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LGD forecast update and Barron's ?3

06:23 08-Aug-16


A small column in Barron's this past weekend says its time to take profits in LPL.  I wouldn't normally mention it except for the coincidence with a Korean report that is starting to make it over to western news.  It says that LG Display has increased yields and is upping it forecast for 2017 production to 1.7M panels, despite the shift to larger average sizes.

The production note is more important here, but I wouldn't be inclined to change my fairly neutral stance on the stock unless its price changes sharply.