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7584

樂意 Cultural & Creative As of 2026-06-17 Updated daily after market close

quality needs a look, fair valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 樂意 to your watchlist to track signal changes on your next visit.
Valuation 61Quality 11Growth 75Momentum 2Chips 25

Is 樂意 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 15th market percentile. Latest quarterly ROE ≈ -4.5%.

  • Valuation is neutral.PE is in the 42th market percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -1.7% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 31.8%, above the 20% growth threshold.

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

Chip flow

Bullish +0.57
BearishNeutralBullish

Institutional rotation, concentration steady — bullish

  • Institutional rotation, concentration steady — bullish
  • 台新-台北 holds 222 lots
  • sellers have 13 lots left, ~30 sessions to clear

Window from 2026-01-17 · Price -32% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 台新-台北 has accumulated 222 lots since the start (sold 0%), holding.
  • Main distributor 永豐金-桃園 peaked at 12 lots, has sold 50%, 6 left, ~10 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +0.00pp, mid holders +1, retail -2.45pp — little change.
  • Foreign hedge-desk net short Net short -29 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
台新-台北元富國泰-新莊新光-台南國泰-桃園華南永昌-民權
Distributing
永豐金-桃園第一金-高雄元大-北三重元大-莒光台中銀-員林台新證券
Desks
own scale
富邦-南屯統一富邦-內湖永豐金-高雄
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 台新-台北 +222
    sold 0%
  • 元富 +178
    sold 0%
  • 國泰-新莊 +51
    sold 0%
  • 新光-台南 +41
    sold 0%
  • 國泰-桃園 +36
    sold 0%· still adding
  • 華南永昌-民權 +33
    sold 0%

Distributing

  • 永豐金-桃園 6 left
    sold 50%· ~10 sessions to clear
  • 第一金-高雄 1 left
    sold 80%· paused recently
  • 元大-北三重 1 left
    sold 75%· paused recently
  • 元大-莒光 2 left
    sold 50%· paused recently
  • 台中銀-員林 1 left
    sold 75%· ~5 sessions to clear
  • 台新證券 3 left
    sold 25%· paused recently

Desks

  • 富邦-南屯 -175
    unclassified
  • 統一 -80
    unclassified
  • 富邦-內湖 -51
    unclassified
  • 永豐金-高雄 -40
    unclassified
Still selling 13 lots ~30 sessions to bottom at most
Recent buy/sell force +74 absorbed / -11 sold buyers slightly ahead
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.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 31.8%

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

12 historical occurrences (since 2024-07-26)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 45.5%, Sample 11, Median -2.02%, Excess -5.46%, Beat mkt rate 36.4%；60-day: Win 27.3%, Sample 11, Median -10.37%, Excess -12.48%, Beat mkt rate 9.1%；120-day: Win 0%, Sample 11, Median -16.81%, Excess -27.74%, Beat mkt rate 0%

120 days after: historical avg -19.81%

20-day -5.37%
60-day -9.91%
120-day -19.81%
20-day
60-day
120-day
Win
45.5%
27.3%
0%
Sample
11
11
11
Median
-2.02%
-10.37%
-16.81%
Excess
-5.46%
-12.48%
-27.74%
Beat mkt rate
36.4%
9.1%
0%

Over 11 occurrences, 120-day forward avg declined 19.81%, lagged the market by 27.74 pts; win rate 0%.

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.

252-day price high (breakout)

Pending

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

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.

What does 樂意 do? Company profile

文化創意業；線上遊戲代理發行、遊戲平台營運、IP開發及授權 上櫃（證券櫃檯買賣中心）

Overview

樂意傳播股份有限公司，統一編號53773813，成立於2012年6月13日，總部位於新北市新店區北新路三段205之3號9樓；董事長、總經理、發言人均為梁敏永。公司於2020年11月23日公開發行、2021年5月12日登錄興櫃，依櫃買中心公告於2024年7月25日由興櫃轉上櫃買賣，股票代號7584、簡稱樂意，上櫃股票類別為文化創意業。依2026年初公開資料及公司114年度年報，實收資本額為新台幣164,628,080元，已發行普通股16,462,808股，每股面額10元。員工規模含子公司：2023年326人、2024年304人、截至2026年3月30日300人。主要股東（2026年3月30日）為三蔥投資47.13%、梁敏永7.71%、徐婕6.18%、T3 Entertainment Inc. 5.51%、Golden Spring Holdings Limited 3.10%，其餘包含吳青錡、趙靖美、姜志勳、江柔惠、李宜珍等。集團子公司包含日本株式会社HappyTuk、韓國Naddic Games Co., Ltd.、幻創行銷股份有限公司等；Naddic主要從事遊戲IP開發與授權。

