Lenovo (992 HK): Starting to Look like Fraud. Fair Value HK$3.35 40% Downside
Receivables have grown so much faster than revenue that we worry reported profit is an illusion. Rising receivables leave Lenovo vulnerable to...
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Asia Short Interest - Friday the 13th Edition
In keeping with the day of the week and date, we look at some charts of short interest and price for stocks from Korea, Taiwan and Hong Kong.These...
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Lenovo: Cashless Revenue, Rising Risks
Investors seem to be buying into the Lenovo recovery story. Every quarter they manage to produce some growth and talk about a future turnaround. A...
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Intel's Potential $720 Million Holiday Season Gift To AMD
Intel noted on their Q2 earnings call that they would struggle to meet demand for the remainder of the year and so it has come to pass. During the...
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AMD- Why Ryzen Desktop Surges But Mobile Lags
While the lion's share of investor focus has been on Advanced Micro Devices's opportunity in the data center server segment, the consumer PC...
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