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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Hon Hai and Asustek Short Set Ups
Asustek Computer (2357 TT) and Hon Hai Precision Industry (2317 TT) are fading from primary resistance levels for a press on recent lows with odds...
532 Views
StubWorld: Just Rumours (For Now) As SIA Engineering Pops
This week in StubWorld ... Sia Engineering (SIE SP) is not aware of any information, however last week's 15% gain in two days rekindles...
531 Views
PC Partner (1263 HK): Hoping for Bitcoin Revival to Rescue 2H19; Nvidia Overhang Remains
PC Partner (1263 HK) is on track to publish poor 1H19 results (estimate -70M to -100M HKD loss) as the GTX graphic cards from Nvidia continue to...
681 Views
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...
344 Views