H.E.R.O.’s Journey in Tech (23 August 2018) – Trend Micro Research Launches New Program to Help IoT Device Makers Tackle Risk at Source + Unknown Unknowns: The Problem of Hypocognition

H.E.R.O.’s Journey in Tech (23 August 2018) – Trend Micro Research Launches New Program to Help IoT Device Makers Tackle Risk at Source + Unknown Unknowns: The Problem of Hypocognition


  • Trend Micro Research Launches New Program to Help IoT Device Makers Tackle Risk at Source; ZDI’s expertise in vulnerability detection offers chance to combat connected device flaws (BW)
  • CookpadTV raises 4 billion yen from Mitsubishi Corporation and will jointly plan a new business (Techcrunch)
  • Super Mario Creator Warns Gaming Industry: Don’t Be Too Greedy; Shigeru Miyamoto at odds with focus on free-to-play model; Charging smaller, predictable fees more sustainable: Miyamoto (Bloomberg)
  • Chinese beauty app reveals ugly tech reality (Reuters); China Selfie App Giant Disenchants Investors as Losses Continue (Bloomberg)

  • Wanted in China: Detailed Maps for 30 Million Self-Driving Cars; China’s strict rules keep foreign players out of the competition to develop the next generation of digital maps. With the support of Tencent Holdings Ltd., NavInfo is preparing to battle it out with ventures backed by local web giants Alibaba Group Holding Ltd. and Baidu Inc. (Bloomberg)
  • LinkedIn’s China rival Maimai raises $200 million ahead of US IPO in the second half of 2019 (Technode)
  • Pinduoduo shutters 1,128 stores and removes 4 million listings following concerns over fake goods (Technode)
  • Afterpay announces UK expansion as sales volume soars (AFR)
  • IRESS shares rise on stronger than expected results (AFR)
  • Juggling Is the Key Skill in Sea’s E-Commerce Future; Trimming marketing costs while stoking revenue growth won’t come easy. (Bloomberg)

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

  • Alibaba steps up push into on-demand local services as overseas expansion intensifies; Investments in Ele.me will expand the Shanghai-based subsidiary’s business beyond transporting meals to consumers into other on-demand services (SCMP)
  • Tencent Invests In Chinese Smart Parking Solution Provider Keytop (CMN)
  • Battle Royale: China’s Pause In Gaming Approvals Reminds Tencent And Rivals Who’s In Charge (Forbes)

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

  • Apple and Google Face Growing Revolt Over App Store ‘Tax’ (Bloomberg)

Asia Tech & Innovation Trends

  • Why China’s internet companies are hot for subscriptions (TIA)
  • TPG, Orchid Asia Co-Lead $110M Series C Round In Chinese SaaS Firm Duiba. Founded in 2014, Duiba Group provides solutions for companies to obtain and manage users on their apps. The company operates a SaaS platform Duiba and an interactive advertising platform Tui’a. Duiba launches marketing campaigns such as giving away red packets – or small monetary rewards – on WeChat to help businesses to obtain new users (CMN)
  • From Shopee’s 9.9 to Alibaba’s 11.11, ten winning strategies for online shopping festivals (KRA)
  • Asia’s dating apps reflect a rich mix of cultures: From Malaysia to Japan, societies use technology to reflect or defy prevailing values (FT)

Global Tech & Innovation Trends

  • Adyen’s First Earnings After Record IPO Excite Investors (Bloomberg)


  • Unknown Unknowns: The Problem of Hypocognition: We wander about the unknown terrains of life, complacent about what we know and oblivious to what we miss (SA)
  • The Power of Patience Pt. 2: Some of the best advice from ‘The Art of Stock Picking’ (GF)


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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