LED From TV to Lighting.pdf-经管之家资源下载-人大经济论坛


所在主题：摩根士丹利-LED行业研究报告2010.5
文件名: LED From TV to Lighting.pdf
资料下载链接地址: https://bbs.pinggu.org/a-679976.html
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Everlight to Overweight to reflect the faster LED lighting adoption, which helps mitigate our prior concerns of intense competition in the display backlight space hurting profitability. We believe the market is underestimating the speed of LED lighting take-off and the meaningful contribution in 2010 onward. Of the two stocks, we prefer Everlight – more product offerings from components (packaged LEDs) to light module/engine should bring ample revenue upside in the long term, 2010-12e ROE should recover to the previous peak of 20-22%, market expectations are low and the stock is attractively valued at 12x 2010e P/E.
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