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Lenovo (992 HK)
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535
Analysis
Information Technology
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China
Lenovo Group Limited, through its subsidiaries, sells, and manufactures personal computers and handheld devices. The Company also provides Internet services and IT services, and contracting manufacturing business.
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bearish
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Thematic (Sector/Industry)
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30 Aug 2016 08:16
Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
Andrew Lu
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274 Views
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bullish
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Thematic (Sector/Industry)
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16 Aug 2016 09:02
China: The Rise of Ad Tech in China
This report looks at the development of advertising technology in the Chinese market. We define the value chain and discuss the capabilities at...
New Street Research
274 Views
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bullish
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TDK Corp
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07 Aug 2016 16:47
When Merger Arb Plays Big: Hutchinson Technology & TDK
When Japanese companies make a bid for US firms, lights start flashing on merger arb desks, because Japanese firms are usually the most reliable...
Pelham Smithers Associates
500 Views
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bearish
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Thematic (Sector/Industry)
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04 Aug 2016 16:30
Pilot Safety on Chinese Aircraft Carriers
A report about the death of a pilot landing on the prestigious Liaoning aircraft carrier raises important questions over safety and the quality of...
Bixmoor
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356 Views
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bullish
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Thematic (Sector/Industry)
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21 Jul 2016 09:52
Commissioning a Digital and Cloud Strategy? Best to Consult With Moaty IT Services Leaders
Within the Technology sector, investors often unfairly gloss over the large, fragmented world of IT services, focusing instead on product...
Morningstar, Inc.
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169 Views
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