H.E.R.O.’s Journey in Tech (7 November 2018) – A marriage of machines, data and humans – the industrial internet explained

H.E.R.O.’s Journey in Tech (7 November 2018) – A marriage of machines, data and humans – the industrial internet explained


  • Sony searches for cool factor in Tokyo’s trendy Shibuya district; Company hosts events to give creators a taste of its latest tech (Nikkei)
  • Staying focused on unique expertise: Q&A with Rohm Semiconductor president Tadanobu Fujiwara (Digitimes)
  • Chinese selfie app Meitu faces up to ‘natural look’ beauty (Technode)
  • Kakao Ventures invests W1b in K-beauty platform Limese in India (Investor)
  • Infosys Is Boring Again, and That’s a Good Thing: Chairman (Bloomberg)

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

  • Chinese companies rush to make own chips as trade war bites; Internet giants Baidu and Alibaba plan AI semiconductors (Nikkei)
  • Alibaba’s DingTalk to build voice-driven version for cars (Technode)
  • China’s Alibaba to open its first automated hotel; Robot receptionists and AI-powered smart speakers are homegrown technologies (Nikkei)
  • Alibaba pledges to bring US$200 billion of goods into China over next five years (SCMP)
  • Tencent builds self-driving car team in Silicon Valley (Reuters)
  • Spotify facing growth pains in Asia, where Tencent’s Joox is more popular (KRA)
  • Why SoftBank’s Huge Real Estate Investments Just Might Make Sense (Barron’s)

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

  • Inside Amazon’s Robotic Fulfillment Center (Bloomberg)
  • Alexa Can Do Many Things But Won’t Call 911; Many smart speakers can now make phone calls, though not for emergencies (WSJ)

Asia Tech & Innovation Trends

  • The price bubble surround China’s third-party payment license has burst as the trading price of the once coveted resource slumped by half over the past few months (Technode)
  • Xi enters Shanghai in high-stakes tech IPO race (Reuters)
  • China has a new surveillance tool that identifies citizens by how they walk (TNW)
  • Startup Nowbusking revolutionizes waiting time; The startup provides a waiting list service to businesses such as restaurants, banks, shopping malls, amusement park or just about any place where people can expect to wait. (Investor)
  • Bleeding unicorns: Rising losses at startups; Flipkart, Paytm, Swiggy, Zomato, Hike and Shopclues together posted ₹7,726 crore in losses in the year ended March 2018 (Forbes)
  • Ola is taking its hyper discounting model beyond India. But will it work? (qz)
  • Singapore looks to digital services to unblock traffic jams; One stop apps will help commuters jump out of cabs and onto scooters (Nikkei)

Global Tech & Innovation Trends

  • A marriage of machines, data and humans – the industrial internet explained (SCMP)
  • Cloud-software IPO deserves an equivocal “yes” (Reuters)
  • Naspers’ Vision Fund-lite carries less baggage (Reuters)

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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