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Evening Bamboo Insight: 4 Sep 2014

Evening Bamboo Insight: 4 Sep 2014

Macro

  1. Why Bill Gates And Warren Buffett Are Railroad Rivals

http://www.businessinsider.sg/why-bill-gates-and-warren-buffett-are-railroad-rivals-2014-9/#.VAgRrvmSxqU

  1. Watch out for companies splashing cash; They are underperformers, in company with cash hoarders

http://www.ft.com/intl/cms/s/0/002613f4-336d-11e4-9607-00144feabdc0.html#axzz3CKD4katP

  1. With Wikistrat, crowdsourcing gets geopolitical; A consultancy is trying to out-forecast intelligence agencies

http://www.ft.com/intl/cms/s/0/f3eb8908-2f9c-11e4-83e4-00144feabdc0.html#axzz3CKD4katP

  1. Germany’s taxis should not triumph over Uber; The problem is not that cabs are endangered but overly protected

http://www.ft.com/intl/cms/s/0/3ea68e1e-3350-11e4-85f1-00144feabdc0.html#axzz3CJRZCGQy

Asia Pacific

  1. (China) – Q. and A.: Ren Jianming on the Fight Against Corruption in China, and His Own Solution

http://sinosphere.blogs.nytimes.com/2014/09/02/q-and-a-ren-jianming-on-the-fight-against-corruption-in-china-and-his-own-solution/

  1. (Msia) – Najib: ‘Every citizen has a place under the Malaysian sun’

http://www.thestar.com.my/News/Nation/2014/09/04/Najib-1Malaysia/

  1. (China) – China Auto Industry Revved Up over Reports Rules for Imports May Change

http://english.caixin.com/2014-09-02/100724270.html

  1. (Korea) – Kumho brothers at each other again; Kumho Petrochem Chairman Park Chan-koo has asked local prosecutors to investigate his older brother and the chairman of Kumho Asiana Group, Park Sam-koo, for breach of trust.

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2994495&cloc=joongangdaily|home|newslist1

  1. (Australia) – It’s change or die for Australia Post

http://www.theage.com.au/business/comment-and-analysis/its-change-or-die-for-australia-post-20140904-10cexf.html

  1. (HK) – HK University’s Law Professor Benny Tai leads fight for Hong Kong democracy, vows to push ahead with a Gandhi-style civil disobedience campaign

http://www.ft.com/intl/cms/s/0/a6927d22-335e-11e4-9607-00144feabdc0.html#axzz3CKFccaxE

  1. (China) – Wheels come off China’s bike-share schemes

http://www.ft.com/cms/s/0/815c5378-33e2-11e4-85f1-00144feabdc0.html#axzz3CKFccaxE

  1. (China) – China fraud unit questions Morgan Stanley arm over ‘princeling’

http://www.ft.com/intl/cms/s/0/4debfe4e-336a-11e4-9607-00144feabdc0.html#axzz3CKD4katP

  1. (China) – China fraud unit questions Morgan Stanley arm over ‘princeling’

http://www.ft.com/intl/cms/s/0/4debfe4e-336a-11e4-9607-00144feabdc0.html#axzz3CKD4katP

  1. (India) – India CEOs Look For Ways To Get Manufacturing Back On Growth Track

http://forbesindia.com/printcontent/38549

  1. (Korea) – Helping a Korean Electronics Giant Stay Nimble; feature of Young Sohn, President and Chief Strategy officer for Samsung Electronics

http://www.forbes.com/sites/brucerogers/2014/09/03/helping-a-korean-electronics-giant-stay-nimble/print/

Life

  1. If This Company Succeeds, We Won’t Be Fighting About Reclining Airline Seats

http://www.businessinsider.sg/company-succeeds-wont-be-fighting-about-reclining-airline-seats-2014-9/#.VAgSSfmSxqU

  1. 7 Hard Truths About Life That People Don’t Like To Admit; The world is full of suffering.

http://www.businessinsider.sg/hard-truths-people-dont-like-to-admit-2014-9/#.VAgRtPmSxqU

  1. If You Can Solve This Math Problem, You’ll Get A $1 Million Prize, And Change Internet Security As We Know It

http://www.businessinsider.sg/p-vs-np-millennium-prize-problems-2014-9/#.VAgPm_mSxqU

