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Lenovo

1.321 Posts
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  1. [verwijderd] 14 april 2008 04:21
    Olympic Torch Uproar Could Burn Lenovo
    WSJ.com, 2 hours ago

    The Olympic torch protests have raised new questions about whether the estimated $100-million-plus Lenovo has invested in sponsoring the Games will provide the kind of massive brand boost the company is counting on.

    zie Wallstreet Journal article April 14

    >--:-)-->

    p.s. voor Jojo: zo gij niet als kinderen zijt, zult gij het Rijk Gods niet binnenkomen.
  2. [verwijderd] 14 april 2008 04:37
    Credit Suisse keeps "outperform" rating on Lenovo

    Friday, April 11, 2008

    BEIJING, Apr 11, 2008 (Xinhua via COMTEX) -- -- World leading investment bank Credit Suisse keeps Lenovo (0992.HK; LNVGY.PK) at Outperform with a target price of 6.70 HK dollars.

    The bank expects that the net profit of Lenovo could surge by 150 percent for the year ending March 2008 after meeting Lenovo last week.

    Credit Suisse notes that the stock price remains weak every year from Nov. 15 to May 15 thanks to performance seasonality, which, however, has not been fully understood by market investors.

    The bank reckons that currently the stock is undervalued and long- term investors should cherish this opportunity. Moreover, it predicts that the strong profit catalyst would emerge only after May and stock is likely to be range-bound until then.
  3. [verwijderd] 17 april 2008 10:22
    quote:

    m1155 schreef:

    Lenovo profiteerd van stijging IBM zo te zien met in FF en HK 7% erbij.
    Ik wou het net posten :-)
    Geëindigd met een slotkoers van 5.92 (+5.90%)

    Mooi !
  4. [verwijderd] 17 april 2008 18:21
    quote:

    avalon1 schreef:

    [quote=m1155]
    Lenovo profiteerd van stijging IBM zo te zien met in FF en HK 7% erbij.
    [/quote]

    Ik wou het net posten :-)
    Geëindigd met een slotkoers van 5.92 (+5.90%)

    Mooi !

    Technisch gezien staat ie zeer hoog, en kan dat wel betekenis hebben voor de MLT.

    niemand daar een woordje over te vertellen?
  5. [verwijderd] 18 april 2008 04:46
    Voila we zijn door de 6.00 HK$ geraakt en zoals ik gisteren al vroeg is er jullie technisch niets opgevallen, en dat is dat de dalende trend nu duidelijk gebroken is.

    De meeste zijn rond deze prijs ingestapt, de betere ervoor, de laatlopertjes hoger.

    Al bij al, wil ik maar zeggen, dat Lenovo ondertussen al een schoon deel van zijn correctie heeft goedgemaakt.

    De trend is nu theoretisch terug stijgende, de Olympische Spelen zijn dichter dan ooit, en Lenovo is daar de enige Chinese Topsponsor van.

    Het feest kan stilaan beginnen en zijn verdere vruchten afwerpen.

    De groei van pc's en laptops lag in het 1e kwartaal van 2008 rond de 13%, dat zijn stevige groeicijfers, de hoogste groei lag in Azië maar algemeen vooral in de BRIC.

    Lenovo met zijn 30% marktaandeel in China de snelstgroeiendtse pc-markt, staat het best gepositioneert om het meest te profiteren van de superhete groei in de BRIC.

    Er staan zowel spannende maar zeker schitterende maanden voor de boeg, diegenen die al op winst zitten en een buffer hebben, kunnen enkel maar glimlachen.

