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How to Own Lenovo at a Discount: BUY Legend Holdings Corp (3396 HK)
David has highlighted this Insight as a Top Pick
1.1k Views31 May 2024 07:28
Boomeranged on Tue, 19 Aug 2025 10:27
Legend's subsidiary Levima Advanced Materials announced Net profit of 159mm RmB for 1H25, a 43% increase from 1H24. Levima (003002 CH) is the 25% owned subsidiary of Legend Holdings and researches and manufactures advanced materials including DMTO, EVA, PP, EO, and EOD. Legend shares are re-rating on the back of positive AI sentiment.
SUMMARY
- Legend Holdings Corp H (3396 HK) owns 31% of Lenovo (992 HK) , the number one global PC maker
- Lenovo is a leader selling AI enabled PC's globally. Its server business is growing rapidly through strong demand for generative AI. Legend is the leading AI seed investor in China.
- Technical pattern strong for Lenovo reaching a 9 year high. Legend showing increasing momentum from an historic trough valuation level
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