September 11th 2023: Alavan Independent and Radio Free Mobile update their geopolitical view of the current technological and ideological battle being fought between the USA and China. RFM subscribers will...
Apple is at higher risk than Qualcomm. Both Apple and Qualcomm have taken a hit over their exposure to China, but the reality is that Apple carries much higher exposure...
Making a few chips is not enough. The fuss over Huawei’s new chip has gone all the way to the top but the real issue is not if the chip...
Still no hard evidence of 5G. Huawei is now more of a political pawn than ever as its claimed accomplishments are more about demonstrating that China can work around the...
Smartphones continue to languish. Results from players in both the enterprise and consumer space indicate that while the consumer sector remains difficult, enterprise demand appears to have bottomed which in...
No 5G here. Huawei has released its latest flagship product but its hesitancy to disclose the details of the components that it is using highlights again how unfeasible it is...
China is now a deeply contrarian investment. Disappointing results from Tencent combined with the worsening economic outlook and disappearing data make China a deeply contrarian trade and there is...
One of the trickiest IPOs for many years. SoftBank’s difficulties are increasing after the Chinese economy has hammered the valuation at which it could exit Alibaba and the knock-on...
Nobody wants to know. Alibaba reported good results beating expectations and the moribund Chinese economy but even at depressed valuations and with a large share buyback, sentiment towards China remains...
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.
USA vs. China – X-Ray vision
The US sees through the propaganda. Commentary from the US Department of Commerce indicates that it has not fallen for the propaganda and realised that the ability to make chips...