Sell Lenovo: Round Three Tariffs Will Hurt. Rising Risk of Capital Raising
Trumps tariffs Trump’s round-three tariffs target tech. Specifically, Desktops/servers (8471), PCBs, computer parts (8473) and Network equipment...
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Sell Lenovo (992 HK): No Turnaround in Sight - Cashless Profits Don't Count
Today's result announcements are classic self flattery.Dig a little deeper and there is little evidence of a turnaround. Sales grew, but...
611 Views
Lenovo (992 HK) Sell. *Catalyst* Pending Equity Dilution. 51% Downside
Bucephalus proprietary Governance, Accounting and Performance risk analysis: G: Controlling shareholder. Acquisition policy. A: Obscuring...
574 Views
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...
244 Views
A Visit to Super Species - Investee of Tencent and Alibaba's Main Competitor In "New Retail"
There are two major competitors in “new retail” – Alibaba Group Holding Ltd (BABA US) vs. the Tencent Holdings Ltd (700 HK) alliance. This time,...
526 Views