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...
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Morning Views Asia: Binhai Investment, China Jinmao Holdings, CIFI Holdings, Lenovo, Lippo Karawaci
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
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Huge Short Covering Last Week
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 20 March 2020.Total short...
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Asia HY Trade Recommendations - March 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for March 2020 includes a summary of our recommendations and high-conviction ideas. We also provide...
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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...
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