Conjecture: LED industry stocks become a new active species?

Comments: more and more analysts pointed out that the future development of China's LED industry optimistic about space, and then for the LED industry to provide a more optimistic speculation speculation theme. Therefore, the recent significant increase in new funds to join the LED industry stocks, it seems that the short-term LED industry stocks or have relatively optimistic performance.

Is more important, drive LED industry stocks active power, may not be derived from the sense of smell of hot money, but also from the fund and other institutions have a strong ability of mining the value of the investment funds. Mainly because of industry analysts described the January 2013 data is greater the brightest funds on the LED industry inflection point optimistic expectations.

According to the report, industry analysts tracking 9 Taiwan LED chip companies in January 2013 total revenues of NT $3 billion 3 million, an increase of 21.53%, an increase of 15.33%; 9 Taiwan LED packaging companies in January revenue totaled NT $4 billion 525 million, an increase of 53.6%, an increase of 29.55%. At the same time, although the Lunar New Year holiday on the impact of working hours, but the overall performance of a single good, and higher order LED chip demand is more prosperous, pulling capacity utilization and shipments, the greater the intensity of recovery.

Such information will undoubtedly strengthen the capital funds and other institutions optimistic expectations, the LED industry prospects so that funds are also added to the opening stock in the ranks of the LED industry. Following this thought, in operation, we recommend investors to focus on three safety optoelectronics, BDO Runda, REFOND etc.. Among them, the performance of elastic REFOND is more optimistic, not only is the company has cut into the LED lighting field, but also in the company in the field of LED display panel, has strong competitiveness, future performance growth is more optimistic, tracking.