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LENOVO GROUP LTD.

  • 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 »

  • Lenovo ThinksFuture

    By Steven Yenzer - May 16, 2013 | Tickers: AAPL, HPQ, LNVGY.PK

    Lenovo (NASDAQOTH: LNVGY.PK) acquired IBM's personal computer business in 2005 for $1.25 billion, instantly skyrocketing the Chinese computer maker to the #3 spot in worldwide computer production by volume. A big part of that deal was the ThinkPad brand, which Lenovo founder Liu Chuanzhi pointed to as one of the biggest advantages of his company's acquisition.

    Last quarter, Lenovo overtook HP (NYSE: HPQ) as the world's more »

  • Earnings Season Review and Outlook 2013

    By Jay Ralez - May 9, 2013 | Tickers: CZZ, EA, FNMA, LNVGY.PK, MONI, NQ, NOK, TEF, VELT, WMMVY.PK

    I am reading my stocks earnings releases now since its earnings season and I havent reviewed anything in months.
     
    Cosan  http://cosan.com.br/Cosan  is doing great all around and has just finished integrating Brazils largest natural gas pipeline into its portfolio.  I like the pipeline business.  The sugar business is also expanding and Cosan's partnership with Amyris for the development of sugar based hydrocarbons to replace petroleum more »

  • Prepare Your Portfolio for Changes in the PC Sector

    By Damian Illia - May 7, 2013 | Tickers: DELL, IBM, LNVGY.PK

    PC manufacturers and IT services providers are urged to find new businesses to diversify its revenue mix. PC shipments have fallen almost 14% in the first quarter of 2013 compared to the same quarter the previous year totaling 76.3 million units according to IDC. This result marked the worst quarter contraction since 1994 and it defined the trend as it was the fourth consecutive quarter in shipments decline.

    Let more »

  • Forget Dell, Buy Lenovo

    By John Moore - May 3, 2013 | Tickers: DELL, LNVGY.PK, BX

    Blackstone (NYSE: BX) withdrew its bid for Dell (NASDAQ: DELL). The reasons for the withdrawal were not immediately clear, but it's safe to say Blackstone didn't like what it saw while examining Dell's financials. Blackstone knows a thing or two about financials; its first-quarter profit rose 28% to $628 million. Even Blackstone knows it doesn't posses the creativity, innovation, and patience needed to turn Dell around more »

  • Can These PC Players Bounce Back?

    By Eileen Rojas - May 2, 2013 | Tickers: DELL, HPQ, LNVGY.PK, MSFT

    Is this the beginning of the end for the personal computer? The future seems to be uncertain. According to research conducted by International Data Corporation (IDC), PC sales figures were almost twice as bad as the research firm's original expected drop of 7.7%. The 13.9% worldwide decrease in PC shipments in the first quarter of 2013 is the worst since 1994 when IDC began tabulating this data more »

  • PC Sales Hit the Wall of Wintel Indifference

    By Peter Pham - May 1, 2013 | Tickers: AAPL, INTC, LNVGY.PK, MSFT

    The latest IDC and Gartner data on PC shipments has revealed that things as bad as leading players as had been projected; in fact, they are much worse. The decline in PC sales has been far worse than anticipated and, as expected, Lenovo (NASDAQOTH: LNVGY.PK) has once again emerged as the sole survivor. According to IDC, Total PC shipments have dropped by 13.9% to 76.3 million units in more »

  • The PC Is Dead: Buy PC Makers

    By Reuben Brewer - April 29, 2013 | Tickers: AAPL, HPQ, LNVGY.PK

    Research firm IDC recently reported that personal computer (PC) shipments were off by nearly 14% in the first quarter. That's a massive and worrisome decline that took a toll on just about every PC related stock. It looks like tablet computers are killing PCs, so consider buying PC makers.

    Horrible data

    There's no question that a sales decline of 14% when Microsoft has just released a new version more »

  • 25% Upside on This Technology Giant

    By Mohsin Saeed - April 28, 2013 | Tickers: HPQ, IBM, LNVGY.PK

    International Business Machine (NYSE: IBM) saw its biggest single day decline in the last eight years after reporting its 1Q earnings last week. The earnings miss was a combination of factors, such as exchange rate losses, failing European economy and general hardware weakness. The company maintained a solid gross margin above consensus estimates, and the miss can be attributed to only top line weakness. The management has maintained its full more »

  • A Server Deal That Benefits Both Tech Giants

    By Anh HOANG - April 28, 2013 | Tickers: DELL, IBM, LNVGY.PK

    Recently, Lenovo (NASDAQOTH: LNVGY.PK) said that it was in preliminary discussions with International Business Machines (NYSE: IBM) regarding the potential acquisition of IBM’s x86 server hardware business. According to CRN, the deal includes IBM’s System x line, low-priced servers, used to power large corporate data centers.

