LED enter the peak season billion light, soup stone Q2 profit shining

LED of the new factory products gradually mass production in the third quarter, and entered the industrial season, billion light, soup stone, Guang Lei, East Bay last season is expected to produce beautiful transcripts, corporate estimates, billion light and stone soup EPS (EPS) has more than 1 yuan (NT, the same below) level for LED per share for Li Wang, LED entered the season this season.

LED epitaxial single crystal power plant to pick the leading production, consolidated subsidiary equipment centralized production, change the blue LED to fill the gap in the machine red three strategies, the biggest profit this quarter, with short-term physical improvements, foreign investment has continued to buy crystal electric drive, crystal electric two days. Strong go Yang, drive LED stocks a comprehensive counterattack.

Billion light in the first quarter operating well, single quarter gross margin rose to 25.03%, EPS was $1.02, chairman Ye Yinfu said that gross margin is expected to force, profit will be better than the first quarter. July revenue is expected to be better than in June, orders visibility up to three months.

Optitek niche product antistatic zener diode received international car factory orders, and the sensing element to enter the wearable device of the supply chain, into the season with the industry, and while the release of shares accounted for interest in the third quarter, the second half of the operation is expected to be better than the first half.

In the first quarter of the gross profit margin of up to 29.5%, and the gross profit margin in recent years, up year by year, last year reached a peak of 26.99%, a significant improvement in the profitability of the structure of the year.

East Bay chairman Wu Qinghui said that the demand for LED applications have increased, and the third quarter into the season, is expected to operate the LED plant are good. Because the United States released in 2017 the new energy star, July new product transformation, the East Bay has recently received many orders of LED lighting, corporate valuation, East Bay second quarter than the first quarter profit is expected to double revenues in the second half than the first half of the growth of 40% to 50%.

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