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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LG Innotek (011070 KS/Buy)Set to Benefit from Substrate Capacity Expansion and Resilient Demand
We raise our target price for LG Innotek to W360,000 (from W320,000), reflecting: 1) an upward revision to our target EV/EBITDA for the substrates...
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LG Innotek (011070 KS/Buy)Raise TP on Stronger Substrate Earnings Outlook
We lift our target price for LG Innotek to W320,000 (from W300,000), as we revised up our 2026 operating profit forecast (+30% for substrates)...
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NPS: Net Seller of Korean Stocks in the Past Month (What Is It Buying and Selling?)
NPS and local pension funds have started to net sell Korean stocks in the past month. This could accelerate in the coming weeks, which could...
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