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034220.KS

LG Display
0 mentions · 0 source(s) · avg NaN
Live
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Waiting for trade ticks (off-hours: only bid/ask updates).
Price
$15150.00
+410.00 (+2.78%)
Day Range
14070.00–15470.00
52w Range
8050.00–16800.00
Mkt Cap
$7.58T
Sector
Technology
Next Earnings
2026-04-23
Fwd P/E
8.6
Beta
1.12
Generating AI analysis…

    Research · 5

    1. 行业4天前
      TFT-LCD面板价格触及峰值,显示周期趋软,估值吸引力下降
      TFT-LCD面板价格见顶,显示周期走弱,估值偏高,偏好京东方
    2. 研报4月23日
      LG Display:运营改善遭遇新OLED资本支出与资产负债表约束
      LG Display: 1Q26 Earnings – In-Line Results, but Concerns on W1.1tr OLED Capex Commitment
    3. 研报4月20日
      面板价格分化预示周期见顶;台厂估值已满,偏好京东方
      Greater China Technology Hardware: TFT-LCD Panel Prices for Apr-26: TVs +0.3%, Monitors +0.5% and NBs Flat MoM
    4. 研报4月7日
      TFT-LCD面板价格周期临近拐点,基于估值看好京东方
      Greater China Technology Hardware: TFT-LCD Panel Price Outlook for Apr-26: TVs +0.2%, Monitors +0.5% and NBs Flat MoM
    5. 行业EWTP $14.00003月24日
      TV面板涨价周期料延续至四月,但友达、群创等台厂估值吸引力下降
      三月TV面板价格上涨2%,IT面板持稳;TV面板涨价周期预计延续至四月,但台厂估值已部分反映,相对更看好京东方。

    AI Analysis · DeepSeek

    0s ago
    中性
    confidence
    30%

    价格接近52周高位,但Forward P/E仅8.6,估值较低。缺乏KOL sentiment和事件催化剂,宏观数据即将公布可能带来波动。

    Key factors
    • 价格$15150接近52周高点$16800
    • Forward P/E 8.6处于低位
    • Beta 1.12显示中等波动
    Watch
    • 2026-04-23财报
    • ISM Services/GDP/NFP等宏观数据影响面板需求