Contents
3
4
6
11
13
16
23
25
26
34
36
38
40
42
44
Three Genes for Success: Speed, Masstige, and Integration
Three Genes for Success
LED TV and AMOLED
Rechargeable Auto Batteries
LGE and LG Display
Semiconductors
Waiting: Opportunities & Risks
Hynix Semiconductor
Appendix
Samsung Electronics (005930, (maintain))
Samsung SDI (006400, BUY (maintain))
Hynix Semiconductor (000660, BUY (maintain))
LG Display (034220, BUY (maintain))
SEMCO (009150, Not Rated)
LG Electronics (066570, Not Rated)