景碩 3189 - 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)
2024/10	25.77	-2.63	2.72	250.69	14.72	80.82	N/A	-
2024/9	26.47	-7.41	33.77	224.92	16.28	81.97	0.38	-
2024/8	28.58	6.17	34.03	198.45	14.28	79.51	0.4	-
2024/7	26.92	12.13	39.11	169.87	11.52	76.04	0.41	-
2024/6	24.01	-4.39	18.96	142.95	7.5	73.0	0.42	-
2024/5	25.11	5.13	10.1	118.94	5.45	73.43	0.41	-
2024/4	23.88	-2.23	10.4	93.83	4.27	70.7	0.43	-
2024/3	24.43	9.15	-6.1	69.94	2.34	69.94	0.38	-
2024/2	22.38	-3.23	6.08	45.51	7.53	70.02	0.38	-
2024/1	23.13	-5.61	8.97	23.13	8.97	72.94	0.36	-
2023/12	24.51	-3.15	-13.16	268.32	-36.77	74.89	0.35	-
2023/11	25.3	0.88	-15.7	243.81	-38.45	70.17	0.37	-
2023/10	25.08	26.78	-30.41	218.51	-40.32	66.19	0.39	-
2023/9	19.78	-7.23	-49.43	193.43	-41.4	60.46	0.45	-
2023/8	21.33	10.2	-44.87	173.64	-40.32	60.86	0.44	-
2023/7	19.35	-4.1	-48.57	152.32	-39.63	62.34	0.43	-
2023/6	20.18	-11.51	-48.39	132.97	-38.06	64.62	0.39	-
2023/5	22.81	5.42	-39.9	112.79	-35.76	70.46	0.36	-
2023/4	21.63	-16.85	-42.27	89.98	-34.62	68.75	0.36	-
2023/3	26.02	23.32	-30.51	68.34	-31.75	68.34	0.42	-
2023/2	21.1	-0.6	-27.5	42.32	-32.49	70.55	0.4	-
2023/1	21.23	-24.78	-36.81	21.23	-36.81	79.47	0.36	-
2022/12	28.22	-5.98	-10.98	424.41	18.97	94.29	0.37	-
2022/11	30.02	-16.71	-14.09	396.19	21.89	105.19	0.33	-
2022/10	36.05	-7.87	9.6	366.17	26.23	113.86	0.31	-
2022/9	39.13	1.13	16.72	330.12	28.35	115.44	0.35	-
2022/8	38.69	2.82	17.32	291.0	30.1	115.42	0.35	-
2022/7	37.63	-3.77	20.68	252.31	32.31	114.68	0.35	-
2022/6	39.1	3.03	25.38	214.68	34.58	114.54	0.34	-
2022/5	37.95	1.25	32.02	175.58	36.81	112.88	0.35	-
2022/4	37.48	0.08	37.18	137.62	38.2	104.03	0.38	-
2022/3	37.45	28.68	39.71	100.14	38.58	100.14	0.4	-
2022/2	29.1	-13.37	43.15	62.69	37.92	94.4	0.43	-
2022/1	33.59	5.95	33.68	33.59	33.68	100.25	0.4	-
2021/12	31.71	-9.27	25.67	356.73	31.64	99.54	0.35	-
2021/11	34.95	6.26	36.33	325.02	32.25	101.35	0.34	-
2021/10	32.89	-1.88	33.58	290.08	31.77	99.39	0.35	-
2021/9	33.52	1.64	47.18	257.19	31.55	97.68	0.34	-
2021/8	32.98	5.76	47.69	223.67	29.49	95.34	0.35	-
2021/7	31.18	-0.02	32.01	190.69	26.78	91.11	0.36	-
2021/6	31.19	8.49	31.33	159.51	25.81	87.25	0.34	-
2021/5	28.75	5.21	22.29	128.33	24.54	82.87	0.36	-
2021/4	27.32	1.93	32.55	99.58	25.2	74.45	0.4	-
2021/3	26.8	31.84	22.35	72.26	22.63	72.26	0.4	-
2021/2	20.33	-19.1	12.13	45.46	22.8	70.68	0.41	-
2021/1	25.13	-0.39	33.04	25.13	33.04	75.99	0.38	-
2020/12	25.23	-1.57	15.5	270.98	21.36	75.48	0.38	-
2020/11	25.63	4.11	24.72	245.76	22.0	73.03	0.4	-
2020/10	24.62	8.1	23.28	220.12	21.69	69.72	0.41	-
2020/9	22.77	1.99	13.76	195.5	21.49	68.72	0.44	-
2020/8	22.33	-5.45	10.59	172.73	22.59	69.69	0.43	-
2020/7	23.62	-0.54	19.47	150.4	24.6	70.87	0.42	-
2020/6	23.75	1.02	42.0	126.79	25.6	67.86	0.4	-
2020/5	23.5	14.03	43.61	103.04	22.35	66.02	0.41	-
2020/4	20.61	-5.91	10.46	79.54	17.22	60.65	0.44	-
2020/3	21.91	20.83	33.87	58.92	19.78	58.92	0.43	-
2020/2	18.13	-4.01	56.21	37.02	12.76	58.86	0.43	108年2月工作天數較少
2020/1	18.89	-13.52	-10.99	18.89	-10.99	61.28	0.41	-
2019/12	21.84	6.27	6.53	223.27	-5.9	0.0	N/A	-
2019/11	20.55	2.9	1.87	201.43	-7.07	0.0	N/A	-

