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Stock impact report

LG Display: Core Profit Beat And Memory Headwinds Draw Attention (Downgrade) [Seeking Alpha]

LG Display Co, Ltd AMERICAN DEPOSITORY SHARES (LPL) 
US:NYSE Investor Relations: ir.oled.com/shareholders/default.aspx
Company Research Source: Seeking Alpha
LPL's core 4Q2025 EBIT surpassed expectations, driven by a bigger share of OLED-related revenue and higher ASPs. But I have an unfavorable view of its FY2026 outlook, given that memory price increases threaten margins and demand in key end markets. Looking for more investing ideas like this one? Get them exclusively at Asia Value & Moat Stocks. Learn More » iStockVadim/iStock Editorial via Getty Images I've revised LG Display Co., Ltd.'s ( LPL ) (034220.KS) rating from Buy" to "Hold." Tailwinds pertaining to its client and rivals were outlined in my previous Oct. 9, 2025, article . These have helped LPL record solid results in the final quarter More on my IG service Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and Show less Read more
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