I agree that the revs from ads are important but there could be a halt to top line growth for that piece of the market segment (specific to Shanghai LED boards) which is very profitable and locked up for years. They don't mention any of these large LED billboards in any other cities in their 20F. So, it would be nice to know the market segment better by city for future pentration too. The volume today isn't big so there is some profit taking too on the back of the items I pointed out earlier. They also have that huge barge display that generates big revenue alone. It lights up a large area.
I'm holding 6750 shares at Xbar of 42.00 and will continue to hold.