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shopping list update ?3
My shopping list remains mostly unchanged. BGCP and MX remain at the top of it and every stock has risen significantly since Monday. A few minor news updates are in order, though:
AUO is probably the biggest gainer, but I think it may have legs
even beyond the dividend.
Both Samsung and LG have been accelerating
their shifts from LCD to AMOLED, and that benefits AUO's existing
business over the next few quarters. To recap, AUO will get a
level playing field in mobile AMOLEDs over the longer term with
the introduction new emitters and inkjet printing, since the
Korean incumbents will have to revamp their processes and
recipes. This is another reason why I think LG Display is
focusing mostly on TVs in the interim.
IDTI has rebounded less than most so far, yet it continues to
pump out partnerships
and products. I think more prosaic work in power
and communications will have the most financial impact, but I
can't pass up mentioning how the company is extending innovation
all the way to outer
space. The next quarterly report comes in a little over a
month, and as with AUO, the second half is expected to be
significantly stronger than the first.