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Focus Media Holding Ltd. Message Board

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  • paultradestoday paultradestoday May 9, 2008 9:44 AM Flag

    Reasons for down early

    Mr Cool, there are 200,000 billboards in Shanghai. FMCN has 200 5 foot by 5 foot LED billboards. So they have a low percent of what is catching eyeballs; albeit high tech vs paint and paper. Relativly speaking thses are rather small billboards. I don't know what teh competition is for the same space. I'm not overly concerned about revs or margins in this space with the current exposure. I'm concerned about growth in total LED boards to replace other billboards. Also, there is no info on their billboards in other cities.