主係供貨較為穩定，且客戶需求增加所致。
2021/12	12.74	42.54	17.81	96.73	0.38	30.24	1.23	-
2021/11	8.94	4.27	3.16	83.99	-1.82	25.73	1.44	-
2021/10	8.57	4.23	12.04	75.06	-2.38	23.6	1.57	-
2021/9	8.22	20.7	0.53	66.49	-3.97	22.92	1.64	-
2021/8	6.81	-13.61	0.42	58.26	-4.58	24.21	1.55	-
2021/7	7.88	-17.16	-0.82	51.45	-5.2	23.15	1.63	-
2021/6	9.52	65.64	29.13	43.57	-5.95	22.6	1.29	-
2021/5	5.75	-21.7	-21.28	34.05	-12.59	21.5	1.36	-
2021/4	7.34	-12.74	7.04	28.3	-10.59	22.4	1.3	-
2021/3	8.41	26.53	-20.15	20.96	-15.47	20.96	1.0	-
2021/2	6.65	12.6	-17.12	12.55	-12.01	23.36	0.9	-
2021/1	5.9	-45.39	-5.44	5.9	-5.44	25.38	0.82	-
2020/12	10.81	24.81	-10.54	96.36	-8.18	27.12	0.68	-
2020/11	8.66	13.25	12.53	85.55	-7.87	24.49	0.75	-
2020/10	7.65	-6.47	-14.6	76.89	-9.72	22.61	0.81	-
2020/9	8.18	20.56	6.2	69.24	-9.14	22.91	0.97	-
2020/8	6.78	-14.68	-18.95	61.06	-10.87	22.1	1.01	-
2020/7	7.95	7.85	0.21	54.28	-9.74	22.62	0.99	-
2020/6	7.37	0.97	-22.54	46.33	-11.26	21.53	1.02	-
2020/5	7.3	6.46	-7.85	38.96	-8.74	24.69	0.89	-
2020/4	6.86	-34.92	-15.94	31.66	-8.95	25.41	0.86	-
2020/3	10.54	31.34	1.97	24.8	-6.81	24.8	0.83	-
2020/2	8.02	28.47	20.88	14.27	-12.38	26.35	0.78	-
2020/1	6.24	-48.34	-35.26	6.24	-35.26	26.03	0.79	-
2019/12	12.09	57.02	11.29	104.95	0.05	28.74	0.7	-
2019/11	7.7	-14.05	-20.23	92.87	-1.24	24.35	0.82	-
2019/10	8.96	16.3	-10.49	85.17	0.92	25.03	0.8	-
2019/9	7.7	-7.98	1.16	76.21	2.46	24.0	1.0	-
2019/8	8.37	5.49	-0.61	68.51	2.61	25.82	0.93	-
2019/7	7.93	-16.64	-11.02	60.14	3.08	25.37	0.95	-
2019/6	9.52	20.12	0.1	52.21	5.62	25.6	0.97	-
2019/5	7.92	-2.87	-16.3	42.69	6.94	0.0	N/A	-
2019/4	8.16	-21.05	3.85	34.77	14.16	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	6.38	2023/1	9.34	2022/1	8.99	2021/1	5.9	2020/1	6.24
2024/2	6.18	2023/2	7.83	2022/2	6.76	2021/2	6.65	2020/2	8.02
2024/3	7.98	2023/3	11.62	2022/3	10.07	2021/3	8.41	2020/3	10.54
N/A	N/A	2023/4	8.47	2022/4	7.32	2021/4	7.34	2020/4	6.86
N/A	N/A	2023/5	10.1	2022/5	7.97	2021/5	5.75	2020/5	7.3
N/A	N/A	2023/6	10.83	2022/6	12.59	2021/6	9.52	2020/6	7.37
N/A	N/A	2023/7	8.7	2022/7	9.65	2021/7	7.88	2020/7	7.95
N/A	N/A	2023/8	8.95	2022/8	10.17	2021/8	6.81	2020/8	6.78
N/A	N/A	2023/9	9.07	2022/9	10.79	2021/9	8.22	2020/9	8.18
N/A	N/A	2023/10	8.0	2022/10	8.97	2021/10	8.57	2020/10	7.65
N/A	N/A	2023/11	7.31	2022/11	11.22	2021/11	8.94	2020/11	8.66
N/A	N/A	2023/12	13.93	2022/12	12.68	2021/12	12.74	2020/12	10.81

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)	2.49	14.22	-10.75
23Q3 (19)	2.18	-18.96	-21.86
23Q2 (18)	2.69	-2.18	23.96
23Q1 (17)	2.75	-1.43	66.67
22Q4 (16)	2.79	0.0	76.58
22Q3 (15)	2.79	28.57	19.23
22Q2 (14)	2.17	31.52	24.0
22Q1 (13)	1.65	4.43	-2.94
21Q4 (12)	1.58	-32.48	33.9
21Q3 (11)	2.34	33.71	42.68
21Q2 (10)	1.75	2.94	6.06
21Q1 (9)	1.7	44.07	-16.67
20Q4 (8)	1.18	-28.05	-72.1
20Q3 (7)	1.64	-0.61	27.13
20Q2 (6)	1.65	-19.12	38.66
20Q1 (5)	2.04	-51.77	60.63
19Q4 (4)	4.23	227.91	0.0
19Q3 (3)	1.29	8.4	0.0
19Q2 (2)	1.19	-6.3	0.0
19Q1 (1)	1.27	0.0	0.0