Sell Lenovo (992 HK) FY2020: Falling Revenue, Rising Debts
Lenovo presents itself as a dynamic IT company, well positioned to benefit from the growth in connectivity. It talks about taking share and record...
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Lenovo: Does This Fallen Angel's Redemption Lie in an LBO
Lenovo, the world’s largest personal computer vendor (by unit sales) is currently trading close to its 12-month low at HK$3.89 per share. The...
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Windows' Impact on Chip Sales
For the past couple of decades businesses have explained that PC demand increases with the introduction of new Windows operating systems. A close...
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Lenovo (992 HK): Starting to Look like Fraud. Fair Value HK$3.35 40% Downside
Receivables have grown so much faster than revenue that we worry reported profit is an illusion. Rising receivables leave Lenovo vulnerable to...
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Asia Short Interest - Friday the 13th Edition
In keeping with the day of the week and date, we look at some charts of short interest and price for stocks from Korea, Taiwan and Hong Kong.These...
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