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Morning Bamboo Insight: 16 Jul 2014

Morning Bamboo Insight: 16 Jul 2014

Macro

1. Alarm bells went off as the Federal Reserve warned of a bubble in social media and biotech stocks

http://money.cnn.com/2014/07/15/investing/fed-bubble-social-media-biotech/

2. The Failure of Stock Buybacks

http://www.businessweek.com/stories/2007-11-07/the-failure-of-stock-buybacksbusinessweek-business-news-stock-market-and-financial-advice

3. Do Buybacks Destroy Shareholder Value?

http://www.valuewalk.com/2014/07/buybacks-shareholder-value/

Asia Pacific

1. (Isia) – Indonesian Economy in Wait-and-See Mode

http://www.thejakartaglobe.com/opinion/indonesian-economy-wait-see-mode/

2. (Korea) – Samsung, Hyundai Motor’s clout in economy causes concern

http://www.koreatimes.co.kr/www/news/biz/2014/07/123_161075.html

3. (Korea) – South Korea recently enacted new disclosure rules for individual compensation of registered directors. Companies must now disclose individual compensation for registered directors when it exceeds 500 million won

http://www.koreatimes.co.kr/www/news/biz/2014/07/123_161080.html

4. (Korea) – Debt on river project snowballing; The former Lee Myung-bak administration pushed ahead with a controversial four-river refurbishment project costing a total of 22 trillion won without a national consensus

http://www.koreatimes.co.kr/www/news/biz/2014/07/488_161063.html

5. (China) – Zoomlion’s Old Excesses Still Leave Investor Indigestion

http://online.wsj.com/articles/heard-on-the-street-zoomlions-old-excesses-still-leave-investor-indigestion-1405419037?mod=yahoo_hs

6. (Taiwan/Tech) – ChipMOS’s odd corporate structure: Under its two listings, the entity on the Nasdaq acts like a holding company that owns about 60% of the Taiwan entity’s shares

http://online.wsj.com/articles/activist-finds-chipmos-value-is-easy-to-compute-1405410002

TMT

1. Yahoo Seeks to Bring the Concert to Your Couch

http://www.nytimes.com/2014/07/15/business/media/yahoo-seeks-to-bring-the-concert-to-your-couch.html?ref=technology

2. Hardware Is The New Software

http://techcrunch.com/2014/07/12/hardware-is-the-new-software/

3. BlackBerry Ltd tapping into ‘Internet of Things’ for more than just buzz

http://business.financialpost.com/2014/07/15/blackberry-ltd-internet-of-things-alec-saunders/?__lsa=20d8-60b5

4. (Taiwan/Tech) – ChipMOS’s odd corporate structure: Under its two listings, the entity on the Nasdaq acts like a holding company that owns about 60% of the Taiwan entity’s shares

http://online.wsj.com/articles/activist-finds-chipmos-value-is-easy-to-compute-1405410002

Investing Process

1. Introduction of Innovations during the 2007-8 Financial Crisis: The Role of Innovator Type

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2430675

 

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About bambooinnovator
KB Kee is the Managing Editor of the Moat Report Asia (www.moatreport.com), a research service focused exclusively on highlighting undervalued wide-moat businesses in Asia; subscribers from North America, Europe, the Oceania and Asia include professional value investors with over $20 billion in asset under management in equities, some of the world’s biggest secretive global hedge fund giants, and savvy private individual investors who are lifelong learners in the art of value investing. KB has been rooted in the principles of value investing for over a decade as an analyst in Asian capital markets. He was head of research and fund manager at a Singapore-based value investment firm. As a member of the investment committee, he helped the firm’s Asia-focused equity funds significantly outperform the benchmark index. He was previously the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. KB has trained CEOs, entrepreneurs, CFOs, management executives in business strategy, value investing, macroeconomic and industry trends, and detecting accounting frauds in Singapore, HK and China. KB was a faculty (accounting) at SMU teaching accounting courses. KB is currently the Chief Investment Officer at an ASX-listed investment holdings company since September 2015, helping to manage the listed Asian equities investments in the Hidden Champions Fund. Disclaimer: This article is for discussion purposes only and does not constitute an offer, recommendation or solicitation to buy or sell any investments, securities, futures or options. All articles in the website reflect the personal opinions of the writer.

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