SoftBank – The family silver.
The sharing economy is in meltdown. I think that it is extremely unlikely that SoftBank will become insolvent but a continued decline in confidence in...
Huawei – Nowhere to run pt. XIV.
P40: Another triumph that won’t sell. Huawei has launched its latest flagship, the P40 which has all the bells and whistles but without Google...
5G – Silver lining.
Upgrade demand could help 5G. Despite British Telecom’s denials and the efforts of the broadband providers in the USA, it is clear that the Internet...
Facebook, Google & The Fed – QE insanity.
It is raining money that does not exist. The scale of the insanity sweeping the market became clear yesterday as dire predictions for digital advertising...
Cash Scramble pt. II – Desperate measures.
SoftBank is in urgent need of cash. Now is the worst time to try and sell anything and this move by SoftBank shows just how...
Cash scramble – Greenback King.
Great bargains to be had. The US dollar has become the most desired monetary instrument surpassing traditional safe havens like US Treasuries and even Gold...
Uber – Boon for bikes.
Bikes and scooters likely to fare better. When the crisis is past it is quite possible that the asset-sharing industry will fall victim to virus-phobia...
Tencent Q4 19 – Scant data
Tencent gives little relief from virus uncertainty. Tencent reported good Q4 19 results but with all eyes focused on the economic impact of Covid-19 on...
SoftBank – The domino effect
ERRATUM: Corrects previous version which incorrectly stated that SoftBank has $2.8bn in cash (Q4 19) when the correct figure is $35.9bn. SoftBank goes into cash...
About Me
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.
Meituan-Dianping – Long hard climb.