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3303

岱稜 Other Electronics As of 2026-06-17 Updated daily after market close

steady quality, discounted valuation.

2 active signals
252d high Revenue ≥20%
This page refreshes daily after the close. Add 岱稜 to your watchlist to track signal changes on your next visit.
Valuation 65Quality 73Growth 66Momentum 70Chips 75

Is 岱稜 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 69th market percentile. Latest quarterly ROE ≈ 3.8%.

  • Valuation is low.PE is in the 22th market percentile; within its own history, PE is around the 53th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 4.4% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 21.3%, above the 20% growth threshold.

  • Signals are active now.On the latest data, signals such as 252-day price high, Revenue YoY ≥ 20% are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.30
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 台灣摩根士丹利 holds 458 lots
  • sellers have 410 lots left, ~115 sessions to clear

Window from 2026-01-17 · Price +29% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 台灣摩根士丹利 has accumulated 458 lots since the start (sold 8%), still adding.
  • Main distributor 凱基-台北 peaked at 585 lots, has sold 56%, 257 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +0.12pp, mid holders -1, retail +0.12pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -159 lots (inferred from branch profile, mostly hedging — not necessarily bearish, not case-confirmed).
Branch inventory reconstruction
Accumulating holders Branches that accumulated shares during the window and still hold positive inventory; they are the absorbing side.
Distributing sellers Branches that built inventory earlier and have been selling it down; the remaining number estimates what has not cleared.
Net-short desks Trading-desk branches with negative inventory or net selling, often hedge, offsetting, or short-term flow. It is not automatically a bearish view.
Accumulating
台灣摩根士丹利國票-和平摩根大通台新-大昌元大-羅東群益金鼎-東門
Distributing
凱基-台北第一金-新竹國票-中和群益金鼎-忠孝港商野村美林
Desks
own scale
玉山-嘉義光和-高雄兆豐-南京華南永昌-麻豆
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 台灣摩根士丹利 +458
    sold 8%· still adding
  • 國票-和平 +382
    sold 5%
  • 摩根大通 +300
    sold 0%· still adding
  • 台新-大昌 +275
    sold 6%· still adding
  • 元大-羅東 +236
    sold 0%
  • 群益金鼎-東門 +184
    sold 0%· still adding

Distributing

  • 凱基-台北 257 left
    sold 56%· paused recently
  • 第一金-新竹 146 left
    sold 59%· ~7 sessions to clear
  • 國票-中和 98 left
    sold 53%· ~14 sessions to clear
  • 群益金鼎-忠孝 100 left
    sold 50%· paused recently
  • 港商野村 69 left
    sold 64%· paused recently
  • 美林 119 left
    sold 32%· paused recently

Desks

  • 玉山-嘉義 -234
    unclassified
  • 光和-高雄 -173
    unclassified
  • 兆豐-南京 -152
    unclassified
  • 華南永昌-麻豆 -133
    unclassified
Still selling 410 lots ~115 sessions to bottom at most
Recent buy/sell force +3,285 absorbed / -521 sold buyers slightly ahead
Hedge-desk net short -125 lots potential cover-buying, not selling pressure
TDCC big holders · absolute-holding cross-check
>1000-lot holder share Retail (<400 lots) share Price (right axis)

Mixed direction: big-holder and retail changes are not aligned.

Describes chip flow, not investment advice. Branch data discloses only high-volume branches with ~1-day lag; TDCC is weekly. Inventory is a relative reconstruction from the window start, not absolute holdings.

Historical evidence

Signals active now

These signals are true on the latest data, with this stock's own historical forward-return stats after each occurrence.

252-day price high (breakout)

Active

Adjusted close makes a new 252-day high; repeats within 20 days counted once.

