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...
Red flags everywhere The saga of Faraday Future continues with further evidence of terrible financial management which serves to underpin my view that while Jia Yueting has control, the venture...
TME is different. It makes money. Tencent Music Entertainment is no Spotify or Apple Music but it has many more users than both of these put together and critically, it...
A quiet integration should be going on in the background. In light of recent issues, Tencent has announced a re-organisation that I think offers a golden opportunity to fix a...
Tencent needs all its regulatory expertise. Tencent’s regulatory woes look set to continue for some time to come, meaning that the outlook for the next few quarters remains difficult. Tencent...
Ofo’s travails will put it in Didi clutches. Ofo is facing another angry creditor, which combined with the seemingly endless bicycle graveyards in China, clearly indicates that the consolidation phase...
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.
Xiaomi – Under the wire.
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...