Financial Performance - Revenues increased to KRW 6,957 billion, a 2% increase compared to the previous year (Q3'24) and a 25% increase compared to the previous quarter (Q2'25) [4, 14] - Operating income turned positive to KRW 431 billion, compared to a loss of KRW 81 billion in Q3'24 and a loss of KRW 116 billion in Q2'25 [4, 14] - EBITDA increased to KRW 1,424 billion, a 23% increase compared to Q2'25 and a 35% increase compared to Q3'24 [4, 14] - Net income turned positive to KRW 1 billion, compared to a loss of KRW 338 billion in Q3'24 and a profit of KRW 891 billion in Q2'25 [4, 14] Shipment and Pricing - Area shipment decreased slightly by 1% QoQ to 3.9 Mm2 [8] - ASP (Average Selling Price) per m2 increased significantly by 29% QoQ to USD 1,365 [8] Financial Position - Cash and cash equivalents decreased to KRW 1,550 billion [11] - Liabilities to Equity Ratio decreased to 263% [11] - Net Debt to Equity Ratio decreased to 151% [11] Cash Flow - Cash flow from operating activities was KRW 672 billion [11] - Cash flow from investing activities was negative KRW 484 billion [11] - Net change in cash was negative KRW 117 billion [11] Product Revenue Mix - OLED portion of product revenue mix is 39% [10]

Core Insights - Investors in the Computer - Peripheral Equipment sector may consider LG Display (LPL) and Logitech (LOGI) for potential value opportunities [1] Group 1: Zacks Rank and Earnings Outlook - LG Display has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Logitech has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank emphasizes stocks with positive revisions to earnings estimates, suggesting LPL has an improving earnings outlook [3] Group 2: Valuation Metrics - LPL has a forward P/E ratio of 6.92, significantly lower than LOGI's forward P/E of 22.10 [5] - LPL's PEG ratio is 0.26, while LOGI's PEG ratio is 3.52, indicating LPL may be undervalued relative to its expected EPS growth [5] - LPL's P/B ratio is 0.93, compared to LOGI's P/B of 8.05, further highlighting LPL's relative valuation advantage [6] Group 3: Value Grades - LPL has earned a Value grade of A, while LOGI has a Value grade of C, suggesting LPL is more attractive to value investors [6]

Core Viewpoint - The article emphasizes the importance of value investing and highlights LG Display Co. (LPL) as a strong candidate for value investors due to its favorable valuation metrics and earnings outlook [2][4][6] Company Overview - LG Display Co. (LPL) currently holds a Zacks Rank of 2 (Buy) and an A grade in the Value category, indicating strong potential for value investors [4][6] - The stock is trading at a P/E ratio of 15.18, significantly lower than the industry average P/E of 20.28, suggesting it may be undervalued [4] - Over the past 12 months, LPL's Forward P/E has fluctuated between a high of 27.19 and a low of -27.00, with a median of 12.93 [4] Valuation Metrics - LPL has a PEG ratio of 0.56, which is lower than the industry's average PEG of 0.85, indicating that LPL may offer better value relative to its expected earnings growth [5] - The PEG ratio for LPL has ranged from a high of 1.01 to a low of -0.48 over the last 12 months, with a median of 0.67 [5] Investment Outlook - The combination of LPL's favorable valuation metrics and strong earnings outlook positions it as one of the strongest value stocks in the market currently [6]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing - Momentum investors often face challenges in determining the right entry point, as stocks can lose momentum when their valuations exceed future growth potential [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify these opportunities [3] Group 2: LG Display (LPL) Analysis - LG Display has shown a price increase of 2.2% over the past four weeks, indicating growing investor interest [4] - The stock has gained 47.8% over the past 12 weeks, with a beta of 1.49, suggesting it moves 49% more than the market [5] - LPL has a Momentum Score of B, indicating a favorable time to invest based on momentum [6] - The stock has a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which attract more investors [7] - LPL is trading at a Price-to-Sales ratio of 0.27, suggesting it is undervalued at 27 cents for each dollar of sales [7] Group 3: Investment Opportunities - LPL is identified as a strong candidate for investment, with potential for further price appreciation [8] - There are additional stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, providing more investment opportunities [8] - Zacks offers over 45 Premium Screens tailored to different investing styles, aiding in stock selection [9]

Core Viewpoint - LG Display has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system reflects changes in earnings estimates, which are strongly correlated with stock price movements [4][6]. - For LG Display, the recent upgrade signifies an improvement in the company's underlying business, likely leading to increased stock prices due to investor confidence [5][10]. Earnings Estimate Revisions - LG Display is projected to earn $0.68 per share for the fiscal year ending December 2025, showing no year-over-year change [8]. - Over the past three months, the Zacks Consensus Estimate for LG Display has surged by 172%, indicating a significant upward revision in earnings expectations [8]. Zacks Rating System - The Zacks Rank system categorizes stocks based on earnings estimate revisions, with only the top 20% of stocks receiving a "Strong Buy" or "Buy" rating [9][10]. - The upgrade of LG Display to a Zacks Rank 2 places it among the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10].