34 historical occurrences (since 2009-07-29)
Average forward return after 252-day price high (breakout)。20-day: Win 51.5%, Sample 33, Median +0.58%, Excess +0.36%, Beat mkt rate 48.5%；60-day: Win 53.1%, Sample 32, Median +2.93%, Excess +1.95%, Beat mkt rate 50%；120-day: Win 65.6%, Sample 32, Median +10.2%, Excess +7.53%, Beat mkt rate 53.1%

120 days after: historical avg +14.34%

20-day +1.19%
60-day +5.13%
120-day +14.34%
20-day
60-day
120-day
Win
51.5%
53.1%
65.6%
Sample
33
32
32
Median
+0.58%
+2.93%
+10.2%
Excess
+0.36%
+1.95%
+7.53%
Beat mkt rate
48.5%
50%
53.1%

Over 32 occurrences, 120-day forward avg gained 14.34%, beat the market by 7.53 pts; win rate 65.6%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 21.27%

Monthly revenue YoY ≥ 20%; event date is the first trading day after the filing deadline (no look-ahead).

58 historical occurrences (since 2007-05-28)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 43.1%, Sample 51, Median -1.52%, Excess +0.26%, Beat mkt rate 43.1%；60-day: Win 49%, Sample 51, Median -0.66%, Excess +0.73%, Beat mkt rate 51%；120-day: Win 52.9%, Sample 51, Median +1.54%, Excess +2.97%, Beat mkt rate 52.9%

120 days after: historical avg +3.85%

20-day +0.01%
60-day +1.01%
120-day +3.85%
20-day
60-day
120-day
Win
43.1%
49%
52.9%
Sample
51
51
51
Median
-1.52%
-0.66%
+1.54%
Excess
+0.26%
+0.73%
+2.97%
Beat mkt rate
43.1%
51%
52.9%

Over 51 occurrences, 120-day forward avg gained 3.85%, beat the market by 2.97 pts; win rate 52.9%.

Valuation regime and subsequent returns

Each day's PE is converted to its own-history percentile (as of that day), then we look at adjusted-close returns over the next 240 trading days by valuation regime.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 775+11.1% +6.5% 65.5% -15.3%
20-40 436+10.9% +4.1% 64.2% -14.9%
40-60 You are here379+20.7% +5.7% 74.1% -3.8%
60-80 477+38.9% +21.8% 83.2% +28%
80-100 340+21.5% +16.1% 87.6% +20.7%

Percentiles use an expanding own-history window (no look-ahead); forward return is 240 trading days on adjusted close. Sample days overlap; distribution is indicative only.

Current PE ≈ 14.12, at the 53.1th percentile of its own history (40-60 band).

Valuation × momentum historical grid

Every day in its own history is bucketed by valuation tercile (own-history PE) and 60-day momentum sign into six cells; we show adjusted-close returns over the next 120 trading days per cell.

Valuation
Momentum
Cheap (own-history bottom 1/3)
Mid
Expensive (own-history top 1/3)
60-day momentum up
+4.6%
Win rate 54.1% Excess -6.4%
689d
Now
+18.6%
Win rate 65.2% Excess +9%
440d
+13.4%
Win rate 71.6% Excess +12.2%
454d
60-day momentum down
+8.7%
Win rate 88.7% Excess -8.7%
494d
+3.2%
Win rate 46.8% Excess -7.6%
310d
+6.9%
Win rate 91.4% Excess +5.1%
140d

Currently in “Mid × 60-day momentum up”: across 440 historical days, 120-day forward avg gained 18.6%, win rate 65.2%, beat the market by 9%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Does this signal hold up across the market

Over the past 242 months, on average ~404 stocks per month met “monthly revenue YoY ≥ 20%”; their adjusted-close return over the next 60 trading days averaged 6.94% (equal-weighted), beating the market by 2.37 points on average, and outperformed the TAIEX total-return index in 64.5% of months.

Each month, equal-weighted 60-day forward adjusted return of all signal-matching stocks, then averaged across months; excess vs the TAIEX total-return index.

Signals not active (historical stats for reference)

These are not occurring now; historical samples shown for comparison.

Foreign net buying for 5 straight days

Pending

Foreign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.

57 times historically; 60-day forward avg +7.63%, win rate 69.1%, beating the market by +2.43 pts on average.

