Added to YB: 2025-06-19
Pitch date: 2025-06-15
LNVGY [bullish]
Lenovo Group Limited
+15.86%
current return
Author Info
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Company Info
Lenovo Group Limited, an investment holding company, develops, manufactures, and markets technology products and services.
Market Cap
HKD 14.5B
Pitch Price
HKD 9.08
Price Target
47.00 (+347%)
Dividend
4.26%
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Lenovo: Not Your Father's PC Company Anymore
LNVGY: Trading at 4x FY28 EV/EBIT, potential re-rating to 8x = double in 3 years. Market overly focused on PC biz, missing services segment (21% margins vs 7% PC) and server turnaround. PC unit growth disappoints but AI PC ASPs help. Services growing low-teens, servers at inflection from hyperscaler demand.
Read full article (6 min)