Reply to this post Huawei and Xiaomi need a deal with the BATmen. The rise of Vivo and Oppo in China against incumbents Huawei and...
Reply to this post Chinese regulatory risk laid bare in Baidu’s latest earnings report. Baidu reported a difficult set of results where increasing government regulation...
Reply to this post Chinese automakers give away a crown jewel. The willingness of the Chinese automakers to give away digital differentiation to the BATmen...
Reply to this post Tencent and Activision can breathe a sigh of relief. Pokemon Go is already showing all the hallmarks of being a craze...
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...
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...
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...
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...
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...
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 – Thin ice.
Reply to this post I think financial thin ice will force LeEco out of automotive. LeEco has hit a major stumbling block meaning that something...