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H.E.R.O.’s Journey in Tech (13 November 2018) – Bankers Can Only Dream of Deals With Reluctant GIS Tech Tycoon Jack Dangermond; The GIS market is almost $3 billion in sales and Esri commands over 40% of market share + The Process of Meaning-Making

H.E.R.O.’s Journey in Tech (13 November 2018) – Bankers Can Only Dream of Deals With Reluctant GIS Tech Tycoon Jack Dangermond; The GIS market is almost $3 billion in sales and Esri commands over 40% of market share + The Process of Meaning-Making

Companies

  • YY’s David Li left NetEase to build one of China’s first livestreaming startups (TIA)
  • Qutoutiao reports 8886.1% increase is net loss increase third quarter (Technode)
  • NetEase Cloud Music raises over $600 million (Technode)
  • Baozun Sinks 13% as Singles Day Orders Growth Decelerated (Bloomberg)
  • Fears of poor iPhone sales hit Apple suppliers in Hong Kong as benchmark sheds 2.1 per cent (SCMP)
  • Getac’s Rugged Tablet Helps Digitize Pizza Production (AW)
  • Keflavik International Airport expands use of Gentrack’s Veovo Flow Management system (TP)

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

  • New Retail tech is backbone of Singles’ Day for Alibaba (Technode)
  • How Singles’ Day has helped Alibaba ascend on an AI-powered cloud in China (SCMP)

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

  • Competition to AmazonGo Is Coming From an Unlikely Source (Bloomberg)
  • Half of Netflix’s new Asian originals are from India (CNN); Investors Expect Netflix Prices to Rise-but Watch for a Cheaper Offering, Too (Barron’s)
  • Apple Has a Plan B as IPhone Demand Peaks; Many Suppliers Don’t (Bloomberg); Apple Suppliers Tumble on New Signs of Weak iPhone Demand (Bloomberg)

Asia Tech & Innovation Trends

  • Chinese short-video apps want to make us shop (TIA)
  • Questions raised over Bitmain profits after IPO filing; Discrepancies in profit figures cited by world’s largest crypto mining hardware maker (FT)
  • Trade war and censors blow chill wind through China’s giant tech scene (Reuters)
  • Zhongguancun: Beijing’s innovation hub is at the centre of China’s aim to become a tech powerhouse (SCMP)
  • ‘Post-90s’ generation dominates consumer spending in Singles’ Day 11.11 shopping festival (SCMP)

Global Tech & Innovation Trends

  • Bankers Can Only Dream of Deals With Reluctant GIS Tech Tycoon Jack Dangermond; “The GIS market is almost $3 billion in sales and Esri commands over 40 percent of market share” (Bloomberg)
  • SAP and Experience Management; SAP is at the center of 77% of transactions worldwide, thanks in large part to their dominance at point-of-sale (Stratechery); SAP/Qualtrics: generating X; The two are a good match, but the wedding will be expensive (FT); SAP’s Sales Army Still Doesn’t Justify an $8 Billion Deal (Bloomberg)
  • The Three-Minute Chat That Wiped Billions Off Stocks; Lumentum outlined how changing winds at a key client, Apple, hurt its outlook. Maybe the company hasn’t learned to play the supplier game. (Bloomberg)
  • Airbnb: New tricks for an old unicorn (Forbes)
  • Palantir Has a $20 Billion Valuation and a Bigger Problem: It Keeps Losing Money; The Silicon Valley unicorn, which has been run like a scrappy startup, is under pressure to remake the business ahead of a possible IPO (WSJ)
  • Spotify Falls Below Listing Price for First Time (Bloomberg)
  • Sell-Off Becomes Roughest Since 2011 on Third Leg of Nasdaq Drop (Bloomberg)
  • Is Snapchat Going to Die? (PH)

Life

  • The Process of Meaning-Making (ZR)
  • Fools Rush In: 37 Of The Worst Corporate M&A Flops (CBI)
  • How an Intelligence Expert Helps Wall Street Mavens Think Smarter (NYT)
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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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