股價

長短期營收

營收年增率

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	23.13	2023/1	21.23	2022/1	33.59	2021/1	25.13	2020/1	18.89
2024/2	22.38	2023/2	21.1	2022/2	29.1	2021/2	20.33	2020/2	18.13
2024/3	24.43	2023/3	26.02	2022/3	37.45	2021/3	26.8	2020/3	21.91
2024/4	23.88	2023/4	21.63	2022/4	37.48	2021/4	27.32	2020/4	20.61
2024/5	25.11	2023/5	22.81	2022/5	37.95	2021/5	28.75	2020/5	23.5
2024/6	24.01	2023/6	20.18	2022/6	39.1	2021/6	31.19	2020/6	23.75
2024/7	26.92	2023/7	19.35	2022/7	37.63	2021/7	31.18	2020/7	23.62
2024/8	28.58	2023/8	21.33	2022/8	38.69	2021/8	32.98	2020/8	22.33
2024/9	26.47	2023/9	19.78	2022/9	39.13	2021/9	33.52	2020/9	22.77
2024/10	25.77	2023/10	25.08	2022/10	36.05	2021/10	32.89	2020/10	24.62
N/A	N/A	2023/11	25.3	2022/11	30.02	2021/11	34.95	2020/11	25.63
N/A	N/A	2023/12	24.51	2022/12	28.22	2021/12	31.71	2020/12	25.23

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: 24.59%

	合約負債 QoQ YoY
24Q3 (20)	11.23	-3.27	638.82
24Q2 (19)	11.61	5.07	892.31
24Q1 (18)	11.05	1.28	904.55
23Q4 (17)	10.91	617.76	752.34
23Q3 (16)	1.52	29.91	-5.59
23Q2 (15)	1.17	6.36	-7.87
23Q1 (14)	1.1	-14.06	-28.57
22Q4 (13)	1.28	-20.5	4.92
22Q3 (12)	1.61	26.77	-30.6
22Q2 (11)	1.27	-17.53	-44.05
22Q1 (10)	1.54	26.23	-17.2
21Q4 (9)	1.22	-47.41	-26.51
21Q3 (8)	2.32	2.2	38.92
21Q2 (7)	2.27	22.04	26.82
21Q1 (6)	1.86	12.05	66.07
20Q4 (5)	1.66	-0.6	127.4
20Q3 (4)	1.67	-6.7	0.0
20Q2 (3)	1.79	59.82	0.0
20Q1 (2)	1.12	53.42	0.0
19Q4 (1)	0.73	0.0	0.0