H.E.R.O.’s Journey in Tech (20 August 2018) – Those Busy Fanuc Robots Are Taking a Breather: The Japanese company’s beaten-up stock belies underlying demand for automation.
Companies
- Those Busy Fanuc Robots Are Taking a Breather: The Japanese company’s beaten-up stock belies underlying demand for automation. (Bloomberg)
- Meituan Dianping rumored to list in Hong Kong in September (Technode)
- JD looks to monetize logistics assets (China Daily)
FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google
- Walmart wants to take on Amazon with virtual reality shopping (qz)
Asia Tech & Innovation Trends
- Singapore Startup AirTrunk Raises $618 Million to Expand Datacenters (Bloomberg)
Global Tech & Innovation Trends
- Spotify is falling behind on lyrics and voice (Techcrunch)
- Fears About Tech-Stock Multiples Don’t Add Up, Bulls Say; Buoyant performance of U.S. tech stocks is driving some fund managers to dismiss longstanding valuation concerns as short-sighted (WSJ); Tech Firms Account For 60% Of Profit Margin Growth In The Past 20 Years (ZH)
Life
- Does culture eat strategy for breakfast? The higher your position, the more likely you are to agree (qz)
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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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