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Lenovo (992 HK)
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532
Analysis
Information Technology
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China
Lenovo Group Limited, through its subsidiaries, sells, and manufactures personal computers and handheld devices. The Company also provides Internet services and IT services, and contracting manufacturing business.
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bullish
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Intel Corp
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31 Jul 2023 01:05
Intel Results #1 Take-Away: Major Readthrough for PC Upgrade Cycle and Edge AI
Edge AI will drive a major upgrade cycle for PCs worldwide -- We recommend getting ahead of PC's having their "ChatGPT Moment".
Vincent Fernando, CFA
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409 Views
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bullish
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Quantitative Analysis
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02 Aug 2024 11:02
Hong Kong Connect Flows (July): 11 Months of Inflows
We analyzed the Hong Kong Connect Scheme for July and highlighted inflows into ICBC, Tencent, CCB, Yankuang, Sinopec, and outflows from HSBC,...
Ke Yan, CFA, FRM
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330 Views
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bearish
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PCCW Ltd
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02 Aug 2024 10:16
StubWorld: PCCW's Premium To NAV Is Unsustainable
PCCW has an attractive yield. But that's about it. A 4% premium to NAV is unsustainable. I'd reverse the stub here - short PCCW, long HKT.
David Blennerhassett
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419 Views
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bullish
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Asustek Computer
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30 Jul 2024 17:30
PC Monitor: MSFT Results Imminent; Look for Copilot Progress; Taiwan PC Makers Show Healthy Growth
PC makers' shares fell in July, but pure PC exposure like HPQ outperformed. Global PC shipments increased 3% YoY in 2Q24, with Microsoft and...
Vincent Fernando, CFA
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210 Views
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bullish
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Won Ik Corp
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25 Jul 2024 05:01
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Syndicated
Tech Supply Chain Tracker (25-Jul-2024): BOE boosts S. Korean suppliers, Wonik gets more orders
South Korean OLED suppliers benefit from BOE's B16 commitment, Taiwan's wind industry looks to Japan and Korea, Onsemi powers VW EV, Taiwan's AI...
Tech Supply Chain Tracker
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150 Views
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