美股的 cree 生產 led, 有分析師看會漲一倍

最近比較忙, 但也會每天到我們的部落格看看.

這幾天看到一則投資訊息, 雖然忙的很,也應該告訴大家.

美國科技研究公司 分析師 andrew huang 看好生產 led (發光二極體 Light-emitting diodes) 的 cree 公司, 現在27.03元,他看好未來12個月會到50元. 他估美國未來可能會限制或取消白熾燈泡使用(Huang thinks there will be legislation at the federal level this year “to limit the use of incandescent bulbs and eventually to eliminate the use of incandescent bulbs.” )

led 這產業我也非常看好, cree 是領導廠商之一 , 但一直獲利不高, 不過基本面對 ,產業遠景對, 技術面也看好, 如有拉回到25到26(這價位我不知會不會來)應可買一點試試. 能漲到哪裡,就看各位的運氣跟野心.

台灣的領導廠商晶電 2448 ,是世界級上游晶粒大廠, 今年eps 4.5元,明年eps 6.5元 現在137元; 億光2393 是晶電的母公司,也是led的中下游領導大廠, 今年7.5元到8元,股價132元,可惜這兩檔股票短線來看都不便宜了, 但中線的潛力還有.就要看有沒有好的進場點.

對了,四月時介紹宏達電2498 ,當時在500元附近, 我們說會到600元 ,經整理之後會到635元. 今天盤中最高到643元 , 收盤609元. 如果楊福山老伙仔或我們同學有買,以後的走勢我就不負責了.

哈 , 老伙仔,他又沒有付顧問費, 又沒像幫長空飛劍一樣,幫我介紹像落雁嫂這麼好的老婆,管他那麼多.

附上新聞

Cree initiated with "buy"

Friday, June 01, 2007 11:35:08 AM ET
American Technology Research

NEW YORK, June 1 (newratings.com) - Analyst Andrew Huang of American Technology Research initiates coverage of Cree Inc (CREE.NAS) with a "buy" rating. The target price is set to $50.

In a research note published this morning, the analyst mentions that the company is expected to be a prime beneficiary of the anticipated higher adoption of LED lighting going forward. According to the analyst, Cree’s revenue growth is likely to accelerate in 2007-2009, aided by the anticipated transition towards LED lighting. The company is expected to report a sequential improvement in its gross margins in the June quarter, American Technology Research adds.