H.E.R.O.’s Journey in Tech (1 September 2018) – Tech Stocks Could Be Winners in Big Sector Shift + 100 Inspirational Quotes from the World’s Best Business Leaders

H.E.R.O.’s Journey in Tech (1 September 2018) – Tech Stocks Could Be Winners in Big Sector Shift + 100 Inspirational Quotes from the World’s Best Business Leaders


  • Renesas chases $6bn deal for IDT to enhance self-driving chips: Once-troubled Japanese chipmaker is on the hunt in US (Nikkei); Renesas steps into fabless future to lead self-driving age; Acquisition plan reflects industry’s shift from production to chip design (Nikkei)
  • China’s Meituan Dianping sets HK IPO valuation at up to $55 billion: sources (Reuters)
  • Delta Electronics to develop extreme fast EV charger with subsidy from US Department of Energy (Digitimes)
  • Touch panel supplier General Interface Solution (GIS) is expected to kick off shipments of its third-generation ultrasonic in-display fingerprint sensors in the second half of 2018 for premium smartphone models be launched in 2019 (Digitimes)
  • Taiwan suppliers of network communication chips are busy ramping up their shipments to fulfill increasing orders from web giants, cloud service providers and datacenter operators mainly in the US and China (Digitimes)
  • Serko is a technology company that develops software to help client firms better manage their business travel expenses. (MF)

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

  • China’s Latest Step to Curb Games and Play Wallops Tencent (Bloomberg); Can China’s Government Really Limit How Long Kids Play Games? (Bloomberg)

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

  • Warren Buffett: Apple investing in Tesla is a ‘very poor idea’ (MW)
  • What the hell is going on with Apple? There’s a creeping undercurrent of discontent among its customers as quality control and customer service seem to be slipping from their previous heights. (qz)
  • A Market Shakeup Is Pushing Alphabet and Facebook Out of the Tech Sector (Barron’s)

Asia Tech & Innovation Trends

  • Chinese tech giants burn cash and users are paying for it (Technode)
  • Audio sharing platform Ximalaya FM launches smart speaker to aid Communist Party members with studies (SCMP)
  • Payments via QR codes slowly becoming more widespread in Japan (JT)
  • Buzzvil acquires No.1 lockscreen app in India, Pakistan (Investor)

Global Tech & Innovation Trends

  • Tech Stocks Could Be Winners in Big Sector Shift (Barron’s)

  • Salesforce Duo Makes the Case for Co-CEOs in Tech (Barron’s)
  • Mobile App Allows Users to Invest in Classic Cars (Barron’s)
  • Why Walmart Shoppers are Finding More Items ‘Out of Stock’; Retailer has changed e-commerce system so that it doesn’t fulfill orders it deems too expensive to ship (WSJ)
  • SEC Shouldn’t Open Up Unicorn Hunting to Mom and Pop; The private market’s ability to limit hype and investment is a feature, not a bug. (Bloomberg)
  • Medtech firms get personal with digital twins (Reuters)


  • 100 Inspirational Quotes from the World’s Best Business Leaders [Infographic] (Medium)

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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: