Lenovo – Signs of a Turnaround

Lenovo 1-Year Chart_2018Lenovo Group Ltd (0992.HK) has been the world’s largest PC vendor until 2016. Now surpassed by HP, Lenovo has still a global market share of over 20 percent. The company has one of the world’s most comprehensive portfolio of connected products, including smartphones (Motorola), tablets, PCs (former IBM’s ThinkPad, Yoga, Lenovo Legion) and workstations. Continue reading “Lenovo – Signs of a Turnaround”

Baidu – Back to Old Highs?

Baidu 1-Year Chart 2018Baidu Inc. (BIDU) is the second largest internet search engine in the world and the leading search engine in China. The Baidu.com website has a market share of more than 70 percent in China and is the fourth largest website globally by average daily visitors and page views. Furthermore, Baidu is one of the highest ranked brands in China and among the top 100 most valuable brands in the country. Continue reading “Baidu – Back to Old Highs?”

SK Hynix – A Global Leader at Bargain Prices

SK Hynix 1-Year Chart 2018SK Hynix (000660.KS) is the world’s second-largest memory chipmaker. With factories in South Korea and China and some 30 sales offices in more than 15 countries the company offers dynamic random access memory (DRAM) and flash memory chips (NAND) as well as CMOS image sensors (CIS) to a wide range of distinguished customers globally. Apple is the biggest customer, accounting for more than 10 percent of SK Hynix’s sales. Continue reading “SK Hynix – A Global Leader at Bargain Prices”

Shanghai Fudan Microelectronics – Opportunities with Government Projects

Shanghai Fudan Microelectronics 1-Year ChartShanghai Fudan Microelectronics Group Co Ltd (1385.HK) is a leading company for IC products in China. The company designs, developments and sells application-specific integrated circuits, such as contact and contactless chips for security and ID cards, chips for public transportation, social security, citizen and residential smart cards and chips for electronic payment cards. Continue reading “Shanghai Fudan Microelectronics – Opportunities with Government Projects”