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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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bullish
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Samsung Electronics
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31 Oct 2017 14:25
What Samsung Says About Demand; Implications to Memory, Display, and Smartphone Competitors?
The outlook for memory and foundrySamsung Electronics Co Ltd (005930 KS) expects tight memory supply/demand conditions to continue in 4Q17 due to...
Andrew Lu
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282 Views
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bearish
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Thematic (Sector/Industry)
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31 Oct 2017 14:04
Sector Capsule: Computers and Peripherals in Vietnam
Laptops declines by 5% in retail volume terms to 627,000 units in 2017 Laptops in the retail channel records a decline due to a lack of demand...
Euromonitor International Ltd.
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205 Views
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bullish
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Thematic (Sector/Industry)
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28 Oct 2017 12:12
Sector Capsule: Mobile Phones in Vietnam
Feature phones declines by 12% in retail volume terms to six million units in 2017 Thanks to the high proportion of loyal users, feature phones...
Euromonitor International Ltd.
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156 Views
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bearish
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Imagination Technologies
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23 Sep 2017 15:04
From Lattice to Imagination; Canyon Bridge Is Desperate
From Lattice to Imagination9 days after US President Donald Trump blocked a Chinese-backed Canyon Bridge Capital Partners from buying Lattice...
Andrew Lu
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478 Views
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bullish
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Advanced Micro Devices
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29 Aug 2017 07:29
Andrew on Tech: Finding the Four Beneficiaries from Rising PCI Express Lanes for Data Center
Summary of finding the beneficiariesAfter our recent discussions with two cloud data center experts, we conclude a rising requirement on faster and...
Andrew Lu
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286 Views
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