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14.08.26 - 12:45
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HKD1.4B Southbound Trading Net Inflow to MINIMAX-W (AAStocks)
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There was HKD1.4 billion, HKD1.3 billion and HKD1.1 billion Southbound Trading net inflow to MINIMAX-W (00100.HK), Z.AI (02513.HK) and TENCENT (00700.HK).There was HKD1.1 billion, HKD1.1 billion and HKD426.3 million Southbound Trading net outflow from LENOVO GROUP (00992.HK), BABA-W (09988.HK) and MEITUAN-W (03690.HK).For Southb......
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14.08.26 - 12:00
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Research: Nomura Adds LENOVO GROUP TP to HKD45, Rating Buy (AAStocks)
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Nomura issued a report on LENOVO GROUP (00992.HK), of which Infrastructure Solutions Group (ISG) delivered a strong operating margin that far exceeded expectations and could drive QoQ earnings improvement over the coming quarters. The broker maintained its Buy rating and raised the TP from HKD35 to HKD45.LENOVO GROUP recently re......
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14.08.26 - 05:30
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Lenovo CFO on Business Strategy, AI Demand (Bloomberg)
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Winston Cheng, CFO at Lenovo, discusses the company's business strategy as it expects to grow revenue to $100 billion this fiscal year. He speaks with David Ingles and Stephen Engle on "Bloomberg: The China Show." (Source: Bloomberg)...
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14.08.26 - 02:12
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Lenovo turns a memory-price shock into a share gain (Digitimes)
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Lenovo Group's first quarter of fiscal 2026/27 shows a company using an industry-wide cost problem as a competitive weapon. Group revenue reached US$26.9 billion for the three months ended June 30, 2026, up 43% year on year — the fastest growth in five years — while the underlying business also became more profitable, with adjusted net income up 176% to US$1.1 billion and gross margin widening to 16.5% from 14.7%. Reported results show a net loss of US$609 million, but that swing is a single non-cash item: a fair-value charge on outstanding warrants, unrelated to trading performance....
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14.08.26 - 02:06
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Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices (Digitimes)
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Lenovo Group told investors on its August 13, 2026 earnings call that record AI-driven growth is outpacing the company's targets, even as executives warned that memory chip shortages will continue to squeeze device costs into next year. chairman and CEO Yuanqing Yang said the group's goal of reaching US$100 billion in annual revenue, originally set for "two years" from the start of the fiscal year, is now on track to be achieved "sooner than planned," with a further target of US$130 billion in revenue and a net margin above 5% raised by analysts on the call and left unchallenged by management as the multi-year direction....
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