Mainland subsidies LED lighting to drive Taiwanese factories to benefit
After the mainland announced subsidies for LED lighting, it will drive the recent rise of the LED community. Among them, Jingdian and Dongbei, which have cooperation with the mainland, are expected to benefit from the subsidy program; Ronda has fundamental and subject-side protection, and future revenue will be Growing month by month.
With the increasing demand for TV backlights and lighting, the visibility of crystal power orders is quite good, and some medium and high-end chips are also expected to increase in price. Industry-to-investment investments such as Guangzhou-Guangzhou operations have continued to improve, and revenues in the second quarter are expected to increase by 30% to 35%, driving profit and loss from loss to profit. Technically, Jingdian's share price has been revised with the broader market. Currently, it is back to the NT$62 neckline area. The foreign investment and investment holdings on the chip are also in a relatively low-end area. In the future, there will be opportunities to replenish the shares as the performance improves.
Ronda mainly benefited from the continued increase in LED backlight demand, and LED lighting customers' demand for orders from Philips, OSRAM and GE also increased. It is estimated that the contribution rate of Ronda will reach 30% to 35%, and the revenue of this season is expected to increase by 20%. From % to 25%, the business outlook is good. Technically, Ronda’s half-year line of NT$30 has been supported, and the chip-to-face investment and self-employed business continued to increase in size, and the chip surface was relatively stable.
Dongbei is expected to be the winner of this wave of energy conservation subsidies in the Mainland. Dongbei added many mainland customers in 2012, such as TCL, Tsinghua Tongfang (NB), and the system manufacturer TPV, which contributed at least 20% of Dongbei's backlight business this year. The price of Dongbei's share price in May was more than 10% due to the impact of European debt. Recently, the short-term moving average has been entangled upwards, and it is expected to be completed. With the outbreak of LED energy-saving business opportunities, the stock price is expected to perform.
With the increasing demand for TV backlights and lighting, the visibility of crystal power orders is quite good, and some medium and high-end chips are also expected to increase in price. Industry-to-investment investments such as Guangzhou-Guangzhou operations have continued to improve, and revenues in the second quarter are expected to increase by 30% to 35%, driving profit and loss from loss to profit. Technically, Jingdian's share price has been revised with the broader market. Currently, it is back to the NT$62 neckline area. The foreign investment and investment holdings on the chip are also in a relatively low-end area. In the future, there will be opportunities to replenish the shares as the performance improves.
Ronda mainly benefited from the continued increase in LED backlight demand, and LED lighting customers' demand for orders from Philips, OSRAM and GE also increased. It is estimated that the contribution rate of Ronda will reach 30% to 35%, and the revenue of this season is expected to increase by 20%. From % to 25%, the business outlook is good. Technically, Ronda’s half-year line of NT$30 has been supported, and the chip-to-face investment and self-employed business continued to increase in size, and the chip surface was relatively stable.
Dongbei is expected to be the winner of this wave of energy conservation subsidies in the Mainland. Dongbei added many mainland customers in 2012, such as TCL, Tsinghua Tongfang (NB), and the system manufacturer TPV, which contributed at least 20% of Dongbei's backlight business this year. The price of Dongbei's share price in May was more than 10% due to the impact of European debt. Recently, the short-term moving average has been entangled upwards, and it is expected to be completed. With the outbreak of LED energy-saving business opportunities, the stock price is expected to perform.
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