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China

Cyanogen – Call for vultures.

Reply to this post           Software asset worth buying from a dying Cyanogen.  Although, Cyanogen appears to be on its last legs, I think that the...

Lenovo Q1 17A – Heavy weather.

Reply to this post           I see opportunity but not without risk.  Lenovo is hanging on in the difficult markets that it serves, but I think...

Tencent Q2 16A – Stairway to heaven?

Reply to this post           Tencent remains a few steps away from greatness.  Tencent followed Alibaba in reporting a mighty set of numbers driven not by...

Xiaomi – Reality check pt V.

Reply to this post           Falling revenues reduces valuation to $3.6bn (92% below last raise).  Xiaomi has slipped to number 3 in its home market which combined...

Alibaba FYQ1 16A – Monetisation magic

Reply to this post           Improving monetisation underpins mighty numbers.  Alibaba reported very strong FYQ1 16A results as a very good performance in e-commerce was enhanced...

LeEco – Join the dots

Reply to this post           LeEco looks more like Samsung than Apple.  LeEco is rapidly assembling the pieces that it needs to create a global digital...

Uber and Didi – There can be only one

Reply to this post           Uber exits China. Didi will become the one.    Hot on the heels of the legalization of ride hailing in China,...

Cyanogen – Share of zero

Reply to this post           The best option is to sell itself to China.  There are further signs that Cyanogen is in trouble as it is...

Huawei vs Samsung – Rivers of blood Pt III

Reply to this post           Huawei flat-line passes advantage to Samsung.  The first indications for the smartphone market in Q2 16A are pointing a loss of...

Alibaba – Bargain hunting.

Reply to this post           Patience pays off for Alibaba in the hunt for an app store.   Alibaba has announced that it has agreed to...