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...
344 Views
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...
288 Views
Social Distancing? Don’t Stay Away from This Crowd (Strike)
Crowdstrike Holdings Inc (CRWD US) considered the impacts that Coronavirus is having on end market demand and its sales channel before issuing its...
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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...
306 Views