i den forbindelse er der 3 interessante kinesiske aktier indenfor den sektor, hvor kurserne er faldet temmelig meget og de derfor er interessant prissat
jeg siger ikke man skal købe dem lige i morgen, men potentialet er stort op til efteråret/jul
det er alle meget store virksomheder med globalt store markedsandele og også store markedsandele i kina, men alle er lidt bagud med den seneste teknologiske udvikling og tilpasning til nye produkter (smartphones, tablets mm)
TCL - 1070.hk
producerer primært fjernsyn, primært fladskærms TV, men også stadig de gamle CRT fjernsyn
meget stor producent, sælger både under eget navn og med labels bl.a. har de købt det franske tomson for nogle år siden hvor de sælger en del i europa, nummer 1 i kina
FIH - 2038.hk
datterselskab af et af de største el og semi komponentproducenter i verden, hon jai i taiwan, hedderf oxconn og producerer primært kom ponenter til mobiltelefoner, især nokia, hvor de producerer det meste, men de har fulgt nokia ned i markedsandel og er ikke kommet godt nok med på smartphones, men det kommer nok
TPV - 0903.hk
en af verdens største producenter (måske den største) af fladskærme til TV, computere og andet, solgte tidligere nogenlunde lige meget i kina, usa, europa og row, men andelen i kina er vokset de seneste år så kina udgør omkring 35%
allesammen meget billige aktier, der har stort potentiale, jeg har kun TCL indtil nu, købt for nogle måneder siden, først et lille tab og nu gevinst og jeg regner med at købe langsomt op i dem alle 3 de kommende måneder
LG Display flags sector recovery on steadier prices after Q1 loss
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Stocks
Samsung Electronics Co Ltd
005930.KS
₩875,000.00
+8,000.00+0.92%04/19/2011
LG Display Co Ltd
034220.KS
₩38,600.00
+2,500.00+6.93%04/19/2011
Chimei Innolux Corp
3481.TW
NT$30.45
-0.05-0.16%04/19/2011
Mon Apr 18, 2011 6:06am EDT
* Q1 op loss 239 bln won vs SmartEstimates of 235 bln won loss
* Q2 profit to offset Q1 loss, aims to break even in H1-CFO
* Improved market outlook, new TV products to lift demand in Q2
* Sees higher shipment, panel prices in Q2
* Shares end down 0.6 pct ahead of results; underperform mkt this yr (Adds details, comments)
By Miyoung Kim
SEOUL, April 18 (Reuters) - LG Display , the world's No.2 flat-screen maker, is starting to see signs of recovery in depressed TV panel prices as it forecast a return to profitability in the current quarter after reporting its second consecutive quarterly loss.
Panel makers, led by Sharp Corp , are reducing production, after the powerful earthquake and tsunami in Japan last month, but demand from television and computer makers is too weak to absorb even lowered supplies, sending prices of large-sized LCD panels down more than one third over the past year.
But the pace of decline has been easing in recent months, raising hopes that demand from TV makers has finally improved . So far, booming demand from smartphones and tablets has been a rare bright spot in the LCD market, which has been in a glut since the summer of 2010.
"A meaningful recovery in the sector is not in sight yet. But panel restocking is expected to begin in late May because of seasonal demand in the third quarter," Ji Mok-hyun, an analyst at Meritz Securities, said on Monday.
The positive outlook by LG Display, which kicked off earnings for major Asian LCD makers ahead of results due from Samsung Electronics and AU Optronics , bodes well for the sector as most panel makers including Samsung are widely expected to report heavy losses for January-March.
"There are several signs that indicate overall price trend has now turned upside and we expect even depressed TV panel prices to rebound from the mid second quarter as TV makers are preparing to build up inventory ahead of new model launches," LG Display Chief Financial Officer Jung Ho-young told analysts.
LG Display, a key panel supplier for Apple's iPhone and iPad, expects TV panel prices to stop sliding and rebound from the mid second quarter, while overall shipment volume of flat screens was likely to rise by late-teen percentage from the previous quarter.
