LG Innotek (011070 KS/Buy)FC-BGA Growth and Re-Rating Potential
FC-BGA growth and re-rating potentialRaise TP by 15%; higher FC-BGA earnings estimates and peer multiple expansion We raise our target price for LG...
83 Views
LG Innotek (011070 KS/Buy)Tempered Expectations, but Fundamentals Remain Intact
We cut our target price for LG Innotek by 32% to W950,000 (from W1,400,000), as we revised down our target EV/EBITDA multiples for both the package...
117 Views
Global Index: Potential Changes in August for Asia Pac
The global index changes were announced using D1 as the cutoff. 99% hit rate across Asia Pacific, so no surprises. Big price changes in the stocks...
349 Views
Asian Equities: Korea - If Not Memory, Then What?
KR memory giants have driven equity crash, but many non-tech firms show strong growth, cheap valuation, healthy balance sheets & EPS upgrades. We...
203 Views
LG Innotek (011070 KS/Buy)Substrates Driving Upside
Substrates driving upsideRaise TP by 42%; substrate re-rating continues We raise our target price for LG Innotek by 42% to W680,000 (from...
97 Views