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H.E.R.O.’s Journey in Tech (31 October 2018) – Trend Micro and NTT DOCOMO Collaborate to Provide New Solution for 5G Era; Delta Electronics Q3 net profit hits record high

H.E.R.O.’s Journey in Tech (31 October 2018) – Trend Micro and NTT DOCOMO Collaborate to Provide New Solution for 5G Era; Delta Electronics Q3 net profit hits record high

Companies

  • Trend Micro and NTT DOCOMO Collaborate to Provide New Solution for 5G Era (BW)
  • Nintendo’s Switch Struggles to Keep Up With Sony’s Older PS4 (Bloomberg)
  • Sony Stock Surge Gives New CEO the Hottest Start in 23 Years (Bloomberg)
  • China’s Top Netflix-Style App Deepens its Bets on In-House Shows (Bloomberg)
  • Delta Electronics Q3 net profit hits record high (FT)
  • Netmarble to buy back shares worth W200b (Investor)
  • IRESS advances in online super advice space (SR); Industry fund, IRESS begin automated advice journey (FS)

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

  • Baidu Sales Forecast Misses Estimates as China’s Economy Slows (Bloomberg)
  • Huge opportunities in current adversity, says Jack Ma in final shareholder letter as Alibaba executive chairman (SCMP)
  • Samsung Refuses to Play Chicken With Capex (Bloomberg)

 

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

  • How Facebook Failed To Build A Better Alexa (Or Siri) (Forbes)
  • Fortress Facebook Is Suddenly Vulnerable; One of the best corporate success stories of the last decade now faces a lot that could go wrong. (Bloomberg)
  • InvestorPlace highlights Ensemble Capital’s Netflix pricing power analysis (II)

Asia Tech & Innovation Trends

  • Overthrowing Lazada, Shopee leads e-commerce in Vietnam (KRA)

Global Tech & Innovation Trends

  • Big Blue’s takeover of Red Hat could produce an über-cloud; The $34bn deal is yet another sign that open-source software revolutionaries have triumphed (Economist); IBM hopes to stay relevant with Red Hat deal: Ageing behemoth aims to reboot itself and survive in changing tech world (FT)
  • Cloud Growth Slowdown Looms, Suggesting Tech Boom Near Peak (Bloomberg)
  • How Github, and open source software, helps solve social issues with code (Age)
  • Innovations count most for AI startups: Q&A with Xilinx president Victor Peng (Digitimes)

Life

  • The Story of Milton Hershey – The Sweetest Place on Earth (IF)
  • Podcast #453: Leadership in Turbulent Times (AOM)
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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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