DEMAND IMPROVES
"We are seeing real demand pick up and also very encouraged by strong sales data from China, although it may not be felt by the same degree across the overall panel makers...But the overall condition is improving and our positive growth guidance for both volume shipment and price is a conservative one taking into account potential disruptions in supply from Japan," said LG Display's Jung.
Highlighting soft demand from TV makers, Philips Electronics said on Monday it would transfer its TV business into a joint venture with TPV Technology after reporting weaker-than-expected quarterly net profit. [ID:nLDE73H03T]
The Dutch consumer electronics company is one of the main clients of LG Display along with LG Electronics and Toshiba Corp .
"Japan's earthquake will have a positive impact on panel supply-demand balance by curtailing production. But it is not good in terms of LCD parts supply, leading to a parts shortage. The impact is neutral," said Ji.
LG Display, which competes with Samsung, Sharp and Taiwan's Chimei Innolux , said January-March operating loss was 239 billion Korean won ($220 million), worse than the consensus forecast of a loss of 123 billion won polled by Thomson Reuters I/B/E/S.
But the result was broadly in line with StarMine's SmartEstimates, which places more weight on recent forecasts by top-rated analysts and expected a downside surprise of 92 percent to 235 billion won in the first-quarter operating loss.
Last week, HSBC lowered its growth forecast for the global LCD TV market to below 10 percent for this year, as most households in advanced countries have already traded their bulky tube TV sets to flat-screens.
In Japan, Sharp, which is estimated to produce around 8 percent of global LCD supply, suspended production at two TV panel plants last week until early may due to slumping domestic demand for TVs and shortages of a gas used in panel production. [ID:nL3E7FB012]
LG Display shares have fallen about 9 percent so far this year, lagging a 4 percent gain in the wider market , which hit a record high this month. Ahead of the results, LG shares closed down 0.6 percent in a flat broader market. ($1 = 1088.000 Korean Won) (Additional reporting by Hyunjoo Jin and Ju-min Park; Editing by Dhara Ranasinghe and Anshuman Daga)
jeg siger ikke man skal købe dem lige i morgen, men potentialet er stort op til efteråret/jul
det er alle meget store virksomheder med globalt store markedsandele og også store markedsandele i kina, men alle er lidt bagud med den seneste teknologiske udvikling og tilpasning til nye produkter (smartphones, tablets mm)
TCL - 1070.hk
producerer primært fjernsyn, primært fladskærms TV, men også stadig de gamle CRT fjernsyn
meget stor producent, sælger både under eget navn og med labels bl.a. har de købt det franske tomson for nogle år siden hvor de sælger en del i europa, nummer 1 i kina
FIH - 2038.hk
datterselskab af et af de største el og semi komponentproducenter i verden, hon jai i taiwan, hedderf oxconn og producerer primært kom ponenter til mobiltelefoner, især nokia, hvor de producerer det meste, men de har fulgt nokia ned i markedsandel og er ikke kommet godt nok med på smartphones, men det kommer nok
TPV - 0903.hk
en af verdens største producenter (måske den største) af fladskærme til TV, computere og andet, solgte tidligere nogenlunde lige meget i kina, usa, europa og row, men andelen i kina er vokset de seneste år så kina udgør omkring 35%
allesammen meget billige aktier, der har stort potentiale, jeg har kun TCL indtil nu, købt for nogle måneder siden, først et lille tab og nu gevinst og jeg regner med at købe langsomt op i dem alle 3 de kommende måneder
LG Display flags sector recovery on steadier prices after Q1 loss
Share thisinShare.00diggsdiggEmailPrintRelated TopicsStocks »
Global Markets »
Media »
Earnings »
Cyclical Consumer Goods »
Technology »
Stocks
Samsung Electronics Co Ltd
005930.KS
₩875,000.00
+8,000.00+0.92%04/19/2011
LG Display Co Ltd
034220.KS
₩38,600.00
+2,500.00+6.93%04/19/2011
Chimei Innolux Corp
3481.TW
NT$30.45
-0.05-0.16%04/19/2011
Mon Apr 18, 2011 6:06am EDT
* Q1 op loss 239 bln won vs SmartEstimates of 235 bln won loss
* Q2 profit to offset Q1 loss, aims to break even in H1-CFO
* Improved market outlook, new TV products to lift demand in Q2
* Sees higher shipment, panel prices in Q2
* Shares end down 0.6 pct ahead of results; underperform mkt this yr (Adds details, comments)
By Miyoung Kim
SEOUL, April 18 (Reuters) - LG Display , the world's No.2 flat-screen maker, is starting to see signs of recovery in depressed TV panel prices as it forecast a return to profitability in the current quarter after reporting its second consecutive quarterly loss.
