Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>Global smartphone sales are anticipated to rise in Q2 2024, presenting an opportunity for Taiwanese firms to act quickly.</li><li>IBM's Kyndryl spinoff is focusing on addressing India's cybersecurity talent shortage, signaling the need for immediate action.</li><li>Apple is prioritizing user privacy in its slow launch strategy, while Huawei revolutionizes mobile innovation with a triple-fold smartphone.</li></ul>

Global smartphone sales are anticipated to rise in Q2 2024, presenting an opportunity for Taiwanese firms to act quickly.IBM's Kyndryl spinoff is focusing on addressing India's cybersecurity talent shortage, signaling the need for immediate action.Apple is prioritizing user privacy in its slow launch strategy, while Huawei revolutionizes mobile innovation with a triple-fold smartphone.

Tech Supply Chain Tracker (11-Sep-2024): Global smartphones, 2Q '24

External reports (aggregated public sources), Value Investors Club

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External reports (aggregated public sources)

<ul><li>Negative outlook on Kyndryl (KD US) as a spin-off company in IT outsourcing business</li><li>Post-spin turnaround boosted by financial engineering, with risk of 60% downside based on valuation multiples</li><li>Financial leverage misunderstood, cash flow generation may disappoint investors; recommendation to short KD US due to expected lack of growth and disappointing cash flow generation</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.

Negative outlook on Kyndryl (KD US) as a spin-off company in IT outsourcing businessPost-spin turnaround boosted by financial engineering, with risk of 60% downside based on valuation multiplesFinancial leverage misunderstood, cash flow generation may disappoint investors; recommendation to short KD US due to expected lack of growth and disappointing cash flow generationThis 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.

Kyndryl Holdings Inc (KD) - Thursday, Jun 6, 2024

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.

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</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

United States

Kyndryl Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, provides applications, data, AI, cloud, core enterprise, digital workplace, security, and other related services. Kyndryl Holdings serves customers in the United States.

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Kyndryl Holdings (KD US)

Tech Supply Chain Tracker (11-Sep-2024): Global smartphones, 2Q '24

Global smartphone sales rising in Q2 2024, IBM's Kyndryl addresses India's cybersecurity talent shortage, SEMICON India urges Taiwanese firms to...

Tech Supply Chain Tracker

Kyndryl Holdings Inc (KD) - Thursday, Jun 6, 2024

Financial leverage misunderstood, cash flow generation may disappoint investors; recommendation to short KD US due to expected lack of growth and...

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