External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

Hewlett Packard Enterprise  / Equity Bottom-Up

Key points<ul><li>HPE is a $21.5 billion provider of networking, servers, and storage products, with a focus on higher quality businesses and services</li><li>The company generates cash from operations and divestitures, presenting an attractive investment opportunity with potential for upside to $29/share or a 35% IRR through 10/2025</li><li>HPE's recent Security Analysts Meeting emphasized its business segments, particularly highlighting opportunities in the Compute segment for AI inferencing needs and Proliant Gen 11 servers</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key pointsHPE is a $21.5 billion provider of networking, servers, and storage products, with a focus on higher quality businesses and servicesThe company generates cash from operations and divestitures, presenting an attractive investment opportunity with potential for upside to $29/share or a 35% IRR through 10/2025HPE's recent Security Analysts Meeting emphasized its business segments, particularly highlighting opportunities in the Compute segment for AI inferencing needs and Proliant Gen 11 serversThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Hewlett Packard Enterprise (HPE) - Wednesday, Dec 6, 2023

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>South Korean battery makers stand to benefit from Tesla's production issues with 46800 cells, boosting profitability in May 2024.</li><li>STMicro and Panasonic Cycle Tech team up to introduce AI technology in e-bikes, making safety enhancements more affordable and accessible.</li><li>Axelera AI secures US$68 million for global expansion in AI, recognizing computing as the new currency and focusing on growth in the tech industry.</li></ul>

South Korean battery makers stand to benefit from Tesla's production issues with 46800 cells, boosting profitability in May 2024.STMicro and Panasonic Cycle Tech team up to introduce AI technology in e-bikes, making safety enhancements more affordable and accessible.Axelera AI secures US$68 million for global expansion in AI, recognizing computing as the new currency and focusing on growth in the tech industry.

Tech Supply Chain Tracker (29-Jun-2024): Notebook shipment update May 2024

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Tobacco / Cover Story: China’s tobacco monopoly is swept up in corruption probes</li><li>Workers / Eastern province eases upper age limit for construction workers amid labor shortage</li><li>Moon / China plans first crewed moon landing by 2030</li></ul>

Tobacco / Cover Story: China’s tobacco monopoly is swept up in corruption probesWorkers / Eastern province eases upper age limit for construction workers amid labor shortageMoon / China plans first crewed moon landing by 2030

CX Daily: China’s Tobacco Monopoly Is Swept Up in Corruption Probes

Value Investing

Vladimir Dimitrov, CFA

International Business Machines / Equity Bottom-Up

<ul>
<li>IBM has delivered a positive return of nearly 20% over the past two years, but that has little to do with actual business performance.</li>
<li>In addition to sluggish growth, IBM's declining profitability remains a problem.Issues related to the company's high debt load, low dividend coverage and an addiction to acquisitions have not gone away.</li>
<li>
Being an IBM (NYSE:IBM) shareholder hasn't been easy over the years as the market continues to make new highs, while IBM still trades at levels from 2010.

</li>
</ul>


IBM has delivered a positive return of nearly 20% over the past two years, but that has little to do with actual business performance.
In addition to sluggish growth, IBM's declining profitability remains a problem.Issues related to the company's high debt load, low dividend coverage and an addiction to acquisitions have not gone away.

Being an IBM (NYSE:IBM) shareholder hasn't been easy over the years as the market continues to make new highs, while IBM still trades at levels from 2010.




IBM: Don't Be Fooled By Recent Share Price Performance

Research from Quam Securities, Quam Securities

Quam Securities Research

Research from Quam Securities

Quam Securities

Since its inception in 1986, Quam Securities Limited (Quam Securities) has grown to become one of the few mid-tier securities brokerages in Hong Kong with global execution capabilities for both private and institutional clients. It boasts a well-established network in Greater China including Taiwan and in major world markets through the Global Alliance Partners (GAP). Quam Securities is well-positioned not only to harness and drive business within the China Tonghai International Financial Limited but also between China and the world markets.

Thematic (Sector/Industry)

<ul><li>Global #3 server vendor Inspur has been placed on the entity list of the US, which could severely hit its sales due to potential difficulty in procurement of key parts and components.</li><li>The move could potentially benefit competitors, such as Lenovo, which has already enjoyed strong growth in server sales in the past few years.</li><li>Inspur (000977 CH, NR) is global #3 server vendor and, according to IDC data, it had 8.1% market share for 9M22, which was behind #1 Dell’s (DELL US, NR) 16.6% and #2 HP Enterprise’s (HPE US, NR) 13.8% but ahead of #4 Lenovo’s 6.2%.</li></ul>

Global #3 server vendor Inspur has been placed on the entity list of the US, which could severely hit its sales due to potential difficulty in procurement of key parts and components.The move could potentially benefit competitors, such as Lenovo, which has already enjoyed strong growth in server sales in the past few years.Inspur (000977 CH, NR) is global #3 server vendor and, according to IDC data, it had 8.1% market share for 9M22, which was behind #1 Dell’s (DELL US, NR) 16.6% and #2 HP Enterprise’s (HPE US, NR) 13.8% but ahead of #4 Lenovo’s 6.2%.

Lenovo (992 HK, NR) - The Fastest Growing Segment May Get a Further Boost

United States

Hewlett Packard Enterprise Company provides information technology solutions. The Company offers enterprise security, analytics and data management, applications development and testing, data center care, cloud consulting, and business process services. Hewlett Packard Enterprise serves customers worldwide.

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Hewlett Packard Enterprise (HPE US)

Hewlett Packard Enterprise (HPE) - Wednesday, Dec 6, 2023

The company generates cash from operations and divestitures, presenting an attractive investment opportunity with potential for upside to $29/share...

Value Investors Club

Tech Supply Chain Tracker (29-Jun-2024): Notebook shipment update May 2024

May 2024 notebook shipment update, Tesla's production issues benefit South Korean battery makers, AI technology in e-bikes, Axelera AI secures $68M...

Tech Supply Chain Tracker

CX Daily: China’s Tobacco Monopoly Is Swept Up in Corruption Probes

Cover Story: China’s tobacco monopoly is swept up in corruption probes. Eastern province eases upper age limit for construction workers amid labor...

Caixin Global

Lenovo (992 HK, NR) - The Fastest Growing Segment May Get a Further Boost

Global #3 server vendor Inspur has been placed on the entity list of the US, which could severely hit its sales due to potential difficulty in...

Quam Securities

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