H.E.R.O.’s Journey in Tech (5 October 2018) – Sinbon revenues hit record in September + Your Work Is the Only Thing That Matters (Ryan Holiday)

H.E.R.O.’s Journey in Tech (5 October 2018) – Sinbon revenues hit record in September + Your Work Is the Only Thing That Matters (Ryan Holiday)


  • Chinese travel giant Ctrip partners with Splyt to push into international ride-hailing, setting up Didi clash (SCMP)
  • Mixi: This Company Had Most Lucrative Mobile Game Ever. Now It Needs a New Hit (Bloomberg)
  • Sinbon revenues hit record in September, driven by increasing sales in green-energy, communication and electronics peripheral products (Digitimes)
  • Info Edge’s Zomato to launch own digital wallet, aims to boost predictability of orders (BStd)

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

  • Alibaba’s Jack Ma is giving up ownership of Chinese entities – here’s what that means (SCMP)
  • Tencent, Alibaba and Baidu will reward patient investors who stay with them through the headwinds (SCMP)
  • Tencent has pumped billions into 300 companies. Here’s what it’s buying; The investments have long raised questions about Tencent’s strategy, esp when they target industries that appear unrelated to its main businesses of gaming and social media (CNN)
  • Tencent Pair Trade That Earned a Quick 54% Now Looks Crowded (Bloomberg)
  • Data explosion brings Toyota and SoftBank together; Monetizing information key to dominance in next-generation mobility services (Nikkei); Do-or-die self-driving race forces carmakers to choose allies; Toyota and SoftBank shift from partnership to capital tie-up (Nikkei); SoftBank-Backed Guardant Soars in Trading Debut After U.S. IPO (Bloomberg)

Asia Tech & Innovation Trends

  • Indonesia Set to Tighten Noose on Online Sellers Evading Tax (Bloomberg)
  • Grab and Fave form strategic partnership (TIA)

Global Tech & Innovation Trends

  • Why the Tinder Gold Rush Could Continue (Barron’s)
  • Why voice assistants will drive e-commerce (TNW)
  • Six predictions for the tech industry in 2019 and beyond; CCS Insight expects driverless cars to be banned in at least three countries by next year (FT)
  • Square Pushes Further Into Lending, saying it would start letting qualified shoppers finance in-store purchases of big-ticket items (Barron’s)
  • Live Nation Stock Stumbles as the Government Looks at Online Ticketing (Barron’s)
  • ZipRecruiter Is Valued at $1.5 Billion in a Bet on AI Hiring (Bloomberg)
  • Predicting Airfare Is a $750 Million Business (Bloomberg)
  • Cloudera and Hortonworks Are a Match Made Underwater; Former hot startups settle for less than when they were private. (Bloomberg)
  • Social media analytics platform Hootsuite explores sale: sources (Reuters)
  • Fitbit (fit) follow up: enough upside to justify the risk ? (VAO)


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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: