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H.E.R.O.’s Journey in Tech (20 September 2018) – Koh Young Technology Highlighted Meister System at Semicon Taiwan + 14 lessons from Steve Jobs for all startup founders

H.E.R.O.’s Journey in Tech (20 September 2018) – Koh Young Technology Highlighted Meister System at Semicon Taiwan + 14 lessons from Steve Jobs for all startup founders

Companies

  • Trend Micro address regional challenges with managed security service launch (CNA)
  • 111 Inc.’s Xu Weihao: Online Healthcare Platform With Govt To Tackle China’s Medical Problems (CMN)
  • Xiaomi CEO on the ‘life-and-death’ changes he’s making (TIA)
  • Unit Of Debt-Ridden HNA Faces ‘Uncertainties’ In Buying China’s E-Commerce Site Dangdang (CMN)
  • Looking back on the eve of Meituan IPO; Meituan’s ups and downs, and its eventual success. (KRA); Downbeat stock market dampens retail enthusiasm for Meituan Dianping’s US$4.2 billion IPO in Hong Kong (SCMP); Meituan IPO Fact-Checks Mobike’s Fanciful Numbers; The prospectus paints a much different picture. (Bloomberg)

  • Southeast Asia’s production gains speed as China slows; Delta Electronics plans to turn affiliate Delta Electronics (Thailand) into a subsidiary to spread out its production bases, which are concentrated in mainland China and vulnerable to U.S. tariffs (Nikkei); NTU and Delta Electronics to expand joint research efforts in smart technologies (Eureka)
  • Getac launches new tablet for public safety agencies (AMAR)
  • Koh Young Technology Highlighted Meister System at Semicon Taiwan (iconnect)
  • Workforce management software company Damstra is readying for an ASX listing next year. (AFR)
  • Financial technology business Iress has integrated its Xplan financial advice software with Moneyinfo. (FTA)

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

  • Jack Ma sets out his New Manufacturing vision as Alibaba announces dedicated chip unit (SCMP)
  • Foreign, Korean Investors Duke It Out Over Samsung Electronics (Bloomberg)

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

  • Amazon Forecast to Be No. 3 Digital Advertising Player in 2018; Tech giant expected to surpass Verizon’s Oath and Microsoft, according to new eMarketer estimates (WSJ); Amazon Increases Ad Market Share at Expense of Google, Facebook (Bloomberg)
  • Amazon’s Shadow Continues to Loom Over Auto-Parts Retail (Barron’s)
  • Amazon Thinks Big, and That Doesn’t Come Cheap; If the e-commerce giant goes ahead with thousands of cashierless stores, it will cost a fortune. Still sure about those profit forecasts? (Bloomberg)

Asia Tech & Innovation Trends

  • AI will drive next wave of development in human civilization: SenseTime CEO Xu Li (Technode)
  • Hong Kong’s appeal as tech hub hammered by spiralling office rents and high salaries (SCMP)
  • India’s Livspace raises $70M for its one-stop-shop for interior design (Techcrunch)
  • Go-Jek acquires Indonesian adtech startup Promogo, introduces Go-Vend and Go-Ice; The acquisition enables Go-Jek drivers to earn extra income by having brands advertise on their vehicles, and even provide product samples in cars (e27)
  • Indonesian B2B marketplace Ralali raises US$7M for Thailand expansion; Led by Japan’s SBI Group, the round also saw participation from Addventures and startup incubator-cum-investor Digital Garage (e27)
  • Indonesia’s Newest Unicorn Eyes Top Slot With Help From Kiosks (Bloomberg)
  • Cotton On learns secret to online payments in Malaysia; Online sales now represent about 10 per cent of total sales of $2 billion and online penetration is as high as 15 per cent for brands such as Cotton On Kids. (AFR)

Global Tech & Innovation Trends

  • Strap on the Fitbit: John Hancock to sell only interactive life insurance (Reuters)
  • Why Yelp Could Rise 200% (Barron’s)
  • How Artificial Intelligence Can Help Companies Surf the Wave of Big Data (Barron’s)
  • Broadcom Stock Is a Cash Machine and Might Belong in Your Portfolio (Barron’s)
  • Expedia Group is working with the Thai government to list more hotels outside the country’s biggest tourist hot spots on its platform, encouraging tourists to venture beyond places like Bangkok and Phuket. (Nikkei)

Life

  • 14 lessons from Steve Jobs for all startup founders (TIA)
  • The Demise of Blockbuster, and Other Failure Fairy Tales; When big companies collapse, the story is never simple (Medium)
  • How We Spend Our Days Is How We Spend Our Lives: Annie Dillard on Choosing Presence Over Productivity (BP)
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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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