The real hammer has yet to fall. There is more bad news for Tencent as regulatory tightening is further restricting its gaming business but the real hammer that decimated Ant...
At $70bn+, expect valuation gymnastics. How an electric car company that has not yet shipped a single vehicle is worth more than Ford or GM or BMW or many other...
More peak cycle signals. Following on from its strong Q2 2021 results, Samsung has announced that it will be investing an eye-watering KRW240tn or $215bn over the next three years...
Xiaomi is cleaning up. Xiaomi reported cracking Q2 2021 results underpinned by the ongoing collapse of Huawei, but it still does not make anything like enough money to make the...
The CCP does what the USA cannot. Didi is a great example of the long-term negative effects of overregulating an industry can have and hands an advantage to China’s arch-rival,...
Musk’s effervescence may now have consequences. It appears that crashing into emergency vehicles is one mistake too far for the NHTSA which is now investigating (to be followed by Congress)...
NVIDIA has some explaining to do. The UK competition authority clearly has more concerns than expected with regard to NVIDIA’s purchase of Arm, meaning that NVIDIA is going to have...
Tencent remains the most exposed to the sanctions of the state. Tencent reported regulation-blighted results and warned that there is more to come highlighting the fact that of all the...
The end of silicon is now on the distant horizon. As part of its IDM2.0 strategy, Intel is changing its manufacturing node naming system which will bring it more into...
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.
Apple, Google & Korea – A right Battle Royale sideshow.
South Korea sets a painful precedent. South Korea’s legislation to force Apple and Google to open their app stores to third-party payment options sets a dangerous precedent for the rest...