    Niets is zeker, maar alle puzzelstukjes liggen bijna inelkaar, ondanks dat Lenovo nu al geen onbekende is dankzij zijn topkwaliteit nr 1 wereldwijd, zal zijn naam na de Olympische Spelen nog meer nazinderen dan de Spelen zelf, Lenovo wordt een nieuwe Brand, die wereldwijd geliefd en gekocht zal worden, en symbool van China's succes, dat meer dan ooit niet meer weggelachen kan worden.
  6. [verwijderd] 21 april 2008 21:33
    PC shipments in Asia ex-Japan up 19 pct yr/yr in Q1-IDC

    Reuters - Monday, April 21SHANGHAI, April 21 -

    Personal computer shipments in Asia excluding Japan grew a forecast-beating 19 percent to 17 million units in the first quarter, with China's Lenovo maintaining its lead, a market researcher said on Monday, citing preliminary data.

    International Data Corp said growth in Asia's PC market came in 2 percent ahead of its forecasts, mainly boosted by growth in portable personal computers despite concerns over the effects of a slowdown in the U.S. economy.

    The Asia ex-Japan PC market is on track for 17 percent growth in 2008, analyst Bryan Ma wrote in a note. But he warned that that did not mean Asia may not be immune to any further slowdown in demand from the United States.

    "Any further tightening in the U.S. may negatively impact a number of export-heavy markets in the region later in the year," Ma wrote.

    Lenovo Group's market share grew to 16.4 percent in the first quarter on unit growth of 23.7 percent year-on-year, IDC said. That was up from market share of 15.8 percent a year earlier.

    Hewlett-Packard Co. was in second place, with a 15.1 percent share of shipments and unit growth of 30.4 percent.

    Dell Inc. was in third place with a share of 9.1 percent, while unit shipments rose 50.1 percent.

    Taiwan's Acer Inc. came in fourth with a 7.2 percent share, while unit growth was over 52 percent, followed by China's Founder with a 4 percent share and negative unit growth of 7.2 percent.
  7. [verwijderd] 30 april 2008 17:31
    quote:
    Thnx Artist. Precies wat ik altijd van Apple producten denk, in de teorie wel leuk maar in de praktijk...

    Die X300 is wel prachtig met die solid state HDD alleen de prijs, oef... als ik nou geld had verdiend met de aandelen Lenovo dan was het makkelijker :)

    Accu duur is ook niet zo gek lang. De Sony gaat wel tot 7 uur.
    (de x60 tablet trouwens 7,5 uur opgegeven)
  8. [verwijderd] 2 mei 2008 12:35
    Lenovo Plans to Buy Companies to Regain Market Share

    By Janet Ong and Stephen Engle

    May 2 (Bloomberg) -- Lenovo Group Ltd. is seeking acquisitions to regain the world's third-largest personal- computer seller ranking lost to Acer Inc. last year, Chairman Yang Yuanqing said.

    ``We are not satisfied with our current market share and global ranking,'' Yang said in an interview with Bloomberg Television broadcast today. ``I believe there will be further consolidation in the industry and we hope to seize the opportunity'' to buy, he said.

    Lenovo, the Chinese company that shot to prominence with the 2005 purchase of International Business Machines Corp.'s PC unit, had its European expansion plans foiled last year when Acer bought Packard Bell BV. Computer makers such as Fujitsu Siemens Computers (Holding) BV may be a target for Lenovo, said Joseph Ho, a Daiwa Institute of Research analyst.

    ``It makes sense for Lenovo to want to acquire as it has the financial muscle,'' said Ho, who rates Lenovo ``outperform.'' ``The question is what to acquire and at what price.''

    Lenovo had cash and equivalents of $2.2 billion as of Dec. 31, according to the latest information from the company, which gets more than half of sales from Asia.

    The $1.25 billion purchase of the IBM business three years ago made the company the world's third-largest computer maker. Lenovo, which moved its headquarters to Raleigh, North Carolina, after the acquisition, lost the position to Acer in the second half of 2007, after the Taipei-based rival bought Packard Bell.

    Yang ruled out acquiring Acer and declined to identify target companies. Ralf Lanzrath, a spokesman for Maarssen, Netherlands-based Fujitsu Siemens, couldn't be reached on his office phone after working hours.

