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H.E.R.O.’s Journey in Tech (15 September 2018) – The next phase of semiconductor growth will not depend on smartphone sales: Tokyo Electron CEO + Leadership and Life Lessons from Amazon’s Jeff Bezos

H.E.R.O.’s Journey in Tech (15 September 2018) – The next phase of semiconductor growth will not depend on smartphone sales: Tokyo Electron CEO + Leadership and Life Lessons from Amazon’s Jeff Bezos

Companies

  • The next phase of semiconductor growth will not depend on smartphone sales: Tokyo Electron CEO (CNBC)
  • Taiwan flexible PCB firms expand market presence. Through the upcoming debut of its China-based subsidiary Avary Holding on the Shenzhen Stock Exchange (SZSE), Zhen Ding is expected to raise CNY3.6 billion (US$527.2 million). Flexium Interconnect has been engaged in the development of new technologies and products associated with 5G communication applications, and has obtained new orders for such high-margin products including communication management modules and high-frequency wireless transmission modules from both the notebook and handset sectors (Digitimes)
  • Citadel is a technology business that offers secure enterprise management software that helps people working in security, defence, healthcare and education make decisions with the right information. (MF)

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

  • How Jack Ma went from English teacher to tech billionaire (CNN)

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

  • Which Apple Suppliers Win, and Lose, From New iPhones (Barron’s)

Asia Tech & Innovation Trends

  • ByteDance to enter China’s long-form streaming video market, challenging iQiyi, Tencent Video (SCMP)
  • IT home service company ShanXiuXia hauls in 80M RMB Series B; Founded in 2015, ShanXiuXia is currently providing IT home repair services in 30 cities. (KRA)
  • Rare billion-dollar beast: Aussie tech unicorn Canva makes a profit (Age)

Global Tech & Innovation Trends

  • Here’s Why Yelp and Grubhub Could Keep Rising (Barron’s)
  • This $2 Billion HR Startup Wants To Humanize How Small Businesses Pay Their Staff (Forbes)
  • With no true competitive threats, wide-moat commercial real estate data provider CoStar Group is a borderline monopoly. (Morningstar)
  • MoviePass Woes May Be Opportunity for Competitors; Rivals seek to satisfy newfound demand for theatrical subscription option (WSJ)
  • Inside Deliveroo’s dark kitchens, the food delivery fight’s new front (Age)

Life

  • Leadership and Life Lessons from Amazon’s Jeff Bezos: Make three good decisions a day and no meetings before 10 a.m. (WSJ)
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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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