Tag Archive: Huawei

Huawei VS America: Why Huawei is not Defeated in Sino-US trade war

In my previous post, I have discussed my opinion about the Sino-US trade war, my conclusion is clear that China will not suffer a lot during the trade war, and in contrast, US need to stop this for its own benefit, since globalization is a big trend that not a single country can reverse.  The landmark event is Huawei Q3 financial report, that the three quaters of revenue performance of Huawei is up 24%, and the sales unit of Huawei…
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Xiaomi, Build Largest Consumer IoT Platform, Make Quality Technology for Everyone

Xiaomi was founded in April 2010 by Lei Jun and several other partners. At the beginning, Lei Jun was a fan of Steve Jobs, and aim to make Xiaomi a great global company like Apple. So when you learn Xiaomi history and products, you can see the similiarities between Xiaomi and Apple, such as the store, the products show event, ecosystem, etc. Inevitatibly, Huawei is one of the major competitors that Xiaomi faced domestically and abroad. Xiaomi grew very fast…
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Ping An, a World-Leading Technology-Powered Retail Financial Services Group

Ping An is an originated Shenzhen enterprise, and is as famous as Huawei, Tencent, and Vanke. All of them start from Shenzhen, and provide products or services in China and all over the world. In Shenzhen, the highest building is Ping An Mansion Ping An is founded in 1988 by Ma Mingzhe, at first, Ping an only provides Property & Casulty insurance in She Kou, Shenzhen. After serveral years of learning from abroad, Ping An launches Life & Health insurance…
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The US-China Trade War: A Big Threat for Investing in China?

Since US-China trade war beginning last year, the two side held several rounds negotiation for more than one year. When everyone think the war will be ended in May, the US government posed strong malicious proposition towards Chinese high tech companies, such as Huawei, Hikivison, Yitu, DaHua, etc.  The prohibition of purchasing CPU, software almost killed ZTE last year.  There are many news about US-China trade war, and it’s very clear now that the war will not end in a…
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Some Pictures of Huawei HQ in Shenzhen Bantian

Huawei is one of most successful enterprises in China in the past decades, I have discussed about the business, competitive strength, financial analysis of Huawei in the previous posts. Today, I want to show you some pictures of Huawei HQ in Senzhen Bantian, which show Huawei success in another perspective. HUAWEI administration area. In Huawei HQ, the working environment is very good, especially in the administration area. The small lake with surrounding trees, making it best for relaxing after work….
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The Internet “PIPE” Business- Huawei Business Analysis

If sunshine, air, water, food, electricity are the five essential elements for every one’s life before, after the third technology revolution, Internet becomes another essential element. We all know PC, mobile phone and Pad, because we can enjoy amazing Internet services from these terminals. However, most of us don’t know that there are complex telecom systems behind to support all these Internet services. Just like every house has a faucet, we can drink water because of there are water plants…
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Huawei Competitive Advantages and Moat Analysis

In previous posts, I have discussed the management and financial performance of Huawei. If you are interested, please go to review, and any suggestions are welcomed. Today, I want to focus on discussing about the moat from my perspective. Moat analysis is very important for value investment, since it can provide you an insight for how long this company can enjoy wonderful profits. After witness Huawei fast development in the past years, I think the moat of Huawei concentrates on…
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Financial Analysis of Huawei

Financial analysis is a fundamental process for evaluating the company you are interested in. When I make financial analysis, I would like to analyze from the following perspectives: financial health, financial growth, profitability analysis, management related data for a long time span, at least 3 years. Next, I will take Huawei as an example to analyze for  the past 5 years, and the financial data are all coming from Huawei annual reports, and are all using CNY. 1. Financial Health….
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Thinking about China influence on Chinese Spring Festival 

Today is Chinese Spring Festival day, Happy Chinese new year to all my friends! In the last two days, when I have lunch, I see the local filippinos are showing Chinese traditional dragon and lion dance to all the people in the restaurant to celebrate Chinese new year. At that moment, I feel very proud because I know my country China is having more and more influence worldwide now. If a country is called superpower, and having bright future, I…
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Loyalty and Competitive Management in Huawei

Huawei has 29 years history, Ren Zhengfei has insisted on building on process based management system since beginning, such as LTC, IPC, ISC, etc. Ren Zhengfei clearly understand that if Huawei becomes the most successful company around the world, and lives a long time after he gone, the company should rely on process, not hero. Now, Huawei have different process to support sales, R&D, customers relationship, and interworking with each other smoothly, which enables around 180K employee work hard for…
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