客思達-KY 2936 - 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
2022/5	5.36	-2.47	-32.83	28.71	-27.94	17.41	N/A
2022/4	5.5	-16.04	-33.94	23.33	-26.77	17.55	N/A
2022/3	6.55	18.88	-29.55	17.75	-24.58	17.74	1.2
2022/2	5.51	-3.16	-17.84	11.19	-21.39	18.16	1.17
2022/1	5.69	-18.27	-24.54	5.69	-24.54	20.25	1.05
2021/12	6.96	-8.45	-17.75	88.15	-14.54	20.87	1.0
2021/11	7.6	20.42	-7.02	81.19	-14.25	20.41	1.03
2021/10	6.31	-2.81	-34.04	73.58	-14.89	18.75	1.12
2021/9	6.5	9.27	-30.61	67.27	-12.45	18.85	1.4
2021/8	5.94	-7.24	-37.05	60.79	-9.88	20.96	1.26
2021/7	6.41	-25.49	-34.79	54.85	-5.4	22.99	1.15
2021/6	8.6	7.74	-15.93	48.45	0.61	24.94	0.97
2021/5	7.98	-4.43	0.83	39.84	5.17	25.6	0.94
2021/4	8.35	-9.83	33.99	31.89	6.43	24.32	0.99
2021/3	9.27	38.2	23.9	23.5	-0.93	24.39	0.75
2021/2	6.7	-11.06	-17.39	14.24	-12.34	23.3	0.79
2020/12	8.42	2.92	-16.63	103.1	-12.16	26.16	N/A
2020/11	8.18	-14.57	-12.83	94.69	-11.71	27.11	N/A
2020/10	9.57	2.21	4.6	86.46	-11.64	28.38	N/A
2020/9	9.36	-0.83	-3.74	76.84	-13.38	28.73	N/A
2020/8	9.44	-4.83	-2.73	67.46	-14.59	29.53	N/A
2020/7	9.92	-2.34	0.69	58.09	-16.15	28.0	N/A
2020/6	10.16	28.34	10.46	48.08	-19.08	24.31	N/A
2020/5	7.92	26.99	-22.7	37.88	-24.54	21.63	N/A
2020/4	6.23	-16.63	-39.62	29.96	-25.01	21.83	N/A
2020/3	7.48	-7.85	-33.52	23.73	-19.93	23.73	N/A
2020/2	8.12	-0.22	-10.14	16.25	-11.62	26.34	N/A
2020/1	8.13	-19.43	-13.02	8.13	-13.02	27.61	N/A
2019/12	10.1	7.61	8.11	117.37	-2.29	28.63	N/A
2019/11	9.38	2.51	-13.47	107.25	-3.21	28.26	N/A
2019/10	9.15	-5.89	-12.33	97.86	-2.14	28.58	N/A
2019/9	9.72	0.14	8.18	88.72	-0.93	29.29	N/A
2019/8	9.71	-1.47	-6.95	79.0	-1.93	28.77	N/A
2019/7	9.85	7.07	-1.94	69.28	-1.13	29.3	N/A
2019/6	9.2	-10.13	-5.29	59.42	-1.03	29.77	N/A
2019/5	10.24	-0.81	-0.21	50.21	-0.19	31.82	N/A
2019/4	10.33	-8.2	3.9	39.96	-0.18	30.61	N/A
2019/3	11.25	24.55	-0.32	29.63	-1.54	29.63	N/A
2019/2	9.03	-3.42	-4.39	18.38	-2.25	27.66	N/A
2019/1	9.35	0.78	-0.05	9.35	-0.05	29.47	N/A
2018/12	9.28	-14.41	-7.55	120.08	0.79	30.56	N/A
2018/11	10.84	3.87	-6.17	110.82	1.59	30.27	N/A
2018/10	10.44	16.13	4.73	100.0	2.55	29.86	N/A
2018/9	8.99	-13.86	-1.19	89.56	2.3	29.47	N/A
2018/8	10.44	3.82	0.95	80.56	2.7	30.2	N/A
2018/7	10.05	3.41	11.95	70.07	2.87	30.03	N/A
2018/6	9.72	-5.31	-0.21	60.04	1.52	29.92	N/A
2018/5	10.26	3.27	4.06	50.31	1.83	31.49	N/A
2018/4	9.94	-11.94	9.96	40.03	1.21	30.67	N/A
2018/3	11.29	19.46	-4.92	30.1	-1.41	30.09	N/A
2018/2	9.45	0.96	4.74	18.81	0.75	29.25	N/A
2018/1	9.36	-10.4	-2.92	9.36	-2.92	31.36	N/A
2017/12	10.44	-9.62	1.37	119.54	-2.02	31.97	N/A
2017/11	11.56	15.94	7.61	109.08	-2.34	30.62	N/A
2017/10	9.97	9.55	8.77	97.51	-3.41	29.4	N/A
2017/9	9.1	-11.98	-6.03	87.53	-4.63	28.41	N/A
2017/8	10.34	15.14	1.31	78.44	-4.51	29.05	N/A
2017/7	8.98	-7.82	1.45	68.11	-5.3	28.58	N/A
2017/6	9.74	-1.25	-3.13	59.13	-6.27	0.0	N/A
2017/5	9.86	9.12	2.01	49.4	-6.88	0.0	N/A

股價

長短期營收

營收年增率

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: 5.39%

	合約負債 QoQ YoY
22Q1 (20)	0.41	-2.38	-35.94
21Q4 (19)	0.42	-2.33	-44.0
21Q3 (18)	0.43	-20.37	-49.41
21Q2 (17)	0.54	-15.62	-10.0
21Q1 (16)	0.64	-14.67	30.61
20Q4 (15)	0.75	-11.76	33.93
20Q3 (14)	0.85	41.67	80.85
20Q2 (13)	0.6	22.45	1.69
20Q1 (12)	0.49	-12.5	0.0
19Q4 (11)	0.56	19.15	9.8
19Q3 (10)	0.47	-20.34	-12.96
19Q2 (9)	0.59	20.41	20.41
19Q1 (8)	0.49	-3.92	-9.26
18Q4 (7)	0.51	-5.56	0
18Q3 (6)	0.54	10.2	0
18Q2 (5)	0.49	-9.26	0
18Q1 (4)	0.54	0	0.0