USA vs. China – Semi chokehold.
SMIC becomes another political football. The possibility that SMIC is added to the entity list has hammered its share price and it may become another...
App economy – App tracking issues.
The end result should be greater transparency for users. While Apple’s position on app tracking serves to perpetuate the myth that the internet is free,...
App economy – A bearish proposition.
The opposite of that which is intended. A proposal to cut app store fees to 20% in Russia but also force developers to contribute a...
Google and Samsung – Engineering disease pt. IV
Samsung inches towards a cure. Not only are Google and Samsung in discussions for Google to have a bigger role on Samsung handsets (see here)...
Zoom – Perfect pandemic.
Momentum crushes valuation. Zoom reported outstanding results driven by the work from home trend that has been triggered by the pandemic but as usual, the...
TikTok – Replaceable parts.
China does Facebook et al a favour. China’s move to obstruct the sale of the international operations of TikTok is a self-defeating move that increases...
Huawei – Nowhere to run pt. XXI
India is a blow upon a bruise. India’s move to stop Indian operators from using Chinese telecom equipment vendors looks bad for Huawei but it...
SoftBank and Arm – Arm’s off.
Arm looks to be off the table. The reorganisation of Arm that was announced last month (see here) has been cancelled in what I think...
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...
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.
Ford Sync 4 – Blank Canvas.