Tech Hardware Themes
The mega-themes that will drive earnings in the global tech hardware space over the next 12 to 24 months are: artificial intelligence, the Cloud,...
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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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21 Things Worth Knowing (#7)
1. US Tax reform plans propose taxing corporate cash held overseas at 12% and assets purchased from overseas retained earnings at 5%. Just a...
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