LG Display: Core Profit Beat And Memory Headwinds Draw Attention (Downgrade)

Core Insights - The article emphasizes the focus on value investing in Asia, particularly in Hong Kong, targeting stocks with significant discrepancies between market price and intrinsic value, including deep value balance sheet bargains and wide moat stocks [1] Group 1: Investment Strategy - The investment strategy involves identifying deep value balance sheet bargains, such as net cash stocks, net-nets, low price-to-book (P/B) stocks, and sum-of-the-parts discounts [1] - The strategy also includes investing in wide moat stocks, which are characterized by strong earnings power at a discount, including high-quality businesses and hidden champions [1] Group 2: Research Service - Asia Value & Moat Stocks is a research service designed for value investors seeking investment opportunities in Asia-listed stocks [1] - The service provides a range of watch lists with monthly updates to assist investors in identifying potential investment opportunities [1]