H.E.R.O.’s Journey in Tech (18 September 2018) – UUUM: The importance of change in accordance with the times + Mirror Worlds: or the Day Software Puts the Universe in a Shoebox…How It Will Happen and What It Will Mean

H.E.R.O.’s Journey in Tech (18 September 2018) – UUUM: The importance of change in accordance with the times + Mirror Worlds: or the Day Software Puts the Universe in a Shoebox…How It Will Happen and What It Will Mean

Companies

  • UUUM: The importance of change in accordance with the times (Techcrunch)
  • For Lifull president Takashi Inoue, emerging tech and a touch of altruism are key to success (Japan Times)
  • Hikvision – Sanctions Threaten to Shoot Down China’s Spyware Star: A rare homegrown global leader runs into a U.S. backlash. (Bloomberg)

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

  • Alibaba says New Retail strategy is paying off as Hema shopper data shows bigger average spending (SCMP)
  • Fund transfers between Alipay and WeChat Pay around the corner as Hong Kong launches faster payments service (SCMP)

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

  • Amazon Insiders Are Doing Business for Themselves; Employees are stealing internal company information for their private gain. Sound familiar? (Bloomberg)
  • Nvidia Going All Robot, All the Time (EETimes)

Asia Tech & Innovation Trends

  • Speculative funds repeatedly trigger circuit breakers as Chinese start-ups endure volatile Wall Street trading (SCMP)
  • ‘Made In China 2025’: a peek at the robot revolution under way in the hub of the ‘world’s factory’ (SCMP)
  • AI has far-reaching consequences for emerging markets (SCMP)
  • India’s Ola forays into New Zealand in latest overseas push (Reuters)

Global Tech & Innovation Trends

  • Twitter Sinks After Analyst Flags Accounting ‘Smoke and Mirrors’ (Bloomberg)
  • How Pinterest Became an $11 Billion Company by Organizing the World’s Hobbies (PH)
  • Zalando cuts guidance after summer heatwave lingers (Reuters)
  • IKEA’s services platform TaskRabbit expands to Canada (Reuters)
  • Self-Driving Cars Can Handle Neither Rain nor Sleet nor Snow; To help autonomous vehicles solve inclement conditions, WaveSense will sell a sensor that can see below the ground. (Bloomberg)
  • Naspers Plans New Listing of Pay-TV Unit to Focus on Internet (Bloomberg)

Life

  • From lab to leader: How consumer companies can drive growth at scale with disruptive innovation; In the era of “fast products” and digital disruption, delivering growth requires putting in place new predictive consumer-growth capabilities, including innovation, based on speed, agility, and scale. (McKinsey)
  • Mirror Worlds: or the Day Software Puts the Universe in a Shoebox…How It Will Happen and What It Will Mean (Amazon)

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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