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H.E.R.O.’s Journey in Tech (21 August 2018) – GlobalWafers, Wafer Works continue to enjoy strong silicon wafer demand + Why Honor Matters

H.E.R.O.’s Journey in Tech (21 August 2018) – GlobalWafers, Wafer Works continue to enjoy strong silicon wafer demand + Why Honor Matters

Companies

  • Trend Micro’s ‘virtual patching’ to protect firms against cyber attacks (Quint)
  • Fujifilm instant camera finds new life on social media; ‘Photo-in-a-photo’ craze inspires sales target of 10 million units (Nikkei)
  • China start-up’s US$300 million IPO risk disclosure: no licences, Ebola virus; Shanghai-based Qutoutiao, a company backed by Tencent, operates a mobile app that aggregates Chinese news and short videos (SCMP)
  • A unit of Universal Scientific Industrial will take a 60 percent stake in electronic manufacturing services firm Chung Hong Electronics Poland to gain a foothold in the EU market (Yicai)
  • Ping An Good Doctor to expand medical services platform in Southeast Asia this year; The company will give users in the region access to artificial intelligence-assisted online medical consultations, medicine delivery and appointment bookings (SCMP)
  • TouchPal keyboard developer CooTek files for a $100 million IPO (Technode, CMN)
  • GlobalWafers, Wafer Works continue to enjoy strong silicon wafer demand (Digitimes)
  • Atlassian’s head of product urges startups to ‘dig deeper’ (Age)

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

  • Ant Financial delays IPO plans again (Technode)
  • Alipay launches “shared parking” service in Hangzhou (Technode)
  • Tencent’s WeChat wallet is luring Malaysian users with free money (TIA)
  • Gaming the right way? Tencent’s overseas investment strategy (TIA)

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

  • In China, Google must go by any other name; Internet search company should use a different brand for censored results (Nikkei)
  • Nvidia Unveils New Chip Design for Gaming Machines Sending Shares Higher (Bloomberg); New Nvidia gaming chips aim to boost realism of graphics (Reuters)

Asia Tech & Innovation Trends

  • Chinese investors protest in Shanghai’s financial district over P2P woes (Reuters)
  • Some Techies Are Shunning Silicon Valley for the Japanese Dream (Bloomberg)
  • How Micromax, Intex, Lava and Karbonn-aka MILK-lost their dominant position (Forbes)

Global Tech & Innovation Trends

  • How Crowded Are Tech Stocks? (CFA)
  • Startup adviser Elad Gil is worried that we’re losing our ability to be optimistic about tech (Recode)
  • Farfetch is succeeding in luxury fashion where Amazon has failed (qz); Farfetch: clue is in the name: Luxury retailers are meant to be costly, but online aggregator is running at a loss (FT); The Crowded Market for Luxury Tech; Online luxury specialist Farfetch isn’t as unique as the first draft of its IPO prospectus would have investors believe (WSJ); Farfetch targets New York listing as luxury web sales thrive (Reuters)
  • Fitbit: As Smartwatches Boom, a New Tracker Arrives (Barron’s)
  • Tech stars have no reason not to be profitable: DocuSign’s Dan Springer. The chief executive of $12.5 billion e-signature company DocuSign, Dan Springer, has called out tech companies that aren’t profitable by the time they hit $500 million in revenue as “lazy”. “I don’t understand the concept of when you’re at scale, not running a profitable business. It’s a weird message to send to employees and it raises questions for investors” (AFR)
  • Videogame Developers Are Making It Harder to Stop Playing; Players are logging more hours as developers find new ways to keep them engaged (WSJ)
  • LinkedIn Will Allow Economics Researchers to Mine Its Data (Bloomberg)
  • Cloud Companies And 10x Revenue Multiples (Crunchbase)

Life

  • Why Honor Matters (Farnam Street)
  • The Akrasia Effect: Why We Don’t Follow Through on What We Set Out to Do and What to Do About It (James Clear)
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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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