IPO now may not be such a good idea. The spectre of Autonomy hangs over the Darktrace IPO partly due to its relationship with ex-Autonomy executives but also because it...
An opportunistic cash grab. Grab is going public in one of the biggest SPAC transactions to date and while its valuation is not at the Tesla / electric vehicle-level of...
A very different fate to that of Alibaba. The censure dealt to Ant Group is the exact opposite of that given to Alibaba (see here) that will destroy its proposition,...
This is about Jack, not the house. Alibaba escapes with a slap on the wrist and Beijing’s further actions demonstrate very clearly that its actions are all about bringing Jack...
Semis and smartphones drive results. Samsung reported excellent Q1 21 results as mobile devices and semiconductors look like they have underpinned a substantial recovery compared to Q1 20. However, as...
The Supreme court puts the issue partially to bed. A 10-year titanic struggle comes to an end with Google triumphing over Oracle in a case that will set a precedent...
Lack of support looks to have been the cause. Deliveroo took a hammering on its first day of trade falling 26% below the issue price in what I suspect has...
Arm lays out its position with Armv9. Arm has announced its first new processor architecture for quite some time but the real test of this will come when it goes...
Xiaomi’s looks to be going after Huawei’s business. Xiaomi’ latest launches signal a change in direction for the company that I suspect has been triggered by Huawei’s problems which have...
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.
China vs. USA – Pawn to king four.
The Biden administration makes its first clear move on China The Biden administration has made its first move against China in what looks like a warning shot rather than any...