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Lenovo (992 HK)
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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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Lenovo
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01 Feb 2018 19:12
3Q Numbers Are Terrible
Channel stuffing, ageing receivables, balloting inventory, balance sheet write offs, unaffordable dividends and increasing factoring. What is not...
Bucephalus Research Partnership
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91 Views
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bullish
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Macroeconomics
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10 Jan 2018 10:47
Shifting Market Frontiers: Asian Century (Asian Century Across Industries - Part 4)
Asia will remain the key driver for consumer industries, however the region’s significance varies by industry. Consumer electronics and personal...
Euromonitor International Ltd.
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203 Views
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bearish
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Thematic (Sector/Industry)
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25 Dec 2017 19:59
Will China NDRC Drive Memory Price Down in 2018 After a Likely Antitrust Investigation?
Summary NDRC might proceed an investigation: To protect domestic smartphone and PC/tablet vendors' profits and global competitiveness, we expect...
Andrew Lu
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221 Views
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bearish
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Xiaomi Corp
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13 Dec 2017 04:41
Xiaomi IPO Preview: $50 Billion Valuation Is a Leap of Faith
Xiaomi is a Chinese firm best known for making feature-laden but affordable smartphones. Valued at around $46 billion in a late 2014 fundraising,...
Arun George
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551 Views
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bullish
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Thematic (Sector/Industry)
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15 Nov 2017 19:47
Tech Hardware Themes
The mega-themes that will drive earnings in the global tech hardware space over the next 12 to 24 months are: artificial intelligence, the Cloud,...
CM Research
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