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Bamboo Innovator Daily Insight: 6 Apr (Mon) – How to Ruin Your Company with One Bad Process. The Two Mindsets and the Power of Believing That You Can Improve; Because your view of yourself can determine everything

Life

  • How to Ruin Your Company with One Bad Process: Bhorowitz
  • The Two Mindsets and the Power of Believing That You Can Improve; Because your view of yourself can determine everything: Time
  • Antifragile: A Definition: Farnam
  • The Search for Anti-Mentors; “a 21st century Stoic will be on the lookout for anti-mentors, people who are making important mistakes in how they are living. Such individuals can offer the Stoic valuable lessons on what not to do if he wishes to have a good life: Farnam
  • Five Techniques to Improve Your Luck: Farnam
  • How Criminals Built Capitalism: Bloomberg
  • Jesus the great debt-eliminator: TheAge

Investing Process

  • China Environment (SES: 50U, Bloomberg: CENV SP): Auditor Emphasis of Matter in RMB127m unsecured and interest-free advances to sub-contractor raises more questions on potential accounting tunneling risk: AsianExtractor
  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor
  • Dozen Things I’ve Learned from Lou Simpson About Investing and Business: 25iq

Greater China

  • China Environment (SES: 50U, Bloomberg: CENV SP): Auditor Emphasis of Matter in RMB127m unsecured and interest-free advances to sub-contractor raises more questions on potential accounting tunneling risk: AsianExtractor
  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor
  • China’s richest man denies manipulation of stock price; “Controlling shareholders’ intentional manipulation of the stock prices did not exist”: Xinhua
  • China Cloud Live Tech Bonds Expected To Default Tuesday. The expected default could be the first failure to repay bond principal in the history of the People’s Republic of China: Forbes
  • China’s securities watchdog disciplines six more brokerages for violating margin trading rules: SCMP
  • Chinese taxi drivers attempt suicide to protest the government’s heavy-handed cab monopoly: Quartz
  • Flawed investment strategy leads to failure of Hongqi sedans: WCT
  • Decoding Xiaomi’s diversified supply chain: WCT
  • Beijing gears up to trim mounting debts: WCT

Japan & Korea

  • Toshiba Drops Most Since 2012 After Accounting Probe; panel formed to examine the “reasonableness of estimates” when using the percentage-of-completion accounting method for some projects: Bloomberg
  • Sharp Surges as Company Seeks Support for Spinoff of part of its liquid-crystal display business. Bloomberg

ASEAN

  • China Environment (SES: 50U, Bloomberg: CENV SP): Auditor Emphasis of Matter in RMB127m unsecured and interest-free advances to sub-contractor raises more questions on potential accounting tunneling risk: AsianExtractor
  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor
  • World’s Most-Loved Property Stocks Tap Indonesian Building Boom: Bloomberg
  • An energy company operating in Australia transferred more than $11 billion to the low-tax jurisdiction of Singapore in a single year, heightening concerns that Australia is being duped by tax-minimising multinationals. TheAge
  • Logistics Spin-Off Poslog Shakes Up the Mail Sack; The story of how Telkomsel, a subsidiary of state-owned company Telkom, leap-frogged over its parent company, a traditional land-line communications provider, to become the nation’s leading cellular provider is the dream of every company. JG

Macro

  • Once Over $12 Trillion, the World’s Reserves Are Now Shrinking: Bloomberg
  • World Bank’s private-sector arm may be doing more harm than good when it invests in private equity firms, banks and other financial intermediaries: SCMP
  • The ‘Hyundaization’ of the Global Arms Industry; The rapid spread of cheaper but good-enough weaponry poses a serious threat to U.S. military dominance.: WSJ

Energy & Commodities

  • Recycling Becomes a Tougher Sell as Prices Drop; The fall in oil prices has dragged down the price of virgin plastic, erasing recyclers’ advantage: WSJ

TMT

  • The battle of the robo-advisers heats up: Reuters
  • Burn Rate Doesn’t Matter??: Techcrunch
  • Amazon’s Drones Exiled to Canada; Refusing to move at the speed of bureaucrats, an impatient Jeff Bezos heads north of the border. WSJ
  • Why the Time Isn’t Ripe for Smartwatches; Wearable devices are expected to evolve quickly over the next few years: WSJ

Healthcare

  • France’s 2nd artificial heart recipient says ‘recovered’: AsiaOne
  • European Biotech’s American Dream; Companies on the Continent are finding richer rewards by listing their shares in the U.S.: WSJ
  • Medical costs in Korea soar as aging society looms: JP

Consumer & Others

  • Cheaper luxury goods could be on the way in Asia as wealthy Chinese look further afield: SCMP
  • Health drive whets drink industry’s thirst for sugar alternative: FT
  • Shortage of suppliers takes shine off accelerating motor industry: FT
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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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