  1. History channel’s miniseries are finding a happy medium between actual history and mindless entertainment

http://qz.com/259390/history-channels-miniseries-are-finding-a-happy-medium-between-actual-history-and-mindless-entertainment/

  1. It’s draining men (and women): how staff loyalty took plumbing firm Cooke & Dowsett to nationwide success

http://www.brw.com.au/p/business/mid-market/success_draining_cooke_dowsett_women_LRScws8klB1nieuKa9xfVN

  1. “If you can get good at destroying your own wrong ideas, that is a great gift.” – Charlie Munger

http://awealthofcommonsense.com/charlies-munger-becoming-better-investor/

  1. Five Tips That Will Free You From Mediocrity

http://www.forbes.com/sites/theyec/2014/09/03/five-tips-that-will-free-you-from-mediocrity/print/

  1. Jeffrey Katzenberg: ‘Do good — just don’t do too good’

http://fortune.com/2014/09/03/jeffrey-katzenberg-do-good-just-dont-do-too-good/

TMT

  1. (China/Tech) – WeChat and third-party Android app stores: How China’s mobile ecosystem is different from the West

http://thenextweb.com/asia/2014/08/26/wechat-and-third-party-android-app-stores-how-chinas-mobile-ecosystem-is-different-from-the-west

  1. (China/Tech) – PPTV, a former industry leader, is slowly getting carved up among investors as it is forced to scrap some of its most promising new products.

http://www.youngchinabiz.com/en/pptv-carve-up-continues-as-crackdown-bites

  1. (China/Tech) – MIT professor looks into Baidu’s big data strategy

http://news.xinhuanet.com/english/china/2014-09/03/c_133617691.htm

  1. (China/Tech) – Baidu is a fixture of online life in China, but it wants to become a global power. Can one of the world’s leading artificial intelligence researchers help it challenge Silicon Valley’s biggest companies?

http://www.technologyreview.com/featuredstory/530016/a-chinese-internet-giant-starts-to-dream/?

  1. (Tech) – The Met Plans To Become The Most Digitally Influential Museum In The World

http://www.businessinsider.sg/digital-strategy-at-the-met-2014-9/#.VAgRV_mSxqU

  1. Salesforce.com Exec: ‘We’re Gonna Suck The Life Out Of’ Microsoft

http://www.businessinsider.sg/salesforce-exec-challenges-microsoft-2014-9/#.VAgQ_fmSxqU

  1. Google Glass supplier to develop new smart glasses with French firm

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140904000040&cid=1206

  1. (Korea/Tech) – Korean Gov’t reduces online verifications; Koreans, foreigners must only enter name and address to shop

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2994496

  1. Why Apple’s mobile-payments system might actually work

http://qz.com/258475/why-apples-mobile-payments-system-might-actually-work/

  1. Arrowgrass Capital, the $5bn London hedge fund, is planning to develop an electronic invoicing service in the latest move into disruptive financial services businesses by alternative investors

http://www.ft.com/intl/cms/s/0/75156dcc-3381-11e4-85f1-00144feabdc0.html#axzz3CKD4katP

Consumer

  1. Luxottica’s board revamp exposes Renzi’s old concerns

http://www.ft.com/intl/cms/s/0/d155313c-3343-11e4-85f1-00144feabdc0.html#axzz3CJRZCGQy

Healthcare

  1. Letting Foreign Investors Open Wholly Owned Hospitals Hardly a Cure-All; The reform would not fix the big problems facing the health care industry and might not even appeal to the facilities’ backers

http://english.caixin.com/2014-09-02/100724274.html

Investing Process

  1. Shenguan Holdings (0829), a mainland- based sausage-casing maker, has been accused by short-seller Emerson Analytics of exaggerating revenue and concealing high costs of raw materials

http://www.scmp.com/print/business/money/markets-investing/article/1584660/shenguan-latest-hong-kong-listed-mainland-firm

http://www.scmp.com/print/business/companies/article/1584898/sausage-casing-firm-shenguan-respond-false-allegations-over

http://www.thestandard.com.hk/news_detail.asp?we_cat=2&art_id=149138&sid=42924170&con_type=1&d_str=20140904&fc=7

http://www.reuters.com/article/2014/09/04/china-shenguan-idUSL3N0R464G20140904

  1. Canada watchdog says Sino-Forest execs deceived investors

http://www.reuters.com/article/2014/09/02/sino-forest-regulator-canada-idUSL1N0R32DF20140902

 

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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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