Tag Archive: Huawei

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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Huawei, a great company for value investors

I put Huawei as first Chinese company analysis in my blog, not only because I am familiar with this company, but also for my deeply respect for this company. The only problem is Huawei is not IPO in any public market, however, I believe Huawei is good bench mark company for other Chinese companies to learn. Huawei has developed very successfully since it’s been found in 1988 by Ren Zhengfei. After 29 years development, the revenue of 2016 is 520…
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Some thoughts on vision, business, and investment

Let’s start with a scenario: when you travel in a strange place and get lost, luckily you find a road sign, however, there are many complex directions on it. What will you do next? I think many people will try different ways in short distance and back to the original place in the end. Another example I believe most people tried when they are kids: close your eyes even in a wide straight road and try to find how long…
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