Today AUO gained 4.46%, so it seems that AUO will go up further. Taking out nervous Hands like me, to hit higher Highs... Good Luck. Looking for a good Point to get back in. Maybe this Point was Yesterday....
Intel will die with PC...
I am still bullish on AUO, but i am not willing to see my Gains melting away, so at some Point i have to take my Profits! AUO had such a strong RunUp and my Observation is, that there will be a Correction. Today you can see that AUO is down 4,27% on Taiwan Exchange.
Sold my AUO Position last Thursday at $3.92. Made $15.264,00 Profit. Good Trade. I think AUO will have a Correction the next Days. Hoping to get back in at lower Prices before Earnings on 04/30. Good Luck.
Dont think AUO will go up Today. AUO had a small Consolidtion in Taiwan Today, going down -0,42%. It would be good for the Stock, if we only see such small Corrections also on NYSE. So, be patience and waiting for Earnings.
It seems that AUO is ahead of Samsung & Peers in Terms of Smartphone Displays! Very good News.
10 Apr 2014, 03:37,
We've been hearing about an eventual Quad HD (1440x2560 pixels) Super AMOLED display from Samsung for a while now - first rumored to appear in the Galaxy S5, then in a mysterious "luxury" F series of smartphones with premium design by Samsung, or allegedly in a Note 4. That's why one would expect that Samsung will be the company to unveil a Quad HD OLED panel first, but the industry is full of surprises, and it's AUO that did it.
This Taiwanese company goes at the name of AU Optronics, and is one of the largest display panel makers, with a diverse flock of customers, which include Samsung itself. Despite that the CEO Paul Peng recently dismissed OLED as a viable alternative to LCD, citing yield and cost issues, AUO has been digging on the technology for quite a while now, and those efforts are definitely paying off.
AUO issued a press release that it has "successfully developed the world's highest-resolution 5.7-inch WQHD AMOLED panel." This Quad HD screens has 1440x2560 pixels of resolution, and breaks the 500ppi barrier, clocking in at exactly 513ppi. The highest-resolution panel on a phone so far is the 5.5" QHD 538ppi screen of the Oppo Find 7a, but this one is with LCD technology, and not even on sale yet. The other one announced with a QHD panel is the 6" Vivo Xplay 3S, which can be bought right now, but it is again LCD, and with 490ppi it doesn't reach the elusive 500 mark.
Thus, the 5.7" panel that AUO announced, is the highest-resolution AMOLED display unveiled to date, and the company said it has created a 6" Quad HD OLED panel, too. In addition, the Taiwanese have filled the niche for tiny OLED screens as well, announcing a 1.6" panel for wearable devices. Not only that, but AUO made a breakthrough with in-cell touch technology, releasing one of the thinnest OLED display packages, in the form of a 5" HD 720p screen with just 0.57mm thickness and 10-point touch, which is a prime candidate for ultrathin midrangers.
If you search in Google for past Hour, you get hottest News for AUO. Also on Digitimes and with this Yahoo Link:
easy to translate with Google.
April 8, 2014
One of our favorite longs, AUO, reported March Revenue this morning that resulted in AUO’s Q1 Revenue being 2.7% above consensus. Importantly, Large-size panel shipments in Q1 were down only 3.3% sequentially vs. guidance of down high-single to low-double digits sequentially. Large-size panels carry higher ASPs, and so this upside will translate into a higher than expected total ASP for Q1 which should also help margins.
We continue to be buyers of AUO, and look forward to their Q1 earnings release where we think Q2 guidance will be better than expected.
Sentiment: Strong Buy
Taiwan closed at 12.0 TWDollar Today, means 3.97 in US$.I think AUO can take a further Ride till Earning at 04/30.... Hope so.
I told you 1 Month ago! AUO is on the Way to new Highs. Still Cheap. Cheapest Solar Play in the World + Fourth Largest Display Maker in the World! 2.54 Cash per Share. $14B in Revenue, Market Cap only $3.5B.AUO will also pay Dividends in 2014, first Time Since 2011. Good News Today:
Taiwan's AU Optronics sets up solar plant investment JV
April 7, 2014 13:43 CEST
Apr 7, 2014 - Taiwanese flat panel display and solar solutions maker AU Optronics (TPE:2409), or AUO, said today it had partnered with a number of local insurers to set up a company with the purpose of investing in and managing solar parks at home.
As part of the plan, the joint venture (JV) will acquire the Sungen rooftop solar project built by AUO at its site in the city of Taichung. The scheme has a current capacity of 13.3 MW and is to be expanded to 20 MW.
The new firm, called Star River Energy Corp, has an initial paid-in capital of TWD 540 million (USD 17.9m/EUR 13m). AU Optronics has taken a 35% stake in the entity. The company did not unveil the names of its JV partners.
In a press release, AUO explained that this move was prompted by the positive outlook for the Taiwanese renewable energy sector. The company noted it has created a vertically-integrated solar value chain that includes polysilicon, ingot, wafer, cell, module and all-round power plant service.
AUO founds Star River Energy Corporation with insurance companies in Taiwan to create an investment platform for solar power plants.
AU Optronics Corp. (AUO) today announced that it jointly founded Star River Energy Corporation with several insurance companies in Taiwan.
