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The portfolio rose another 7.4% in the second quarter after it gained 62.94% in the first quarter 2021. Hence, the total return for the first half is 75.1%. The portfolio outperformed the German DAX (+12.9 %) as well as the MSCI World Index which gained 12.4% from January till the end...
Lenovo Group Limited (LNVGY) Q4 2021 Earnings Conference Call May 27, 2021 2:00 AM ET Company Participants Jenny Lai – Vice President-Investor Relations Yang Yuanqing – Chairman and Chief Executive Officer Gianfranco Lanci – Corporate President and Chief Operating Officer...
The following slide deck was published by Lenovo Group Limited in conjunction with their 2021 Q4 earnings call. For further details see: Lenovo Group Limited 2021 Q4 - Results - Earnings Call Presentation
CDW Corporation offers IT solutions to businesses and governments. The company did disclose that it may have supply constraints and availability of devices in 2021 and 2022. I am skeptical about the sales growth expectations given by some analysts. Market expectations are high...
Himax had a good start in 2021 since the stock gained more than 65%. The market cap still is very moderate compared to the growth chances and strong demand for its products. As long as the management executes well and increases capacity, the company will profit from current trends...
The 2021 iMac is the fourth M1 Mac, but the first to be built around the chip. I think they’ve been working on it for 3-4 years. It ushers in a new era of PC design centered on the ARM instruction set, not Intel’s long-dominant x86. Apple is no longer only the Mac co...
Lenovo gained more than 160% since the lows of March 2020 and more than 85% since my first coverage of the company in 2019. Despite the increased valuation, shares have more room to rise even further because of Lenovo's long-term potential. Current market conditions and working fr...
The first quarter of 2021 was outstanding since many portfolio positions jumped significantly. The portfolio gained 62.94%, which is a record increase since the inception in 2013. GameStop, Lenovo, Turtle Beach, Ford, and Ferrexpo lead the rise as undervalued stocks were discovere...
The media seem to have discovered that the creation of doubts surrounding Alibaba Group with negative connotations attracts plenty of eyeballs. As a result, the market is undervaluing Alibaba's fundamentals, clouded by a lot of fear, uncertainty, and doubts. There were times ...
The following slide deck was published by Lenovo Group Limited in conjunction with their 2021 Q3 earnings call. For further details see: Lenovo Group Limited 2021 Q3 - Results - Earnings Call Presentation
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Lenovo unveils array of hybrid AI solutions to empower even more industries with comprehensive services, business-ready applications and 6 th generation Lenovo Neptune liquid-cooling innovations that enable the practical application of AI Growing ecosystem includes new NVIDIA-powered solu...
New Lenovo Infrastructure Solutions V4 portfolio leverages Intel® Xeon® 6 processors to accelerate performance, consolidate IT and lower power consumption Lenovo delivers the right-sized compute, performance and efficiency for targeted workloads, more than 4x more cores per rack and...
Delivering Solutions and Services for Extreme Performance and Improved Business Outcomes Lenovo Group (HKSE: 992) (ADR: LNVGY) today announced a comprehensive new suite of purpose-built AI-centric infrastructure systems and solutions to advance Hybrid AI innovation from edge to cloud. L...