Advertisements

Morning Bamboo Insight: 17 Jul 2014

Morning Bamboo Insight: 17 Jul 2014

Macro

1. Insiders don’t break the law if they trade on a hunch, securities watchdog says

http://business.financialpost.com/2014/07/15/insiders-dont-break-the-law-if-they-trade-on-a-hunch-securities-watchdog-says/

2. (Macro) – The declining quality of equity research

http://digitstodollars.com/2014/07/14/the-declining-quality-of-equity-research/

Asia Pacific

1. (Australia/Tech) – Webjet pivots to B2B to fight online travel disruption

http://www.brw.com.au/p/business/webjet_pivots_to_to_fight_online_sVNuAPgFFwdaIJ755uAYWL

2. (China) – Secret path for Chinese on property buying spree

http://www.theage.com.au/business/property/secret-path-for-chinese-on-property-buying-spree-20140716-ztidl.html

3. (Australia/Consumer) – Discount grocer Aldi may soon be facing competition from cut-price European rivals if trends in the $88 billion Australian grocery market mirror those in the UK

http://www.brisbanetimes.com.au/business/retail/move-over-aldi-more-discount-supermarkets-could-be-on-the-way-20140716-ztoiz.html

4. (China) – Chris Patten: From Beethoven to Beijing

http://www.project-syndicate.org/print/chris-patten-ponders-what-the-opera–fidelio–has-to-tell-us-about-china-today

5. (China) – China knows it has a problem, but it just can’t kick the investment habit

http://qz.com/235461/china-knows-it-has-a-problem-but-it-just-cant-kick-the-investment-habit/

6. (India) – India’s 75 million dairy farms now produce more milk than all of the European Union

http://qz.com/235085/india-75-million-dairy-farms-now-make-more-milk-than-all-of-the-european-union/

7. (China/Tech) – Alibaba now wants to be the Netflix of China

http://qz.com/234978/alibaba-now-wants-to-be-the-netflix-of-china/

8. (China/Tech) – Fridges in Villages as E-Commerce Goes Rural; The shopping websites run by JD.com and Alibaba are reaching out to rural China with special campaigns

http://english.caixin.com/2014-07-15/100704252.html

9. (China) – With New Rules for PE Investing, CSRC Focuses on Transparency; Securities regulator wants private equity funds to provide more details about their investments, but secrecy allows them to make better deals

http://english.caixin.com/2014-07-14/100703737.html

10. (China) – China machinery maker Zoomlion tightens customer credit as property market sags

http://www.reuters.com/article/2014/07/15/zoomlion-outlook-idUSL4N0PQ1WD20140715

11. (Korea/Tech) – Samsung In Talks To Scoop Up SmartThings For Around $200 Million

http://techcrunch.com/2014/07/15/samsung-to-scoop-up-smartthings-for-around-200-million/

12. (Taiwan) – Taiwan Education Minister resigns amid fraud scandal

http://news.asiaone.com/print/news/asia/taiwan-education-minister-resigns-amid-fraud-scandal-0

13. (Isia) – More irregularities reported in Indonesia’s vote counting where vote counts were inflated in favour of the Gerindra Party’s presidential candidate, Prabowo Subianto

http://news.asiaone.com/print/news/asia/more-irregularities-reported-vote-counting

14. (Taiwan) – Taipei City’s double-standard hospitality

http://news.asiaone.com/print/news/asia/taipei-citys-double-standard-hospitality

15. (Japan) – Convenience stores in Japan turn to creative collaborations

http://news.asiaone.com/print/news/asia/convenience-stores-japan-turn-creative-collaborations

16. (Korea) – S Korea’s tallest skyscraper opens in Songdo International Business District, Incheon

http://business.asiaone.com/print/news/s-koreas-tallest-skyscraper-opens-business-district

Life

1. How to turn a small business into a bigger one

http://www.brw.com.au/p/business/mid-market/how_to_turn_small_business_into_QvnrXkckt9SYeaoPmAoGVL

2. 10 tips for better slide decks

http://blog.ted.com/2014/07/15/10-tips-for-better-slide-decks/

3. 10 Lessons Entrepreneurs Can Learn From Failing Startups

http://www.businessinsider.com/lessons-failing-startups-2014-7

4. Here’s How To Create A Life With The Perfect Amount Of Stress To Keep You Motivated But Not Kill You

http://www.businessinsider.com/become-resilient-to-deal-with-stress-2014-7

5. 22 Lessons From Stephen King On How To Be A Great Writer

http://www.businessinsider.com/stephen-king-on-how-to-write-2014-7

6. The 25 Best Universities In Europe

http://www.businessinsider.com/best-european-universities-2014-2014-7

7. Master Distillers At Wild Turkey On The Recipe For Mixing Business With Family; It involves one part patience, two parts hard work, and a dash of love

http://www.fastcompany.com/3033066/master-distillers-at-wild-turkey-on-the-recipe-for-mixing-business-with-family

TMT

1. Yahoo’s dependence on Alibaba is starting to get silly

http://pando.com/2014/07/15/yahoos-dependence-on-alibaba-is-starting-to-get-silly/

2. (China/Tech) – 10 Startups You Can’t Miss in China’s Burgeoning Women-Focused Service Industry (Part I)

http://technode.com/2014/07/15/10-startups-you-cant-miss-in-chinas-burgeoning-women-focused-service-industry-part-i/

3. How to Miss By a Mile: An Alternative Look at Uber’s Potential Market Size Vs Uber Isn’t Worth $17 Billion

http://abovethecrowd.com/2014/07/11/how-to-miss-by-a-mile-an-alternative-look-at-ubers-potential-market-size/

http://fivethirtyeight.com/features/uber-isnt-worth-17-billion/

4. Investor At Google Ventures Thinks Uber Will Be A $200 Billion Company

http://www.businessinsider.com/uber-200-billion-company-2014-7

5. Scientists Have Made A Material Darker Than Black

http://www.businessinsider.com/material-darker-than-black-2014-7

6. Here’s A Great Explanation Of The ‘Big Data’ Phenom In 8 Words: “big data” can capture things as they are happening and “can affect events as the events are unfolding.”

http://www.businessinsider.com/explanation-of-big-data-in-8-words-2014-7

7. Silicon Valley is one step closer to being its own state. No, really

http://www.washingtonpost.com/blogs/the-switch/wp/2014/07/15/silicon-valley-is-one-step-closer-to-being-its-own-state-no-really/?wpisrc=nl_swbd

Consumer

1. (Consumer) – Discount fashion chain Primark has made its mark in Europe by offering fast-changing fashion at rock-bottom prices. The secret of its success: placing huge orders for top-selling items like tops and jeans and passing on savings

http://www.reuters.com/article/2014/07/16/us-primark-usa-idUSKBN0FL0GH20140716

2. 3 Reasons Dollar Stores Are A Huge Threat To Supermarkets

http://www.businessinsider.com/dollar-stores-are-selling-more-food-2014-7#ixzz37cj7dRig

3. Lay’s Is About To Start Selling A Cappuccino-Flavored Potato Chip

http://www.businessinsider.com/cappuccino-flavored-lays-chips-2014-7

 

 

Advertisements

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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: