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Universal Display (PANL +8.6%) has shot higher after Cowen writes its checks indicate Samsung...

Universal Display (PANL +8.6%) has shot higher after Cowen writes its checks indicate Samsung will begin making 1080p OLED displays this month for use in the upcoming Galaxy S IV, and (perhaps more importantly) that the displays will use PANL's green host materials. PANL was crushed in November after posting a huge Q3 miss thanks to Samsung's decision to delay ramping green material use.
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  • jimven
    , contributor
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    I'm a long-time investor in Universal Display (over 5 years), so I know it's volatility first-hand. Adoption of the green host materials basically doubles the product sales to Universal's main customer. I suspect others will follow. Look for the stock price to double this year.
    7 Feb 2013, 03:04 AM Reply Like
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