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H.E.R.O.’s Journey in Tech (22 August 2018) – Altium outlines 2025 market dominance vision after record results: “I believe the PCB market is moving to a winner takes all … similar to desktop publishing” + How To Be Productive When Your Life Is In Chaos

H.E.R.O.’s Journey in Tech (22 August 2018) – Altium outlines 2025 market dominance vision after record results: “I believe the PCB market is moving to a winner takes all … similar to desktop publishing” + How To Be Productive When Your Life Is In Chaos

Companies

  • Sony learns how to mass-produce robot dog aibo; After months of trial and error, company manages to reduce defective models (Nikkei)
  • Ping An Good Doctor to expand medical services platform in Southeast Asia this year (SCMP)
  • Has Chinese phone giant Xiaomi lived up to its pre-IPO hype? (SCMP)
  • Korea’s Naver backs Southeast Asia-based e-commerce startup iPrice (Techcrunch)
  • Altium outlines 2025 market dominance vision after record results: “I believe the PCB market is moving to a winner takes all … similar to desktop publishing” He also set a new ambitious goal for the company – 100,000 subscribers and 40 per cent market share by 2025, which it believes is the level required to consider the company as having a “market dominance” position. “[Market dominance] is needed to support Altium’s transformative agenda which at its core is to connect the design space to the manufacturing floor. That will let Altium participate in a larger market beyond PCB design software.” (AFR)
  • Carsales forecasts local and international growth (AFR)

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

  • Israeli chipmaker taps Baidu to enhance driverless car technology; Intel unit Mobileye targets 2020 as the year ‘robo-taxis’ will take off (Nikkei)

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

  • Facebook is rating the trustworthiness of its users on a scale from zero to 1 (WaPo)
  • How Facebook — yes, Facebook — might make MRIs faster (CNN)
  • Google’s ‘Tell me something good’ might just restore your faith in humanity (TNW)
  • How Netflix scales their UI design as it expands to 26 languages (TIA)

Asia Tech & Innovation Trends

  • Chinese startup makes facial recognition glasses for police; Xloong counts on demand for surveillance products from authorities (Nikkei)
  • The Chinese internet boom in charts: Number of users now exceeds 800m, more than the US and India combined (FT)
  • Medical equipment and service unicorn Remote Horizon in debt crisis (Technode)
  • Israeli medical startups beat a path to aging Japan; Rising investment drives spread of innovations like smartphone urinalysis (Nikkei)
  • Hitachi to launch AI analysis of hospital leftovers to hasten inpatient recovery (Japan Times)
  • Machine learning: Japan to boost English teaching in schools with AI robots (SCMP)
  • Valued at US$500m, Carousell books $1.73m revenue and $29.8m loss in 2017 as monetization begins (TIA)

Global Tech & Innovation Trends

  • Logitech unveils US$150 gamer mouse in bet on future of esports; Sales in the company’s gaming division increased 57% in the past year, making it Logitech’s fastest-growing and largest division (Star)
  • The undertakers of Silicon Valley: how failure became big business (Guardian)
  • Slack was able to become a $7 billion company by playing nice with others (qz); Unicorn IPOs: come on, Slackers: While a public listing can be delayed, it cannot be avoided indefinitely (FT)
  • The future of transport is massive warehouses filled with robot minivans (qz)

Life

  • Accruals Momentum as an Investment Strategy. We find that firms that consistently report high levels of discretionary accruals experience low subsequent returns. Our results also show that the accruals momentum impact is more pronounced for low growth firms, suggesting that the overpricing of stocks with high accruals momentum is driven by managerial discretion to manage earnings. This refutes the possibility that our results are driven by the growth anomaly. (AA)
  • When Companies Want to Innovate, But Investors Won’t Let Them (HBR)
  • How To Be Productive When Your Life Is In Chaos (DF)
  • LuxNet chairman, Hsing Kung, has founded three companies. Among them, SDL was established in 1983, specializing in manufacturing optical communication devices. It was sold for US$41.1 billion 16 years later, awarding early investors a 10,000 times return on their investment (Digitimes)
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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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