In view of a positive outlook for the renewable energy and out of a commitment to build a low-carbon land, Star River Energy Corporation will dedicate itself to the management and the investment of power plants in Taiwan.
AUO has demonstrated superior performance and solid operational capability in solar power plant management. With Star River Energy Corporation serving as a platform, AUO and its financial investment partners will jointly invest in well-performed solar power plants in Taiwan. This collaboration is not only a novel practice in Taiwan, but also a new milestone for the renewable energy industry in the country.
AUO has forged a vertically integrated solar value chain, including polysilicon, ingot, wafer, cell, module and all-round power plant service. The company’s solar team has extensive expertise in solar project planning and execution, capable of providing one-stop service all the way from project development, engineering, procurement, and turnkey construction to 20-year operation and maintenance.
Meanwhile, AUO integrates high efficiency solar modules and power generation systems to ensure project quality and power performance. The founding of Star River Energy Corporation will further enable AUO to support a more complete solar value chain.
Sungen solar power plant, to be sold to Star River Energy Corporation, is a rooftop project implemented by AUO at its Taichung site. Currently, 13.3 MW (Mega Watt) of capacity has been installed, with 20MW being the intended capacity.
I never listen to those Sites. BS in my Eyes. I do my own Research and invest my Money on my View. I am in AUO since Many Weeks and bought on the Bottom. No one was talking about AUO as they took the Ride fro 2.80 to 3.80... Next week we will get March Sales Numbers, so you can add together the Top Line for Q1....
And don`t forget the next big Thing for AUO and the Panel Sales: The 2014 FIFA World Cup in Brazil. No one talks about the upcoming Spike in Sales for TV-Panels, i happens only every 4 Years. In 2010 TV Sales in Europe rocket 75% higher Weeks before the Worldcup.
Even we will see some Daily Consolidation i will hold my AUO till they hit $6.....
April 4, 2014
3D Systems checks indicate strong momentum, says Canaccord
Canaccord reiterated its Buy rating on 3D Systems following its meetings with management and channel checks. the firm sees strong momentum for Phenix machines and a strong close to Q1. Shares are Buy rated with a $100 price target.
AUO will be easy at $6 within the next 12 Months. The AUO/Sunpower Plant in Malaysia is running at full Capacity, as you can read some weeks ago. Solar is on a strong Recovery and that is also very healthy for AUO, especially for the Bottom Line.
Look at the F20 Filling some Days ago:
2013 Net Revenue in US$:
Display business 13,37B
Solar Business 587.6M
Segment profit (loss)
Display business 402.9M
Solar Business (124.9M)
Means Solar is only 4.5% from AUO Revenue, but on the Bottom Line. the loss in Solar eats 25% of AUO Profits.
A Recovery in Solar alone, has a huge Upside Potential in EPS this Year.
Global Credit Research - 21 Mar 2014
Hong Kong, March 21, 2014 -- Moody's Investors Service says China Mobile Limited's FY2013 results continue to support the company's Aa3 rating and stable outlook. Moody's expects its overall credit profile to remain strong despite declines in margins and higher capex to roll out its 4G service.
China Mobile's total revenue in 2013 was up 8.3% year on year (y-o-y) to RMB 630 billion, driven primarily by strong growth of 24.4% in data services revenue, which offset a 3.4% y-o-y decline from voice services
This increase in data services revenue reflects explosive y-o-y growth of 58.6% in wireless data traffic revenue. Average handset data traffic in 2013 reached 72 megabyte (MB) per month, a doubling from 2012's 36 MB per month. Whilst voice services remained the predominant revenue driver and contributed some 56.4% of total revenue, data businesses' contribution to total revenue increased to 32.8% from 28.6%.
"China Mobile's 2013 financial results were broadly in line with our expectations. The strong growth in data services revenue shows the company is well positioned to capitalize on the expected take-off in data usage amid continued expansion of 3G and 4G networks in the country" says Laura Acres, a Moody's Senior Vice President.
Reported EBITDA margin however continued to trend downward to 38.2% in 2013 from 2012's 43.6%, reflecting increasing proportion of lower margin data revenue and handset sales. As a result, its reported EBITDA declined by about 5% to RMB240 billion in 2013.
"We expect China Mobile's margins to remain under pressure in 2014, given its strategic focus on the expansion of data revenue through the acquisition of 3G and 4G subscribers. Its reported EBITDA will likely see a moderate decline in 2014 despite the mid-to-high single digit revenue growth," adds Acres, also the lead analyst for China Mobile.
JP Morgan said it was disappointing that CHINA MOBILE (00941.HK) -2.600 (3.881%) Short selling $516.52M; Ratio 23.247% did not make any adjustment to the payout ratio guidelines. The broker believed CHINA MOBILE's 4G value chain will bring more positive news in 2H, but 4G users and ARPU will not increase until the network quality stabilizes in 2015. CHINA MOBILE was rated Neutral with target price lowered from $86 to $75. JP Morgan reduced CHINA MOBILE 2014/15 earnings per share forecasts by 7%/10%, saying the wireless carrier has not arrived the inflection point yet.
March 19, 2014
Citigroup upgraded Transocean to Neutral citing the recent pullback in shares and its belief that dayrates are close to a bottom. Citi raised its price target for shares to $41 from $38.