Tandem Diabetes Care's 15-minute chart has recently exhibited a downward trend, as indicated by the Bollinger Bands Expanding Downward and the presence of a Bearish Marubozu on August 20, 2025 at 11:15. This suggests that the market is currently being driven by sellers, who are exerting significant control over market dynamics. Furthermore, the bearish momentum is likely to persist in the near term, based on these technical indicators.
LG Display reported a robust financial performance in the second quarter of 2025, driven by a strategic shift towards OLED technology and cost discipline. The company achieved a net profit of $619.1 million and revenue of $3.99 billion, outperforming analyst expectations [1].
The company's pivot to OLED technology has been a cornerstone of its resurgence. OLED revenue rose to 56% of total sales, with average selling prices (ASPs) up 32% to $1,056 per square meter. This pricing power is critical in an industry where margins are razor-thin [1].
LG Display's EBITDA margin of 19% in Q2, maintained for seven consecutive quarters, reflects its ability to balance cost discipline with innovation. The company invested $925 million in new OLED technologies, positioning it to dominate premium markets [1].
Vietnam expansion and supply chain diversification have reduced China dependency. LG Display Vietnam Hai Phong, a $1.5 billion subsidiary, reported a 41.79% year-on-year revenue growth in 2024, with nearly 20,000 employees and a post-tax profit increase of 57.5% [1].
Cost discipline and operational efficiency have been key drivers of value. Despite a 17% year-over-year revenue decline, the company improved its operating loss by KRW 480.5 billion. Capital expenditures in 2024 were tightly managed at KRW 2.2 trillion [1].
The EV market represents a significant opportunity for LG Display. Automotive OLED revenue hit 10% of total sales, leveraging EV growth and Tandem-based P-OLED technology. The company's Tandem-based P-OLED technology is particularly well-suited for EVs, where energy efficiency is paramount [1].
Investors seeking undervalued momentum plays in the tech sector should consider LG Display. The company's strong balance sheet, R&D focus, and strategic initiatives position it as a high-conviction buy [1].
References:
[1] https://www.ainvest.com/news/lg-display-q2-2025-earnings-strategic-pivot-oled-ev-markets-positions-company-high-conviction-buy-2508/
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