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H.E.R.O.’s Journey in Tech (2 November 2018) – Innodisk Bringing the Next-Generation NAND Flash to the Industrial Embedded Market + 7 Ways to Reprogram a Negative Mindset (

H.E.R.O.’s Journey in Tech (2 November 2018) – Innodisk Bringing the Next-Generation NAND Flash to the Industrial Embedded Market + 7 Ways to Reprogram a Negative Mindset 

Companies

  • Pinduoduo launches medicine channel, tapping pharmaceutical e-commerce market (Technode)
  • Meituan announces first restructuring plan since IPO (KRA)
  • Tech Titan 360 Takes $9.2 Billion Rollercoaster Ride in China (Bloomberg)
  • Japan’s answer to GPS points way to $44bn in new services; SoftBank and Murata Manufacturing are testing systems to help pinpoint road sections in need of repair in the city of Uji (Nikkei)
  • Nintendo second-quarter profit hits eight-year high, powered by Switch sales (Reuters)
  • KDDI and Rakuten to pool mobile and e-payment resources (Nikkei)
  • Delta Electronics 3Q18 revenues, net profit hit records (Digitimes)
  • Hiwin 3Q18 revenues, profit hit records (Digitimes)
  • Innodisk Bringing the Next-Generation NAND Flash to the Industrial Embedded Market (PRNW)
  • Koh Young America Presenting at i4.0 Connect Forum (iconnect)

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

  • China’s Baidu Sees Hotpot, Backseat Karaoke in Driverless Future (Bloomberg)
  • Pony Ma steers Tencent to 20th anniversary with eye on industrial internet (SCMP)

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

  • Apple Needs to Lean on Its Supporting Cast as Its Star Fades; Watch, AirPods and other accessories have to pick up more of the burden from the iPhone. (Bloomberg)
  • Investors bristle as Apple’s iPhone data goes the way of its headphone jacks (Reuters)
  • Apple’s pricey strategy carries risk (Reuters)

Global Tech & Innovation Trends

  • Fitbit Stock Soared Today. Does That Mean It’s a Health-Care Company Now? (Barron’s)
  • Roku Stock Could Rally on Strong Sales of Its Streaming Video Players (Barron’s)
  • Your Smartphone’s Location Data Is Worth Big Money to Wall Street; The phone in your pocket is dishing info on where you spend your time and, likely, money (WSJ)
  • Spotify Dances to a Slow Waltz in an Up-Tempo World; The music streaming company is offering no clarity on how it plans to pick up the pace. (Bloomberg)

Life

  • 7 Ways to Reprogram a Negative Mindset (Medium)
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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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