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H.E.R.O.’s Journey in Tech (19 September 2018) – Delta Electronics Shrinks Power Supply with Transphorm’s High-Voltage GaN FETs + Seneca quote on endurance

H.E.R.O.’s Journey in Tech (19 September 2018) – Delta Electronics Shrinks Power Supply with Transphorm’s High-Voltage GaN FETs + Seneca quote on endurance

Companies

  • Trend Micro Launches Managed Detection and Response Service in Singapore and APAC (BI)
  • Illinois-Based Daifuku Wynright Picks Hobart for Manufacturing Complex and Growth (OAOA)
  • Kakao Games calls off IPO (Investor)
  • Taiwan government mulls additional incentives for Taiwanese manufacturers to leave China; Delta Electronics, New Kinpo Group, and Merry Electronics have began to switch some of their Chinese manufacturing to Southeast Asia. (Taiwan News)
  • Innodisk Moving at Full Speed towards IoT Integration at InnoTrans 2018 (PRNews)
  • Sigurd enjoys strong high-end chip probing demand (Digitimes)
  • Delta Electronics Shrinks Power Supply with Transphorm’s High-Voltage GaN FETs (Business Wire)

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

  • Alibaba’s incoming chairman puts data at heart of business (Nikkei)
  • What Alibaba’s investments say about its plans for the future (TIA)
  • Jack Ma says it’s his responsibility to let Alibaba go, warns of protracted US-China trade war (SCMP)
  • Of the 10 companies worth more than $100 billion that analysts predominantly rate as buy, Tencent has by some distance had the worst 2018 (Bloomberg)
  • Tencent releases open platform to help drive AI projects at other companies (SCMP)

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

  • Microsoft introduces HoloLens to businesses through Dynamics 365 apps (Reuters)

Asia Tech & Innovation Trends

  • China Tech Inc.’s Annus Horribilis: Fully Charged (Bloomberg)
  • China’s tech boom leaves wide rich-poor chasm (Nikkei)
  • China’s Waymo challenger Pony.ai hits the accelerator to speed up to a robotaxi fleet of 200 (SCMP)
  • Luxury e-commerce in China has loads of room to grow, thanks to the country’s tech-savvy, cash-rich millennials (SCMP)
  • Octopus’ transport payment monopoly under threat? – 8 in 10 passengers would pay by e-wallet or QR code if they had the option, claims Visa (SCMP)
  • Indian patient-doctor platform DocPrime gets $50M for city expansion (Techcrunch)
  • China Goes for Broke in Indonesian E-Commerce: Mainland tech giants are snapping up online-retail startups, but it’ll be hard to make a profit. China’s internet giants have stakes in four of Indonesia’s five largest e-commerce operators (Bloomberg)

Global Tech & Innovation Trends

  • Why Zillow Addicts Can’t Look Away; Brokers say that Zestimates can be off base, but that doesn’t stop sellers from obsessing over what the website says their home is worth. (NYT)
  • Walmart is borrowing luxury’s playbook to gain an edge on Amazon in fashion (qz)
  • Food delivery start-up Postmates cracks $1bn valuation; Unicorn status reached after latest $300m fundraising. Postmates expects its footprint to grow from about half of US households now to 70-75 per cent by year’s end (FT)
  • The 3D fine print (Forbes)
  • The Tension Is Building Between Spotify and the Music Industry (Bloomberg)
  • World Economic Forum Takes On China Tech Regulation; Its Center for the Fourth Industrial Revolution will serve as a think tank and testing ground for emerging-technologies policy (WSJ)
  • Indigo Raises $250 Million to Bring Tech to Big Agriculture (Bloomberg)
  • Set Free by Naspers, African TV Giant MultiChoice Plots Path (Bloomberg)
  • Zalando’s Real Problem Isn’t Sun. It’s Amazon: Reliance on third-party labels leaves it vulnerable to comparison shopping. (Bloomberg)
  • ASML optimistic about litho equipment demand in China (Digitimes)
  • Microcontroller Fortunes Rise with IoT (EETimes)

Life

  • Lessons From Da Vinci on Work and Life. (Medium)
  • Predicting the Future with Bayes’s Theorem (Farnam Street)
  • Seneca quote on endurance (VIW)
  • Seeking unpredictable value creation (II)
  • Future Founders, Here’s How to Spot and Build in Nonobvious Markets (First Round)
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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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