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...
ERRATUM: Corrects previous version which incorrectly stated that SoftBank has $2.8bn in cash (Q4 19) when the correct figure is $35.9bn. SoftBank goes into cash conservation mode. The dangers of...
Similar companies, different issues Amazon is going to suffer from all of the same problems that Alibaba has but is in a better position to mitigate the logistics impact. However,...
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 2019 – The lighthouse and the iceberg.
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...