Business

公司定位為遊戲產業中游，主要從事電腦線上遊戲與手機遊戲之代理發行、遊戲平台經營、遊戲IP授權、代操與整合行銷。114年度營收新台幣959,583仟元，較113年度1,011,516仟元下滑約5%；營收結構為遊戲收入911,534仟元、占94.99%，IP授權收入32,978仟元、占3.44%，代操收入8,701仟元、占0.91%，其他6,370仟元、占0.66%。114年度地區別營收為台灣728,478仟元、占75.92%，日本50,688仟元、占5.28%，韓國137,738仟元、占14.35%，其他42,679仟元、占4.45%。公司目前發行遊戲約20款，電腦線上遊戲包含《封印者：CLOSERS》、《新王者之劍》、《勁舞團》、《失落的方舟》、《A.V.A》、《巨商》、《彩虹島物語》、《新熱血江湖》、《Special Force》、《十二之天貳》、《AIKA》、《笑傲江湖》、《十二之天2》；手機遊戲包含《輸贏》、《強棒出擊》、《十二之天M Reborn》、《勁舞團M》、《樂快玩STORE》、《PriStonTale M》、《十二之天M Origin》。商業模式上，遊戲玩家透過點數與金流通路儲值，樂意依點數耗用情形認列遊戲營運收入；代理遊戲則向開發商支付權利金或分成成本；IP授權收入依授權期間逐步認列。114年度主要供應商為智冠18.78%、Smilegate 16.37%、AK 11.75%；主要銷貨客戶為智冠，114年度銷貨626,509仟元、占65.29%，主要係金流通路商代收付玩家儲值款。

Outlook 2025–2028

公司年報引用Newzoo 2026年4月資料指出，2025年全球遊戲市場規模估約1,888億美元、年增3.4%，亞太仍為最大市場，惟2025至2028年整體成長率約3.0%，PC與手遊成長率趨緩，玩家滲透率趨於停滯，顯示市場成熟、留存與變現既有用戶的重要性提高。樂意的成長動能主要來自四個方向：第一，持續經營高黏著度經典PC端遊與手遊代理組合，透過改版、活動與精準行銷延長產品生命週期；第二，收購並增持韓國Naddic Games後，從純代理向自有IP、研發與國際授權延伸，可降低對外部授權的單一依賴並增加IP授權收入；第三，持續投資MangoT5平台後台、數據分析、權限管理與廣告投放能力，提高玩家行為分析與營運效率；第四，規劃115年度《命運骰很大 Dice Caravan》於台港澳上市，並推進新遊戲產品開發、拓展不同平台與遊戲類型。主要風險與挑戰包括：遊戲市場成熟且競爭激烈，新遊戲上線時程、版號或授權條件變動可能造成營收波動；主力遊戲玩家留存下降會直接影響儲值收入；對金流通路智冠的銷貨集中度高，114年度占銷貨淨額65.29%；代理遊戲需支付權利金與分成，熱門程度與玩家儲值管道變動會影響成本率；Naddic研發與IP投資需承擔開發失敗、商譽與無形資產減損風險；跨國營運亦有匯率、韓日市場競爭及法規風險。2026年第一季合併營收225,324仟元，低於2025年第一季302,298仟元，顯示短期仍受產品週期影響。

Supply Chain

Upstream
  • Smilegate 韓國遊戲開發與授權方；114年度為樂意主要進貨供應商之一，占進貨淨額16.37%。未確認為台股上市櫃公司，stock_id設為null。
  • 智冠科技股份有限公司 5478 遊戲點數、金流與通路服務商；114年度同時為主要進貨供應商，占進貨淨額18.78%，亦為主要銷貨客戶。
  • AK 年報揭露之主要供應商名稱，114年度占進貨淨額11.75%；公開資料未能確認完整法人與是否台股掛牌，stock_id設為null。
  • Naddic Games Co., Ltd. 韓國子公司，從事遊戲IP開發與授權，擁有《Closers》等IP；非台股掛牌公司。
Downstream
  • 智冠科技股份有限公司 5478 主要金流通路商與代收付合作對象；114年度銷貨金額626,509仟元，占銷貨淨額65.29%。
  • 遊戲玩家／消費者 最終付費用戶，透過點數、金流或平台儲值購買遊戲服務與虛擬商品；非公司法人。
  • 株式会社HappyTuk 日本全資子公司，負責日本地區遊戲相關代理業務；非台股掛牌公司。
  • 海外授權或營運合作方 IP授權與海外營運合作對象，年報未逐一揭露具名客戶；非可確認台股掛牌公司。

Competitors

Sources（11）

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.