Byton’s trouble is an opportunity for others. One of my favourite electric car makers is in the kind of trouble from which it may not recover which I think spells...
Ban is meaningless without further action. India’s banning of 59 Chinese apps including TikTok and WeChat is a ban that will have very little effect without further government action making...
“relaxation” is not really a climb-down. The “relaxation” of the US’s stance against Huawei can be taken either as a sign of fear of missing out or as a move...
ByteDance is moving from growth into monetisation. ByteDance is showing signs of moving into the next phase of its life cycle which involves tidying up loose ends and moving to...
Patent counting is not an indication of reality. The notion that the number of patents that one holds is a refection of one’s contribution to a technology is deeply flawed...
The West hardens further signalling a terrible 2020 and 2021. The combination of a U-turn by the UK, failure to get the extradition case against its CFO thrown-out, the loss...
TikTok needs independence to remove the growing regulatory risk. TikTok has joined Huawei as one of only two Chinese technology companies that have enjoyed great success in markets outside of...
Meituan invests to accelerate adoption. Meituan Dianping reported good results as revenue fell less than expected and has picked up quickly following the re-opening of the Chinese economy. However, the...
Timing of a vaccine is critical. With the departure of Jack Ma and the completion of the Sprint, T-Mobile merger, SoftBank will sell down its core assets to cover a...
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 – Chinese whispers.
Little suffering from the current ban. The notion that the current ban in India is going to cost ByteDance $6bn in revenues sounds to me like a piece of 3rd...