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H.E.R.O.’s Journey in Tech (1 November 2018) – Daifuku awarded automated warehouse contract for UK’s leading pet food manufacturer + How Knowledge of Difficulties Lends Confidence

H.E.R.O.’s Journey in Tech (1 November 2018) – Daifuku awarded automated warehouse contract for UK’s leading pet food manufacturer + How Knowledge of Difficulties Lends Confidence

Companies

  • Daifuku awarded automated warehouse contract for UK’s leading pet food manufacturer (SHDL)
  • Chat app Line’s games business raises $110M for growth opportunities (Techcrunch)
  • iStyle’s “@cosme store” Opening in Large Shopping Mall in Hong Kong near Mainland China (BI)
  • Japan’s Gree taps Bilibili to promote virtual stars in China (Nikkei)
  • Online fashion retailer Zozo simplifies measurement process; Disappointing Q2 earnings leave investors wary of private brand venture (Nikkei)
  • ‘The Story of Yanxi Palace’ drives iQiyi revenue as profits remain elusive (Technode)
  • Indonesia’s wifi modem rental entity PT Yeloo Integra Datanet Tbk (Passpod) (KRA)

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

  • Baidu Is Building an AI Mousetrap; Investing in this area won’t cure the search giant’s advertising habit, it’ll only make it worse. (Bloomberg)
  • Ford, Baidu to start self-driving road tests in China (Reuters)
  • Jack Ma writes his final letter to shareholders as Alibaba chairman. Here’s the full text (TIA)
  • Tencent sees focus of internet development shifting from consumers to business in next two decades (SCMP); Pony Ma sets out Tencent’s industrial internet ambitions as it looks to China’s future economy (SCMP)

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

  • Apple Pay Struggles to Meet Heady Expectations; Not the disruptive force imagined, payment system finally gaining traction where it counts (Bloomberg)
  • Netflix Gives Films Exclusive Theatrical Run Ahead of Streaming (Bloomberg)

Asia Tech & Innovation Trends

  • After A Torrid Year, Notable Chinese Tech IPOs Stumble (Crunchbase)
  • Chinese bike-sharing pioneer Ofo denies filing for bankruptcy (SCMP)
  • Startup Bets It Can End Japan’s Love Affair With Cash Payments (Bloomberg)
  • Why Indonesian e-commerce company Bukalapak is looking offline to stimulate online growth (SCMP)
  • Deliveroo expanding delivery-only kitchens throughout Australia (AFR)

Global Tech & Innovation Trends

  • Uber’s Valuation Is Insane (Medium)
  • Intel’s iPhone supply deal leaves PC makers facing chip shortage (Nikkei)
  • Why Lam Research Stock Could More Than Double (Barron’s)

Life

  • How Knowledge of Difficulties Lends Confidence (TSOL)
  • Tchaikovsky on Depression and Finding Beauty Amid the Wreckage of the Soul (BP)
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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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