OLED

Universal Display Corp

TMT


Presented:06/22/2017
Price:$118.35
Cap:$5.53B
Current Price:$201.84
Cap:$9.58B

Presented

Date06/22/2017
Price$118.35
Market Cap$5.53B
Ent Value$3.70B
P/E Ratio98.62x
Book Value$12.02
Div Yield0.1%
Shares O/S46.74M
Ave Daily Vol793,518
Short Int10.43%

Current

Price$201.84
Market Cap$9.58B
Universal Display Corp. engages in research, development and commercialization of organic light emitting diode, technologies and materials. The company develops and licenses proprietary OLED technologies to manufacturers of products for display applications, such as cell phones, portable media devices, tablets, laptop computers and televisions and specialty and general lighting products. Universal Display was founded by Sherwin I. Seligsohn in 1994 and is headquartered in Ewing, NJ.,0016KT-E

Publicly traded companies mentioned herein: Apple Inc (AAPL), LG Display Co Ltd (034220 KS, LPL), Samsung Electronics Co Ltd (005930 KS), Universal Display Corp (OLED)

Highlights

The presenter is long shares of Universal Display (OLED) ahead of the upcoming royalty renegotiation with its largest customer, Samsung, that he believes will completely refute the bear thesis. The presenter anticipates a positive outcome from the renegotiation, and thinks this catalyst will drive Universal Display shares meaningfully higher in the next 12-18 months, towards the $200 mark.

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Idea Discussion

Commentor 1 - 2 weeks ago

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