AUO 3Q19 Earnings and Financial Challenges
AUO 3Q earnings were worse than our forecast primarily due to continued average sales price pressure and industry oversupply. AUO is primarily a su...
LG Display 3Q19 Earnings and Industry Implications
LG Display reported revenue of KRW 5.8 trillion with a negative operating margin of -8%. Revenue was up 9% from the prior quarter, but down 5% from...