BUY Conviction4/5 Analysis quality80/100 Price target11.3 now
The YouTuber recommends LG Display, a leader in electronics displays, for its strong brand and innovation, which provides pricing power to pass on inflation costs. Despite moderate sales growth, the company has significantly improved its gross and operating margins and trades at very low price multiples compared to its industry peers.
“LPL is trading for just point three times on a price to sales basis and less than six times on price to earnings now consumer electronics trade for a lower price multiple than a lot of tech stocks but but the average is around 0.9 times on price to sales so this is still a third as expensive as other stocks in this industry”