🥜 LG Electronics: A Day of TV Revenue and B2B Supply News - 2026.10.26

Hi, it’s Peanut. 🥜 LG Electronics had news today about TV revenue, B2B supply in Europe, and a new product launch all at once, making it worth checking the numbers together.

📉 The Stock Is Still Catching Its Breath

The closing price on the 26th was ₩156,500, down -0.38% from the previous day. Compared with ₩171,900 on the 19th, that’s quite a drop over just a few days. Even as positive news piles up, the stock hasn’t reacted right away, which keeps bringing the question to mind: is that really the case?

💼 TV and B2B: Will They Show Up in the Numbers?

The most notable item is the OLED TV news reported by Maeil Business Newspaper. The article says the OLED TV business surpassed TV revenue of 5,000,000,000,000 KRW and is driving performance in the HE business ^[1]. However, the materials provided don’t specify the period covered by this 5,000,000,000,000 KRW. So I’ll take note of the direction and leave it at that.

There’s also the B2B side. According to Industry News, LG Electronics is speeding up its push into Europe’s commercial market by supplying large-capacity washing machines to Schilling in Germany ^[3]. As for new products, the LG DIOS AI Objet Collection Styler ice-and-water-purifier refrigerator launched on the 26th. Its key feature is that the previous bottom-freezer design with side-opening doors has been changed to a drawer-style design ^[5]. The convenience is clear, but the materials don’t say how much this will contribute to results, so that remains an open question.

Newsis reported that DS Securities named LG Electronics a leader in the humanoid robotics industry and gave it a price target ^[2]. That is DS Securities’ assessment, not a plan confirmed by the company. I’ll omit the price target because it comes from a single source. The broader point is that the brokerage is adding expectations around robotics.

⚠️ Let’s Also Consider the Bearish Scenario

There’s also news that 7 next-generation IoT products co-developed with Apple were unveiled in New York on the 13th. The roles are divided, with Samsung handling screens and LG handling AI home solutions ^[4]. The collaboration is interesting, but there’s still no answer to the question: can we verify that this will translate into profits for LG Electronics?

This becomes a value trap if news keeps piling up without profits following. The current stock pullback also brings that possibility to mind. On the other hand, the story would change if orders and new products show up in the numbers. From a short- to medium-term swing perspective, Peanut thinks there are plenty of catalysts, but the possibility of a value trap should remain on the table unless they show up in the numbers.

🛑 Here Are the Remaining Variables

In the end, there are three questions: the period and composition of OLED TV revenue 5,000,000,000,000 KRW, whether B2B supply deals like the one with Schilling will translate into meaningful results, and whether the robotics expectations cited by DS Securities will lead to actual business. Until these three questions are answered, the picture could remain one of good news and a cold stock price moving together. I’m curious to see what numbers come out in the next earnings report. 🥜

📰 Reference News (5)

1

The Strength of LG Electronics’ OLED Business … TV Revenue Surpasses 5,000,000,000,000 KRW - Maeil Business Newspaper

매일경제 · 2026.10.26

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2

DS Securities: “LG Electronics Is a Leader in the Humanoid Robotics Industry… Price Target 270,000 KRW” - Newsis

뉴시스 · 2026.10.25

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4

Samsung for Screens, LG for AI Home… Apple’s Alliance-Building

네이버뉴스 · 2026.10.26

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5

LG Electronics Launches ‘LG Styler,’ a Refrigerator Combining AI, a Drawer-Style Freezer, and an Ice Water Purifier

네이버뉴스 · 2026.10.26

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