Lenovo Group

Global Cloud Migration And US-China Tensions Will Erode Fundamentals

AnalystLowTarget

Not Invested

Consensus Narrative from 20 Analysts

Published

23 Jul 25

AnalystLowTarget's Fair Value

HK$10.03

17.9% overvalued

23 Jul

HK$11.83

28.2%

7.5%

28.2%

7.5%

Edit anytime before Jul 23 10:25 PM. Then post Updates to your followers.

Author's Valuation

HK$10.0

17.9% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

HK$10.0

17.9% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

6.69%

Tech Hardware revenue growth rate

0.23%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.99%

Calculation

US$1.58b

Earnings '28

13.16x

PE Ratio '28

US$20.76b

Market Cap '28

US$20.76b

Market Cap '28

12.40b

No. shares '28

US$1.67

Share Price '28

US$1.67 Share Price '28

Discounted to 2025 @ 9.41% p.a.

US$1.28

Fair Value '25

US$1.28 Fair Value '25

Converted to HKD @ 7.8499 USD/HKD Exchange Rate

HK$10.05

Fair Value '25