Morning Bamboo Insight: 25 Jul 2014

Morning Bamboo Insight: 25 Jul 2014


1. Rethinking Buybacks: To earn a “return” on stock buybacks, you need a more sophisticated message and better execution

2. Uncovering Cash and Insights from Working Capital; Companies that improve the performance of their working capital can generate cash and see benefits far beyond the finance department.

Asia Pacific

1. (Korea) – Lotte’s power transition set in motion; More than 10 affiliates of Lotte Group exchanged part of their shares with each other in a move to streamline their cross-share holding structure ahead of the implementation of a law banning it

2. (Korea) – The listed units of Korea’s top 10 conglomerates paid less than 1% of their profits as dividends last year

3. (India) – Biba Apparels: Redefining Ethnic Wear For Indian Women

4. (HK) – Why HK’s ‘donationgate’ is a big deal; The “Donationgate” dogging pan- democrats and their financial backer, Jimmy Lai Chee-ying, bears all the hallmarks of a Rashomon script.

5. (China) – Daqing oil workers push kids to follow in their footsteps

6. (India) – Milltec Machinery: Spreading Wings With Rice Mill Machines

7. (India) – SH Kelkar & Co: Infusing Fragrance In Lives

8. (India) – Magicrete: Building An Alternative Reality; Sourabh Bansal’s concrete units have the potential to disrupt the traditional construction material market

9. (Myanmar) – Burmese Tycoon Tay Za Under Scrutiny

10. (Spore/HK) – ARA Asset Management’s John Lim See Real Returns With Li Ka-shing

11. PTC Industries: Casting magic with metal; The Agarwals invested in unique technology for their foundry to attract A-list international clients

12. (Spore) – Singapore’s 50 Richest Score Big Gains Amid Buying Binge

13. (Spore) – Singapore’s Goodpack Founder David Lam Awaits Payday from Private Equity Deal

14. (Asia) – Asia’s Best Under A Billion; Discovering Asia-Pac’s ‘Sustainably’ Profitable SMEs

15. (India) – India’s Time For Growth

16. (Spore) – Billionaire’s Playground: Singapore Is The Most Expensive City Globally

17. (China) – Food Safety in China Still Faces Big Hurdles

18. (Korea/Consumer) – Paris Baguette, Korea’s largest bakery chain owned by SPC Group, opened its first store in the heart of the French capital, a move it had long desired during its 26 years of operation|home|newslist2

19. (Korea) – It’s dividend time, Korea; The local business sector and stock market is abuzz over the new finance minister’s hint of a punitive tax on large companies sitting on piles of cash reserves

20. (China) – Chinese Appliance Giant Haier Decides Its Future Is to Think Small; Haier Group creates large number of micro companies to jump into a range of businesses, from films and finance to manufacturing and delivery

21. (China) – Wenzhou’s real estate bringing down an economic heavyweight

22. (China) – Chasing China’s high-profile criminals across the world

23. (China) – Expired meat scandal in China seems a systemic problem

24. (China) – Golden toad offends former Chinese president; One of Beijing’s prime summer tourist attractions has become a grotesque embarrassment after someone noticed its resemblance to Jiang Zemin


1. Here’s The Number One Mistake That Kills Startups, According To Ben Horowitz

2. 21 Quotes From Bill Gates That Take You Inside The Mind Of The World’s Richest Man

3. This Mindset Can Prevent You From Succeeding At Work

4. As full-time pastors become a thing of the past, more and more seminary grads are taking on secular jobs to supplement their incomes

5. How ‘Moral Licensing’ Ruins Your Diet, Savings, And Long-Term Goals

6. Meet The 22-Year-Old Student People Are Calling ‘The Italian Mark Zuckerberg’

7. The Promise of 100% and Finding Fortune at the Bottom of the Pyramid

8. With the Blessing of Bill Gates, “Business Adventures” Becomes an Unlikely Summertime Best Seller

9. A Motivational Speech From The Greatest Entrepreneur, Muhammad Ali

10. Tech Leaders Tell Interns What They Wish They Knew At Age 20

11. The Modernization Of Computer Science Education: enabling students to focus on a particular project to build a skill set applicable to the real-world today

12. People Hate Bankers Because People Are Ignorant

13. The 9-to-5 workday is practically an invitation to ethical lapses. Here’s why. We are more likely to lie and cheat when we are tired

14. An Idiot’s Guide to Inequality; If you don’t have time for Thomas Piketty’s comprehensive best seller, here’s a quick five-point take on the gap between the rich and poor

15. Robert Sutton’s Guide to Excellence; The Stanford professor’s latest research explores the practices that enable companies to scale what they do best


1. (Australia/Tech) – Australia’s Seek Takes Online Job Search Abroad (Seek Zhaopin)

2. (India/Tech) – KPIT: An Indian Tech Company With An Auto Focus

3. Open Source and the Challenge of Making Money

4. (China/Tech) – China set to retain position as top e-commerce market

5. China/Tech) – Xiaomi faces hurdles on path to international expansion


1. Acetaminophen No Better Than Placebo for Back Pain; About two-thirds of adults have lower back pain at some point in their lives, and most are told to take acetaminophen


1. Let Our Oil and Gas Go: America Should Rescind the Ban on Crude-Oil Exports

2. Four reasons why US fracking could turn out to be a bubble



About bambooinnovator
KB Kee is the Managing Editor of the Moat Report Asia (, 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: Logo

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

Google+ photo

You are commenting using your Google+ 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 )


Connecting to %s

%d bloggers like this: