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HEADLINES:

LG Display's Management Discusses Q1 2013 Results - Earnings Call Transcript
Mon, Apr 22
Wall Street Breakfast: Must-Know News
Wall Street Breakfast • Mon, Apr 22 • 138 Comments
Who Will Develop The Coolest Smartwatch?
StockBaller • Wed, Apr 17 • 9 Comments
5 Stocks And The Date You Need To Know For North Korea Market Risk
Efficient Alpha • Mon, Apr 8 • 1 Comment
Focus On These Display Suppliers Following Samsung Galaxy S4 Release
Chris Lau • Mon, Mar 18 • 4 Comments
When Will Corning Be Cool Again And Break Out Of Its Range?
Chris Lau • Mon, Feb 4 • 19 Comments
LG Display's Management Discusses Q4 2012 Results - Earnings Call Transcript
Thu, Jan 24
Google's Nexus 4 Supplier Cheat Sheet
Todd Campbell • Thu, Nov 22, 2012 • 3 Comments
LG Display's Management Discusses Q3 2012 Results - Earnings Call Transcript
Fri, Oct 26, 2012
3 Stocks Upgraded On September 19 To Consider
Jorge Aura • Fri, Sep 21, 2012
Amazon's Fire HD Supplier Cheat Sheet
Todd Campbell • Thu, Sep 20, 2012 • 2 Comments
The Best ADRs To Buy This Week
Todd Campbell • Tue, Sep 11, 2012 • 2 Comments
Cramer's Lightning Round - These Mattresses Are Too Hard (7/26/12)
SA Editor Miriam Metzinger • Fri, Jul 27, 2012 • 1 Comment
LG Display CEO Discusses Q2 2012 Results - Earnings Call Transcript
Thu, Jul 26, 2012
Component Makers Stand To Profit From Smartphone Growth
Herr Hansa • Wed, Jun 13, 2012 • 8 Comments
Buy Universal Display Corporation
Shareholders Unite • Wed, May 30, 2012 • 2 Comments
Why The ECB Will Buy Fixed-Income Securities
Christopher Grosvenor, CMT • Fri, May 18, 2012 • 2 Comments
Why Greece Fears Are Overblown
Christopher Grosvenor, CMT • Thu, May 17, 2012 • 62 Comments
The Battle For Third Place: BlackBerry BB10 Vs. Microsoft Windows 8
Herr Hansa • Wed, May 16, 2012 • 46 Comments
Valuation And Analysis: AT&T, LG And Apple
Christopher Grosvenor, CMT • Tue, May 15, 2012 • 4 Comments

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LG's 'Dick Tracy' Phone Hits the U.K.
Joel West • Sun, Sep 13, 2009
Rising Panel Prices Bolster LG.Philips
SA Editor Eli Hoffmann • Tue, Oct 9, 2007
Acquisitions the Only Way For LG.Philips To Turn Things Around
George Gutowski • Tue, Jan 16, 2007
LG.Philips Reports Big Q4 Loss Due to Falling LCD TV Prices
SA Editors • Tue, Jan 16, 2007
LG.Philips Being Investigated in Three Countries for Anticompetitive Practices
SA Editors • Tue, Dec 12, 2006
LG.Philips Finally Moving in the Right Direction
William Trent • Thu, Oct 12, 2006
More Red Ink for LG.Philips in Q3 on Flat Panel Weakness
Steven Towns • Tue, Oct 10, 2006
LG Philips LCD To Be Squeezed by Low TV Module Pricing
Simon Lewis • Fri, Aug 4, 2006
LG Philips LCD Execs Discuss TV Demand in China (LPL)
SA Editors • Tue, Jul 11, 2006 • 1 Comment
In Move that Should Improve Industry Health, LG Philips to Delay LCD Expansion (LPL)
William Trent • Mon, Jun 26, 2006
Conference Call Highlights: LG Philips LCD on China TV Demand (LPL)
• Tue, Apr 11, 2006
LG Philips LCD on China TV Demand (LPL)
• Fri, Jan 13, 2006
LG Philips LCD Beats Consensus Estimates, Guidance Murky (LPL)
• Thu, Jan 12, 2006

Wall Street Breakfast: Must-Know News
Wall Street Breakfast • Mon, Apr 22 • 138 Comments
Who Will Develop The Coolest Smartwatch?
StockBaller • Wed, Apr 17 • 9 Comments
5 Stocks And The Date You Need To Know For North Korea Market Risk
Efficient Alpha • Mon, Apr 8 • 1 Comment
Focus On These Display Suppliers Following Samsung Galaxy S4 Release
Chris Lau • Mon, Mar 18 • 4 Comments
When Will Corning Be Cool Again And Break Out Of Its Range?
Chris Lau • Mon, Feb 4 • 19 Comments
Google's Nexus 4 Supplier Cheat Sheet
Todd Campbell • Thu, Nov 22, 2012 • 3 Comments
3 Stocks Upgraded On September 19 To Consider
Jorge Aura • Fri, Sep 21, 2012
Amazon's Fire HD Supplier Cheat Sheet
Todd Campbell • Thu, Sep 20, 2012 • 2 Comments
The Best ADRs To Buy This Week
Todd Campbell • Tue, Sep 11, 2012 • 2 Comments
Cramer's Lightning Round - These Mattresses Are Too Hard (7/26/12)
SA Editor Miriam Metzinger • Fri, Jul 27, 2012 • 1 Comment
Component Makers Stand To Profit From Smartphone Growth
Herr Hansa • Wed, Jun 13, 2012 • 8 Comments
Buy Universal Display Corporation
Shareholders Unite • Wed, May 30, 2012 • 2 Comments
Why The ECB Will Buy Fixed-Income Securities
Christopher Grosvenor, CMT • Fri, May 18, 2012 • 2 Comments
Why Greece Fears Are Overblown
Christopher Grosvenor, CMT • Thu, May 17, 2012 • 62 Comments
The Battle For Third Place: BlackBerry BB10 Vs. Microsoft Windows 8
Herr Hansa • Wed, May 16, 2012 • 46 Comments
Valuation And Analysis: AT&T, LG And Apple
Christopher Grosvenor, CMT • Tue, May 15, 2012 • 4 Comments
Nokia: A Highly Speculative $3 Play?
Investment Underground • Fri, May 11, 2012 • 30 Comments
The Future Of Smartphones
Herr Hansa • Tue, May 8, 2012 • 7 Comments
The Likely Winners From The Retina Revolution
Shareholders Unite • Tue, May 1, 2012 • 4 Comments
Analysis & Valuation Of AT&T, LG & Apple
Christopher Grosvenor, CMT • Fri, Apr 27, 2012 • 5 Comments

LG Display's Management Discusses Q1 2013 Results - Earnings Call Transcript
Mon, Apr 22
LG Display's Management Discusses Q4 2012 Results - Earnings Call Transcript
Thu, Jan 24
LG Display's Management Discusses Q3 2012 Results - Earnings Call Transcript
Fri, Oct 26, 2012
LG Display CEO Discusses Q2 2012 Results - Earnings Call Transcript
Thu, Jul 26, 2012
LG Display Management Discusses Q1 2012 Results - Earnings Call Transcript
Mon, May 7, 2012
LG Display's Management Discusses Q1 2012 Results - Earnings Call Transcript
Tue, Apr 24, 2012
LG Display's CEO Discusses Q4 2011 Results - Earnings Call Transcript
Fri, Jan 27, 2012
LG Display Management Discusses Q3 2011 Results - Earnings Call Transcript
Thu, Oct 20, 2011
LG Display Management Discusses Q2 2011 Results - Earnings Call Transcript
Thu, Jul 21, 2011
LG Display CEO Discusses Q1 2011 Results - Earnings Call Transcript
Mon, Apr 18, 2011
LG Display Management Discusses Q4 2010 Results - Earnings Call Transcript
Fri, Jan 21, 2011
LG Display Co Ltd. Q4 2009 Earnings Conference Call
Wed, Jan 20, 2010
LG Display Co. Ltd. Q1 2009 Earnings Call Transcript
Fri, Apr 17, 2009
LG Display Co., Ltd. Q3 2008 Earnings Call Transcript
Tue, Oct 14, 2008
LG Display Q2 2008 Earnings Call Transcript
Wed, Jul 9, 2008
LG Philips LCD F3Q07 (Qtr End 9/30/07) Earnings Call Transcript
Tue, Oct 9, 2007
LG Philips LCD Q2 2007 Earnings Call Transcript
Tue, Jul 10, 2007
LG Philips LCD Q1 2007 Earnings Call Transcript
Tue, Apr 10, 2007
LG.Philips LCD Q4 2006 Earnings Call Transcript
Tue, Jan 16, 2007
LG Philips LCD Q3 2006 Earnings Call Transcript (SeekingAlpha)
Tue, Oct 10, 2006

Asia Stocks End Mixed; China Tumbles 1%

at CNBC.com (May 14, 2013)
Asia Risk Rally Wanes; BOJ Meeting Watched

at CNBC.com (Apr 25, 2013)
Dismal China PMI Sees Asian Losses Widen

at CNBC.com (Apr 23, 2013)
Asia Markets: Sydney, Tokyo stocks sink; Shanghai edges up

at MarketWatch.com (Apr 18, 2013)
No Love for the iPad Mini?

at Fox Business (Apr 17, 2013)
UPDATE 2-LG Display says Q1 panel shipments to decline sharply

at CNBC.com (Jan 24, 2013)
Asia Markets: Most Asia stocks fall on Apple results, China data

at MarketWatch.com (Jan 24, 2013)
GLOBAL MARKETS-Asian shares fall, choppy after China PMI, N.Korea threat

at CNBC.com (Jan 24, 2013)
UPDATE 1-LG Display posts robust Q4 profit amid Apple worries

at CNBC.com (Jan 24, 2013)
LG Display swings to Q4 profit on solid Apple demand

at CNBC.com (Jan 24, 2013)
GLOBAL MARKETS-Asian shares recover on improved China PMI

at CNBC.com (Jan 23, 2013)
GLOBAL MARKETS-Asian shares down; Apple results weigh, China data eyed

at CNBC.com (Jan 23, 2013)
Asia Markets: Japan, China stocks rise in mostly lower Asia

at MarketWatch.com (Jan 15, 2013)
Asia Markets: Asia stocks extend gains at week’s end

at MarketWatch.com (Dec 28, 2012)
Asia Markets: Asia stocks add to holiday gains

at MarketWatch.com (Dec 26, 2012)
Asia Markets: Asia stocks drop on U.S. cliff fears; Tokyo falls

at MarketWatch.com (Nov 28, 2012)
Asia Markets: Hong Kong, Tokyo stocks fall as Seoul, Sydney rise

at MarketWatch.com (Nov 20, 2012)
Asia Markets: Tokyo, Hong Kong stocks pace gains in Asia

at MarketWatch.com (Nov 2, 2012)
Asia Markets: Asia stocks rally on Fed; S&P upgrade spurs Seoul

at MarketWatch.com (Sep 14, 2012)
Asia Markets: Most Asian stocks slip before Fed; Tokyo rises

at MarketWatch.com (Sep 13, 2012)

LPL vs. ETF Alternatives

Company Description

We manufacture TFT-LCD panels in a broad range of sizes and specifications primarily for use in televisions, notebook computers and desktop monitors, and we are one of the world’s leading suppliers of high-definition television panels. We also manufacture TFT-LCDs for handheld application... More

Sector: Technology

Industry: Diversified Electronics

Country: Korea

All
| Earnings
| Dividends
| M&A
| On the move

Monday, May 20, 5:24 PM Universal Display (PANL +2.4%) finished higher after a couple of pieces of OLED-related news arrived: 1) A Taiwanese paper reports Apple is testing 1.5" OLEDs for use in the long-rumored iWatch. 2) LG Display (LPL) is showing off a 55" OLED TV and (more intriguingly) a 5" flexible OLED panel for mobile devices at this week's Display Week 2013 conference. Samsung's upcoming Galaxy Note 3 has been expected to sport a flexible OLED, but a recent report stated this won't happen due to mass-production challenges. 1 Comment [Tech]
Tuesday, May 7, 9:45 AM Greenlight Capital has added to its Apple (AAPL +0.4%) position, David Einhorn tells Bloomberg, while once more voicing his approval (previous) of Apple's new cash-return efforts. Separately, NPD's Richard Shim says LG Display (LPL) and others could start mass-production of panels for a retina iPad Mini by June or July. KGI Securities recently claimed display yield issues could push back mass-production of the entire device until October. Comment! [Tech]
Monday, April 22, 5:08 AM LG Display (LPL): Q1 net profit of 3.49B won ($3.1M) vs loss of 129B won a year earlier and vs consensus of 76B won. Sales +10% to 6.8T won. Operating profit -74% on quarter to 151B won, hurt by falling seasonal demand and weaker sales to Apple (AAPL), which accounts for a large part of LG's sales and is due to report its results tomorrow. Analyst Pak Yuak reckons that LG's panel sales for iPads rose 192% on year but that iPhone-screen sales dropped 33%. 4 Comments [Earnings, Tech, Consumer]
Wednesday, April 17, 8:15 AM iPad Mini shipments are expected to drop 20-30% in Q2 as consumers wait for the release of the next-generation iPad, reports Digitimes. LG Display (LPL) expects combined (iPad and iPad Mini) panel shipments of 3.5M in April and 3M in May and June, down from 5M in March. AAPL -1.1% premarket. 11 Comments [Tech]
Friday, April 12, 12:54 PM Though Samsung (SSNLF.PK) is the world's biggest memory maker and a top LCD maker, the growing needs of its phone/tablet ops are forcing it to turn to 3rd-party suppliers. Digitimes reports Samsung has stepped up its purchases of mobile DRAM chips from Elpida and NAND flash products from Toshiba, and that the electronics giant is also buying 5.8" LCD panels from Taiwanese suppliers for its phablets. The implications for memory/LCD demand and pricing are a positive for rivals MU, SNDK, AUO, and LPL, and perhaps also glassmaker GLW and NAND controller supplier SIMO. 8 Comments [Tech]
Wednesday, April 10, 4:54 AM South Korean police have searched the offices of Samsung Display (SSNLF.PK) as part of a probe into the alleged theft of technology. The authorities are looking at whether partners of LG Display (LPL) leaked technology secrets and whether Samsung is involved. The companies have been the subject of investigations since last year. Comment! [Tech, Consumer]
Thursday, March 28, 9:55 AM Apple (AAPL -0.4%) has cut its calendar Q2 iPad Mini orders to the 10M-12M range, sources tell Digitimes, which is generally better at reporting on supply chain activity than future product launches. The site claims the cut is due to "increased competition" from 7" Android tablets, but adds Apple is adjusting reserves ahead of a likely calendar Q3 refresh. AU Optronics (AUO -2.6%) and LG Display (LPL +0.2%) supply LCD panels for the Mini. 17 Comments [Tech]
Wednesday, March 27, 9:26 AM An iTV that likely supports 4K/Ultra HD video is still in the works, sources tell Digitimes, which is very much hit-and-miss with these kinds of reports. Apple (AAPL) is said to be concerned about panel supply, and "banking on LG Display (LPL)" to ramp production in 2H for a late 2013/early 2014 launch - Korean media recently reported Apple plans to shift iPad panel orders from Samsung to LG. Peter Misek reported 2 weeks ago Apple wants a TV with "a display that looks like 4K/Ultra HD but without the super-premium cost." (MG Siegler) (Tim Cook) 6 Comments [Tech]
Thursday, March 7, 7:48 AM Apple (AAPL) has adjusted expected iPad (down) and iPad Mini (up) shipments in 2013 to 33M and 55M respectively, reports Digitimes. Originally the company had predicted 60M for the iPad and 40M for the Mini. It may be bad news for panel suppliers to the iPad, but good news to those for the iPad Mini. 13 Comments [Tech]
Wednesday, March 6, 9:13 AM Foxconn has begun production of an iPhone 5S (AAPL) that looks much like the iPhone 5, claims Japanese blog MacOtakara, which has a mixed track record (I, II) with iScoops. MacOtakara also reports NTT DoCoMo (DCM) has slashed Android phone orders for the fall, which is fueling speculation an iPhone deal is on the way. Jefferies' Peter Misek argued last month preparation for March iPhone 5S production could be responsible for new iPhone order cuts. Possible/likely suppliers: CRUS, OVTI, SWKS, TQNT, AVGO, QCOM, BRCM, NTE, MFLX, LPL. (yesterday) 29 Comments [Tech]
Thursday, February 28, 10:48 AM A short squeeze and positive sell-side notes help Universal Display (PANL +11.4%) shoot back above $30 following its mixed Q4 results. Cowen and Deutsche both think PANL's 2013 guidance is conservative, and the former sees Samsung's Galaxy S IV, OLED TV sales, and new licenses all acting as catalysts. On the earnings call, management noted LG Display (LPL) plans to spend 54% of its 2013 capex on OLED production, and that it's discussing "commercialization roadmaps" with partners for its encapsulation tech, which is seen as key to flexible OLEDs. 2 Comments [Tech, Earnings, On the Move]
Tuesday, February 26, 4:03 PM Apple (AAPL +1.4%) roundup: 1) Thanks to improving iMac supplies, U.S. Mac sales rose 31% Y/Y in January, estimates NPD. The sales jump follows a 22% Y/Y drop in Q4 global Mac shipments. 2) LG Display (LPL) reportedly cut panel output for the 9.7" iPad by 90% in January, thanks to iPad Mini sales and seasonality. It expects output to pick up in Q2 ahead of a Q3 refresh. 3) Good Technology reports iOS hardware made up 77% of its Q4 enterprise device activations, up from 71% a year earlier. 4) European carriers are crying poor over iPhone/Android subsidies, and want changes. Obtaining them might be easier said than done. (Firefox OS) 8 Comments [Tech]
Friday, January 18, 10:43 AM Sharp (SHCAY.PK) has "nearly halted production" of displays for the regular iPad as demand shifts towards the iPad Mini and Apple (AAPL -0.6%) attempts to manage inventory, Reuters reports. Many analysts have already forecast the Mini, which is thinner and much lighter than the 4th-gen regular iPad, will account for a majority of iPad sales in Q1. Higher Mini sales benefit display suppliers AUO and LPL. Due to lower price tags, Apple's average gross profit on Mini sales appears to be lower than its average gross profit on regular iPad sales. 50 Comments [Tech]
Tuesday, January 15, 12:18 PM Another day, another Apple supplier selloff due to iPhone sales worries. CRUS -2.8%. NTE -3.2%. BRCM -1.6%. SWKS -2.5%. AVGO -1.5%. LPL -3.5% MU -1.9%. Cirrus Logic now trades at just 7.3x FY14 (ends March '14) EPS, putting it squarely in value territory provided estimates don't get cut too much - Sterne Agee thinks iPhone order cuts are already baked into March quarter Cirrus estimates. Skyworks is at 8.4x FY14E (ends Sep. '14) EPS. (yesterday) (Multi-Fineline warning) 4 Comments [Tech, On the Move]
Monday, January 14, 11:19 AM On cue, Apple's (AAPL -2.8%) sell-side fans are defending it following reports of iPhone component order cuts due to weaker-than-expected demand. UBS, one of the first to report of production cuts, says it detects no change to iPhone orders since December, though it worries shares could be pressured near-term. Wells Fargo notes Apple's 65M-unit iPhone 5 display order (per The Nikkei) was "an unrealistic number to begin with." JPMorgan says it only forecast 25M calendar Q1 iPhone 5 builds regardless. Notable Calls: "This sure feels like capitulation, doesn't it?" 41 Comments [Tech]
Sunday, January 13, 9:38 PM Apple (AAPL) has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand, sources tell the WSJ; display orders are said to be cut by ~50%. The Nikkei also claims display orders have been halved, albeit from an elevated level of 65M. The articles back up analyst reports of iPhone production and component order cuts, and raise the question of whether Apple needs a cheaper iPhone and/or one with a larger display to bolster its international share. Suppliers on watch: LPL, CRUS, OVTI, QCOM, BRCM, SWKS, TQNT, AVGO. 94 Comments [Tech, Top Stories]

