Kolon Industries: Core Businesses Poised for Growth Plus Upside from Foldable OLED Commercialization

Global TMT, Consumer, Korea, Deep Fundamental

Julian Yoon

Equity Bottom-Up

<p>Recently, <a href="https://www.smartkarma.com/entities/666" target="_blank" data-smartkarma-citation="entities:666:1">Apple Inc (AAPL US)</a> , <a href="https://www.smartkarma.com/entities/191" target="_blank" data-smartkarma-citation="entities:191:1">Samsung Electronics Co Ltd (005930 KS)</a> , <a href="https://www.smartkarma.com/entities/15273" target="_blank" data-smartkarma-citation="entities:15273:1">Microsoft Corp (MSFT US)</a> and others have been granted patents related to foldable OLED, which act as a major indicator that commercialization for this technology is not far away.  This bodes well for <a href="https://www.smartkarma.com/entities/8966" target="_blank" data-smartkarma-citation="entities:8966:1">Kolon Industries Inc (120110 KS)</a>  which is working with both Samsung and <a href="https://www.smartkarma.com/entities/7145" target="_blank" data-smartkarma-citation="entities:7145:1">LG Display Co Ltd (034220 KS)</a> to supply flexible film substrates, which is a key enabling component of foldable OLED.      </p><h2>Samsung</h2><p><br>Digitimes recently…</p>

Recently, Apple Inc (AAPL US) , Samsung Electronics Co Ltd (005930 KS) , Microsoft Corp (MSFT US) and others have been granted patents related to foldable OLED, which act as a major indicator that commercialization for this technology is not far away.  This bodes well for Kolon Industries Inc (120110 KS)  which is working with both Samsung and LG Display Co Ltd (034220 KS) to supply flexible film substrates, which is a key enabling component of foldable OLED.      Samsung Digitimes recently…

Samsung and Apple Foldable OLED Plans:  Implications on Kolon Industries