Sharks gather to capitalise on Didi’s woes. The brutal suspension of Didi’s app has left the door wide open for all of Didi’s previously crushed rivals to emerge and have...
ByteDance is not selling the crown jewels. While it would appear that ByteDance is making its crown jewels available to all and sundry, a look through the offering reveals...
China shoots itself in the foot. China is moving to punish Chinese companies that are listed overseas or have large foreign shareholders in a damaging move that will ultimately...
The first battle is lost but the war has just begun. China is having a very hard time in its struggle to become technologically independent but in the long run,...
Tencent is the acid test of CCP intent. While Alibaba, Ant Group, Meituan, and so on have all felt the wrath of the regulator (i.e. the CCP), Tencent has so...
ByteDance’s business model has a fundamental problem. ByteDance had its best year ever last year in terms of revenue, but because it employs over a 100,000 people, it is still...
The OpenRAN pieces may not fit together very well. Vodafone is launching OpenRAN on its network in what looks like an experiment to test whether or not OpenRAN can fulfill...
Best of a difficult bunch. Didi Chuxing has filed its documents to go public which reveals a company with brighter prospects than most of its rivals and a Chinese economy...
Ant Group’s digital powerhouse becomes a bank. While the original Ant Group proposition was dealt a fatal blow (see here) by the Chinese regulator, Ant Group has been granted a...
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.
Tencent vs. China – The authoritarian moment pt. II.
Tencent’s treatment will help predict what happens to everyone else. Of the two possible motivations that lie behind the increasing regulatory clampdown on the Chinese technology sector, it is the...