A very different fate to that of Alibaba. The censure dealt to Ant Group is the exact opposite of that given to Alibaba (see here) that will destroy its proposition,...
This is about Jack, not the house. Alibaba escapes with a slap on the wrist and Beijing’s further actions demonstrate very clearly that its actions are all about bringing Jack...
LG finally throws in the towel. LG has finally thrown in the towel on smartphones in an admission to what has been patently clear for many years which is that...
The great reset spreads. The migration towards electric and autonomous is showing signs of strain with crashing valuations and signs of a significant slowdown in progress. This is good news...
Lack of support looks to have been the cause. Deliveroo took a hammering on its first day of trade falling 26% below the issue price in what I suspect has...
Xiaomi’s looks to be going after Huawei’s business. Xiaomi’ latest launches signal a change in direction for the company that I suspect has been triggered by Huawei’s problems which have...
The dual share distribution causes problems. Deliveroo may already be regretting its decision to list in London as a number of big funds have decided to skip the IPO on...
The great office return beckons. While the hottest stay-at-home at home stocks have started to correct from their highs, I think there is probably a long way to go as...
Easy money has a price. Faraday Future is an EV company with a very chequered history, but even this is capable of commanding a multibillion-dollar valuation with no intention to...
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.
Grab – Cash grab
An opportunistic cash grab. Grab is going public in one of the biggest SPAC transactions to date and while its valuation is not at the Tesla / electric vehicle-level of...