南僑 1702 - 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	自結稅前EPS	自結稅前累計EPS	備註(年增率變動50%需說明原因)
2024/3	19.71	25.92	-0.54	55.98	6.2	55.98	N/A			-
2024/2	15.65	-24.11	-4.8	36.27	10.27	57.34	N/A	0.55	1.3	-
2024/1	20.62	-2.12	25.34	20.62	25.34	61.32	N/A	0.75	0.75	-
2023/12	21.07	7.3	8.26	226.78	10.74	58.79	0.56	0.82	6.0	-
2023/11	19.63	8.54	6.12	205.72	11.0	58.19	0.57	0.72	5.19	-
2023/10	18.09	-11.61	5.13	186.18	11.6	58.54	0.56	0.53	4.47	-
2023/9	20.47	2.41	17.62	168.09	12.34	58.19	0.57	0.67	3.95	-
2023/8	19.98	12.63	16.85	147.62	11.64	56.68	0.59	0.5	3.28	-
2023/7	17.74	-6.36	10.6	127.64	10.87	55.93	0.6	0.38	2.77	-
2023/6	18.95	-1.5	5.54	109.97	10.99	57.26	0.59	0.6	2.4	-
2023/5	19.24	0.85	12.25	91.02	12.19	58.08	0.58	0.45	1.79	-
2023/4	19.07	-3.48	16.28	71.78	12.18	55.28	0.61	0.39	1.34	-
2023/3	19.76	20.22	17.42	52.65	10.66	52.65	0.63	0.46	0.92	-
2023/2	16.44	-0.07	29.86	32.89	6.96	52.36	0.64	0.21	0.46	-
2023/1	16.45	-15.51	-9.06	16.45	-9.06	54.43	0.61	0.25	0.25	-
2022/12	19.47	5.26	-5.51	204.8	3.11	55.18	0.67	0.37	3.62	-
2022/11	18.5	7.52	11.17	185.32	4.11	53.13	0.69	0.2	3.25	-
2022/10	17.21	-1.24	4.87	166.82	3.38	51.73	0.71	0.12	3.06	-
2022/9	17.42	1.87	-0.67	149.64	3.22	50.57	0.81	0.17	2.94	-
2022/8	17.1	6.6	2.85	132.22	3.76	51.15	0.8	0.15	2.77	-
2022/7	16.04	-10.89	7.47	115.17	3.94	51.18	0.8	0.18	2.62	-
2022/6	18.0	5.04	12.65	99.13	3.39	51.54	0.79	0.43	2.43	-
2022/5	17.14	4.48	4.0	81.12	1.54	50.44	0.81	0.39	2.0	-
2022/4	16.4	-2.93	-2.4	64.05	1.01	45.96	0.89	0.4	1.61	-
2022/3	16.9	33.49	-1.04	47.65	2.24	47.65	0.78	0.54	1.21	-
2022/2	12.66	-30.03	5.03	30.75	4.14	51.45	0.72	0.1	0.67	-
2022/1	18.09	-12.61	3.53	18.09	3.53	55.43	0.67	0.57	0.57	-
2021/12	20.7	24.42	9.33	198.71	12.76	53.75	0.65	0.81	6.55	-
2021/11	16.64	1.42	8.63	178.01	13.17	50.62	0.69	0.47	5.73	-
2021/10	16.41	-6.65	8.01	161.4	13.69	50.61	0.69	0.5	5.27	-
2021/9	17.58	5.71	-0.38	145.0	14.37	49.13	0.62	0.66	4.76	-
2021/8	16.63	11.39	2.23	127.42	16.76	47.57	0.65	0.58	4.11	-
2021/7	14.93	-6.83	6.3	110.83	19.34	47.43	0.65	0.35	3.53	-
2021/6	16.02	-2.77	12.01	95.91	21.66	49.31	0.62	0.47	3.18	-
2021/5	16.48	-1.95	14.42	79.89	23.8	50.41	0.61	0.46	2.71	-
2021/4	16.81	-1.85	20.36	63.46	26.59	45.98	0.67	0.64	2.25	-
2021/3	17.12	42.07	34.16	46.65	29.0	46.65	0.6	0.8	1.62	-
2021/2	12.05	-31.02	42.19	29.53	26.19	48.18	0.58	0.15	0.83	-
2021/1	17.47	-6.33	17.1	17.47	17.1	51.45	0.55	0.68	0.68	-
2020/12	18.66	21.79	1.58	175.94	-4.08	49.16	0.5	0.75	5.59	-
2020/11	15.32	0.84	-2.36	157.28	-4.72	48.19	0.51	0.6	4.84	-
2020/10	15.19	-14.11	0.49	142.0	-4.94	49.14	0.5	0.48	4.24	-
2020/9	17.68	8.74	15.28	126.82	-5.55	47.99	0.48	0.87	3.76	-
2020/8	16.26	15.81	5.31	109.13	-8.24	44.62	0.51	0.62	2.89	-
2020/7	14.04	-1.89	-4.28	92.88	-10.25	42.76	0.53	0.43	2.28	-
2020/6	14.31	-0.61	-12.12	78.84	-11.24	42.68	0.54	0.57	1.89	-
2020/5	14.4	3.13	-7.46	64.53	-11.04	40.89	0.57	0.48	1.32	-
2020/4	13.96	11.45	-5.58	49.89	-12.43	34.97	0.66	0.31	0.83	-
2020/3	12.53	47.8	-17.36	35.93	-14.83	35.93	0.6	0.29	0.52	-
2020/2	8.48	-43.2	-13.84	23.4	-13.41	41.79	0.52	-0.27	0.23	-
2020/1	14.92	-18.87	-13.16	14.92	-13.16	49.01	0.44	0.51	0.51	-
2019/12	18.39	17.24	3.3	183.47	0.32	49.2	0.45	0.66	5.43	-
2019/11	15.69	3.8	0.16	165.08	0.0	46.28	0.48	0.57	4.77	-
2019/10	15.11	-2.35	3.81	149.52	0.07	46.03	0.48	0.46	4.2	-
2019/9	15.48	0.23	-1.82	134.41	-0.32	45.59	0.5	0.46	3.74	-
2019/8	15.44	5.26	-1.04	118.78	-0.24	46.25	0.49	0.44	3.28	-
2019/7	14.67	-9.1	3.51	103.34	-0.12	46.37	0.49	0.35	2.84	-
2019/6	16.14	3.69	0.68	88.67	-0.7	46.5	0.46	0.54	2.51	-
2019/5	15.56	5.18	-1.38	72.53	-1.01	0.0	N/A	0.43	1.97	-
2019/4	14.8	-2.34	0.01	56.97	-0.9	0.0	N/A	0.4	1.54	-

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	20.62	2023/1	16.45	2022/1	18.09	2021/1	17.47	2020/1	14.92
2024/2	15.65	2023/2	16.44	2022/2	12.66	2021/2	12.05	2020/2	8.48
2024/3	19.71	2023/3	19.76	2022/3	16.9	2021/3	17.12	2020/3	12.53
N/A	N/A	2023/4	19.07	2022/4	16.4	2021/4	16.81	2020/4	13.96
N/A	N/A	2023/5	19.24	2022/5	17.14	2021/5	16.48	2020/5	14.4
N/A	N/A	2023/6	18.95	2022/6	18.0	2021/6	16.02	2020/6	14.31
N/A	N/A	2023/7	17.74	2022/7	16.04	2021/7	14.93	2020/7	14.04
N/A	N/A	2023/8	19.98	2022/8	17.1	2021/8	16.63	2020/8	16.26
N/A	N/A	2023/9	20.47	2022/9	17.42	2021/9	17.58	2020/9	17.68
N/A	N/A	2023/10	18.09	2022/10	17.21	2021/10	16.41	2020/10	15.19
N/A	N/A	2023/11	19.63	2022/11	18.5	2021/11	16.64	2020/11	15.32
N/A	N/A	2023/12	21.07	2022/12	19.47	2021/12	20.7	2020/12	18.66

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: 13.06%

	合約負債 QoQ YoY
23Q4 (20)	3.84	2.4	-18.12
23Q3 (19)	3.75	6.53	-38.73
23Q2 (18)	3.52	-21.25	-41.63
23Q1 (17)	4.47	-4.69	-34.84
22Q4 (16)	4.69	-23.37	-13.31
22Q3 (15)	6.12	1.49	31.61
22Q2 (14)	6.03	-12.1	15.3
22Q1 (13)	6.86	26.8	14.72
21Q4 (12)	5.41	16.34	-5.75
21Q3 (11)	4.65	-11.09	13.97
21Q2 (10)	5.23	-12.54	32.74
21Q1 (9)	5.98	4.18	26.69
20Q4 (8)	5.74	40.69	29.57
20Q3 (7)	4.08	3.55	9.68
20Q2 (6)	3.94	-16.53	-8.16
20Q1 (5)	4.72	6.55	-13.08
19Q4 (4)	4.43	19.09	0.0
19Q3 (3)	3.72	-13.29	0.0
19Q2 (2)	4.29	-20.99	0.0
19Q1 (1)	5.43	0.0	0.0