In today’s briefing:
- Lenovo – ESG Report – Lucror Analytics
- Lucror Analytics – Morning Views Asia
Lenovo – ESG Report – Lucror Analytics
- Lenovo is the largest PC maker globally, with a c. 25% market share. It is also a major mobile-phone maker and Top 5 server manufacturer.
- At FYE 2024-25 (ended March 2025), Lenovo’s revenue was USD 69 bn.
- The largest shareholders of the HKEX-listed company are Legend Holdings (37%) and Chairman/CEO Yang Yuanqing (6.2%).
Lucror Analytics – Morning Views Asia
- US Treasury yields declined 4-5 bps across the curve yesterday, on account of softer-than-expected consumer confidence data and amid Fed Chairman Jerome Powell’s cautious remarks on rate cuts.
- The yield on the 2Y UST declined 4 bps to 3.83%, while the yield on the 10Y UST fell 5 bps to 4.30%.
- Equities rallied on easing tensions in the Middle East, with the S&P 500 and Nasdaq up 1.1% and 1.4%, respectively.
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