玩股撇步(動畫小學堂)  

  • 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)
2024/20.4-43.24-53.091.1-21.362.99N/A主要係本期委託設計服務收入減少所致。
2024/10.7-62.9927.640.727.643.51N/A-
2023/121.89104.9341.4811.0518.223.720.28主要是本月份委託設計收入較去年同月增加所致。
2023/110.922.4320.069.162.692.580.4-
2023/100.919.73-26.988.231.052.690.39-
2023/90.75-27.66-40.457.336.062.760.43-
2023/81.047.87129.156.5816.472.670.44主要是本月份量產收入較去年同月增加所致。
2023/70.9644.1258.615.546.612.690.44主要是本月份量產收入較去年同月增加所致。
2023/60.67-36.87-3.284.57-0.272.540.67-
2023/51.0630.982.03.90.252.510.68主要是本月份委託設計收入增加所致。
2023/40.8126.82-54.332.84-14.122.30.74主要係本期委託設計服務收入減少所致。
2023/30.64-24.58-2.042.0332.252.030.84-
2023/20.8554.43122.41.457.51.820.93主要係本期委託設計服務收入及ASIC量產收入增加所致。
2023/10.5527.978.570.558.571.750.97-
2022/120.43-44.27-40.19.3466.772.430.52主要係本年度委託設計服務收入及ASIC量產收入增加所致。
2022/110.77-37.71109.528.9282.423.270.39主要係本期ASIC量產收入增加所致。
2022/101.23-2.34207.578.1580.222.950.43主要係本期委託設計服務收入及ASIC量產收入增加所致。
2022/91.26178.3473.436.9167.812.330.4主要係本期委託設計服務收入及ASIC量產收入增加所致。
2022/80.45-25.3311.635.6566.61.750.54主要係本期ASIC量產收入增加所致
2022/70.61-12.1263.325.1974.11.880.5主要是本月份ASIC量產收入增加所致。
2022/60.6918.7986.244.5975.643.050.31主要是本月份委託設計收入增加所致。
2022/50.58-67.1572.663.8973.883.010.32主要是本月份量產收入較去年同月增加所致。
2022/41.77172.02199.343.3174.092.810.34主要是本月份委託設計收入增加所致。
2022/30.6571.249.551.5417.421.540.65-
2022/20.38-24.6-22.350.8923.981.60.62-
2022/10.51-29.4125.380.51125.381.590.63工程營收增加所致.
2021/120.7294.94222.925.648.831.480.3712月工程收入增加
2021/110.37-8.56-61.814.8937.951.50.37109年11月工程收入較高.
2021/100.4-44.9328.384.5275.081.540.36本年度量產營收增加
2021/90.7379.15109.594.1281.511.510.48今年量產及工程營收增加所致.
2021/80.419.2430.313.3976.431.150.63今年量產營收增加所致.
2021/70.370.2173.032.9885.381.080.68今年量產營收增加所致.
2021/60.3710.13203.932.6187.291.30.54-
2021/50.34-43.0523.452.2476.081.520.46-
2021/40.59-0.43116.621.990.481.680.42-
2021/30.621.36150.281.3180.621.310.66-
2021/20.49118.84112.680.7146.620.940.93-
2021/10.221.14-12.70.22-12.71.410.62-
2020/120.22-76.94-42.263.760.061.50.0-
2020/110.96207.39122.513.544.871.620.0-
2020/100.31-10.119.142.58-12.360.970.0-
2020/90.3511.39-38.92.27-15.440.880.0-
2020/80.3145.04-24.171.92-9.130.650.0-
2020/70.2276.02-51.241.61-5.50.610.0-
2020/60.12-55.26-3.321.3910.50.670.0-
2020/50.27-0.08-6.581.2712.040.780.0-
2020/40.2715.0314.881.018.510.740.0-
2020/30.243.1331.340.7219.940.720.0-
2020/20.23-10.1764.390.4915.070.870.0-
2020/10.26-33.1-9.350.26-9.351.070.0-
2019/120.38-11.15138.683.7630.161.080.0-
2019/110.4364.586.993.3823.761.260.0-
2019/100.26-53.89-42.212.9526.671.240.0-
2019/90.5738.23202.532.6843.391.420.0-
2019/80.41-6.73119.312.1125.60.980.0-
2019/70.44249.0322.951.713.840.860.0-
2019/60.13-56.76-29.91.2610.970.660.0-
2019/50.2922.8713.511.1418.680.710.0-
2019/40.2431.51-6.090.8420.590.0N/A-
2019/30.1829.08-13.850.635.790.0N/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
2024/10.72023/10.552022/10.512021/10.222020/10.26
2024/20.42023/20.852022/20.382021/20.492020/20.23
N/AN/A2023/30.642022/30.652021/30.62020/30.24
N/AN/A2023/40.812022/41.772021/40.592020/40.27
N/AN/A2023/51.062022/50.582021/50.342020/50.27
N/AN/A2023/60.672022/60.692021/60.372020/60.12
N/AN/A2023/70.962022/70.612021/70.372020/70.22
N/AN/A2023/81.042022/80.452021/80.412020/80.31
N/AN/A2023/90.752022/91.262021/90.732020/90.35
N/AN/A2023/100.92022/101.232021/100.42020/100.31
N/AN/A2023/110.922022/110.772021/110.372020/110.96
N/AN/A2023/121.892022/120.432021/120.722020/120.22
  • 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: 32.94%
合約負債 QoQ YoY
23Q4 (20)1.23-51.0-12.14
23Q3 (19)2.5166.238.66
23Q2 (18)1.51-18.38-15.64
23Q1 (17)1.8532.14-17.78
22Q4 (16)1.4-39.3930.84
22Q3 (15)2.3129.05128.71
22Q2 (14)1.79-20.4475.49
22Q1 (13)2.25110.28152.81
21Q4 (12)1.075.940
21Q3 (11)1.01-0.980
21Q2 (10)1.0214.610
21Q1 (9)0.8900

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