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hg0088开户:Greater China Technology Hardware-1st Take:Decline

发布人:青岛威柏电子有限公司 发布时间:2017-11-13 13:36:12 浏览:191次

The narrowed panel price decline in 1H-April meets our priorexpectations:Prices for 32"and 43" panels both stayed flattish at US$52/US$93,respectively.

The magnitude of the decline in prices for panels 50" and abovenarrowed further, to 0.6-1.1% vs. down 0.8-1.8% in 2H-March.

NB/monitor panel pricing also held up well, down 0.2-0.5%.

We believe the steady panel price trend in March-May has been mostlyanticipated by the market now: AUO's recent 8% share price correctionsince mid-March (vs. -2% for the TAIEX) could reflect de-risking the upcoming1Q earnings release in late April, and to a lesser extent, impact from the HonHai / Sharp deal.

The next catalysts are 2Q outlook guidance (profit recovery) and panelprice rebound, in our view: BOE will post 2015/1Q16 results on April 26.

AUO will hold an investor conference on April 28. Innolux's 1Q16 results couldbe also released in late April.

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