    Share Value

    Lenovo's current market value is HK$58.3 billion ($7.5 billion), about 6 percent of the size of industry leader Hewlett- Packard Co., according to data compiled by Bloomberg. Acer is valued at NT$163.3 billion, or $5.4 billion.

    Shares of Lenovo rose 5.4 percent to HK$6.28 at the close of trading in Hong Kong, while the MSCI AC Asia Pacific Information Technology Index advanced 1.5 percent. The stock has more than doubled since the IBM purchase, outperforming the benchmark, which gained 40 percent.

    Acer shares climbed 2.9 percent to NT$67.90 on the Taiwan Stock Exchange.

    During the first quarter, Lenovo shipped 21 percent more PCs than a year earlier on demand in Asia, researcher IDC said on April 16. That trails Acer, whose 66 percent growth is the fastest among the top four PC makers.

    Fighting for Share

    Lenovo, the Chinese PC market leader, is also fighting to stem market-share losses in the nation to companies including Hewlett-Packard and Dell Inc., which are expanding their distribution networks.

    The U.S. makers are introducing low-cost PCs, contributing to a decline in Lenovo's China market share to 29 percent as of Dec. 31, from 36 percent a year earlier.

    Lenovo won't adopt that strategy to expand outside China, Yang said in the interview in Beijing April 25.

    ``Because of our Chinese heritage, it's easy for people to think we make low-price and low-quality products,'' Yang said. ``We want to be known for innovative and high-quality products and if we enter the low-end PC market aggressively now, it will damage our image.''

    For companies seeking to grab a larger share of the Chinese market, including Dell and Hewlett-Packard, domestic PC makers such as Founder Technology Group Corp. and Tsinghua Tongfang Co. may be takeover targets, said Charles Guo, a Hong Kong-based analyst at JPMorgan.

    Greater Access

    ``Acquiring Chinese players like Founder and Tongfang will give them greater access to the market, and Lenovo is worried about this,'' Guo said.

    Calls to the offices of Founder and Tsinghua Tongfang weren't answered on a public holiday in China.

    The analyst said Lenovo's revenue from the Greater China region, including Taiwan and Hong Kong, will rise this year while growth may slow in Europe and the U.S.

    During the first quarter, China's economy expanded 10.6 percent, while incomes climbed 11.5 percent in urban areas and 18.5 percent in rural regions.

    Lenovo, which gained the right to use the IBM name until 2010 as part of the U.S. purchase, in January began offering its own IdeaPad PCs in 14 markets, led by the U.S., Australia, France and Russia.

    ``The most important thing is growing our market share, more than making money,'' Yang said.
  9. [verwijderd] 2 mei 2008 23:01
    quote:

    m1155 schreef:

    [quote=The Artist]
    www.youtube.com/watch?v=_hnOCUkbix0
    [/quote]

    Thnx Artist. Precies wat ik altijd van Apple producten denk, in de teorie wel leuk maar in de praktijk...

    Die X300 is wel prachtig met die solid state HDD alleen de prijs, oef... als ik nou geld had verdiend met de aandelen Lenovo dan was het makkelijker :)

    Accu duur is ook niet zo gek lang. De Sony gaat wel tot 7 uur.
    (de x60 tablet trouwens 7,5 uur opgegeven)
    Tis een echte treffer.
    www.macobserver.com/article/2008/05/0...
  10. [verwijderd] 15 mei 2008 10:53
    Vandaag geëindigd op 6.39 (+3.23)

    De hoogste koers sinds begin januari.

    Sinds geruime tijd is deze koers al een mooie opwaartse trend bezig.

    Leuk om volgen !
  11. [verwijderd] 19 mei 2008 20:45
    Toch een sony gekocht na lang twijfelen. De Lenovo is 2400 met solid hdd en de sony zonder 1500... helaas als ik nu nog winst had met de aandeeltjes lenovo had het gelukt ;)
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