Daily Investment Strategy
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Lenovo(992): In the 2025/26 fiscal year, the company delivered a stellar basic performance, with total revenue increasing by 20% year-on-year to a record high of US$83.1 billion, successfully crossing the US$80 billion milestone. Driven by robust AI demand, the adjusted profit attributable to equity holders surged by 42% year-on-year to US$2 billion, representing a growth pace twice that of revenue. The reported profit attributable to equity holders also recorded US$1.912 billion, up 38% year-on-year. Looking ahead, with the launch of the personal AI system Qira and the Hybrid AI Advantage, the company will further deepen its hybrid AI strategy. Complemented by the strategic acquisition of Infinidat, it is poised to capture higher-value monetization opportunities in markets like enterprise storage.
The U.S. and Iran plan discussion
Reports indicate that the United States and Iran are discussing a plan to reopen the Strait of Hormuz approximately 30 days after both sides reach an agreement to end hostilities, with Iran being responsible for clearing sea mines. Furthermore, the ceasefire agreement reached in early April is expected to be extended for 60 days, during which both parties plan to hold negotiations regarding Iran's nuclear program. Meanwhile, President Trump has put forward a hardline demand, stating that Iran's enriched uranium must either be handed over to the United States or destroyed. Additionally, it is understood that the two sides have reached a preliminary understanding regarding Iran's frozen assets.
On Friday, Hong Kong Stock Connect saw a net outflow of HK$6.494 billion. SMIC (00981) saw the largest inflow at HK$3.231 billion, followed by Hua Hong Semiconductor (01347) with a net inflow of HK$774 million. Alibaba-W (09988) saw the largest net outflow at HK$2.062 billion, followed by Tencent Holdings (00700) with a net outflow of HK$1.726 billion.
Leung Kai Tong is a SFC licensed person accredited to KGI Group to carry on regulated activities (for details, please refer to https://apps.sfc.hk/publicregWeb/indi/ADU276/details). He and/or his associate do not have any financial interest in the recommended issuer or new listing applicant.
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