External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

Leading full-service brokerage firm in Vietnam. 

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External broker reports(aggregated public sources)

Equity Bottom-Up

<ul><li>We believe LG Electronics (LGE) is on a clear profitability recovery trajectory, driven by the easing of cost/tariff risks and product mix improvements.</li><li>Home appliance solutions (HS): A higher share of production in North America is helping to mitigate tariff pressures, while ongoing price adjustments and enhanced operational efficiencies are likely to improve the unit’s margin profile.</li><li>In Korea, the home appliance subscription model is driving qualitative revenue growth by strengthening customer loyalty and supporting relatively high margins.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

We believe LG Electronics (LGE) is on a clear profitability recovery trajectory, driven by the easing of cost/tariff risks and product mix improvements.Home appliance solutions (HS): A higher share of production in North America is helping to mitigate tariff pressures, while ongoing price adjustments and enhanced operational efficiencies are likely to improve the unit’s margin profile.In Korea, the home appliance subscription model is driving qualitative revenue growth by strengthening customer loyalty and supporting relatively high margins.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

LG Electronics (066570 KS/Buy)Fundamentals Improving...