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Technology Stocks
OLED Universal Display Corp
An SI Board Since November 1996
Posts SubjectMarks Bans Symbol
30066 365 9 OLED
Emcee:  slacker711 Type:  Moderated
Introduction Market Data Compact
The rules for this thread are fairly simple. Anything and everything related to UDC and/or OLED's is fair game. That includes both fundamental and technical analysis. Comments and posts about the general display industry and competitive technologies are also welcome.

No political rants/slams or even value judgments. The political discussion which is allowed is the impact of specific policy proposals on UDC. For example, the IMPACT of corporate tax reform or increased tariffs would be fair game, but I do not want discussions on whether cutting taxes or increasing tariffs is a good or bad policy idea.

The key rule is to keep it civil. That means no trolling, flaming, or taunting. Disagreements can be fierce without crossing the line into the personal.

Longs, shorts, and those just interested in the technology/company are welcome. Just have an opinion and be prepared to defend it.

Slacker
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30066The world cup meant a disproportionate increase in high-end TV sales. LGD said tslacker711-9 hours ago
30065One major positive is that they no longer forecast any growth in TVs. Much of I'manoledguy-11 AM
30064Steve Abramson at Oppenheimer yesterday. IMO, it is one giant word salad. So mslacker71139 AM
30063Got it, thank you for clarification on how to connect the dots btw guidance and litespeed2011-yesterday
30062One major positive is that they no longer forecast any growth in TVs. Much of tslacker711-yesterday
30061The capex is incorporated into these forecasts. The problem is that these forecslacker7112yesterday
30060One would think this would be accompanied by increased chemical sales but it’s nlitespeed2011-yesterday
30059" This year, in the 8.7th generation IT OLED market, Samsung Display and BOspectraldank1yesterday
30058This is fantastic news! Thanks for sharing!litespeed2011-yesterday
30057"Display facility investment up 57% this year... 8.7th generation IT OLEDs Ravid.Ron4yesterday
30056Will on-device AI pressure IT OLED developers to accelerate the adoption of nextoccams_phasor-Tuesday
30055LG Display Develops High-Performance '5-Stack OLED' LG Display is consiRavid.Ron6Monday
30054[Exclusive] Samsung Display and Samsung Electro-Mechanics Begin Sale of Idle FacRavid.Ron1Monday
30053Apple Extends Panel Inventory Holding Period… OLED Orders Increase Apple has exRavid.Ron1Monday
30052Driven by the massive success of the 'Wide Fold'... Samsung Electronics Ravid.Ron2Monday
30051From the report... "What Are the Recent Strategic Developments by Major CoSTA20154last Friday
30050OLED Emitter Materials Market Dynamics, Technological Transitions, and Forecast occams_phasor3last Friday
30049Nothing specific that I have found. Could be a case of all boats rising on the I'manoledguy-August 5
30048Any specific reason for the 8% climb yesterday?RitzHuskie-August 5
30047This is likely supplied by Visionox which should mean the new pTSF green is fromslacker7113August 5
30046On August 3rd Citigroup cut Universal Display’s price target to $85 from $100 I'manoledguy1August 4
30045Citigroup cut Universal Display’s price target to $85 from $100 while maintaininoccams_phasor-August 3
30044I relate to the pain and disappointment, know it too well… And if 2027 isn’t ilitespeed20113July 31
30043I hope you're right. But OTOH welcome to new 52 week lows.occams_phasor1July 31
30042I sure hope Brian is right about this. During earnings call, Martin Yang asks alitespeed20111July 31
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