Use access key #2 to skip to page content.
$12.51 0.98 (8.50%)
9/8/2008 12:02 PM

LG Philips LCD Co., Ltd. (ADR) (LPL)

CAPS Rating:
****

The Company manufactures TFT-LCD panels in different sizes and specifications primarily for use in televisions, notebook computers and desktop monitors and also supplies high-definition television panels.

View All Commentary (LPL)

Recs

2

Avatar jinsung0629 (< 20) Submitted: 2/09/07 7:31 PM : Underperform Start Price: $16.48 LPL Score: 11.59

From mid-2007, Philips will begin selling its shares. Also LPL has had a technology advantage in its viewing angle technology called in-plane switching (IPS) but as more and more shift toward lower-cost twisted nematic (TN) models to hit lower price points, LPL will become a bit more similar to players such as AUO and CMO. Without a technology differentiation, one of the few competitive advantages in the LCD industry is size. LPL has not delayed its capital investment toward a Gen 8 LCD fab when Sharp is already operating one and Samsung will be online soon. AUO, with its QDI acquisition will suffer some inefficiencies, will be competing for the top three spot in all large-area applications and is likely to have larger capacities than LPL within one year. Although LPL will most likely survive the consolidation trend in the LCD industry, its top tier status is at risk.

Report this Post Replies: 2 | Reply

Avatar mtthwpigott (99.28) Submitted: 2/12/07 3:54 PM

Recs: 0 | Rec This

yet youll see even though the competition is out there Philips will be right behind and most people want the best. The best is philips without a doubt. Most of my friends ahve complained bout the Sharpe tvs and have switched to philips or magnivox. philips will always be 1/2 step behind the others in creation

Report this Post Reply

Avatar daejeon (< 20) Submitted: 12/31/07 9:30 AM

Recs: 0 | Rec This

I bought LPL at 16 and now it is 26. The PE is going to drop below 10 with this years results. Managment is aggressive in cutting costs. Korean manufacturing companies work hard to maintain competitiveness. They have a vast labor pool from the Russian states, the Philippines and other countries and pay less than a thousand dollars a month to them. If they need to , they can shift production to China or elsewhere.

Report this Post Reply

Featured Broker Partners