LENOVO GROUP LTD.

  • Veteran PC makers troubled at the hands of nascent Chinese competitor

    By Hina Amjad - August 28, 2013 | Tickers: DELL, HPQ, LNVGY.PK

    I have always preferred using HP (NYSE: HPQ) products for personal use, since the company offers very durable products. Moreover, I would always recommend an HP product when asked for an opinion, however, this world has better PC makers to be invested in, when looking to invest in computer systems industry. Lenovo (NASDAQOTH: LNVGY.PK) has been catching up pretty fast, most recently it has surpassed HP and now stands at more »

  • BlackBerry Is Looking for a Sucker

    By Sam Mattera - August 15, 2013 | Tickers: BBRY, LNVGY.PK, MSFT

    BlackBerry (NASDAQ: BBRY) said on Monday that it’s looking at strategic alternatives, including a sale of the company.

    This should come as no surprise. BlackBerry hired JPMorgan and RBC to review business operations last year, and BlackBerry’s CEO Thorsten Heins has said on numerous occasions that the company is open to “strategic alliances,” including the sale of the company’s hardware unit and the licensing of its software more »

  • The World's Biggest PC Vendor Is Ridiculously Cheap

    By Adrian Campos - August 6, 2013 | Tickers: BBRY, DELL, LNVGY.PK

    At around $18 per share, the world's no. 1 PC vendor, Lenovo (NASDAQOTH: LNVGY.PK), is extremely cheap at the moment. It's so cheap that you might consider going long, even after acknowledging that the PC world is shrinking. With a 15.3 times price-to-earnings multiple, increasing attempts to diversify its portfolio, an emerging server business and significant strides to capture new users with Android handsets, the new Lenovo more »

  • 1 Short, 1 Buy From a Declining Industry

    By Mohsin Saeed - July 23, 2013 | Tickers: DELL, LNVGY.PK, MSFT

    The recently released Gartner data shows that the PC industry continues to decline. Windows 8 has totally failed to revive the popularity of PC/notebooks, and the market is now looking towards Intel’s energy efficient Haswell chips to revive interest in PCs.

    Lenovo is the only PC OEM which continues to prosper even in these miserable conditions. The company is leveraging its Chinese manufacturing and is offering low cost more »

  • Lenovo Beats the Market and HP

    By Christopher DeSousa - July 22, 2013 | Tickers: HPQ, LNVGY.PK, MSFT

    Eight years ago, Beijing-based Lenovo (NASDAQOTH: LNVGY.PK) purchased IBM's personal computer business for $1.25 billion. Lenovo has greatly benefited from IBM's ThinkPad brand, international sales/distribution channels, and advanced PC manufacturing technologies. IBM's resources enabled Lenovo to pursue growth in foreign markets and attract new customers and investors outside of China. Since then, Lenovo has pushed ahead of Hewlett-Packard and Dell to become the world's more »

  • Could a Credit Squeeze in China Impact These Companies?

    By Eileen Rojas - July 12, 2013 | Tickers: CHL, LNVGY.PK, PTR

    It’s no secret that China’s economy has been experiencing a slowdown in growth, and the latest China Beige Book survey reveals the extent of the damage. The China Beige Book is similar to the Fed’s Beige Book, which is published eight times a year to document current economic conditions.

    What does the central bank's survey reveal?

    There are signs of an impending credit squeeze in China more »

  • Why This Constantly Evolving Tech Giant Belongs in Your Portfolio

    By Matthew Frankel - July 12, 2013 | Tickers: CSCO, IBM, LNVGY.PK

    When most casual observers hear the name International Business Machines (NYSE: IBM), better known simply as IBM, they recognize the company as the father of the modern PC. For those readers who aren’t quite old enough to remember, computers used to be split into two categories: Macintosh (Apple) and IBM-compatible, regardless of who the actual manufacturer was. 

    However, what most people don’t realize is that IBM has evolved more »

  • Dell: Stay as Far Away as Possible

    By Nicholas Kitonyi - July 1, 2013 | Tickers: DELL, HP, LNVGY.PK

    On July 18, Dell (NASDAQ: DELL) shareholders will vote on the two offers available to them with regard to the future of the company. Founder Michael Dell and a private Equity firm, Silver Lake Partners, offered $13.65 per share to the shareholders of the company while activist investor Carl Icahn and Southeastern Asset Management have proposed an offer of $14 a share.

    Michael Dell’s offer involves taking the more »

  • The Speculative PC Play on the Bidding War

    By Anh HOANG - June 21, 2013 | Tickers: DELL, HPQ, LNVGY.PK

    Billionaire Carl Icahn seems to be quite keen on his activism at Dell (NASDAQ: DELL). Recently, he also acquired 72 million shares of the company from another activist investor Southeastern Asset Management, with the total transaction worth close to $1 billion. With this move, Carl Icahn owns more than an 8% stake in Dell, becoming the second largest shareholder in one of the world’s biggest PC makers.

    The bidding more »

  • At Least Another Week of This Analyst War

    By Alexander MacLennan - June 20, 2013 | Tickers: AAPL, BBRY, LNVGY.PK

    The are few stocks that are more contentious today than the Canadian smartphone and services company BlackBerry (NASDAQ: BBRY). In the last few months, investors have suggested everything from conspiracy theories, to bear raids, to pump and dump and short and distorts. But while average investors buy and sell shares and post comments on stock talk sites, analysts from various companies are playing the game as well with some volatile more »

  • Finding Value in the PC Industry

    By Nikhil Shamapant - June 18, 2013 | Tickers: DELL, HPQ, INTC, LNVGY.PK, MSFT

    It’s no secret that the Personal Computer industry is on its knees. In the first quarter of 2013, Worldwide PC unit shipments fell 13.9% year over year, the industry's worst quarter ever. With the rise of the smartphone and tablet as the new everyday consumer product, personal computing is an industry falling behind.

