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H.E.R.O.’s Journey in Tech (21 September 2018) – Daifuku introduces advanced airport facility + Podcast: Rocky Marciano’s Fight for Perfection in a Crooked World

H.E.R.O.’s Journey in Tech (21 September 2018) – Daifuku introduces advanced airport facility + Podcast: Rocky Marciano’s Fight for Perfection in a Crooked World

Companies

  • Daifuku introduces advanced airport facility (Yahoo)
  • Japan clothing magnate Maezawa chases spot in business firmament (Reuters)
  • Low-end e-commerce platform Pinduoduo enters high-end grocery delivery (Technode)
  • Wang Xing, founder of Meituan Dianping, has seen his net worth surge to $5.3 billion after the initial public offering of the food delivery giant (Bloomberg); Meituan IPO shows how to tempt investor appetites (Reuters); Wang Xing: the graduate school dropout behind China’s Meituan Dianping meal-delivery empire (SCMP)
  • Getac announces the K120 fully rugged tablet for public safety agencies (Digitimes)
  • PCB firm Zhen Ding subsidiary starts trading on SZSE (Digitimes)
  • Diode firm Eris puts increased focus on protection components (Digitimes)

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

  • Alibaba’s AI Unit To Launch Hospitality Robots In October (CMN)

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

  • Amazon’s New Promise Is ‘Alexa Everywhere’ (Barron’s); Amazon’s New Microwave: ‘Alexa, Please Defrost My Chicken’; New offerings include Alexa-enabled chip that manufacturers can install to control basic appliances (WSJ); Amazon Unveils New Devices to Power Smart Home With Your Voice (Bloomberg); Amazon adds Echo devices for home and car in bid to dominate voice gadgets (Reuters)
  • Apple and Amazon at a Trillion $: Looking Back and Looking Forward! (Damodaran)
  • Amazon Prime Video’s India mantra: “Variety is what sticks with viewers” (qz)
  • How Amazon plans to battle Walmart in India (CNN)
  • The Prime Effect: How Amazon’s Two-Day Shipping Is Disrupting Retail; The quest to offer fast, free delivery has triggered an arms race among the largest retailers (WSJ)
  • Amazon Investment in India Ties Into Retail Chain; Deal could give the online retailer a claim to the more than 500 stores of Aditya Birla Retail (WSJ)
  • Amazon’s Delivery Drones May Not Hurt UPS and FedEx After All (Barron’s)
  • Amazon Could Spend $3 Billion on ‘Go’ Stores, Analyst Says (Bloomberg)
  • Instagram is the most harmful social network for your mental health; Only YouTube had a net-positive effect among the respondents (qz)
  • Apple Watch Should Pave Way for More Medical Gadgets, FDA Says (Bloomberg)
  • Alphabet Backs GitLab’s Quest to Surpass Microsoft’s GitHub (Bloomberg)

Asia Tech & Innovation Trends

  • China’s Cross-Border E-Commerce Payment Platform PingPong Raises $102M Series C Round (CMN)
  • President and CTO of internet data analysis company iResearch “disappear” for investigation about fabricating market data, especially in TV ratings. (Technode)
  • A peek into China’s fast-changing mobile marketing scene (Technode)
  • Twitch confirms it’s been blocked in China (TNW)
  • Is Chinese E-Commerce Moving Down Market? (Forbes)
  • China’s rising memory chip leader won’t try to ‘crash the market’; State-backed Yangtze Memory at vanguard of Made in China 2025 says ‘We are no copycat’ (Nikkei)
  • Japanese e-payment startup Origami adds UnionPay as investor (Nikkei)
  • Market Kurly operator secures W67b investment (Investor)
  • Buffett’s Indian pick Paytm aims to build financial-services empire; Digital payments startup looks to profit by bringing small shopkeepers online (Nikkei)

Global Tech & Innovation Trends

  • Today’s Hot Eventbrite IPO Is a Bet on the ‘Experience Economy’ (Barron’s); Eventbrite Surges in Market Debut; Gain gives ticketing and event-services company a valuation near $3.4 billion on fully diluted basis (WSJ)
  • Square is considering offering investment and savings products through its Cash App (Recode)
  • Smart Showers, Brainy Tubs: The Rise of the High-Tech Bathroom (WSJ)
  • Online Luxury Goods Hub Farfetch’s IPO Raises $885 Million (Bloomberg)
  • Medtronic Agrees to Buy Mazor Robotics in $1.6 Billion Deal (Bloomberg)
  • At This High-Tech Farm, the Boss Is an AI-Powered Algorithm; Bowery Farming says its proprietary software can top the intuition of a seasoned farmer. (Bloomberg)
  • Chip Stock Anxieties Revived After Micron Sales View Falls Short (Bloomberg)
  • This Is the Weirdest Driverless Vehicle You’ve Ever Seen (Bloomberg)
  • Yelp Soars to Three-Year High as Wall Street Warms Up to Brand (Bloomberg)
  • Uber in talks to buy food delivery firm Deliveroo: Bloomberg (Reuters)
  • Robocall infestation demands robot solution (Reuters)
  • Adobe to buy marketing software firm Marketo for $4.75 billion (Reuters)
  • Silicon Valley Waits as China’s Unicorns Race to Public Markets (Bloomberg)

Life

  • Podcast #442: Rocky Marciano’s Fight for Perfection in a Crooked World (AOM)
  • The decline and fall of Chinese Buddhism: how modern politics and fast money corrupted an ancient religion (SCMP)
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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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