Short Lenovo in the Pocket
Lenovo caught our attention with a slew of fundamental warnings in the pipeline and we brought up the chart and found a compelling short set up.The...
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Lenovo's 2Q Result Beat Consensus and Our Forecasts; Will to Acquire 51% of Fujitsu's PC Business
No-moat Lenovo Group Ltd (992 HK)'s fiscal second-quarter (ended September) results surpassed consensus and our forecasts, with revenue up 4.7% and...
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Lenovo HY2018 Results: The Water Is Still Rising
Lenovo's 2H numbers confirm the placement to the parent is a bailout and it remains our poster child for creative accounting in Asia.Although...
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Razer IPO: Premium Valuation for A Niche Market?
Razer, a global gaming and lifestyle brand, launched its book building this week to raise up to USD627m. Toh Zhen Zhou covered the fundamentals of...
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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...
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