H.E.R.O.’s Journey in Tech (13 October 2018) – Delta Electronics September revenues hit record + Y Combinator’s Daniel Gross: Dreams and Determination

H.E.R.O.’s Journey in Tech (13 October 2018) – Delta Electronics September revenues hit record + Y Combinator’s Daniel Gross: Dreams and Determination


  • GoerTek has become the first of Apple’s leading equipment suppliers to confirm plans to shift production out of the country to avoid being caught up in the escalating trade war between Washington and Beijing. (Nikkei)
  • Chinese Medical Cosmetology Platform SoYoung Seeks For US IPO (CMN)
  • Delta Electronics September revenues hit record (Digitimes)
  • Singapore-based VHQ Media purchased a 70% stake in Beijing Jupiter Cultural Media; the extension into TV dramas through the US$25.1m deal would help it leverage its strengths in movie production, special effects, post-production and 3D animation (Taipei Times)
  • Afterpay, Zip await ASIC critique of buy now pay later (AFR)

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

  • Alibaba merges food delivery units Ele.me and Koubei amid price war with Meituan in China’s on-demand market (SCMP); Alibaba announces a challenger to newly-listed Meituan (memo included); New lifestyle platform is here to bring up the stakes in China’s food delivery space. (KRA)
  • TSMC to be only supplier of Apple A13 chips in 2019 (Digitimes)

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

  • How Netflix Expanded to 190 Countries in 7 Years (HBR)

Asia Tech & Innovation Trends

  • Indonesia’s Bukalapak connects kiosk shoppers to the web (Nikkei)

Global Tech & Innovation Trends

  • Where Fitbit’s Next Round of Growth Will Come From (Barron’s)
  • Cokes, smokes and clicks: How Oxxo corner stores are cashing in on Mexican e-commerce (Reuters)
  • A tech boom in Pittsburgh brings hope and angst (Reuters)
  • French startup offers Asia an AI weapon against knockoffs; Forgery-proof tabs let consumers check authenticity, from luxury bags to wine (Nikkei)
  • The Key to Autonomous Driving? An Impossibly Perfect Map; Self-driving cars may eventually work together to create nearly real-time maps. But we’re not there yet. (WSJ)
  • In Fintech’s Race for Customers, Adyen Lands Gap’s EU Business (Bloomberg)


  • Y Combinator’s Daniel Gross: Dreams and Determination (DP)
  • This Texas Finance Professor Sifts Data for Signs of Rigged Markets (Bloomberg)

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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