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...
USA cuts off capital to three sectors. The USA will place limits on US investment in 3 Chinese technology sectors in a move that is not really targeted at the...
Apple FQ3 23 – Eating Android. Apple reported a difficult set of results but weakness in the smartphone market was offset by a strong performance from services and the incremental...
Huawei is not coming back in 5G. Huawei is reportedly planning a 5G comeback in smartphones but while there is no reason why it can’t make 5G devices, they will...
An impossible problem. China is pressing ahead with AI regulation which is going to be so problematic that it could end up destroying development in this key technology highlighting the...
History looks set to repeat itself. China’s limitations on Gallium and Germanium will cause some short-term disruption but it will not deliver negotiating leverage and will only accelerate the decoupling...
Bottoming out? Micron reported lower-than-expected losses and guided better for the coming quarter as the company thinks that the worst is over in terms of weak demand and inventory correction...
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.
Huawei – 5G non-starter pt. II
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...