Taiwan LED drive factory optimistic about the Olympic Games, Sichuan disaster reconstruction opportunities

The Beijing Olympic Games countdown, in addition to the stadium, the stadium LED board listed as standard, with events approaching, various manufacturers for rare global exposure, grab a LED in the mainland over billboards, business opportunities.

Which Taiwan is responsible for the supply of LED accumulation, dianjing among the Kanban drive "Olympic concept stocks", the recent share price has slowly warming trend, the accumulation of yesterday (14) rose 4 yuan, 270 yuan in the past month, the stock rose more than 30%; dyking yesterday (14) on the price of 68.3 yuan, nearly a the band rose 25% month.

Legal representative, in addition to the concept of the Olympic Games, the recent international oil prices continued to surge, West Dezhou crude oil hit a record high of $126 a barrel, LED also has the concept of energy saving, the future is expected to gradually replace the traditional lighting. In the past LED high price, can only be used in special purpose, now with the production technology improvement, the price decline, coupled with high oil price era, energy saving characteristics of LED favored, including dual color or full color LED Kanban will gradually replace the traditional neon billboards, the next few years the market will show rapid growth.

In addition, the day before the Sichuan earthquake, also have the opportunity to drive LED industry bring some "business opportunities" reconstruction.

Accumulation is now the world's second largest LED Kanban drive supplier, after Japan's Toshiba (Toshiba), the mainland market accounted for the company's revenue accounted for more than 40%, this wave of Olympic business opportunities the main benefit of manufacturers. Yesterday also said that the accumulation of the director, the Olympic Games do help LED Kanban market growth, the current situation in order to pick up 5, June revenue growth. However, the LED driver industry urgent single more, the company is also worried that after the peak of the Olympic Games, the third quarter after the operation may be variable, will actively develop new customers.

Accumulation of the first four months of revenue 403 million yuan, an annual growth rate of 39.1%. But because of the new Taiwan dollar exchange caused by the loss of about 4000000 yuan, and that employee bonus and compensation of directors and supervisors each accounted for 15% and 3% of the earnings distribution, the accumulation of the first quarter net income of 58 million 250 thousand yuan, representing a decrease of 11.8% over the same period 07 years, has more than 07 year in the fourth quarter fell 37.2%, net profit per share of 2.2 yuan.

As for the 5 point, and June revenues also have the opportunity to grow again in April. Dianjing before April revenue of 243 million yuan, with the same 07 year period; but due to the impact of exchange loss factors, the first quarter net loss of 549 thousand yuan, net loss of 0.01 yuan per share. The legal thought, with NT only steady trend, net exchange loss factors of dyking second quarter profit outlook optimistic.

However, accumulation, dianjing mainly dwell in LED Kanban market, investors must beware of Olympic fever after a slowdown in demand. It is the mobile phone, laptop screen using LED backlight become the future trend, will create a wave of new opportunities for the LED drive market.

Source: Economic Daily