Core Viewpoint - Investors are evaluating LG Display (LPL) and Logitech (LOGI) for potential undervalued stock opportunities, with LPL appearing to be the superior option based on valuation metrics [1][6]. Group 1: Company Overview - Both LG Display and Logitech currently hold a Zacks Rank of 2 (Buy), indicating positive revisions to their earnings estimates and improving earnings outlooks [3]. - The Zacks Rank system emphasizes earnings estimates and revisions, which are critical for value investors [2]. Group 2: Valuation Metrics - LPL has a forward P/E ratio of 8.06, significantly lower than LOGI's forward P/E of 21.69, suggesting LPL is more undervalued [5]. - LPL's PEG ratio is 0.30, while LOGI's PEG ratio stands at 3.45, indicating LPL's expected earnings growth is more favorable relative to its price [5]. - LPL's P/B ratio is 1.03, compared to LOGI's P/B of 7.9, further supporting LPL's position as a more attractive value stock [6]. - Based on these valuation metrics, LPL earns a Value grade of A, while LOGI receives a Value grade of C, reinforcing the conclusion that LPL is the better value option [6].

Core Viewpoint - The article emphasizes the importance of value investing as a successful strategy across various market conditions, highlighting the use of fundamental analysis to identify undervalued companies. Group 1: Value Investing Strategy - Value investing is a popular stock market trend that focuses on identifying companies believed to be undervalued based on fundamental metrics [2] - The Zacks Rank and Style Scores system can help investors find stocks with specific traits, particularly those with high value grades [3] Group 2: LG Display Co. (LPL) Analysis - LG Display Co. (LPL) has a Zacks Rank of 2 (Buy) and an A grade for Value, indicating strong potential as a value stock [4] - LPL's Forward P/E ratio is 15.18, significantly lower than the industry average of 20.63, suggesting it may be undervalued [4] - The company has a PEG ratio of 0.56, compared to the industry average of 0.86, indicating favorable earnings growth expectations [5] - LPL's P/S ratio stands at 0.29, well below the industry's average of 0.84, further supporting the notion of undervaluation [6] - Overall, the combination of these metrics suggests that LPL is currently an impressive value stock with a strong earnings outlook [7]

Core Viewpoint - The article expresses a bullish outlook on LG Display Co., Ltd. (NYSE: LPL), primarily due to its innovative display technology, specifically the RGB Tandem OLED, which is considered the best in the world [1]. Company Analysis - LG Display is leveraging new technology in its display business, which is expected to enhance its market position and drive growth [1]. - The RGB Tandem OLED technology represents a significant advancement in display technology, potentially leading to increased demand and sales for LG Display [1]. Investment Perspective - The analyst emphasizes a unique investment approach called "First Principles," which focuses on breaking down complex financial and technological problems to identify overlooked investment opportunities [1]. - The analyst has a strong background in investment, private equity, and venture capital, indicating a solid foundation for evaluating investment opportunities in the technology sector [1].

Core Viewpoint - The article expresses a bullish outlook on LG Display Co., Ltd. (NYSE: LPL) due to its innovative display technology, specifically the RGB Tandem OLED, which is highlighted as the best in the world [1]. Group 1: Company Insights - LG Display is recognized for its advancements in OLED technology, particularly the RGB Tandem, which positions the company favorably in the display market [1]. - The company is expected to benefit from emerging technologies and sustainable investing trends, aligning with broader market shifts towards innovation [1]. Group 2: Analyst Background - The analyst has a strong background in investment, private equity, and venture capital, indicating a solid foundation for evaluating investment opportunities [1]. - The approach taken by the analyst, termed "First Principles," focuses on breaking down complex financial and technological problems to identify overlooked investment opportunities [1].

Core Insights - The article focuses on investment opportunities in Asia, particularly in Hong Kong, targeting value investors looking for stocks with significant discrepancies between market price and intrinsic value [1] Group 1: Investment Strategy - The research service emphasizes deep value balance sheet bargains, which include net cash stocks, net-nets, low price-to-book (P/B) stocks, and sum-of-the-parts discounts [1] - It also highlights the importance of wide moat stocks, which are characterized by strong earnings power at discounted prices, including high-quality businesses and hidden champions [1] Group 2: Research and Updates - The author provides a range of watch lists with monthly updates to assist investors in identifying potential investment opportunities [1]