1. LG Display Q2 Earnings: Key Issues and Analysis

On July 30th at 9:00 AM, LG Display will unveil its Q2 2025 financial results via an investor relations (IR) presentation. (Public Disclosure Link: Link) The key focus will be on whether the company has addressed the issues that plagued Q1, such as declining average selling prices, decreased mobile product shipments, and increased inventory levels.

2. Key Checkpoints: Four Investment Focus Areas

  • Q2 Performance: Pay close attention to year-over-year and quarter-over-quarter changes in revenue, operating profit, and net income, particularly whether the company achieves operating profit and the performance of the OLED division.
  • Inventory Management: Continued inventory buildup from Q1 could negatively impact the stock price. Clear explanations of inventory reduction strategies and their effectiveness are crucial.
  • Market Outlook: LG Display’s outlook on the global economic slowdown, raw material prices, and foreign exchange fluctuations, along with its response strategies, will be important. Focus on any commentary regarding the recovery of demand in the Chinese market.
  • OLED Growth Strategy: Assess the long-term growth potential of the OLED division by examining its technological competitiveness, market share expansion strategy, and progress in developing high-value-added products.

3. Investor Action Plan: Post-IR Strategy

Carefully analyze the IR presentation, considering analyst reports and expert opinions before making investment decisions. Minimize investment risk by conducting further research, including competitor performance comparisons and macroeconomic indicator analysis.