What does 岱稜 do? Company profile

其他電子業；真空蒸鍍薄膜、精密塗佈與光電材料 櫃買中心上櫃

Overview

3303 對應證券為岱稜科技股份有限公司，為櫃買中心上櫃普通股，非 ETF、ETN、權證或特別股。公司前身岱稜實業有限公司於1990年在台南新化成立，1995年遷至台南麻豆現址，2002年更名為岱稜科技股份有限公司，2003年公開發行，2007年5月28日正式掛牌上櫃。總部位於台南市麻豆區麻柚路383號。董事長為蔡國龍，執行長兼總經理為李顯昌。公司自有品牌為 UNIVACCO，定位為全球燙金箔領導品牌及真空蒸鍍、精密塗佈材料供應商。依公司網站揭露，全球員工逾600人，生產基地約5處，業務遍及70個以上國家和地區、客戶逾4000家，並以台灣作為全球研發、生產、行銷中心，全球擁有子公司與獨家經銷商網絡。實收資本額依公開股市資料約新台幣9.41億元；櫃買中心上櫃資料亦可查得其上櫃日期與掛牌資訊。2025年度主要股東名單顯示，主要持股者包含蔡國龍、台昌樹脂企業股份有限公司、蔡宗霖、李顯昌、新勝投資股份有限公司等；公開資料可確認持股比例會隨股本與股權異動變化，本文不推估未揭露的最新持股。

Business

岱稜核心業務為真空蒸鍍薄膜與精密塗佈材料，主要產品包含熱燙箔、窄幅冷燙箔、平版冷燙箔、雷射箔、數位燙金箔、功能性燙金箔，以及光學材料如保護膜、自黏式封裝膠帶、醫療膠帶、電子膠帶、擴散膜與塗佈代工。商業模式為以自有配方、真空蒸鍍與精密塗佈技術開發產品，透過自有品牌 UNIVACCO、子公司與經銷商銷售全球印刷包裝、標籤、品牌包材與部分光電/電子材料客戶。應用領域包括酒瓶標籤、酒盒包裝、食品與飲品標籤、食品包裝、菸盒/菸包、卡片海報、日用品、化妝品、香水、藥品包裝與高機能塗佈材料。官方與產業資料顯示，營收主要來自真空蒸鍍薄膜與光電材料；2025年合併財報揭露集團為單一營運部門，營收主要來自真空蒸鍍薄膜及光電材料之生產銷售。2025年外部客戶收入按地區約為美洲12.98億元、歐洲7.72億元、中國大陸3.62億元、台灣2.98億元、其他2.76億元，合計30.07億元；2025年無個別客戶銷售金額超過10%。公司網站列舉之終端案例包含瑞士巧克力品牌 Lindt 食品包裝、純萃喝飲品包裝標籤，以及美國二十世紀福斯電影海報等，顯示其客戶基礎分散於品牌商、包裝印刷廠與標籤供應鏈。

Outlook 2025–2028

2025年岱稜營收30.07億元，年增約0.49%，每股盈餘4.57元，擬配發2025年度現金股利每股3元，獲利創掛牌以來新高；公司表示獲利改善主要來自產品組合優化、美國市場滲透率提升、處分無錫廠股權認列利益，以及市場布局與價格策略調整。2025至2028年主要成長動能可分為四項：第一，美洲市場在2025年已成為最大收入區域，若品牌包裝與高階燙金箔需求維持，將支撐高單價產品比重；第二，歐洲子公司與波蘭據點有助於貼近歐洲客戶、提升即時服務與技術支援，可能改善過去偏經銷模式的通路效率；第三，冷燙箔、雷射箔、數位燙金箔、可回收/可堆肥與低碳材料符合品牌包裝精緻化、短量多樣與永續包材趨勢；第四，光學材料與高機能塗佈代工可作為非傳統燙金箔延伸，但公開資料顯示光電產品過去受中國競爭與價格壓力影響，未必是主要成長核心。潛在風險包括新台幣升值造成外銷換算壓力、原膜/樹脂/染料/溶劑等原物料成本波動、歐美景氣與消費包裝需求循環、關稅與地緣政治變動、歐洲波蘭據點營運爬坡不如預期、國際大廠及中國低價競爭、品牌包裝去塑化與減少裝飾材料趨勢，以及環保法規對薄膜與包材回收要求提高。2026至2028年具體營收或獲利數字未見公司正式財測，本欄展望屬依公開營運方向與產業趨勢推估。

