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...
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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...
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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...
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LG Innotek (011070 KS/Buy)Hitting Its Stride
While the North American customer is reportedly delaying the launch of its next standard smartphone model, we believe the impact on earnings will...
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LG Innotek (011070 KS/Buy)Showing Resilience Amid Industry Weakness
For 1Q26, we forecast LG Innotek to deliver revenue of W5.4tr (+8% YoY) and operating profit of W189.3bn (+51% YoY; 12% above the consensus).
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