$LENOVO GR_老虎社区_美港股上老虎

2021-11-28

$LENOVO GROUP(00992)$Comparing Dell and Lenovo and HP Inc, all of them have high debt ratio (relative) but that is how the industry is as companies invest in R&D. Hence their margin is thin.

One needs to also look also at cash flow of PC firms. The high daily volume allows these companies to earn interest (and i mean lots of them) from the cash. I suggest one look at both CF and BS to decide if the share is good. Lenovo share is no longer high and with high demand (estimated by IDC) the demand stretches all the way to 2025. My humbleopinion is this share still has potential. Unless they flop in management.

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Tracccy
2021-11-28
Tracccy
I have been using Lenovo computers, I think it is very good, very cost-effective, but If let me buy some stocks i will say no!
BonnieHoyle
2021-11-28
BonnieHoyle
there seems to be a bottleneck in the PC business right now, with nothing going on except mindless heap hardware.
BlancheElsie
2021-11-28
BlancheElsie
Lenovo's core technology is poor and I don't see it competing at a higher level.

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":600136231,"tweetId":"600136231","gmtCreate":1638084138876,"gmtModify":1638085413675,"author":{"id":4094697601250800,"authorId":4094697601250800,"authorIdStr":"4094697601250800","name":"Strawberry88","avatar":"https://static.tigerbbs.com/de6619c61ef411d558d38d5a14826d2a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/00992\">$LENOVO GROUP(00992)$</a>Comparing Dell and Lenovo and HP Inc, all of them have high debt ratio (relative) but that is how the industry is as companies invest in R&amp;D. Hence their margin is thin.&nbsp;One needs to also look also&nbsp;at cash flow of PC firms. The high daily&nbsp;volume allows these companies to earn interest (and i mean lots of them) from the cash. I suggest one look at both CF and BS to decide if the share is good. Lenovo share is no longer high and with high demand (estimated by IDC) the demand stretches all the way to 2025. My humbleopinion is this share still has potential. Unless they flop in management.&nbsp;</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/00992\">$LENOVO GROUP(00992)$</a>Comparing Dell and Lenovo and HP Inc, all of them have high debt ratio (relative) but that is how the industry is as companies invest in R&amp;D. Hence their margin is thin.&nbsp;One needs to also look also&nbsp;at cash flow of PC firms. The high daily&nbsp;volume allows these companies to earn interest (and i mean lots of them) from the cash. I suggest one look at both CF and BS to decide if the share is good. Lenovo share is no longer high and with high demand (estimated by IDC) the demand stretches all the way to 2025. My humbleopinion is this share still has potential. Unless they flop in management.&nbsp;</body></html>","text":"$LENOVO GROUP(00992)$Comparing Dell and Lenovo and HP Inc, all of them have high debt ratio (relative) but that is how the industry is as companies invest in R&D. Hence their margin is thin. One needs to also look also at cash flow of PC firms. The high daily volume allows these companies to earn interest (and i mean lots of them) from the cash. I suggest one look at both CF and BS to decide if the share is good. Lenovo share is no longer high and with high demand (estimated by IDC) the demand stretches all the way to 2025. My humbleopinion is this share still has potential. Unless they flop in management.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/600136231","repostId":0,"isVote":1,"tweetType":1,"viewCount":555,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["00992"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":500,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":6758683,"gmtCreate":1638110598401,"gmtModify":1638110598401,"authorId":9000000000000616,"author":{"id":9000000000000616,"authorId":9000000000000616,"name":"Tracccy","avatar":"https://static.tigerbbs.com/a5d0e902cb085f1904526603f812d93c","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":600136231,"type":1,"supId":0,"prevId":0,"content":"I have been using Lenovo computers, I think it is very good, very cost-effective, but If let me buy some stocks i will say no!","text":"I have been using Lenovo computers, I think it is very good, very cost-effective, but If let me buy some stocks i will say no!","html":"I have been using Lenovo computers, I think it is very good, very cost-effective, but If let me buy some stocks i will say no!","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6758672,"gmtCreate":1638110470493,"gmtModify":1638110470493,"authorId":9000000000000674,"author":{"id":9000000000000674,"authorId":9000000000000674,"name":"BonnieHoyle","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":600136231,"type":1,"supId":0,"prevId":0,"content":"there seems to be a bottleneck in the PC business right now, with nothing going on except mindless heap hardware.","text":"there seems to be a bottleneck in the PC business right now, with nothing going on except mindless heap hardware.","html":"there seems to be a bottleneck in the PC business right now, with nothing going on except mindless heap hardware.","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6758645,"gmtCreate":1638110357959,"gmtModify":1638110357959,"authorId":9000000000000676,"author":{"id":9000000000000676,"authorId":9000000000000676,"name":"BlancheElsie","avatar":"https://static.tigerbbs.com/7dc55b230289c743aeec52990c56cc51","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":600136231,"type":1,"supId":0,"prevId":0,"content":"Lenovo's core technology is poor and I don't see it competing at a higher level.","text":"Lenovo's core technology is poor and I don't see it competing at a higher level.","html":"Lenovo's core technology is poor and I don't see it competing at a higher level.","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/600136231"}