Taiwan: double horse policy support LED counterattack

Rising international oil prices, energy saving concept is expected to restart, LED have the opportunity to re favored by the market. In addition, the incoming president Obama proposed new energy policy, domestic Ma government three new trillion industry one of the concept of energy axis for LED at home and abroad, "" Shuangma government policy support, the LED is ready to re start.

Last year, LED group in the financial storm, the ratio was crazy under repair, Ssangyong LED head crystal electric (2448), billion light (2393) both from the 100 yuan peak in 2007 fell, crystal electric price was dropping 25.2 yuan low band, shares fell more than 80%.

Corporate LED pointed out that the short-term fundamentals has not improved, including EPISTAR, canyuan (3061), I-Chiun (2486), Wang Qi (6168), East Bay (2499) LED in the fourth quarter of last year profit performance is not ideal, do not rule out the single season loss or loss on the edge, and the first season this demand is not back to temperature, operating performance is not too good.

But the global environmental awareness, the government resorted to national energy policy, LED still have a brilliant future in the long term, the Obama government attaches great importance to energy issues, the government also proposed new trillion yuan concept, the full development of the energy industry. Legal person believes that the policy announced in the long term LED favorable factors, does not rule out the end of the first quarter, the beginning of the second quarter, LED organic exhibition opened a substantial rebound in prices.

Legal person pointed out that the LED reaction is usually the imagination to grow significantly in the future, go is the dream than the market, so the market is closely linked with LED, although short-term subject, but we should beware of the mid to late 1 profit taking, and to enter the super week earnings on the market brings pressure reversal.

Legal advice at the present stage, investors should be short-term and out of LED, the long-term buy is likely to fall early in the second quarter, when the market expanded with intermediate rebound, LED group in energy policy, LED NB, LED lamps and other multiple subjects blessing, organic will appear more eye-catching offensive rebound.

Ligitek and Dingyuan, respectively for investment, crystal top ligitek light solar module factory, the first to catch the solar market train, short-term stock price also has eye-catching performance, both to the daily limit yesterday. Legal person believes that crystal electricity, 100 million light is the industry leader, a sound financial health, to be determined by the end of the market, the stock price has the opportunity to counterattack. But the legal reminder, EPISTAR, billion light shares facing the quarter line pressure, should pay attention to the correction of risk.