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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Xiaomi IPO:Â Should've IPOed When The Going Was Good
Xiaomi, is a Chinese firm best known for making feature-laden but affordable smartphones. Press reports suggest that Xiaomi is seeking to IPOÂ this...
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3Q Numbers Are Terrible
Channel stuffing, ageing receivables, balloting inventory, balance sheet write offs, unaffordable dividends and increasing factoring. What is not...
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Shifting Market Frontiers: Asian Century (Asian Century Across Industries - Part 4)
Asia will remain the key driver for consumer industries, however the region’s significance varies by industry. Consumer electronics and personal...
360 Views