The cloud theme likely to stay despite a return to work. Alibaba is doubling its investments in the cloud following the pandemic in China in a clear sign that the...
2020 likely to be a very difficult year. Huawei has done an excellent job of weathering the storm in 2019 but the tidal wave in 2020 is likely to overwhelm...
Risk that many partners don’t come back at all. Meituan-Dianping reported good Q4 19 results that no one really cared about with all attention being placed upon how this company...
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 Mobile Services, no-one outside of...
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 desperately it needs cash to...
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 the Chinese economy, Tencent’s lack...
Software is not a refuge. Faced with the complete collapse of its smartphone business outside of China, Huawei is trying to develop its own ecosystem but without any users, this...
Didi is a play on the whim of the state. The Coronavirus may lead the Chinese state to give Didi a bit of breathing space while the economy gets back...
Screen durability and price still hold back this enticing segment. Despite the cancellation of MWC, Huawei is going ahead with its device launches as planned with the new Mate Xs...
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 Q1 20 – The lockdown lift
Tencent waters down expectations to prevent a big miss later in the year. Tencent reported good results as it benefitted greatly from millions of Chinese sitting at home, but also...