A week's memorabilia: big acquisitions, performance...

In the first week of May, there were only three days in the first week, but there were still big news bombings. For example, it is known as the largest merger in LG history to complete the transaction by 8 billion 500 million; OSRAM, a first-hand purchase of VCSEL, and a first-hand acquisition plant lighting company. LEDinside editor, found that in recent years, the high Maori market, such as automobile lighting, agricultural lighting, and other high Maori markets have been favored, and the big international plants are making full use of their own advantages. Market. In addition, this week OSRAM and Seoul semiconductor also caught up with the last bus, and announced the latest results. Talk less, and look back on the events of the week.

[great event]

LG's largest mergers and acquisitions completed in history, 8 billion 500 million "eat" under the Austria ZKW

According to South Korean media, LG electronics has bought Austria auto lighting company ZKW with 1 trillion and 440 billion won (about 8 billion 548 million yuan), the largest merger and acquisition transaction in the history of LG group. Previously, LG electronics mainly provided car taillights, but the acquisition has enabled LG to expand its business to all areas of auto parts, including headlights.

With a value of about 290 million, PHILPS lighting began to buy back 1 million 500 thousand shares

On the 2 day, PHILPS lighting announced that it began to buy back more than 1 million 500 thousand shares, and the company would use the shares to counteract the debt generated by the long-term incentive performance stock plan and other employee stock ownership plans.

The share repurchase program, which began in May 2, 2018, is expected to be completed before the second quarter, with a share value of about 38 million euros (RMB 290 million yuan).

To speed up the transformation of technology, OSRAM will buy two companies again

On the 3 day, OSRAM issued a press release. The company has fully acquired Vixar, the leader of the VCSEL (vertical cavity surface emitting laser) in the field of professional technology, and strengthened its semiconductor lighting and laser technology portfolio. This technology is mainly known to the public for its application in mobile device identification, and can also be used in medical, industrial and automotive fields for gesture recognition and distance measurement.

In addition, OSRAM also acquired a new American special lighting company Fluence Bioengineering, which has taken a new step in the field of intelligent plant planting solutions. The main business of Fluence includes the development and sale of lighting products for vegetable and medicinal plants. The LED plant lighting system based on OSRAM LED chip is of wide application value, especially for the development of vertical agriculture in urban areas.

San an optoelectronic shareholder is expected to increase 500 million to 1 billion 500 million yuan

3, San an optoelectronic bulletin said that the company's shareholders, Fujian San an group increased the company's share of 5557644 shares, and will continue to increase the share of the company in the two level market in the next 3 months, with its own and unanimous action names. The cumulative increase (including this increase) is not less than 500 million yuan, not more than 1 billion 500 million yuan The amount of the cumulative increase is not more than 2% of the total shares issued by the company.

Jin Lai is going to buy a 100% stake in gold, with a transaction price of not more than 17 million yuan

On the 3 day, the company (hereinafter referred to as "the company") issued a notice. In May 2, 2018, the company signed the agreement on the intention to buy stock with Zhou Xixiang and Guangdong Xiang Li Industrial Co., Ltd., and the company will buy a 100% stake in Foshan Shunde gold auspicious Electric Co., Ltd. The price of the proposed acquisition is not more than 17 million yuan.

[performance evaluation]

OSRAM 2Q18 revenue is over 7 billion 600 million, a slight increase of 1.8% over the same period.

3, OSRAM announced the second quarter of 2018 financial performance, the company 2Q18 growth rate slightly slower, revenue of 1 billion 10 million euros (RMB about 7 billion 680 million yuan), up 1.8% over the same period of the previous year. The EBITDA was 153 million euros after the special project, which was lower than the same period last year. After the adjustment, the profit rate of EBITDA reached 15.1%.

Benefiting from automotive lighting and so on, Seoul semiconductor 1Q18 revenue is over 1 billion 600 million

A few days ago, Seoul semiconductor, a manufacturer of South Korea's LED, announced the first quarter of 2018 revenue. Although the first quarter was often off season, the revenue of Seoul semiconductor grew to 283 billion won (about 1 billion 670 million RMB), mainly due to the two digit growth of general lighting (especially the car lighting segment market and all applications), while the IT business grew with a higher unit.

Q1's performance has been reduced, and the second season begins with a Maori challenge of over 14%

The first quarter of the Department of light treasure, not only the gross profit rate, the rate of profit of only 11.1%, 1.6%, profit 1 billion 41 million yuan (NTD, the same below) more than the same period last year, 47%, profit of only 0.45 yuan per share. Although the first season is bad, price competition and lack of material conditions are still not improved, only the chief executive of the light treasure section Chen Guangzhong is optimistic that revenue from LED, chassis, high watt number power, SSD, car electronics and lighting have grown two figures compared with last year, and the gross interest rate of each season starts to rise to more than 14% in the second quarter. .

Dong Bei light power conversion to profit, turn high order lighting products

Dongbei photoelectric continuous loss for two years, adjust the customer structure, the backlight application focused on the international front line Dell (DELL) NB customers, lighting to the development of high value-added lamps and lanterns, health, intelligent applications, the first quarter of this year, a smooth turn to profit, a single season after tax surplus of 37 million 290 thousand yuan (NTD, the following), after tax earnings per share of 0.1 Yuan.

Bai Hong's first quarter revenue is attenuated and future profit is stable

In the first quarter of this year, the revenue of the first quarter fell to 403 million yuan, 14% and 12%, which was mainly affected by the low season of the industry, the Lunar New Year and the high base period of the street lamp last year. It is expected that revenue may be less than last year in the light of the reduction of street lights, but because of the aviation lighting and the infrared sensing module of the sweeping robot, the stability of the industrial control application products, and the improvement of the mainland's high glow and loss, the gross profit margin may also improve space and profit.

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(LEDinside Janice)

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