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H.E.R.O.’s Journey in Tech (4 October 2018) – New faces and overseas earners lead Nikkei to fresh 27-year highs; The likes of Keyence and Recruit crowd top 10 market cap list + Robert Greene’s new book: The Laws of Human Nature Hardcover – October 23, 2018

H.E.R.O.’s Journey in Tech (4 October 2018) – New faces and overseas earners lead Nikkei to fresh 27-year highs; The likes of Keyence and Recruit crowd top 10 market cap list + Robert Greene’s new book: The Laws of Human Nature Hardcover – October 23, 2018

Companies

  • Tencent Music Won’t Have Investors Dancing in the Streets; The Tencent-backed company is looking for a $25 billion valuation in its IPO in the U.S., despite slowing revenue growth from its main business (WSJ)
  • Market cheers Tencent’s US$300 million investment in Chinese video streamer Bilibili (SCMP); Hedge Funds Cheer Tencent Stake in Chinese Video Streamer (Bloomberg)
  • China’s Big Brother drafted into trade war; Intel may be forced to stop selling to $39 billion Hikvision (Reuters)
  • Nintendo Plans New Version of Switch Next Year; Updated console isn’t expected to adopt the OLED panels used in Apple’s iPhone X series (WSJ)
  • New faces and overseas earners lead Nikkei to fresh 27-year highs; The likes of SoftBank, Docomo, Keyence and Recruit crowd top 10 market cap list (Nikkei)

  • Repstronics Celebrates 15-Year Anniversary with Koh Young (iconnect)
  • Innodisk Showcasing the Latest Storage and Memory Innovations at Global Gaming Expo 2018 (PR News)
  • Carsales first to put goods on Reserve Bank’s New Payment Platform (AFR)
  • Serko is a provider of travel and expense technology solutions to a growing number of companies including industry giant Flight Centre (MF)
  • Yorkshire Building Society Group will deliver a new online mortgage application platform with technology business IRESS. (MS)
  • AltiumLive to Feature Altium Designer 19 Release (iconnect)
  • Modem rental firm Passpod to raise $2.6m in Indonesia IPO (KRA)

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

  • Nomura Fund Manager Dumps 4.3 Million Samsung Shares Before Earnings (Bloomberg)
  • Toyota and SoftBank tie up to offer new mobility services (Nikkei, Reuters)

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

  • Microsoft’s CFO explains its M&A strategy: It loves to buy ‘communities’ like LinkedIn and GitHub; Amy Hood talked about the importance of “networked assets.” “Those types of assets are always interesting and always will be around the world (CNBC)

Asia Tech & Innovation Trends

  • Despite trade war, US investors embrace unprofitable Chinese IPOs in plan for long-term gain (SCMP)
  • Japan is embracing the cloud. It will embrace cashless payments, too (TIA)
  • Carmakers Throw Money at the Future of Driving; Honda, Toyota’s investments in autonomous vehicles could prove to be pricey endeavors. (Bloomberg)
  • Startups to gain better access to Japanese medical records; Certification program underway to ensure privacy protection (Nikkei)
  • There’s only one thing Indian online shoppers are loyal to: discounts (qz)
  • Indonesia’s Go-Jek could launch ride-hailing service in Singapore this month as it looks to challenge Grab (SCMP)

Global Tech & Innovation Trends

  • Upwork Stock Soared After Its IPO as Wall Street Bet on the Freelance Economy (Barron’s)
  • Investors Cool on Hotly Anticipated London FinTech IPO; Shares in peer-to-peer lender Funding Circle traded sharply below their offer price (WSJ)
  • Talkdesk Raises $100 Million to Make Customer Service Less Terrible; Using cloud technology and machine learning, the startup is said to hit a more than $1 billion valuation. (Bloomberg)
  • From investment banker to delivery man: how Deliveroo chief Will Shu built a US$2 billion company (SCMP)
  • Network effect: How Shopify is the platform powering the DTC brand revolution (Digiday)

Life

  • Robert Greene’s new book: The Laws of Human Nature Hardcover – October 23, 2018 (Amazon)
  • This Timeless And Boldly Optimistic Idea Could Change Your Life (Ryan Holiday)
  • Anton Chekhov’s 6 Rules for a Great Story; Mastering the essential complementarity of compassion and total objectivity. (BP)
  • Ray Dalio: “I think curiosity and character are the two most important attributes to have.” (LinkedIn)
  • How to Create Any Habit With Advice From the Four Greatest Habit Masters (BHCM)
  • How to Make a Dent in the Universe; “What important truth do few people agree with you on?” (Medium)
  • How to come up with a killer brand name (Medium)

 

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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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