Priced for stagnation Alibaba reported reasonable results but heavy investments, competition and China’s restrictive zero COVID policy are hurting both growth and profitability in the short term. I think that...
Chinese regulators come out swinging for round 2. It looks as if another round of crackdowns is about to be launched upon the Chinese technology sector and it is Tencent...
The first example of “build the wall”. With the strategic rivalry between the West and China rapidly evolving into an ideological struggle (see here), new technologies that emerge are likely...
Semis should fare the best this week. Most of the big tech names will report their results over the next four days and while I expect most to have had...
China strikes another blow benefitting Team USA. It looks like further draconian measures are coming which will cause the largest source of capital for technology start-ups to dry up in...
Tencent goes for the Metaverse? Tencent looks to be about to begin its quest to enter the Metaverse but how an almost unknown device manufacturer (Black Shark) will help Tencent...
Retreat and live to fight another day. SenseTime’s addition to the US investment blacklist has delayed the already-downsized IPO where I think the sensible move is to postpone the listing...
Listing in Hong Kong will not help much. Didi has begun its preparations to relocate its listing to Hong Kong but this is unlikely to be able to make up...
Xiaomi could become a car company. Xiaomi appears to be planning to make at least 300,000 EVs per year which if successful could see EV revenue take over as its...
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.
Chinese Technology – The vice
Crushed by both USA and China. The Chinese technology sector is being crushed by both the American and Chinese regulators which may leave some like Didi, with nowhere to go....