Panel makers, led by Sharp Corp , are reducing production, after the powerful earthquake and tsunami in Japan last month, but demand from television and computer makers is too weak to absorb even lowered supplies, sending prices of large-sized LCD panels down more than one third over the past year.
But the pace of decline has been easing in recent months, raising hopes that demand from TV makers has finally improved . So far, booming demand from smartphones and tablets has been a rare bright spot in the LCD market, which has been in a glut since the summer of 2010.
"A meaningful recovery in the sector is not in sight yet. But panel restocking is expected to begin in late May because of seasonal demand in the third quarter," Ji Mok-hyun, an analyst at Meritz Securities, said on Monday.
The positive outlook by LG Display, which kicked off earnings for major Asian LCD makers ahead of results due from Samsung Electronics and AU Optronics , bodes well for the sector as most panel makers including Samsung are widely expected to report heavy losses for January-March.
"There are several signs that indicate overall price trend has now turned upside and we expect even depressed TV panel prices to rebound from the mid second quarter as TV makers are preparing to build up inventory ahead of new model launches," LG Display Chief Financial Officer Jung Ho-young told analysts.
LG Display, a key panel supplier for Apple's iPhone and iPad, expects TV panel prices to stop sliding and rebound from the mid second quarter, while overall shipment volume of flat screens was likely to rise by late-teen percentage from the previous quarter.
DEMAND IMPROVES
"We are seeing real demand pick up and also very encouraged by strong sales data from China, although it may not be felt by the same degree across the overall panel makers...But the overall condition is improving and our positive growth guidance for both volume shipment and price is a conservative one taking into account potential disruptions in supply from Japan," said LG Display's Jung.
Highlighting soft demand from TV makers, Philips Electronics said on Monday it would transfer its TV business into a joint venture with TPV Technology after reporting weaker-than-expected quarterly net profit. [ID:nLDE73H03T]
The Dutch consumer electronics company is one of the main clients of LG Display along with LG Electronics and Toshiba Corp .
"Japan's earthquake will have a positive impact on panel supply-demand balance by curtailing production. But it is not good in terms of LCD parts supply, leading to a parts shortage. The impact is neutral," said Ji.
LG Display, which competes with Samsung, Sharp and Taiwan's Chimei Innolux , said January-March operating loss was 239 billion Korean won ($220 million), worse than the consensus forecast of a loss of 123 billion won polled by Thomson Reuters I/B/E/S.
But the result was broadly in line with StarMine's SmartEstimates, which places more weight on recent forecasts by top-rated analysts and expected a downside surprise of 92 percent to 235 billion won in the first-quarter operating loss.
Last week, HSBC lowered its growth forecast for the global LCD TV market to below 10 percent for this year, as most households in advanced countries have already traded their bulky tube TV sets to flat-screens.
In Japan, Sharp, which is estimated to produce around 8 percent of global LCD supply, suspended production at two TV panel plants last week until early may due to slumping domestic demand for TVs and shortages of a gas used in panel production. [ID:nL3E7FB012]
LG Display shares have fallen about 9 percent so far this year, lagging a 4 percent gain in the wider market , which hit a record high this month. Ahead of the results, LG shares closed down 0.6 percent in a flat broader market. ($1 = 1088.000 Korean Won) (Additional reporting by Hyunjoo Jin and Ju-min Park; Editing by Dhara Ranasinghe and Anshuman Daga)
20/4 2011 12:37 TeamGarlic 0
41513 Der er ikke megen profit for Philips i TV-divisionen. Mener at have set, at de helt lukker dette.
http://npinvestor.dk/nyheder/tv-divisionen-et-problembarn-hos-phillips-223756.aspx
http://npinvestor.dk/nyheder/tv-divisionen-et-problembarn-hos-phillips-223756.aspx
