Ant Group – Off the naughty step
Ant Group’s nightmare is finally over. Ant Group is buying back some of its shares in a move that indicates that the evisceration inflicted upon...
Ant Group – Antpocalypse now
The state seals Ant Group’s fate. Further interventions into Ant group by the regulator ensure that the businesses will be less nimble, less efficient, and...
Ant Group – Crushed by the state.
A very different fate to that of Alibaba. The censure dealt to Ant Group is the exact opposite of that given to Alibaba (see here)...
Ant Group – Master and commander pt. II
Life gets more real for online finance in China. Changes to the banking rules mean that the nimble online lending sector will become much more...
Ant Group – Whoops apocalypse.
Jack Ma has made someone very cross. The Chinese regulator has forced both the Shanghai Stock Exchange and the Hong Kong Stock Exchange to suspend...
Ant Group – Master and commander.
Valuation is reasonable. Governance is not. There is no doubt that Ant Group is a powerhouse of digital financial services and while the valuation is...
Palantir Q1 22 – Knock knock!
Getting close to interesting territory. Palantir joins the list of companies that report a slight miss that causes a big sell-off in the shares that...
Tsinghua Unigroup – Bad omen.
Tsinghua does a Lucent. Tsinghua Unigroup is just another example of how problematic China’s strategy to become self-sufficient in semiconductors has become. While the rest...
Quantum computing – Under starter’s orders.
And so the next big race begins. A group of Chinese scientists is claiming to have reached quantum supremacy which while it means very little...
About Me
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Ant Group & Alibaba – Up from zero.