Ryan Mallory
Lazy Trades Long & Short: $SNI & $LPL | http://bit.ly/WdRZ9f
Jan 22, 3:25 PM
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Ryan Mallory
My Current Short Swing-Trading Watch-List | $SWHC $ANN $TGT $STJ $KKR $LF $CLNE $AL $SXC $LPL http://bit.ly/ZPys1V
12/19/12
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Ryan Mallory
Lazy Trade Long & Short: $CMG & $LPL | SharePlanner http://bit.ly/RpFojP
12/12/12
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bdy: Ryan, you said LPL is sporting an inverse H&S is that a typo? Shouldn't it be just a H&S?
12/13/12
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Ryan Mallory: yes that would be a typo - my apologies for that.
12/13/12
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Saibus Research
LPL Financial versus its peers http://bit.ly/Q1TdRC $LPLA
8/29/12
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Saibus Research
LPL Financial: Growing Pains for this Mid-Cap Independent Brokerage Firm $LPLA http://bit.ly/Nx5TMg
8/27/12
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freefdawatchlist
http://stks.co/3TSK Earning to focus before market opens: $MMM $T $AKS $BHI $CIT $HSY $LPL $PCAR $RYN $WFT $X $WU
4/24/12
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freefdawatchlist
http://stks.co/3TSK Earning to focus before market opens: $MMM $T $AKS $BHI $CIT $HSY $LPL $PCAR $RYN $WFT $X $WU
4/23/12
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Michael Bryant
LG claimed two of the hottest gadgets at the Consumer Electronics Show. Is this time to look at LG Display (LPL)? http://bit.ly/xjYbwN
1/12/12
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Michael Bryant
I think LG Display (LPL) is a buy after its fall. Just look how many products it makes. http://yhoo.it/nxjFoz
9/20/11
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John Lounsbury
Trefis: Top 5 for revenue supplying AAPL in 2011: Samsung ($7.8b), LPL($4.2b), INTC ($2.5b), INF ($1.5b) and BRCM ($1.3b).
1/11/11
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LATEST REPLIES

Ryan Mallory
Lazy Trade Long & Short: $CMG & $LPL | SharePlanner http://bit.ly/RpFojP
12/12/12
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bdy: Ryan, you said LPL is sporting an inverse H&S is that a typo? Shouldn't it be just a H&S?
12/13/12
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Ryan Mallory: yes that would be a typo - my apologies for that.
12/13/12
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LPL LG Display Co., Ltd.

LPL

LG Display Co., Ltd.