Hints and tips:
...Predictably, business desktop PCs for offices are faring badly and laptops for home use are in short supply....
...We cross-check our PT with a 2024E P/E multiple discounted to present value; our PT would imply a 15x P/E multiple vs 23.0x developed Sx pharma 12m forward P/E average....
...PT 113p. ... We model 6.1% ROIC in '25E vs. JEFe 4.6% in '18A using a WACC of 8.5%....
...HP’s biggest outperformance in earnings for some years will give Whitman more time to continue her five-year plan to divert the company from the PC market — where sales dropped 8 per cent in the first quarter...
...Mr Rothschild left the company’s board last October after raising concerns about loans made by PT Bumi Resources, one of Bumi’s Indonesian affiliates....
...If Lombard wore an Autographer, its output would mostly show a) a PC screen, b) Mrs Lombard wanting to know why the hell he’s late again, c) a hand holding a half-empty glass with a TV screen in the background...
...While personal smartphones and tablets are convenient, people often need business PCs to access corporate applications and data....
...It highlighted “meaningful progress” by Intel in winning business from handset makers and suggested that the market for Arm-powered PCs had been overestimated....
...PT: What is the size of the market you address?...
...Dixons, which has been combining Currys and PC World outlets to good effect, faces a greater challenge from shop-soiled Comet than the knock-down sale price suggests....
...As a result of our updated DCF, we have increased our PT to 600p (30% upside from the current share price). ARM remains a top pick in the global semis sector and in the European tech sector....
...Hon Hai Precision, which makes PCs and mobile phones for companies including Hewlett-Packard and Nokia, advanced 2.9 per cent to NT$143.50....
...Pt 1: Chipmaker Intel's chief executive, Paul Otellini, says consumer need for technology will lead us out of the recession and he predicts the corporate sector will start a "PC refresh" in 2010....
...Pt 3: Chipmaker Intel's chief executive, Paul Otellini, says personal computing is not dying, just changing to embrace handset technologies and new lifestyles....
...The PT seemed ready to repeat its previous mistakes last week, with four candidates coming forward....
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