SoftBank is likely to have to sell more assets. SoftBank is in an increasingly tight spot as many of its portfolio companies are in trouble and need cash injections right...
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...
The sharing economy is in meltdown. I think that it is extremely unlikely that SoftBank will become insolvent but a continued decline in confidence in its business model and potential...
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...
Upgrade demand could help 5G. Despite British Telecom’s denials and the efforts of the broadband providers in the USA, it is clear that the Internet is creaking under the strain...
It is raining money that does not exist. The scale of the insanity sweeping the market became clear yesterday as dire predictions for digital advertising were made and yet both...
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...
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.
Digital Economy – The COVID effect.
Amazon and Microsoft are in pole position. The COVID-19 pandemic is making both temporary and permanent changes to the way the economy works but picking the beneficiaries is much more...