- LG posted strong growth in Q4 revenue and earnings, especially for a company that has gone through a recent string of quarterly losses.
- LG makes a compelling argument for longs, assuming it is able to maintain the recent trend of improved quarterly performance.
- Outstanding quarterly numbers were offset by tepid guidance and earnings call comments that suggest LG may have to contend once again with problems from the past.
- The possibility the display market could revert back to a state of imbalance makes going long LG a dicey move.
For further details see:
LG Display Is Anticipating The Return Of Old Foes After A Record Quarter