    Vendor 1Q13 Shipments 1Q13 Market Share 1Q12 Shipments 1Q12 Market Share 1Q13/1Q12  Growth more »
  • Lenovo Opens Operations in the U.S.

    By Christopher DeSousa - June 12, 2013 | Tickers: DELL, HPQ, LNVGY.PK

    On June 5, Lenovo Group (NASDAQOTH: LNVGY.PK) opened its first U.S. personal computer (PC) production line in Whitsell, North Carolina. The Beijing-based company believes that having manufacturing capabilities in the U.S. will increase product delivery to consumers and offer flexibility to its PC-related services.

    In October 2012, the Chinese company decided to invest in a U.S manufacturing facility with plans to expand its in-house manufacturing capabilities globally more »

  • Contrasting the Performance of Two PC Giants

    By Sarfaraz Khan - June 4, 2013 | Tickers: HPQ, LNVGY.PK

    The woes of the PC industry are well known, and the situation isn’t getting any better. The research firm IDC has shown a 13.9% drop in global PC sales to 76.3 million units in the first quarter of 2013, almost twice as big as the estimated decline of 7.7%.

    Despite the fall in the PC industry, the Chinese smartphone and computer manufacturer Lenovo (NASDAQOTH: LNVGY.PK) has more »

  • Time to Jump the PC Ship

    By Red Chip - June 4, 2013 | Tickers: DELL, LNVGY.PK, MSFT

    In its most recent earnings report, Dell (NASDAQ: DELL) posted a 79% decline in earnings, as rising tablet and smartphone demand caused traditional PC sales to slump. Even as the company's sales dwindle, its management is distracted by a major takeover fiasco, leaving Dell's future as a viable investment deeply in doubt.

    Industry Restructuring 

    Whenever any industry starts declining, investors usually witness considerable restructuring activity, so it's more »

  • Lenovo Seeks to Bring Chinese Success to U.S Smartphone Markets

    By Christopher DeSousa - June 4, 2013 | Tickers: BBRY, LNVGY.PK, SSNLF

    Lenovo Group (NASDAQOTH: LNVGY.PK), the second largest personal computer (PC) manufacturer, views the smartphone market as a new channel to drive growth in the company. Yang Yuanqing, Lenovo's Chairman and CEO, believes the PC market presents limited growth for the company's future success. Mr. Yuanqing wants his company to start selling its smartphones in the U.S market within a year.

    Impressive Earnings

    Lenovo boosted investor confidence with more »

  • One PC Maker Is Blowing Away the Competition

    By Daniel James - May 28, 2013 | Tickers: DELL, HPQ, LNVGY.PK

    There is no doubt about the fact that PC makers are struggling to sell their products, as a result of the growing popularity of mobile devices. With the industry in turmoil, many PC hardware manufacturers are in serious trouble. However, there is one Asian manufacturer that is easily outpacing the industry in terms of growth. Lenovo (NASDAQOTH: LNVGY.PK) has been performing very well despite weakness in the broader market, which more »

  • A Closer Look at Three Global PC Makers

    By Anh HOANG - May 27, 2013 | Tickers: DELL, HPQ, LNVGY.PK

    Hewlett-Packard (NYSE: HPQ) experienced a significant rise of nearly 14% in after-hours trading, to nearly $24.20 per share, after it reported earnings results that beat analysts’ estimates in the second quarter. Since the beginning of the year, Hewlett-Packard’s return on the market has been quite juicy, rising more than 68.2%. Should investors buy Hewlett-Packard at its current trading price? Let’s find out.

    A quarter earnings that more »

  • Not All Is Lost for This PC Maker

    By Daniel James - May 22, 2013 | Tickers: DELL, HPQ, LNVGY.PK

    As we all know by now, the biggest story in tech over the last few years has been the shift from PCs and laptops to mobile devices. As a result, many computer hardware producers have suffered from declining sales, and have been punished by the market. Dell (NASDAQ: DELL) is one of the companies that has been hit hard by this development. Amid takeover talks, the company’s most recent more »

  • Dell: Time to Jump Ship

    By Mohsin Saeed - May 18, 2013 | Tickers: DELL, LNVGY.PK, MSFT

    The PC industry has suffered from the rise in tablet and smartphone demand. In the last couple of years, the handhelds have emerged as the future to all computing which has severely impacted the PC sales. In the last few quarters, major OEMs (Original Equipment Manufacturers) like Dell (NASDAQ: DELL) and HP have suffered a steady decline in sales.

    Whenever any industry starts declining, investors usually witness considerable restructuring activity more »

  • A Closer Look at Icahn's Offer for Dell Shareholders

    By Anh HOANG - May 16, 2013 | Tickers: DELL, HPQ, LNVGY.PK

    Billionaire Carl Icahn has been building his fortunes via many activist investments. Recently, the global investment community has zoomed in his involvement in the buyout deal of one of the world’s biggest PC makers, Dell (NASDAQ: DELL). Icahn currently owns around 100 million shares in the company, accounting for around a 6% stake in Dell. Both Carl Icahn and Dell’s largest shareholder, Southeastern Asset Management has been publicly more »

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