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H.E.R.O.’s Journey in Tech (7 September 2018) – Japan’s Nidec sees electric vehicles driving profits as it plans for future

H.E.R.O.’s Journey in Tech (7 September 2018) – Japan’s Nidec sees electric vehicles driving profits as it plans for future

Companies

  • Japan’s Nidec sees electric vehicles driving profits as it plans for future (Reuters)
  • Daifuku exhibits top logistical technology in Thailand (AN)
  • Tencent Music will reportedly file for its US-based IPO on September 7. The company hopes to raise $2 billion at a valuation of up to $31 billion (Technode)
  • Meituan wants to help restaurants manage better with $4.4bn IPO (Nikkei)
  • Billionaire Founder Locked Up? JD.com’s Board Can’t Meet Without Its Mighty Boss; Corporate clause shows Liu Qiangdong’s tight control of his company; many tech firms have structures that give founders a viselike grip (WSJ); At JD.com, CEO Richard Liu has an iron grip and no clear successor (Reuters)
  • Touch and fingerprint sensor supplier Elan Microelectronics hit record revenue for 2nd consecutive month (Digitimes)
  • Realtek posts record August revenues (Digitimes)
  • Himax teams up with MediaTek, Megvii for 3D sensing solutions (Digitimes)
  • KakaoTalk users look forward to more improvements (Investor); Kakao Mobility taps Japanese taxi market (Investor)
  • Nearmap Ltd wants $70 million to fund its international expansion plans (Yahoo)
  • HDFC Bank’s fintech footprints; The private sector lender was one of the earliest to partner fintech firms for digital solutions (Forbes)

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

  • Alipay opens unmanned apparel shop in Hong Kong; Ant Financial looks to promote mobile payments in city (Nikkei)
  • Billionaire Jack Ma Prepares for Life After Alibaba (Bloomberg)
  • Tencent signs partnership deal with coffee startup Luckin in challenge to Alibaba-Starbucks tie-up (SCMP)
  • SoftBank Is Seeking Loans From Banks Pitching for Big IPO (Bloomberg)

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

  • Apple: A Media ‘Bundle’ Worth $37 Billion? (Barron’s)
  • In Apple’s Third Act, the iPhone Plays Supporting Role; Wearables are today a relatively tiny business for Apple, but they could someday be the company’s biggest driver of revenue and customer retenti (WSJ)
  • Facebook’s Shrinking Margins Top List of Woes Weighing on Stock (Bloomberg); 1 In 4 Facebook Users Delete Facebook App As Millennial Exodus Continues (ZH)

Asia Tech & Innovation Trends

  • Didi admits RMB 4 billion net loss in the first half of 2018 (Technode)
  • China’s 5G Bonanza May Leave Investors on Hold (Bloomberg)
  • China’s bike sharing industry is ‘immature and unreasonable’, needs regulation, says state media commentary (SCMP)
  • Roger Yuen is the CEO of Clozette, an online lifestyle and social network that has a collective reach of more than 450 million eyeballs, drawn to the content created by the platform’s 3,000 content creators. (BT)
  • GIC still sees gems in tech sector despite stretched valuations; Fund has found firms with substantial technology capabilities that trade at ‘old economy’ valuations (BT)

Global Tech & Innovation Trends

  • Innovation to drive future semiconductor market growth, says Morris Chang (Digitimes)
  • Mutual Fund Giants Make DevOps Startup PagerDuty a Unicorn (Bloomberg)
  • Everybody Wants to Take a Bite Out of Big Tech (Bloomberg)
  • Waymo, Uber Driverless Projects Make Scanning Sensors Cheaper (Bloomberg)
  • Car-Sharing Boom Gets An Unlikely New Entrant (Bloomberg)
  • As Tech Selloff Worsens, Options Traders Brace for More Bleeding (Bloomberg)
  • MasterClass Has Celebrity Instructors and $136 Million. Will Students Show Up? Would you pay $90 for a video cooking lesson from Gordon Ramsay? (Bloomberg)
  • Financial software maker SS&C to buy Intralinks in $1.5 billion deal (Reuters)
  • Elastic, a search-focused software-as-a-service (SaaS) company Files To Go Public (CrunchBase)
  • Insight Venture Partners buys content management platform Episerver for $1.1 billion (Techcrunch)
  • Short seller Andrew Left sues Tesla and Elon Musk, claiming stock manipulation (CNBC)

Life

  • Stop Wasting Time on the Unimportant: 7 Questions to Eliminate the Non-Essential and Focus on the Critical (Medium)
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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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