Evening Bamboo Insight: 13 Jul 2014
July 14, 2014 Leave a comment
Evening Bamboo Insight: 13 Jul 2014
Macro
1. Philips: Lights out; The Dutch electronics firm restructures, yet again; In the early 1980s the company that had invented the rotary shaver
2. Junk-Rated Loans Could Incur Big Losses: OCC Comptroller; Should the economy come under stress, a large number of leveraged loans could default and cause record losses, according to one banking regulator.
http://ww2.cfo.com/credit/2014/07/junk-rated-loans-incur-big-losses-occ-comptroller
3. UK banks may have to hold more capital than under global rule
http://www.reuters.com/article/2014/07/11/us-britain-boe-leverage-idUSKBN0FG0MQ20140711
4. A Cash Headache for Companies
5. (Taiwan/Tech) – TSMC Starts Shipping Microprocessors to Apple; After Samsung Dispute, the iPhone and iPad Maker Seeks to Diversify Suppliers
http://online.wsj.com/articles/tsmc-starts-shipping-microprocessors-to-apple-1404991514
Asia Pacific
1. Japanese electronics firms: Eclipsed by Apple; Electronics companies in Japan are starting to turn themselves around, but they are a shadow of their former selves
2. (China/Tech) – Alibaba Has a Long Runway for Growth
http://news.morningstar.com/articlenet/HtmlTemplate/PrintArticle.htm?time=93321861
3. (Spore) – $5 meals, $500 holidays and $50k homes for SG50, Singapore’s 50th anniversary
http://news.asiaone.com/print/news/singapore/5-meals-500-holidays-and-50k-homes-sg50
4. (China/Tech) – Alibaba Sets Latest Value at $130 Billion; The Chinese E-Commerce Company Values Each Share at $56, up from $50 in an Earlier Filing
http://online.wsj.com/articles/alibaba-sets-latest-value-at-130-billion-1405119989
5. (Asean/Tech) – Southeast Asia E-Commerce Set to Boom
http://blogs.wsj.com/digits/2014/07/10/southeast-asia-e-commerce-set-to-boom/
6. (China) – China Unveils Measures to Regulate Banks’ Wealth-Management Products; New Requirements Another Step to Tighten Grip on Shadow-Banking Business
Life
1. The Epic Story Of How A ‘Genius’ Hedge Fund Almost Caused A Global Financial Meltdown
http://www.businessinsider.sg/the-fall-of-long-term-capital-management-2014-7/#.U8AfovmSxqU
2. The Surprising Benefits Of Being Superstitious
http://www.businessinsider.sg/surprising-benefits-of-superstitions-2014-7/#.U8AgZvmSxqU
3. 2 Economists Have A Radical Proposal To Make It Legal To Steal Other People’s Ideas
http://www.businessinsider.sg/america-without-patents-2014-7/#.U8AgXPmSxqU
4. German lessons: Many countries want a Mittelstand like Germany’s. It is not so easy to copy
5. Kimberly-Clark Finance Chief to Staff: Think Like a CFO; Mark Buthman’s ‘Power of a CFO’ mantra aims to instill a business-leader mindset in every team member
http://ww2.cfo.com/leadership/2014/07/kimberly-clark-finance-chief-staff-think-like-cfo
6. 5 Great Business Books To Look Out For In Q3
http://www.valuewalk.com/2014/07/great-business-books
7. The Intel Trinity: How Robert Noyce, Gordon Moore, and Andy Grove Built the World’s Most Important Company
http://www.amazon.com/gp/product/0062226762/
8. Driving Honda: Inside the World’s Most Innovative Car Company
http://www.amazon.com/gp/product/1591844738
9. The Power of Noticing: What the Best Leaders See
http://www.amazon.com/gp/product/147670029X
10. The Organized Mind: Thinking Straight in the Age of Information Overload
http://www.amazon.com/gp/product/052595418X
11. Smartcuts: How Hackers, Innovators, and Icons Accelerate Success
12. The small BIG: small changes that spark big influence
http://www.amazon.com/small-BIG-changes-spark-influence/dp/1455584258
13. Zero to One: Notes on Startups, or How to Build the Future
http://www.amazon.com/gp/product/0804139296
14. The Innovator’s Hypothesis: How Cheap Experiments Are Worth More than Good Ideas
http://www.amazon.com/gp/product/0262028360
15. The Sense of Style: The Thinking Person’s Guide to Writing in the 21st Century
http://www.amazon.com/Sense-Style-Thinking-Person%C2%92s-Writing/dp/0670025852
16. The Innovators: How a Group of Inventors, Hackers, Geniuses, and Geeks Created the Digital Revolution
http://www.amazon.com/gp/product/147670869X/ref=as_li_qf_sp_asin_il_tl
17. Winners Dream: A Journey from Corner Store to Corner Office by SAP co-CEO Bill McDermott
http://www.amazon.com/gp/product/1476761086
18. Would You Buy Abraham Lincoln’s Sweater? Many believe that people leave their immaterial essences on objects they owned
http://online.wsj.com/articles/would-you-buy-abraham-lincolns-sweater-1405090692
19. Skin Cells’ Sense of Smell; Researchers have found that skin has olfactory receptors-and that a synthetic sandalwood scent facilitates wound-healing
http://online.wsj.com/articles/skin-cells-sense-of-smell-1405104181
20. Disinformation: A Deliberately Devious Word; The CIA’s style guide makes a careful distinction between misinformation and disinformation
http://online.wsj.com/articles/disinformation-a-deliberately-devious-word-1405127883?mod=rss_Books
21. Famous Lost Words; A brief history of dubious edits, from a book-burning Chinese emperor to the Bowdlers’ rewrites of Shakespeare
http://online.wsj.com/articles/famous-lost-words-1405121109
TMT
1. Microsoft CEO Satya Nadella Just Rejected Steve Ballmer’s Big Plan to be a “devices and services” company (devices came first) by becoming a “productivity and platforms” company
http://www.businessinsider.sg/nadella-just-rejected-ballmers-vision-2014-7/#.U8AgTvmSxqU
2. The biggest internet companies
http://www.economist.com/news/business/21606850-biggest-internet-companies
3. Japanese electronics firms: Eclipsed by Apple; Electronics companies in Japan are starting to turn themselves around, but they are a shadow of their former selves
4. Intel’s Answer to iPad: Cheap Tablets; Chip Maker, Frozen Out of Market, Is Wooing Little-Known Suppliers in Shenzhen, China
Consumer
1. Levi Strauss: The Boss and the yogi; The world’s biggest jeans-maker makes an unfashionable bet on the middle market
Investing Process
1. Accounting fraud: Got ’em, Gotham; The company-accounts detectives collar another suspect
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