Overview #61- Back to the Races
A review of recent events/data impacting our investment themes and outlook. We look at the momentum correction and expectations for what happens next
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Primer: Lenovo (992 HK) - Apr 2026
Lenovo is solidifying its dominant position in the global PC market while strategically pivoting towards higher-growth, higher-margin sectors....
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Dell’s Q127. Soaring After Hours On Massive AI Server Driven Beat & Raise
Full-year FY27 revenue expected midpoint of $167.0 billion, +47% YoY. Full-year AI-Optimized Servers revenue expected to be roughly $60 billion, up...
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How to Own Lenovo at a Discount: BUY Legend Holdings Corp (3396 HK)
We highlighted Lenovo's breakout stock pattern in our insight: "Technically Speaking Breakouts & Breakdowns - HONG KONG (April 2026)". Since that...
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Hong Kong Market Strategy - Trade and Portfolio Ideas Amidst the Volatility
$769 has lagged other rare earth plays but it is now up 100% in two days. We would look to sell half and keep the rest as a free ride. Hard...
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