H.E.R.O.’s Journey in Tech (23 October 2018) – Nidec, Schaeffler Vie for $1 Billion Asia Component Firm + How to Get 1% Better Every Day

H.E.R.O.’s Journey in Tech (23 October 2018) – Nidec, Schaeffler Vie for $1 Billion Asia Component Firm + How to Get 1% Better Every Day


  • Nidec, Schaeffler Vie for $1 Billion Asia Component Firm (Bloomberg)
  • China’s Spy-Tech Star Hikvision Needs Some Covert Help; Subsidies from Beijing are playing a bigger role in earnings amid a backlash against the surveillance industry. (Bloomberg)
  • Tencent-Backed Travel Agency Tongcheng-eLong To Raise $1B In HK IPO (CMN)
  • A post-IPO interview with China’s fourth largest internet company: Meituan remains optimistic amidst growing competition. (KRA)
  • Loss-making Online property conveyor PEXA readies for $2b float (Age)
  • Securemetric to raise RM17m from IPO (Star)

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

  • Apple Could Become a Multibillion-Dollar Ad Business. Here’s How (Barron’s)
  • As Amazon Grows ‘Go’ Stores, Here’s Who Could Benefit (Barron’s)
  • com, Qualcomm to put Alexa assistant in more headphones (Reuters)
  • Money for nothing: copyright law, YouTube, and the future of music [Part II] (FT)
  • Netflix adds to growing debt pile with $2 billion bond issue (Reuters)

Asia Tech & Innovation Trends

  • Chinese travel platform Mafengwo denies faking reviews after social media storm (SCMP)
  • PandaTV says its not dead and will file for an IPO this year (Technode)’Made in China 2025′: world’s biggest auto market wants to be the most powerful maker of electric cars (SCMP); Shenzhen’s all-electric bus fleet is a world’s first that comes with massive government funding (SCMP)
  • China’s Uber for Trucks Is Said Close to Up to $1 Billion Round (Bloomberg)
  • E-learning platform 17smile wins more than 10 million RMB in Series A+ by serving teachers not schools; As long as the teacher has a WeChat account, a ‘class’ can be registered and announcement can be made. (KRA)
  • The bankruptcy of a major Chinese rented-flat operator backed by Xiaomi founder Lei Jun has highlighted the inherent risk of the previously high-flying sector’s heavy reliance on debt-fuelled growth (SCMP)
  • China’s peer-to-peer lending system may effectively vanish in the next year. (Barron’s)
  • How Asia can drive the technology revolution in property and construction (SCMP)
  • GrabFood regional head Tomaso Rodriguez: Food delivery is the key pillar in path to profitability; Food delivery is the key pillar in Grab’s strategy and path to profitability. (KRA)
  • An alternative history of silicon valley disruption (Wired)

Global Tech & Innovation Trends

  • A spikier world for innovative start-ups beckons; The venture-capital game is evolving with deals declining even as their value rises (FT)
  • Can Germany survive the ‘iPhone moment’ for cars? The country’s profitable carmakers are being hit quicker than expected by the adoption of electric vehicles and diesel bans (FT)
  • PayPal: cash out; Digital payments company’s stock needs a youthful kick (FT)
  • The unlikely winner of China’s gaming crackdown? US platform Steam, at least for now (SCMP)
  • Why Basecamp still runs three completely different versions of their software (Hacker Noon)
  • How Lucidchart grew to 13 million users on land-and-expand strategy (Freshworks)
  • Jeff Weiner Explains The Most Important Challenge For Tech In The Next 25 Years (Linkedin)


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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