Reply to this post Xiaomi considers a big equity event just as growth peaks again. Xiaomi’s genius for timing is confirmed as talk of an...
Reply to this post Google remains out front in AI but Baidu most interesting. The first results from Google’s AutoML project are beginning to surface...
Reply to this post In mobile, China is more developed than USA. Comparing China’s Singles Day against Brown Thursday, Black Friday and Cyber Monday in...
Reply to this post Alibaba is very different to Amazon. I think Alibaba’s investment in Sun Art has nothing to do with Amazon’s strategy with...
Reply to this post Mighty core business buys time. Tencent reported strong results driven mostly by its content offerings which gives the company time to...
Reply to this post Tencent begins to build on Supercell. Following the most difficult set of results after its IPO, Snap has conveniently announced that...
Reply to this post US fares far better than China. Alphabet and Amazon reported very strong results while Baidu struggled to deal with the shift...
Reply to this post OnePlus’ slip serves as a warning. BBK Electronics is fortunate that OnePlus is one of its marginal brands as a gaffe...
Reply to this post Tencent dominates but still has much more to do. Tencent already dominates Digital Life in China and now it is increasingly...
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.
Apple vs. Spotify – Duck lines
Reply to this post Two lines of ducks are forming. With a new alliance between Spotify and Tencent and the acquisition of Shazam by Apple,...