Lenovo: No Turn Around in Sight. The Risk of Failure Is Too High - Fair Value HK$2.87 (31)%, SELL
Any hopes of recovery raised by the modest increase in the 4Q report are dashed by closer examination.The increase in revenue was dwarfed by...
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A Visit to Super Species - Investee of Tencent and Alibaba's Main Competitor In "New Retail"
There are two major competitors in “new retail” – Alibaba Group Holding Ltd (BABA US) vs. the Tencent Holdings Ltd (700 HK) alliance. This time,...
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India's Latest Tariff Move Further Imperils Domestic Smartphone Makers
India notifies 10% import tariff on Printed Circuit Board (PCB) for smartphones and feature phones None of the Indian smartphone players have...
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Re Cycling Lenovo Short
Our first short Lenovo insight on November 16, 2017 outlined shorting Lenovo at 4.70 with a target of 3.80 which was achieved on February 14, 2018...
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HP Inc., Keep Reinventing. What About Keep Reinvesting?
After the long awaited spin-off of its technology solutions division into Hewlett Packard Enterprises Co (HPE) back in November 2015, both HPQ and...
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