The main beneficiaries are Samsung and Ericsson. Just as Huawei is on the edge of casing Samsung real problems, it has a host of troubles that could completely destroy almost...
Didi in pole position but should not rush to IPO. The Mobike brand is about to disappear in yet another sign that while the sharing economy offers great deals to...
ByteDance signals the Chinese IPO window may be closing. On top of its star service being hit with draconian regulations (see here) which will damage long-term prospects, the Chinese economy...
A losing strategy. More draconian regulations are falling upon the Chinese ecosystems that I think will kill innovation, raise costs and severely hamper China’s ambitions to lead the world in...
Xiaomi finally in range. The noise and bustle of CES have distracted many commentators from the dreadful performance at Xiaomi which is now starting to be properly priced into the...
An echo of Nokia between 2003 and 2006. Apple has ensured an exciting start to the year with its first profit warning for more than 10 years that I think...
There is only one king of e-commerce. Amazon may have a higher market capitalisation than Alibaba but when it comes to the amount of business transacted, it is dwarfed into...
Internet Services can’t carry the can. Xiaomi reported good results but remains so dependent upon hardware from which it intends to limit its profitability, that it has very little hope...
Reasonable numbers but tough outlook. Facebook Facebook reported reasonable results but I still don’t think that the market has fully appreciated the difficulty that the company is going to experience...
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.
Didi – Unrealised dreams.
From revenue to cost. All is not well at Didi as a restructuring of the company is a sure sign that targets are not being met which is certain to...