DisplaySearch Report Reveals LCD Component Shortages

Investeerimine
1

Paar päeva tagasi sattusin peale huvitavale kirjutisele:

AUSTIN, Texas–(BUSINESS WIRE)–Oct. 10, 2000–DisplaySearch, the
worldwide leader in FPD market research and consulting, has issued a
new report which covers the supply/demand situation of critical LCD
materials called the “Quarterly LCD Component Report.”
With materials accounting for more than 50% of total display costs
and LCD manufacturers spending at record levels in response to strong
demand, the availability of LCD materials is critical. With as few as
2 materials suppliers in a specific segment serving more than 20 TFT
LCD suppliers, the lack of investment by LCD materials suppliers can
dramatically impact the growth of the TFT LCD market and its related
applications. Shortages in LCD materials can result in reduced unit
production, market penetration and factory utilization and can delay
capital spending.

Mõned LCD/Flat panel display aktsiad: GNSS GSNX PANL PIXT PHTN HIT SAGI (display processors)

2
boyplunger pane maainimesele maakeelde: kas neid aktsiaid peab shortima või hoopis positsiooni võtma

tänase seisuga on kaks neist ~+3% ja üks ~-8% ülejäänud nulli ümber
3
to Graafik:
Minu eesmärgiks ei ole kellegile soovitusi jagada! Ma vaid juhtisin tähelepanu infole, mis mulle silma jäi. Järeldused peab igaüks ise tegema.

GNSS +1.2%
GSNX -9.1%
PANL -3.7%
PIXT +2.9%
PHTN -7.1%
HIT -1.4%
SAGI -1.7%