Software is not a refuge. Faced with the complete collapse of its smartphone business outside of China, Huawei is trying to develop its own ecosystem but without any users, this...
Didi is a play on the whim of the state. The Coronavirus may lead the Chinese state to give Didi a bit of breathing space while the economy gets back...
Screen durability and price still hold back this enticing segment. Despite the cancellation of MWC, Huawei is going ahead with its device launches as planned with the new Mate Xs...
Apple does not know how badly it will miss FQ2 20. The first signs of the impact of the COVID-19 outbreak on the world economy have arrived, but critically no-one...
The USA makes up for recent ground lost. The US Department of Justice has stepped up its campaign against Huawei in a move that I think aims to dissuade other...
Only users can save Libra. The loss of Vodafone is another nail in the coffin of Facebook’s digital currency Libra meaning that the only thing that can save it now...
Tencent has a real problem on its hands. The market for Digital Life services has clearly switched from one of growth to one of competition as the growing fight between...
China has a lot of ground to make up. Semiconductors and AI are at the heart of China’s desire to become self sufficient in technology, but this is going to...
ByteDance expands its presence overseas. TikTok is moving to ensure that it dominates Digital Life segments both inside and outside of China which will make it unique as its peers...
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.
Tencent Q4 19 – Scant data
Tencent gives little relief from virus uncertainty. Tencent reported good Q4 19 results but with all eyes focused on the economic impact of Covid-19 on the Chinese economy, Tencent’s lack...