大華 9905 - 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	5.99	3.29	-6.61	19.3	-0.59	19.3	N/A	-
2024/2	5.8	-22.81	-20.11	13.31	2.37	19.09	N/A	-
2024/1	7.51	29.76	30.8	7.51	30.8	18.28	N/A	-
2023/12	5.79	16.06	-9.2	84.05	-4.21	16.05	1.05	-
2023/11	4.99	-5.41	-7.25	78.26	-3.82	17.51	0.96	-
2023/10	5.27	-27.27	-7.87	73.27	-3.58	21.54	0.78	-
2023/9	7.25	-19.6	-14.19	68.0	-3.23	25.07	0.69	-
2023/8	9.02	2.37	-7.76	60.75	-1.73	25.5	0.67	-
2023/7	8.81	14.75	-6.47	51.74	-0.59	24.15	0.71	-
2023/6	7.68	0.14	-8.89	42.93	0.69	23.52	0.9	-
2023/5	7.66	-6.28	-2.39	35.25	3.06	22.25	0.95	-
2023/4	8.18	27.54	14.57	27.59	4.68	21.85	0.97	-
2023/3	6.41	-11.63	-8.29	19.41	1.01	19.41	1.13	-
2023/2	7.26	26.38	26.9	13.0	6.33	19.37	1.13	-
2023/1	5.74	-9.92	-11.74	5.74	-11.74	17.49	1.26	-
2022/12	6.37	18.55	-7.99	87.75	1.14	17.47	1.2	-
2022/11	5.38	-6.04	-2.47	81.37	1.93	19.55	1.08	-
2022/10	5.72	-32.26	-6.37	76.0	2.26	23.95	0.88	-
2022/9	8.45	-13.57	1.17	70.27	3.03	27.64	0.73	-
2022/8	9.78	3.79	21.84	61.82	3.29	27.62	0.74	-
2022/7	9.42	11.79	2.94	52.05	0.42	25.69	0.79	-
2022/6	8.42	7.28	2.12	42.63	-0.11	23.41	1.01	-
2022/5	7.85	10.01	-5.08	34.21	-0.64	21.98	1.08	-
2022/4	7.14	2.08	-7.59	26.35	0.75	19.85	1.19	-
2022/3	6.99	22.27	-3.07	19.22	4.25	19.22	1.26	-
2022/2	5.72	-12.1	5.21	12.22	8.96	19.15	1.27	-
2022/1	6.51	-6.1	12.49	6.51	12.49	18.95	1.28	-
2021/12	6.93	25.66	23.85	86.75	19.53	18.55	1.1	-
2021/11	5.51	-9.8	19.46	79.83	19.17	19.98	1.02	-
2021/10	6.11	-26.8	29.67	74.31	19.15	22.49	0.91	-
2021/9	8.35	4.08	19.18	68.2	18.29	25.52	0.76	-
2021/8	8.02	-12.29	11.05	59.85	18.17	25.42	0.77	-
2021/7	9.15	10.9	11.55	51.83	19.35	25.67	0.76	-
2021/6	8.25	-0.29	8.0	42.68	21.17	24.25	0.74	-
2021/5	8.27	7.09	22.94	34.43	24.81	23.21	0.77	-
2021/4	7.72	7.08	10.46	26.16	25.42	20.37	0.88	-
2021/3	7.21	32.73	34.54	18.43	32.96	18.43	0.93	-
2021/2	5.43	-6.01	19.01	11.22	31.97	16.81	1.02	-
2021/1	5.78	3.37	47.01	5.78	47.01	15.99	1.07	-
2020/12	5.59	21.2	-17.15	72.58	-9.96	14.92	1.07	-
2020/11	4.62	-2.09	-8.3	66.98	-9.3	16.34	0.98	-
2020/10	4.71	-32.72	-12.79	62.37	-9.38	18.95	0.84	-
2020/9	7.01	-3.01	3.85	57.65	-9.08	22.43	0.72	-
