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...
286 Views
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
HP Adopts Poison Pill to Battle Xerox Bid; Delay the Inevitable by Aiming to Secure Better Valuation
In a turn of events surrounding the HP-Xerox merger deal, HP announced on Thursday (20th February) that its board of directors have adopted a...
394 Views
It's the Year of The "MOUSE"! BizLink Holding Inc (3665 TT): An Exclusive Harness Supplier to Tesla
Goodbye Year of the Pig, Hello to the Year of the Mouse! As the first year of the 12-year cycle, the Year of the Mouse is also expected to set...
517 Views
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...
437 Views