宏全 9939 - 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	23.53	30.18	4.86	64.77	6.76	64.77	N/A	-
2024/2	18.08	-21.95	-5.58	41.24	7.88	60.23	N/A	-
2024/1	23.16	21.97	21.4	23.16	21.4	61.04	N/A	-
2023/12	18.99	0.53	6.74	264.09	6.93	57.53	0.46	-
2023/11	18.89	-3.9	4.41	245.1	6.95	60.48	0.44	-
2023/10	19.66	-10.39	12.02	226.22	7.16	68.56	0.38	-
2023/9	21.94	-18.66	-0.58	206.56	6.72	73.71	0.35	-
2023/8	26.97	8.73	3.79	184.62	7.66	77.39	0.33	-
2023/7	24.8	-3.18	5.07	157.66	8.36	74.77	0.34	-
2023/6	25.62	5.2	8.89	132.85	8.99	72.19	0.37	-
2023/5	24.35	9.61	5.06	107.23	9.02	69.01	0.39	-
2023/4	22.22	-1.0	16.56	82.88	10.24	63.8	0.42	-
2023/3	22.44	17.21	5.85	60.66	8.09	60.66	0.51	-
2023/2	19.14	0.35	25.2	38.22	9.45	56.01	0.55	-
2023/1	19.08	7.24	-2.81	19.08	-2.81	54.96	0.56	-
2022/12	17.79	-1.66	9.38	246.96	15.49	53.42	0.63	-
2022/11	18.09	3.09	13.05	229.17	16.0	57.7	0.59	-
2022/10	17.55	-20.48	9.52	211.08	16.26	65.59	0.52	-
2022/9	22.06	-15.07	41.94	193.54	16.91	71.65	0.43	-
2022/8	25.98	10.06	39.32	171.47	14.31	73.11	0.42	-
2022/7	23.61	0.33	13.38	145.49	10.76	70.31	0.43	-
2022/6	23.53	1.49	15.4	121.89	10.27	65.76	0.5	-
2022/5	23.18	21.62	14.67	98.36	9.11	63.44	0.52	-
2022/4	19.06	-10.1	2.03	75.18	7.5	55.55	0.6	-
2022/3	21.2	38.64	6.7	56.12	9.5	56.12	0.57	-
2022/2	15.29	-22.1	17.93	34.92	11.26	51.19	0.63	-
2022/1	19.63	20.7	6.57	19.63	6.57	51.9	0.62	-
2021/12	16.26	1.63	23.98	213.83	10.51	48.28	0.62	-
2021/11	16.0	-0.11	13.8	197.56	9.53	47.57	0.63	-
2021/10	16.02	3.05	21.43	181.56	9.17	50.21	0.6	-
2021/9	15.55	-16.63	-10.45	165.54	8.11	55.01	0.49	-
2021/8	18.65	-10.42	1.0	150.0	10.49	59.85	0.45	-
2021/7	20.82	2.12	4.26	131.35	11.98	61.42	0.44	-
2021/6	20.38	0.84	13.19	110.53	13.56	59.28	0.42	-
2021/5	20.21	8.22	12.76	90.14	13.65	58.76	0.43	-
2021/4	18.68	-5.98	8.61	69.93	13.91	51.51	0.49	-
2021/3	19.87	53.23	17.14	51.25	15.97	51.25	0.46	-
2021/2	12.97	-29.61	11.13	31.39	15.23	44.5	0.54	-
2021/1	18.42	40.42	18.31	18.42	18.31	45.6	0.52	-
2020/12	13.12	-6.7	-11.79	193.48	-10.12	40.37	0.57	-
2020/11	14.06	6.57	-3.21	180.37	-9.99	44.61	0.51	-
2020/10	13.19	-24.0	-9.33	166.3	-10.52	49.01	0.47	-
2020/9	17.36	-5.96	-4.18	153.11	-10.62	55.79	0.42	-
