Table of contents
LED TV: An introduction..........................................................6
Emerging buzz on LED TV led by SEC ...................................8
LED TV segment likely to see strong growth.........................9
LED makers should benefit from solid LED TV growth ......13
Stock recommendations........................................................16
Samsung Electro-Mechanics (009150 KS; OW; PT: W75,000)................................16
Taiwan’s LED: Long Everlight and Short Epistar .....................................................17
Samsung Electro-Mechanics: Summary of financials ........21
Epistar: Summary of financials.............................................22
Everlight: Summary of financials..........................................23