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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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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Ricoh (7752) - Selling the Family Silver?
If you’re going to save things for a rainy day, then you may as well have the sort of rainy day that makes this worthwhile. To be fair to Ricoh Co...
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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...
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Lenovo 992 HK, The Water Continues to Rise
Their first quarter numbers reaffirm our thesis that they are drowning in debt. They are manipulating working capital, factoring receivables and...
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