Morning Bamboo Insight: 16 Jul 2014

July 16, 2014 Leave a comment

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

 

Filed under Daily Insight

About bambooinnovator
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

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