Supply Chain

Upstream
  • 原膜、樹脂、染料、溶劑供應商 主要原物料類別；公開資料僅揭露原膜、樹脂、染料、溶劑為重要原料，未確認具名主要供應商，故不填台股代號。
  • 真空蒸鍍與精密塗佈設備供應商 製程所需設備與耗材供應來源；公開資料未具名特定設備供應商。
  • 台昌樹脂企業股份有限公司 2025年主要股東名單列為主要股東之一；公司名稱含樹脂但公開資料未能確認其為岱稜主要原料供應商，因此僅列股權關係而非供應關係。
Downstream
  • 全球包裝印刷廠與標籤加工廠 直接使用燙金箔、冷燙箔、雷射箔與功能性薄膜的主要客戶群；多為非台股掛牌或未具名客戶。
  • Lindt 公司官網列舉瑞士知名巧克力品牌 Lindt 採用於食品包裝；非台股公司。
  • 純萃喝 公司官網列舉飲品包裝標籤應用案例；品牌背後公司未在公開頁面明確列為直接客戶，故 stock_id 設為 null。
  • 二十世紀福斯 公司官網列舉美國二十世紀福斯電影海報使用平版冷燙箔案例；美國媒體品牌，非台股公司。
  • 品牌商、酒類、食品飲料、化妝品、藥品與菸品包裝供應鏈 終端應用需求來源，通常透過包裝設計、印刷廠與標籤廠採購材料，個別品牌或客戶多未公開揭露。

Competitors

  • Kurz 德國燙金箔與薄膜材料大廠，為真空蒸鍍薄膜/燙金箔主要國際競爭者；非台股公司。
  • Crown Roll Leaf 美國燙金箔相關材料競爭者；非台股公司。
  • 3M 美國上市公司，在保護膜、膠帶與特殊材料領域與岱稜部分產品競爭；非台股公司。
  • 光群雷射科技股份有限公司 2461 台股上市公司，雷射全像與包裝防偽相關材料，與岱稜之雷射箔、包裝裝飾材料在部分市場有競爭或替代關係。
  • 冠好科技股份有限公司 8354 台股上櫃公司，自黏標籤、自黏膠帶、離型紙等產品，與岱稜電子膠帶/膠黏材料與標籤包材供應鏈部分重疊。
  • 萬洲化學股份有限公司 1715 台股上市公司，膠帶與膠黏材料廠，與岱稜電子膠帶或功能性膠帶材料部分競爭。
  • 長興材料工業股份有限公司 1717 台股上市公司，樹脂、電子材料與特用材料廠；產業資料列其為擴散膜相關競爭者之一。
  • 華宏新技股份有限公司 8240 台股上櫃公司，光學膜與功能膜材料廠，與岱稜光學材料/擴散膜產品線有部分競爭。
  • 勝昱科技股份有限公司 4304 台股上櫃公司，塑膠加工及薄膜相關同業，部分包材/塑膠材料市場與岱稜具替代性。
Sources（18）

This company profile is compiled from public sources (annual reports, filings, news and analyst reports), not finlab backtest data; the 2025–2028 outlook contains forward-looking estimates and is for reference only.

Method and limitations

  • All returns use adjusted close (etl:adj_close), already adjusted for dividends and splits.
  • Excess return is measured against the TAIEX total-return index (dividends included).
  • Valuation regime and percentile stats use an expanding own-history window (no future data).
  • Revenue-signal event dates align to the first trading day after the filing deadline, avoiding look-ahead.
  • Event samples may overlap in time; stats describe historical distribution only and are less reliable when samples are few.

This page is historical statistics for educational purposes and is not investment advice. Investing involves risk; past performance does not indicate future results. Assess and bear the risk yourself before trading.