Illuminated keyboard light guide plate or drive Maolin Q2 earnings per share NT$0.5

Since the beginning of this year, Maolin has been affected by factors such as the continuous deferral of TV light guide plate shipments and the slow growth of lighting light guide plate shipments. In the first quarter, it earned only NT$0.15 per share, and its revenue in April saw another decline. Looking forward to May-June, benefiting from the increase in the shipment of light-emitting keyboards for American customers' notebook computers (the new models have all adopted illuminated keyboards), Maolin estimates that the second quarter of this year will see NT$1.1-1.2 billion in revenue. The quarterly increase is over 30%. Coupled with the better gross margin of the illuminated keyboard light guide, Maolin expects a profit of NT$0.5 per share for the second quarter of this year. The overall earnings per share for the first half of the year is estimated to be around 0.6-0.7 yuan.

As for the TV light guide board, the original Maolin tends to be optimistic about the main customer's orders this year, but it is affected by the structural changes of the industry. Not only the number of self-produced light guide plates in the internal supply chain of the panel factory group is large, but also the demand for the outer production of the light guide plate is limited. In addition, the customers of Maolin cooperated in the LCD TV OEM industry, and the status of the TV light guide board business has not seen any improvement.

The production line of TV light guides that Maolin originally expanded to meet the needs of customers has been opened. Among them, the new production line of Zhongshan Light Guide plate was put into operation in the second quarter of this year. From the fluctuation of capacity utilization rate and depreciation pressure of TV light guide plate, it still needs to be observed continuously for the overall gross profit margin and profit of Maolin.

The lighting light guide plate was originally a very optimistic part of Maolin, and its main customers include Japanese brands and Australian channel operators. However, the subsidy for LED energy-saving lighting in Japan is about to end in 2012. It is expected that Japanese lighting customers may adjust their inventory. Whether it will make Maolin's performance momentum from lighting light guides weaken in the second half of this year, it is worth keeping in mind.

Buffet Server

Buffet Server,Household Restaurant S.S Buffet Server,Heated Buffet Server,Kitchen Buffet Server

Shaoxing Haoda Electrical Appliance Co.,Ltd , https://www.zjhaoda.com