H.E.R.O.’s Journey in Tech (4 September 2018) – Delta Electronics cumulative LED streetlamp shipments reach over 600,000

H.E.R.O.’s Journey in Tech (4 September 2018) – Delta Electronics cumulative LED streetlamp shipments reach over 600,000


  • Shin-Etsu to boost silicone output by 50% as new rules and trade war hit China rivals; Japanese chemicals major to spend 110bn yen to disperse production (Nikkei)
  • Tencent-Backed movie ticketing service Maoyan files for Hong Kong IPO (Technode)
  • Chinese home improvement platform Tubatu heads for $200M HK IPO (KRA)
  • JD CEO’s arrest steps on governance landmine (Reuters); Richard Liu, high-flying CEO of JD.com, has fostered ‘clean’ reputation (Reuters); JD goes into ride-hailing (Technode)
  • ‘Made in China 2025’ companies slump as subsidies taper; Contemporary Amperex Technology Ltd. and BOE Technology Group — the world’s largest producers of automotive batteries and liquid crystal displays — reported sharply lower profit (Nikkei)
  • Delta Electronics and GM want to speed up electric-car charging (DT); Delta Electronics cumulative LED streetlamp shipments reach over 600,000 (Digitimes)

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

  • Alibaba Cloud to scale down US expansion efforts (Technode)
  • Alibaba-Backed Souche Raises $578 Million in New Financing; The online car-trading service is valued at almost $3 billion; Souche is trying to build a software suite for car dealers (Bloomberg)

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

  • In India, Google races to parry the rise of Facebook (Reuters)
  • Amazon’s pricing tactic is a trap for buyers and sellers alike; The retailer’s behaviour parallels financial groups’ lending practices pre-2008 crash (FT)

Asia Tech & Innovation Trends

  • A look at Toutiao’s $75b valuation: Warranted premium or overpriced stock? Is Toutiao’s $75b valuation justified or just a hype? (KRA)
  • South Korea allots first money from $9bn start-up fund: Seoul aims to boost growth areas including drone tech and AI to stay competitive (FT)
  • Berkshire Hathaway’s Deal With Paytm Is A Game Changer For India’s E-Commerce (Forbes)

Global Tech & Innovation Trends

  • The Risk of a Vicious Funding Circle in Fintech; High hopes and valuations have a habit of bumping into reality. (Bloomberg)
  • PayPal disrupts $2.5b gift card market with digital shopfront (AFR)


  • John Malone: ‘I told Warren Buffett not to invest in Bill Gates before Microsoft went public’ (Telegraph)

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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