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...
210 Views
Japan Gets an Object Lesson in Investor Relations
It seems strange that of all the firms in Japan to error so badly on the investor relations front it should be Sony (6758 JP). Management has a...
445 Views
Last Week in Event SPACE: Samsung, Hyundai, Sirtex, BWX, Genting
Last Week in Event SPACE ... How the Lee family may reshuffle various interests in Samsung Electronics Co Ltd (005930 KS) A win for minorities as...
270 Views
Some Thoughts on Samsung's Holding Company Conversion Scenario (Part 4 of 4)
In April 2017, Samsung announced it would not create a Holdco structure. This could be for two reasons – (1) Samsung Electronics might be...
335 Views
Micron's Views Vs. Semiconductor History
Micron's projections for an increased memory share of total semiconductor revenues need to be reviewed in the light of history, which shows that...
321 Views