LG Display Co., Ltd., together with its subsidiaries, engages in the research, development, manufacture, and sale of organic light-emitting diode (OLED) and thin-film transistor liquid crystal display (TFT-LCD) panels in…
FAIL · Does not pass the screen
3.34 USD
At the last full screen 2026-08-26
Screened 2026-08-26 · the tape above runs as of 22:12 UTC · 11 Sep · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markdown label.
LG Display Co., Ltd. holds its Markdown at $3.34. The statistical read favours the sellers, held for 69 days.
As held on the ledger · 2026-08-26
Phase
Markdown · caution
Quantitative state
The statistical read favours the sellers, held for 69 days
Price at the screen
$3.34
Valuation
N/A trailing · 31.38 forward price to earnings
Values screen
FAIL· score 70.0
Beta
1.32
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
47.27%
Below 33%
Interest-bearing debt is 47.3% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
0.02%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
14.61%
Below 49%
Money owed to the company is 14.6% of assets, under the 49% limit.
Pass
Revenue purity
0.20%
Below 5%
Only 0.2% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
Fair value range in USD, drawn from the 2026-08-26 screen. The gold marker is the market price at the same screen. The price runs 21.2% above the base estimate.
Third-party analyst targets: 2 covering, consensus None. The average target sits +29% from the screen price.
Reading the gap · Our more conservative model reads it as fully-to-richly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-08-26 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
OLED screens glow but LG Display bleeds cash
Every time a new phone or TV hits the shelves in Seoul or Shenzhen, the panel inside has to come from somewhere. LG Display makes those OLED and LCD screens, yet the business is shrinking fast with revenue down 9 percent and both profit margins and return on equity sitting at zero. The shares trade at 31 times forward earnings while our fair value sits 18 percent below the current price, which leaves no margin of safety at all.
We pass because the numbers simply do not support ownership. Two analysts offer no consensus and the market assigns an unknown moat to a firm that cannot generate returns. The ethical screen is clean, but clean books do not fix negative growth or a valuation that prices in recovery the company has yet to deliver.
Currency swings, fierce competition from Chinese makers and the capital heavy nature of panel making add real downside. Peak cycle earnings often look cheap on a low multiple until volumes keep falling. Analysis, not advice.
The risks · The things to watch: it already moves more than the market on an average day; its business and earnings are exposed to South Korea and to currency swings; it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
LPL trades on the NYSE (the company is based in South Korea). As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The framework has shifted from distribution to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 11.3% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 28%. Our forward projection puts the odds of a 10% gain over the next month near 30%. The street (2 analysts) rates it none, with a mean price target of $4.
The framework has shifted from markup to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 35.5% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 28%. Our forward projection puts the odds of a 10% gain over the next month near 30%. The street (2 analysts) rates it none, with a mean price target of $4.
2026-07-18Markup$4.65+0.0%Entry 3
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 28%. Our forward projection puts the odds of a 10% gain over the next month near 30%. The street (2 analysts) rates it none, with a mean price target of $4.
2026-07-03Markup$4.65+0.0%Entry 2
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.
2026-07-02Markup$4.65Entry 1
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
