正通投資團隊 – 投資台股的專家

元朝末年，中國北方仍由元軍掌控，南方則由陳有諒、張士誠等反抗軍所掌控，朱元璋當時只是起義軍的一小股，在成功攻占徽州之後，曾親自來到石門山拜訪老儒朱升，討教治國平天下之策。朱升高瞻遠矚，送了他三句話：「高築牆，廣積糧，緩稱王。」

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Lower TP(Target Price) to factor in 2009 earnings
Lower TP to factor in 09E earnings decline despite capex discipline

With LED oversupply concerns in 2009, we project 2009E gross margin of Epistar could retreat to 21.1% from the estimated 23.2% in 2008. Similarly we project Everlight’s 2009E gross margin could decline to
25.3% from the estimated 27% in 2008.

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