Lenovo Group Limited - A Good Investment for the Fund?

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Case

Reference no. 9B13NC017

Simplified Chinese language

Subject category: Finance, Accounting and Control

Authors: Craig Dunbar (Ivey Business School, Western University); Stephen R Foerster (Ivey Business School, Western University); Ken Mark (Ivey Business School, Western University)

Published by: Ivey Publishing

Originally published in: 2013

Version: 2013-11-22

Length: 17 pages

Data source: Published sources

Topics: Valuation; Ratio analysis; Investments; Equity research; United States; China; Global; Finance; International

Share a link: https://casecent.re/p/159856

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Abstract

This is a Simplified Chinese version. A portfolio manager for Penhall Investment Funds was reviewing the financial data his team had prepared on Lenovo Group Limited (Lenovo), one of the major holdings in Penhall's Global fund. Lenovo wanted to become more than just the largest manufacturer of PCs by volume. It aimed to become a leader in other devices, such as smartphones and tablets, and it was focusing on innovation as a key capability. The portfolio manager was impressed by Lenovo's results so far; the stock was up 7.5 per cent in a year. However, given the decline in the traditional PC segment, the competitive nature of the industry and global economic conditions, he wondered if Lenovo should continue to be a key holding in the global fund.

Locations:

China; United States; Global

Industry:

Finance and insurance

Size:

Large

Other setting(s):

2013