    I personally think that move would be quite positive for IBM, as the x86 server business is considered a commodity business. At more »

  • Lenovo: Another Nail In Dell’s Coffin?

    By Wes Patoka - April 27, 2013 | Tickers: DELL, HPQ, IBM, LNVGY.PK

    Lenovo (NASDAQOTH: LNVGY.PK) group has seen astounding growth number in its PC business. It has passed Dell (NASDAQ: DELL) to become the number two PC company by volume last year, only behind Hewlett-Packard (NYSE: HPQ). Lenovo vaulted itself into this position by swallowing up competing PC makers, the largest of which was International Business Machines's (NYSE: IBM) ThinkPad division in 2005. Now, Lenovo seems to be looking up the more »

  • Is it Time to Buy IBM?

    By Leo Sun - April 21, 2013 | Tickers: HPQ, IBM, LNVGY.PK

    Shares of International Business Machines (NYSE: IBM) recently took a tumble, after the New York-based company reported earnings that missed analyst expectations on both its top and bottom lines. IBM, which has evolved from the personal computing giant that it was several decades ago into a streamlined software and services company, is widely considered a bellwether of the tech industry. Should investors fret over the company’s first quarter fumble more »

  • The Continuing Decline of the PC

    By Eileen Rojas - April 13, 2013 | Tickers: DELL, HPQ, LNVGY.PK, NES.DL

    Is this the beginning of the end for the personal computer? The future seems to be uncertain. According to research conducted by International Data Corporation, or IDC, PC sales figures were almost twice as bad as the research firm's original forecasted drop of 7.7%. The 13.9% worldwide decrease in PC shipments in the first quarter of 2013 (1Q13) marks its worst quarter since 1994, the year IDC more »

  • After a Big Run, This IT Company Still Has Room to Grow

    By Matthew Frankel - March 22, 2013 | Tickers: IBM, LNVGY.PK, MSFT

    International Business Machines (NYSE: IBM), known to most consumers as simply IBM, has evolved tremendously since its founding in 1911. The company has gone from being primarily a hardware manufacturer to a systems, services, and software company. IBM has done very well for its shareholders over the past 10 years or so, however it concerns me somewhat that the company hasn’t grown its revenues at the same pace as more »

  • Can Lenovo Really Buy Out BlackBerry?

    By Yasir Idrees - March 19, 2013 | Tickers: BBRY, LNVGY.PK

    BlackBerry (NASDAQ: BBRY) is one of the companies making headlines in the tech industry. Once a dominant force in the smartphones market, BlackBerry is slowly trying to get back on the right track after fading away in recent years. Apple's iPhone and all the Android based smartphones knocked out BlackBerry, which led to the company having less than 5% of the market. However, a comeback might be near with more »

  • Management Changes Can Result in a Rally

    By Mohsin Saeed - March 15, 2013 | Tickers: DELL, HPQ, LNVGY.PK

    The troubles of Hewlett Packard (NYSE: HPQ) and falling sales of the PC industry are no secret. The company was once the largest PC and printer manufacturer in the world. The issue here is not industry dominance, as HP is still placed pretty well in both the PC and printer industries--it's an issue of maturing industries. HP faces tough competition from the Chinese technology giant Lenovo (NASDAQOTH: LNVGY), which more »

  • Forget Apple & Samsung, Here Come the Convertibles

    By Joshua Sherman - March 7, 2013 | Tickers: AAPL, HPQ, LNVGY.PK, MSFT

    I've been following the consumer electronics industry for about six years now, and what Microsoft (NASDAQ: MSFT) and its partners have been preparing for the last six months or so is sure to change the game with tablets and laptops alike. You better get ready for it.

    Tablets and laptops seem, to some, like apples and oranges, and it's actually why Microsoft was criticized left and right for more »

  • Will HP Continue to Rally?

    By Lior Cohen - March 4, 2013 | Tickers: AAPL, DELL, HPQ, LNVGY.PK

    The recent spike in shares of Hewlett-Packard (NYSE: HPQ) was most likely resulted from the better than expected first quarter financial reports of HP. This rally, however, doesn't mean the company is out of the woods or that HP has recovered from its slowdown. Is the company on the road to recovery? Will HP further rise in the coming months?

    HP's CDS Changed Course and Fell

    The company more »

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