2020/8	18.46	-7.53	-9.56	135.75	-11.39	56.44	0.41	-
2020/7	19.97	10.86	-5.79	117.29	-11.67	55.9	0.42	-
2020/6	18.01	0.47	-11.78	97.33	-12.79	53.13	0.46	-
2020/5	17.92	4.23	-17.88	79.32	-13.01	52.08	0.47	-
2020/4	17.2	1.39	-12.67	61.39	-11.48	45.82	0.53	-
2020/3	16.96	45.36	-13.87	44.19	-11.01	44.19	0.57	-
2020/2	11.67	-25.06	-14.11	27.24	-9.13	42.11	0.6	-
2020/1	15.57	4.68	-5.0	15.57	-5.0	44.97	0.56	-
2019/12	14.87	2.37	12.11	215.27	8.01	43.95	0.57	-
2019/11	14.53	-0.17	7.56	200.4	7.72	47.2	0.53	-
2019/10	14.55	-19.68	10.0	185.88	7.73	53.08	0.47	-
2019/9	18.12	-11.24	15.29	171.32	7.54	59.72	0.39	-
2019/8	20.41	-3.67	2.41	153.21	6.7	62.02	0.37	-
2019/7	21.19	3.81	3.48	132.79	7.39	63.44	0.36	-
2019/6	20.41	-6.48	7.34	111.6	8.16	61.93	0.42	-
2019/5	21.83	10.85	8.43	91.19	8.35	0.0	N/A	-
2019/4	19.69	0.0	12.05	69.36	8.32	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	23.16	2023/1	19.08	2022/1	19.63	2021/1	18.42	2020/1	15.57
2024/2	18.08	2023/2	19.14	2022/2	15.29	2021/2	12.97	2020/2	11.67
2024/3	23.53	2023/3	22.44	2022/3	21.2	2021/3	19.87	2020/3	16.96
N/A	N/A	2023/4	22.22	2022/4	19.06	2021/4	18.68	2020/4	17.2
N/A	N/A	2023/5	24.35	2022/5	23.18	2021/5	20.21	2020/5	17.92
N/A	N/A	2023/6	25.62	2022/6	23.53	2021/6	20.38	2020/6	18.01
N/A	N/A	2023/7	24.8	2022/7	23.61	2021/7	20.82	2020/7	19.97
N/A	N/A	2023/8	26.97	2022/8	25.98	2021/8	18.65	2020/8	18.46
N/A	N/A	2023/9	21.94	2022/9	22.06	2021/9	15.55	2020/9	17.36
N/A	N/A	2023/10	19.66	2022/10	17.55	2021/10	16.02	2020/10	13.19
N/A	N/A	2023/11	18.89	2022/11	18.09	2021/11	16.0	2020/11	14.06
N/A	N/A	2023/12	18.99	2022/12	17.79	2021/12	16.26	2020/12	13.12

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: 3.44%

	合約負債 QoQ YoY
23Q4 (20)	0.99	-34.44	-45.0
23Q3 (19)	1.51	12.69	-24.5
23Q2 (18)	1.34	-21.18	3.08
23Q1 (17)	1.7	-5.56	26.87
22Q4 (16)	1.8	-10.0	34.33
22Q3 (15)	2.0	53.85	146.91
22Q2 (14)	1.3	-2.99	23.81
22Q1 (13)	1.34	0.0	16.52
21Q4 (12)	1.34	65.43	97.06
21Q3 (11)	0.81	-22.86	-23.58
21Q2 (10)	1.05	-8.7	950.0
21Q1 (9)	1.15	69.12	33.72
20Q4 (8)	0.68	-35.85	-54.67
20Q3 (7)	1.06	960.0	58.21
20Q2 (6)	0.1	-88.37	-87.65
20Q1 (5)	0.86	-42.67	53.57
19Q4 (4)	1.5	123.88	0.0
19Q3 (3)	0.67	-17.28	0.0
19Q2 (2)	0.81	44.64	0.0
19Q1 (1)	0.56	0.0	0.0