Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

I investigate special situations, pairs, and index rebalancing trades in Korea.

Korea / Special Sits, Pairs, Index Rebalancing

Background Story on Apple-Sharp's Possible OLED Deal

Challenges & Opportunities in LG Display's Plastic OLED Supply Chain

Korea's OLED Rally: Stocks to Buy at This Time

Equity Bottom-Up

According to Korea's local economic newspaper "Maeil Economic Daily", a senior executive of LG Display confirmed on Wednesday that the company failed to win orders from iPhone 8. “We would be without a major client from the second half,” he said. However, he also said that LG is hopeful that it could win orders for iPhone8 version in LCD screen.<a href="http://pulsenews.co.kr/view.php?sc=30800018&amp;year=2017&amp;no=63063" target="_blank">http://pulsenews.co.kr/view.php?sc=30800018&amp;amp;year=2017&amp;amp;no=63063</a>LGD has already announced an ₩2tril investment plan on P-OLED production line…

According to Korea's local economic newspaper "Maeil Economic Daily", a senior executive of LG Display confirmed on Wednesday that the company failed to win orders from iPhone 8. “We would be without a major client from the second half,” he said. However, he also said that LG is hopeful that it could win orders for iPhone8 version in LCD screen.http://pulsenews.co.kr/view.php?sc=30800018&amp;amp;year=2017&amp;amp;no=63063LGD has already announced an ₩2tril investment plan on P-OLED production line…

LG Display's Struggle with P-OLED for Apple - Short-Term & Long-Term Impacts