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China

Meitu – Crazy selfies

Reply to this post           Very risky proposition leaves too little on the table.  Meitu has 446m active users but its revenue comes almost exclusively from...

Tencent Q3 16A – Work in progress.

Reply to this post           Still a lot of work needed to realise its full potential.  Tencent reported another excellent set of results but the fact...

LeEco – Thin ice.

Reply to this post           I think financial thin ice will force LeEco out of automotive.  LeEco has hit a major stumbling block meaning that something...

Huawei & Xiaomi – Easy come, easy go.

Reply to this post           Huawei and Xiaomi need a deal with the BATmen.  The rise of Vivo and Oppo in China against incumbents Huawei and...

Baidu – Headache of state.

Reply to this post           Chinese regulatory risk laid bare in Baidu’s latest earnings report.  Baidu reported a difficult set of results where increasing government regulation...

Chinese Autos – Handsets on wheels.

Reply to this post           Chinese automakers give away a crown jewel.  The willingness of the Chinese automakers to give away digital differentiation to the BATmen...

Mobile Gaming – Pokemon went.

Reply to this post           Tencent and Activision can breathe a sigh of relief.  Pokemon Go is already showing all the hallmarks of being a craze...

Cyanogen – Call for vultures.

Reply to this post           Software asset worth buying from a dying Cyanogen.  Although, Cyanogen appears to be on its last legs, I think that the...

Lenovo Q1 17A – Heavy weather.

Reply to this post           I see opportunity but not without risk.  Lenovo is hanging on in the difficult markets that it serves, but I think...

Tencent Q2 16A – Stairway to heaven?

Reply to this post           Tencent remains a few steps away from greatness.  Tencent followed Alibaba in reporting a mighty set of numbers driven not by...