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...
295 Views
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...
261 Views
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...
555 Views
3Q Numbers Are Terrible
Channel stuffing, ageing receivables, balloting inventory, balance sheet write offs, unaffordable dividends and increasing factoring. What is not...
334 Views
Xiaomi IPO Preview: $50 Billion Valuation Is a Leap of Faith
Xiaomi is a Chinese firm best known for making feature-laden but affordable smartphones. Valued at around $46 billion in a late 2014 fundraising,...
808 Views