AutoX takes a questionable lead. Waymo, Baidu (Apollo) and Zoox have fallen way down in the ratings leading me to question whether the analysis of the California DMV data as...
EV SPACs break down and Geely gets it right. EVs: One down, many more to go EV SPAC Electric Last Mile Solutions (ELMC) has filed for Chapter 7 bankruptcy indicating...
Apple declares war on OEMs. The strength of Apple’s position in the domestic vehicle market has given it the confidence to make a play for the whole digital vehicle making...
Apple declares war on short-term loan providers and car makers. Apple produced an ordinary performance but saw announcements that challenge both the vehicle makers and the fintech industry. However, there...
Indian unicorns sing like canaries. India is a few months ahead of the USA when it comes to dealing with the fall-out of easy money as its once highly sought...
Sony finally makes sense When Sony launched its prototype Vision-S EV at CES 2022 it looked like a bad case of FOMO (fear of missing out) but it has become...
The real pain is yet to come. The problem of selling shares at overinflated prices is that raising more money is extremely difficult which can lead to bankruptcy and forced...
Uber and Lyft go in different directions. Lyft and Uber go in different directions as Uber’s food business and its much larger size allow it to deal with the difficult...
Didi is a classic value trap Didi is undoubtedly one of the cheapest technology companies currently available for investment, but the prospect of being unlisted and untradeable as well as...
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.
Geely & Meizu – Cars not phones
I don’t think Geely is interested in smartphones. Chinese car maker Geely has acquired a majority stake in Chinese smartphone maker, Meizu, not to become a powerhouse in smartphones but...