Reply to this post Another excellent year ahead. Alibaba reported excellent FQ4 18 results and guided very strongly for the year to come as its...
Reply to this post Prospectus yields valuation of $33.3bn. Being as optimistic as I dare, I can only value Xiaomi at $33.3bn, one third of...
Reply to this post Profitability limit is a shot in the foot. Voluntarily limiting one’s ability to make money for shareholders is not the wisest...
Reply to this post ZTE could lose Google. I think that ZTE’s real problem from its 7-year ban on acquiring technology from US companies, will be its inability to ship...
Reply to this post Jump removed from Lyft’s clutches. Uber has followed China’s lead and moved to consolidate bike sharing as another one of its shared transport related services but...
Reply to this post Byton may not need to make vehicles long-term. Of the high number of EV start-ups all rushing to the market for electric vehicles on Tesla’s coat...
Reply to this post B retreats. A&T advance. Meituan-Dianping is buying Mobike for $2.7bn in a move that is mostly about a defence against Didi but will also help...
Reply to this post Google’s race to lose. Google appears to be catching Amazon more quickly than I expected when it comes to smart speaker...
Reply to this post Supercell looks like it is out of ideas. Supercell has had a difficult 2017 driven by its failure to release 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.
Tencent Q1 18 – Expectations management
Reply to this post Bad guidance is worse than no guidance at all. Tencent reported Q1 18 results that beat expectations but increased my concern...