GEM Positioning Monthly: Indonesian Financials, Food & Beverages, Lenovo Sentiment Reversal
Copley Fund Research analyse the holdings of long-only equity funds. This analysis is taken from our GEM research product, covering 189 global...
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Asia HY Trade Recommendations - May 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for May includes a summary of our recommendations, as well as our high-conviction ideas. We also provide...
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Lenovo - Earnings Flash - FY 2018-19 Results - Lucror Analytics
Lenovo’s Q4 and FY 2018-19 results were strong, with solid performance across segments. Encouraging signs included: [1] PCSD's industry-beating...
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Sell Lenovo: Talking Growth, Delivering Little
Today, Lenovo (992 HK) reported record revenue and rising growth. The numbers however, tell a very different story. We suspect revenue...
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Asia HY Monthly - 2018 Results Overview (Ex-India) - Lucror Analytics
In this month’s “In-Focus” section, we discuss the 2018 results for Asian (ex-India) companies under our coverage, including whether or not they...
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