Lenovo: Cashless Revenue, Rising Risks
Investors seem to be buying into the Lenovo recovery story. Every quarter they manage to produce some growth and talk about a future turnaround. A...
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Intel's Potential $720 Million Holiday Season Gift To AMD
Intel noted on their Q2 earnings call that they would struggle to meet demand for the remainder of the year and so it has come to pass. During the...
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AMD- Why Ryzen Desktop Surges But Mobile Lags
While the lion's share of investor focus has been on Advanced Micro Devices's opportunity in the data center server segment, the consumer PC...
347 Views
Lenovo (992 HK) Sell. *Catalyst* Pending Equity Dilution. 51% Downside
Bucephalus proprietary Governance, Accounting and Performance risk analysis: G: Controlling shareholder. Acquisition policy. A: Obscuring...
433 Views
Lenovo: No Turn Around in Sight. The Risk of Failure Is Too High - Fair Value HK$2.87 (31)%, SELL
Any hopes of recovery raised by the modest increase in the 4Q report are dashed by closer examination.The increase in revenue was dwarfed by...
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