Reply to this post Rovio could help Tencent spread its wings. Rovio is almost certainly past its prime but it has an asset that could...
Reply to this post Airbnb unlikely to win in China. Airbnb, like Uber and Amazon before it, has fight on its hands when it comes...
Reply to this post The spark at DJI is in its software prowess. DJI has launched a new drone which I think clearly demonstrates this...
Reply to this post LeEco looks to return to its roots at home. LeEco’s foray into the United States looks like it is coming to...
Reply to this post Signs that Alibaba is moving to make the most of its ecosystem. Alibaba reported another excellent set of results which was...
Reply to this post Deal with First Data changes the US game. Alipay has struck a deal with First Data Corp. that I think prepares...
Reply to this post Crunch time appears to be fast approaching. The LeEco proposition seems to be quickly unraveling as a flurry of bad news...
Reply to this post Xiaomi’s ecosystem remains its biggest weakness. Comparing itself to Costco helps Xiaomi’s valuation somewhat but does no favours when it comes...
Reply to this post Didi encounters a real growth problem. Didi is now the only credible ride hailing platform left in the Chinese market, but...
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.
LeEco – Bleeding out
Reply to this post LeEco could be acquired by one of the BATmen. Despite closing the vast majority of its US operations, LeEco’s troubles are...