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H.E.R.O.’s Journey in Tech (8 October 2018) – Big screen continues to be big business: Vista Cinema division, which provides software-as-a-service to large cinema chains, is used in 42,512 screens worldwide, for a 38 per cent market share + Marcus Aurelius: How To Live Without Fear: Developing strength by having power over the mind

H.E.R.O.’s Journey in Tech (8 October 2018) – Big screen continues to be big business: Vista Cinema division, which provides software-as-a-service to large cinema chains, is used in 42,512 screens worldwide, for a 38 per cent market share + Marcus Aurelius: How To Live Without Fear: Developing strength by having power over the mind

Companies

  • Big screen continues to be big business; Vista provides cinema-management software for independent cinema operators and large circuits, as well as moviegoer data analytics, film distribution and other cinema-related technology services. Vista Cinema division, which provides software-as-a-service to large cinema chains, is used in 42,512 screens worldwide, for a 38 per cent market share (TB)
  • Cashless wave to lift Revenue’s growth (Edge)

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

  • Saudi Arabia invests another US$45 billion with SoftBank’s Masayoshi Son to pick tech winners (SCMP)

Asia Tech & Innovation Trends

  • Chinese offshore IPOs grow more reliant on shaky legal structure; Boom in tech listings built on companies that lack ownership of their operations (Nikkei)
  • Educating children with storytelling, YueDuQiYuan seeks Pre-A series financing (KRA)
  • AI promises jobs revolution but first it needs old-fashioned manual labour – from China; Basic Finder is among the labelling companies thriving amid the data boom, with clients including US university UC Berkeley and Chinese AI leaders SenseTime and iFlyTek (SCMP)
  • Indian online car dealer Droom raises yet another US$30m (KRA)

Global Tech & Innovation Trends

  • Bob Iger’s Bets Are Paying Off Big Time for Disney (Time)
  • The Internet Gave Us Great TV-Now Where’s Our Great TV Guide? The Golden Age of Television comes with too many apps and devices, and there aren’t enough tools to help you find and play the best shows (WSJ)
  • Comcast’s Revenge: Never Sell Hulu; Selling its Hulu stake to Disney would help offset the cost of acquiring Sky, but Comcast has good reasons to hold on (WSJ)
  • 3D printers already create human tissue, a house and smart ‘skin devices’, so what will future bring? (SCMP)
  • Elastic’s Soaring IPO Stretches Valuation to $4.9 Billion (Bloomberg)
  • Lasers Are Cool But Their Stocks Can’t Seem to Catch a Break (Bloomberg)

Life

  • Marcus Aurelius: How To Live Without Fear: Developing strength by having power over the mind (Medium)
  • One of the simplest rules in life is often times one of the hardest to implement: be nice to other people. You never know what they’re going through. (Ben Carlson)
  • China First Capital (1269) and a questionable joint venture (Webb)
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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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