China vs USA – Problematic signals
SMIC’s expansion highlights China’s difficulty in semiconductors. Semiconductor Manufacturing International Corporation (SMIC) is expanding its capacity, but its plans betray its limitations meaning that its...
Tencent – The hammer pt. II
There is much worse ahead. Although the real regulatory hammer has yet to fall on Tencent, it is being hit far harder than I expected...
Apple Automotive – Tinker, tailor, soldier, car? Pt IV
Nonsensical notion takes another hit. The defection of Apple’s car chief, Doug Field, is being seen as a huge blow for Apple’s ambitions to make...
Didi & China – Long term pain.
State intervention will be detrimental in the long term. Part of the remedies imposed by the Chinese regulator could be a move to effective state...
Apple App Store – House of cards
The concession that brings down the house. Apple’s most recent changes to its App Store policy look like little more than an attempt to win...
Arm China – No Armed robbery
Very little to see here. The notion that Arm China has pilfered Arm’s IP and is selling it to Chinese customers makes no sense because...
Apple, Google & Korea – A right Battle Royale sideshow.
South Korea sets a painful precedent. South Korea’s legislation to force Apple and Google to open their app stores to third-party payment options sets a...
Tencent – The hammer.
The real hammer has yet to fall. There is more bad news for Tencent as regulatory tightening is further restricting its gaming business but the...
Rivian IPO – The contortionist.
At $70bn+, expect valuation gymnastics. How an electric car company that has not yet shipped a single vehicle is worth more than Ford or GM...
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.
Epic vs. Apple – A battle royale final?