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