2020/8	7.22	-11.9	7.64	50.65	-10.62	23.06	0.7	-
2020/7	8.2	7.36	-3.08	43.42	-13.08	22.57	0.71	-
2020/6	7.64	13.5	-7.35	35.22	-15.12	21.36	0.81	-
2020/5	6.73	-3.77	-7.07	27.58	-17.05	19.08	0.9	-
2020/4	6.99	30.43	6.98	20.85	-19.82	16.92	1.02	-
2020/3	5.36	17.41	-21.83	13.86	-28.82	13.86	1.25	-
2020/2	4.57	16.09	-13.9	8.5	-32.62	15.25	1.14	-
2020/1	3.93	-41.74	-46.2	3.93	-46.2	15.72	1.11	-
2019/12	6.75	34.15	40.27	80.61	13.01	17.19	1.03	-
2019/11	5.03	-6.89	24.64	73.86	11.04	17.19	1.03	-
2019/10	5.41	-19.88	18.66	68.82	10.16	18.86	0.94	-
2019/9	6.75	0.53	10.87	63.42	9.49	21.92	0.82	-
2019/8	6.71	-20.68	-6.37	56.67	9.33	23.42	0.77	-
2019/7	8.46	2.63	10.96	49.96	11.85	23.95	0.75	-
2019/6	8.24	13.84	17.38	41.5	12.03	22.02	0.8	-
2019/5	7.24	10.78	9.38	33.25	10.77	0.0	N/A	-
2019/4	6.54	-4.7	0.54	26.01	11.17	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	7.51	2023/1	5.74	2022/1	6.51	2021/1	5.78	2020/1	3.93
2024/2	5.8	2023/2	7.26	2022/2	5.72	2021/2	5.43	2020/2	4.57
2024/3	5.99	2023/3	6.41	2022/3	6.99	2021/3	7.21	2020/3	5.36
N/A	N/A	2023/4	8.18	2022/4	7.14	2021/4	7.72	2020/4	6.99
N/A	N/A	2023/5	7.66	2022/5	7.85	2021/5	8.27	2020/5	6.73
N/A	N/A	2023/6	7.68	2022/6	8.42	2021/6	8.25	2020/6	7.64
N/A	N/A	2023/7	8.81	2022/7	9.42	2021/7	9.15	2020/7	8.2
N/A	N/A	2023/8	9.02	2022/8	9.78	2021/8	8.02	2020/8	7.22
N/A	N/A	2023/9	7.25	2022/9	8.45	2021/9	8.35	2020/9	7.01
N/A	N/A	2023/10	5.27	2022/10	5.72	2021/10	6.11	2020/10	4.71
N/A	N/A	2023/11	4.99	2022/11	5.38	2021/11	5.51	2020/11	4.62
N/A	N/A	2023/12	5.79	2022/12	6.37	2021/12	6.93	2020/12	5.59

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: 5.9%

	合約負債 QoQ YoY
23Q4 (20)	1.8	-7.22	10.43
23Q3 (19)	1.94	-14.16	-19.17
23Q2 (18)	2.26	0.89	-16.61
23Q1 (17)	2.24	37.42	-19.13
22Q4 (16)	1.63	-32.08	-29.13
22Q3 (15)	2.4	-11.44	20.6
22Q2 (14)	2.71	-2.17	13.39
22Q1 (13)	2.77	20.43	45.03
21Q4 (12)	2.3	15.58	49.35
21Q3 (11)	1.99	-16.74	37.24
21Q2 (10)	2.39	25.13	26.46
21Q1 (9)	1.91	24.03	49.22
20Q4 (8)	1.54	6.21	5.48
20Q3 (7)	1.45	-23.28	-21.2
20Q2 (6)	1.89	47.66	-10.85
20Q1 (5)	1.28	-12.33	-37.86
19Q4 (4)	1.46	-20.65	0.0
19Q3 (3)	1.84	-13.21	0.0
19Q2 (2)	2.12	2.91	0.0
19Q1 (1)	2.06	0.0	0.0