H.E.R.O.’s Journey in Tech (7 August 2018) – ‘Made in USA’ push is here to stay: Taiwan tech giant; Advantech, world’s biggest industrial IT company, ready to expand in America

H.E.R.O.’s Journey in Tech (7 August 2018) – ‘Made in USA’ push is here to stay: Taiwan tech giant; Advantech, world’s biggest industrial IT company, ready to expand in America


  • Billionaire Clothes Makers Trade Barbs Over How to Measure Customers (Bloomberg)
  • Tencent-backed Weimob files for Hong Kong IPO as marketing solutions provider joins rush to go public (SCMP)
  • Chinese tech group Bytedance plans IPO: Rising star behind Toutiao news feed and video app Douyin frustrated by crackdown; Chinese president Xi Jinping’s crackdown on online content had an impact on Bytedance’s fundraising (FT)
  • China’s Xiaomi says parts supplier Holitech Technology to invest $200 million in India (Reuters)
  • ‘Made in USA’ push is here to stay: Taiwan tech giant; Advantech, world’s biggest industrial IT company, ready to expand in America (Nikkei)
  • Delta Electronics showcases CPS application to smart manufacturing (Digitimes)
  • The man leading Seek’s push into high-risk, high-reward emerging markets has defended its focus on growth, after the online recruitment giant was forced to write down its operations in Latin America (Age)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • Tencent Leads $50M Pre-A Round In Chinese AI Chip Maker Suiyuan Technology (CMN)
  • SoftBank’s evolution to tech investor pays off; Vision Fund ranks as group’s top contributor to record earnings (Nikkei); SoftBank’s Operating Profit Jumps 49%, Boosted by Vision Fund; A one-time gain from the stake sale of Arm’s Chinese operations also contributed to the increase (WSJ)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Facebook to Banks: Give Us Your Data, We’ll Give You Our Users; Facebook has asked large U.S. banks to share detailed financial information about customers as it seeks to boost user engagement (WSJ); Facebook shares recover on optimism its Messenger chat app can build closer banking relationships (SCMP)
  • How Apple’s Posse Fared on the Road to Trillionaire Status; The iPhone maker’s entourage of suppliers and partners has had mixed fortunes. (Bloomberg); Here’s Apple’s Plan to Keep From Losing the World’s Fastest-Growing Smartphone Market (Bloomberg)

Asia Tech & Innovation Trends

  • The only thing mythical about unicorns these days are their valuations (SCMP)
  • Didi to invest US$1 billion in one-stop car services business (SCMP)

Global Tech & Innovation Trends

  • Internet of Things Adoption to Rise Despite Security, Data Integration Challenges; Integrating IOT data into day-to-day operations among top challenges cited by decision makers (WSJ)
  • Spotify: The Crucial Change That Almost Came ‘Too Late’ (Barron’s)
  • Airbnb’s Great Wall of China competition upsets Chinese social media users (SCMP)
  • Can This Man Make His Video Gaming Team a $1 Billion Business? (Bloomberg)
  • Developers Add Smart-Lock Technology to Let the Dogs Out and the In-Laws In (Bloomberg)


  • Morgan Housel discusses how the internet shapes consumer values, the power of shows like Chef’s Table, the sudden rise of Vanguard, under-reported insights from Warren Buffett and Howard Marks (Perell)
  • How Whole Foods Started an Organic Revolution and Became a $13 Billion Company (PH)

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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