CDW Holdings

[TTTI]

Some of the Questions & Answers @ the AGM on 28.04.16

Q) Will OLED be a threat to the company by replacing the LCD back Light?
A) No, OLED also needs CDW to produce the parts.

Q) Will CDW shift into the production of OLED?
A) No, OLED requires very huge investment.

Q) Will OLED replace the back light altogether?
A) No! Many Auto-mobiles & other Screens are not able to use OLED.

Q) Which other area is the company strong at?
A) CDW is strong in Office Automation.

Q) What other areas does the company invest?
A) Company Invests in HK IPO Shares.

Q) How many % does the company charge for loaning to other companies?
A) Loan to Companies @ 1% interest per month.

Others:

Company has recently set up a subsidiary doing F&B business selling Udon.

Shares will be Consolidated after the Dividend (2 to 1)

Q) Will OLED replace the back light altogether?
A) No! Many Auto-mobiles & other Screens are not able to use OLED.

This is really funny, of course OLED can be used for automobiles and other screens, in fact any screen can use OLED, samsung OLED TV can even go up to 88inches. OLED screens can also be made flexible rather than just flat.
A better answer would be that OLED is more expensive to produce and common mass produced autos will not be fitted with OLED screens due to high cost of OLED.

Chairman expected that mass production of OLED will not happen till 2018 probably due to price. He also said LCD BLU still has its market because of its safety and reliability compared to OLED. Example of usage is in automobiles screens and GPS

Previously in Dec 2015, Philip replied my query saying that the udon business has 90yrs of history and there are currently no plans to expand this business. 
CDW is in the midst of doing "market research"

His reply regarding the new panels is similar: they have sent samples and potential clients feedback is positive but no orders yet.
The new gen panels are "co developed with a Taiwanese company".