China shoots itself in the foot. China is moving to punish Chinese companies that are listed overseas or have large foreign shareholders in a damaging move that will ultimately...
The first battle is lost but the war has just begun. China is having a very hard time in its struggle to become technologically independent but in the long run,...
Tencent is the acid test of CCP intent. While Alibaba, Ant Group, Meituan, and so on have all felt the wrath of the regulator (i.e. the CCP), Tencent has so...
ByteDance’s business model has a fundamental problem. ByteDance had its best year ever last year in terms of revenue, but because it employs over a 100,000 people, it is still...
The OpenRAN pieces may not fit together very well. Vodafone is launching OpenRAN on its network in what looks like an experiment to test whether or not OpenRAN can fulfill...
Best of a difficult bunch. Didi Chuxing has filed its documents to go public which reveals a company with brighter prospects than most of its rivals and a Chinese economy...
Ant Group’s digital powerhouse becomes a bank. While the original Ant Group proposition was dealt a fatal blow (see here) by the Chinese regulator, Ant Group has been granted a...
No oligarchs please we are Chinese. The withdrawal of Zhang Yiming from the management of ByteDance is all about ensuring that the IPO goes well and that the events that...
The risks are demonstrably manageable. Herman Hauser has once again criticised the acquisition of Arm citing clear signs of unfair competition but what I think he has done is merely...
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.
ByteDance – The crown jewels.
ByteDance is not selling the crown jewels. While it would appear that ByteDance is making its crown jewels available to all and sundry, a look through the offering reveals...