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H.E.R.O.’s Journey in Tech (16 November 2018) – Koh Young Technology Reports Record-Breaking Q3 Revenues + Hong Kong’s sudden equity collapse syndrome strikes again

H.E.R.O.’s Journey in Tech (16 November 2018) – Koh Young Technology Reports Record-Breaking Q3 Revenues + Hong Kong’s sudden equity collapse syndrome strikes again

Companies

  • Trend Micro and Moxa Team Up to Create “TXOne Networks” – IT/OT Security Convergence Gaining Pace (CBR)
  • Nintendo Bets New Hex-Nut Pokémon Will Boost Switch Sales (Bloomberg)
  • Tencent-backed Pinduoduo accused of inflating revenues; Short-seller that brought down Samsonite chief goes after China ecommerce group Chinese ecommerce group (FT); Chinese phenom Pinduoduo has some explaining to do (Reuters, SCMP)
  • iQiYi gets exclusive rights to viral carpool karaoke show (Technode)
  • Koh Young Technology Reports Record-Breaking Q3 Revenues (iconnect)
  • Innodisk spurring AIoT with key integrated technology to develop competitive edge (Diigtimes); Innodisk Seizing the Edge with Industry’s Fastest Wide Temp DDR4 Memory (PR Newswire)
  • Investments In AI, Revenue Growth May Stem Fall In Margin, Says Info Edge (Bloomberg)

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

  • Robotic bartenders and smart hotels: Alibaba’s vision of future consumption (SCMP)
  • AlipayHK wins bid to provide QR code payment solution for Hong Kong’s MTR (SCMP)
  • SoftBank’s Vision Fund buys into US unicorn Automation Anywhere (Nikkei)

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

  • Facebook Morale, Hurt by Share Drop, Suffers Another Hit (Bloomberg)
  • Walmart’s Roar Is Getting Loud Enough to Rattle Amazon; Another strong quarter confirms that the big-box retailer is well-positioned to take on Amazon, or anyone else. (Bloomberg)
  • ‘Crypto hangover’ hammers Nvidia’s outlook, shares drop 17 percent (Reuters)

Asia Tech & Innovation Trends

  • Victor Li Wants New China Tech to Transform Father’s Old Empire (Bloomberg)
  • Face off: Realistic masks made in Japan find demand from tech, car companies (Reuters)

Global Tech & Innovation Trends

  • Voice tech like Alexa and Siri hasn’t found its true calling yet: Inside the voice assistant ‘revolution’; Until we invent something that wouldn’t be possible without voice, we’re just repurposing online content for our ears. (Recode)
  • Playing catch-up, Germany throws money at AI (Reuters)
  • Berkshire invests in JPMorgan, Oracle as Buffett puts cash to work (Reuters)
  • Crossed lines in the boardroom: The inside tale of how Nokia lost a market it dominated (Economist)
  • Silicon eyed as way to boost electric car battery potential (Reuters); A slew of electric truck plans may deliver the goods for China’s EV ambitions (Reuters)
  • Unicorns Backing Their Own VCs? Welcome to Peak Tech; Big checks have empowered startups to put off their IPOs. But now they’re buying growth. (Bloomberg)
  • Nobody Knows What Palantir Is Worth (Bloomberg)
  • Dutch Mapmaker TomTom Is Keeping ‘Open Mind’ on Deals, CEO Says (Bloomberg)

Life

  • Hong Kong’s sudden equity collapse syndrome strikes again (FT)
  • Jeff Bezos to employees: ‘One day, Amazon will fail’ but our job is to delay it as long as possible (CNBC)
  • Don’t Make These 5 Investing Mistakes That General Electric Investors Made (BVI)
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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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