On the 16th, LG Display closed at 13,930 won, down 200 won (1.42%) from the previous trading day. While the short-term stock price has struggled with weakness, the securities industry is placing greater weight on a full-scale earnings turnaround expected from the third quarter onward.

On this day, Daishin Securities maintained its investment opinion of "Buy" and a target price of 17,000 won for LG Display through a report. This analysis suggests approximately 20.3% upside potential based on the previous day's closing price.

Daishin Securities estimated that LG Display's operating loss for the second quarter of this year will reach around 172.6 billion won. While the deficit size is expected to narrow compared to the same period last year, a return to a loss is anticipated compared to the previous quarter. However, the securities firm assigned greater significance to the second-half recovery trend than to short-term earnings weakness. In particular, it projected that operating profit in the second half will increase significantly to around 877.4 billion won, marking the beginning of a full-scale profitability improvement trend.

The key reasons cited for the earnings improvement include an expansion of market share within major clients and an increase in the proportion of high-value-added products. The assessment is that profitability will be further strengthened as the product mix improves, centered on premium OLED. The industry also expects the expansion of the OLED market for smartphones and IT devices, along with increased supply of high-value panels, to serve as medium- to long-term growth drivers. Additionally, if the supply structure of the panel industry improves and management continues to focus on profitability, earnings stability is expected to increase significantly.

Future investment points are expected to align with major clients' new product launch schedules, the expansion of OLED panel supply, and the pace of earnings improvement in the second half. The securities industry advised that an investment approach focused on the possibility of a second-half earnings recovery is necessary, rather than on short-term market volatility.

[※ This article was written with the assistance of AI. Investment decisions are the responsibility of the investor, and the information contained in this article may change depending on market conditions.]