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H.E.R.O.’s Journey in Tech (17 October 2018) – As interest rates rise, the venture-capital model pioneered by SoftBank and followed by the likes of Tencent is breaking down + The Woman They Turned Away who created many of technologies that we use on a daily basis

H.E.R.O.’s Journey in Tech (17 October 2018) – As interest rates rise, the venture-capital model pioneered by SoftBank and followed by the likes of Tencent is breaking down + The Woman They Turned Away who created many of technologies that we use on a daily basis

Companies

  • Chipmaker spending cuts hurt equipment supplier Disco (Nikkei)
  • Hamamatsu develops bright supercontinuum source; Japanese photonics giant delivers stable source equivalent to xenon lamps; allows high-precision measurements. (Optics)
  • WiseTech buys Sydney company SmartFreight for $55 million (AFR)

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

  • Asia’s Technology Bear Isn’t Ready to Hibernate; As interest rates rise, the venture-capital model pioneered by SoftBank and followed by the likes of Tencent is breaking down. (Bloomberg)
  • Singapore e-wallet NetsPay in talks with Tencent’s WeChat Pay for cross-border payments (SCMP); WeChat Pay, China’s Popular Payment Tool, Lands in U.S. (Barron’s)
  • Samsung Electronics buys network analysis firm Zhilabs in 5G push (Reuters)
  • Softbank pushes link-ups as insurance strategy takes shape (Reuters)

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

  • Facebook Accused of Hiding Inflated Ad Metrics Back in 2015 (Bloomberg)
  • Amazon Doles Out Freebies to Juice Sales of Its Own Brands; Critics say some customer reviews disadvantage third-party merchants and could displease European regulators. (Bloomberg)
  • Amazon likely to buy 7-8 percent stake in India’s Future Retail – TV (Reuters)
  • Amazon’s Next Stop May Be Brazil Drugstores, Morgan Stanley Says (Bloomberg)
  • Netflix Soars After Blistering Subscriber Growth Restores Faith (Bloomberg); Netflix Spoiled Us Rotten; Consumers don’t want ads and don’t want to pay up for TV. (Bloomberg); Netflix is online video’s Walmart, and its Tiffany (Reuters)

Asia Tech & Innovation Trends

  • IT leasing and corporate SaaS platform Edianzu scored USD 60 million Series D funding; In China, IT equipment leasing service has a market penetration of only 4.9%. (KRA)
  • China’s Huawei Takes Aim at Qualcomm, Nvidia With New AI Chips (Bloomberg)
  • Chinese electric car makers, nurtured by state, now look for way out of glut (Reuters)
  • China’s P2P lenders say regulation will cause industry collapse; Executives expect lender numbers to drop from more than 1,500 to as few as 50 (FT)
  • Firms offer a glimpse of future business models at CEATEC, Japan’s biggest electronics trade show (Japan Times) 

Global Tech & Innovation Trends

  • Is Uber worth as much as Alibaba? (AFR); Uber considers minority-stake investors for self-driving car unit; Ride-hailing group faces rising cost pressures ahead of IPO (FT); Uber Valued at $120 Billion in an IPO? Maybe (Bloomberg)
  • Instacart Continues Funding Spree, Raises $600 Million; The grocery-delivery startup bagged nearly $1 billion from investors this year. (Bloomberg)
  • Reddit CEO Says Tech Scandals Proved Him Right on User Data (Bloomberg)
  • Adobe Characterizer turns you into an animated drawing with the power of AI (TNW)
  • Postmates Interviews Banks for IPO; Food-delivery service is likely to go public in first half of 2019 (WSJ)
  • ‘We’re Not Google’ Won’t Cut It for TomTom; It wants to be the go-to provider of high-definition maps for autonomous cars. But TomTom is lacking direction and losing customers. (Bloomberg)

Life

  • The Woman They Turned Away who created many of technologies that we use on a daily basis (Medium)
  • The “Get Rich Slow” Exit Strategy (Hackernoon)
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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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