H.E.R.O.’s Journey in Tech (12 September 2018) – Vision-automation technology is taking over the factory floor + Fear, Joseph Campbell noticed, often reveals itself as a purpose

H.E.R.O.’s Journey in Tech (12 September 2018) – Vision-automation technology is taking over the factory floor + Fear, Joseph Campbell noticed, often reveals itself as a purpose


  • See Food: Why Robots Are Producing More of What You Eat; Vision-automation technology is taking over the factory floor, a testing ground for adoption in self-driving cars, drones. While vision sensors are good at scanning images for what’s missing, robotic eyes face a wall in inspecting objects from multiple angles, according to engineers at Kyoto, Japan-based Omron Corp. Their proposed solution: big data. To teach a sensor to distinguish a chocolate chip from a burned bit in a cookie, for example, Omrom is using AI to analyze thousands of inspection results. (WSJ)
  • This Big Chip Deal May Be Small Enough to Win: No major red flags for Renesas’s IDT acquisition in politically risky climate for chip deals (WSJ)
  • In Tesla’s shadow, China’s NIO prices IPO at low end of target: source (Reuters)
  • Delta Electronics August revenues hit record (Digitimes)
  • Leading taxi-hailing app providers in Japan and South Korea – Japan Taxi Co. and Kakao Mobility Corp – to collaborate (JT)

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

  • Alibaba takes a 10% stake in one of Russia’s biggest tech players Mail.Ru Group for $484m (WSJ)
  • Hong Kong’s first pure digital insurance venture, Tencent-backed Blue, to start selling policies (SCMP)

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

  • New Way to Play FANG Stocks Falls Short for Some Investors; ‘Auto-callable’ notes tied to tech stocks are gaining in popularity but aren’t always delivering large payouts (WSJ)
  • US-made iPhones would cost $150 more, supplier says as tariffs loom; Trump’s dig at Apple underscores challenge for assemblers of rethinking China supply chain (Nikkei)

Asia Tech & Innovation Trends

  • China suspends carpool services following murders (AsiaOne)
  • Didi falls way behind Uber on road to IPO (Reuters)
  • Got a problem? Ask China’s online agony aunts (Tribune)
  • Funding squeeze to deflate China’s startup ‘bubble,’ says US incubator (Nikkei)
  • How a Taoist Temple Scion Grew His Quirky Online Retailer 1,600%; The 486 founder has built a cult following with Youtube advice (Bloomberg)
  • Telehealth apps rise in Southeast Asia due to doctor scarcity (Nikkei)
  • Personal finance portal MoneySmart Group aims to equip consumers with the tools to become their own best financial advisers. (BT)
  • India’s top digital payments firm bets on local expertise to fend off rivals (Reuters)
  • More than a hotel-listing platform: Zuzu Hospitality Solutions also acts as a consultancy, helping small independent hotels manage their operations and marketing. (BT)

Global Tech & Innovation Trends

  • Roku: A Premium Is ‘Warranted’ as the Company Grows (Barron’s)
  • More Enterprise-Tech Ventures Going Public (WSJ)
  • SEC Seeks Software To Monitor Market-Moving Social-Media Posts (ZH)


  • Fear, Joseph Campbell noticed, often reveals itself as a purpose, a trade, or an occupation. These are endeavours that rapture the individual, but are, perhaps, looked upon by the ego and society as disagreeable for many reasons. The dragon is everything that you fear. It holds your anxieties, your lack of confidence, the expectations of others and also your own limiting expectations of yourself (Medium)
  • How to Maintain a State of Creative ‘Flow’ (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.

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